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mindwear-capitian

followupboss-mcp-server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FUB_API_KEYYesYour Follow Up Boss API key, found in Admin > API.
FUB_SAFE_MODENoToggle between Safe Mode (default) and Full Access. Safe Mode prevents the ability to delete data. Set to 'true' for Safe Mode or 'false' for Full Access.true

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
listEventsB

List events from FUB. Filter by personId, type, property address, etc.

createEventB

Create a new event in FUB (lead event, property inquiry, etc)

getEventB

Get a single event by ID

listPeopleA

List/search people in FUB. Supports filtering by name, email, phone, tags, stage, source, assignedTo, price range, smart list, and more. For tag filtering use the tags parameter (comma-separated, OR logic). For email lookup use the email parameter.

createPersonC

Create a new person/contact in FUB

getPersonB

Get a single person by ID

updatePersonB

Update an existing person in FUB

deletePersonB

Delete (trash) a person by ID

checkDuplicateC

Check if a person already exists by email or phone

listUnclaimedA

List unclaimed people (in ponds, not assigned)

claimPersonC

Claim an unclaimed person

createPersonAttachmentA

Attach an externally-hosted file to a person. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY env vars. uri must point to an externally hosted file — FUB does NOT host uploads via this endpoint (omitting URI returns 403).

getPersonAttachmentB

Get a person attachment by ID

updatePersonAttachmentB

Update a person attachment

deletePersonAttachmentB

Delete a person attachment

listRelationshipsB

List relationships for a person

createRelationshipA

Create a relationship contact (Spouse, Brother, Partner, etc.) for an existing person. The relationship is its own contact record linked to personId — it is NOT a link between two existing people.

getRelationshipB

Get a relationship by ID

updateRelationshipC

Update a relationship contact

deleteRelationshipD

Delete a relationship

getIdentityA

Get identity/account information for the API key

getCurrentUserA

Get the current authenticated user (GET /me)

createNoteB

Create a note on a person

getNoteB

Get a note by ID

updateNoteB

Update a note

deleteNoteC

Delete a note

listCallsC

List calls

createCallB

Log a call for a person. FUB expects isIncoming (boolean) and note (singular).

getCallC

Get a call by ID

updateCallB

Update a call record

listTextMessagesA

List text messages. FUB REQUIRES at least one filter: personId, threadId, phone, toNumber, fromNumber, sharedInboxId, groupTextId, participants, or id list. Unfiltered calls return 400.

createTextMessageA

LOG a text message that was already sent by your registered third-party SMS system. This endpoint does NOT actually deliver an SMS — FUB only records it as a log entry on the person. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY env vars. To actually send an SMS to a lead, do it from FUB's UI or use your SMS provider's API directly.

getTextMessageB

Get a text message by ID

listUsersB

List all users/agents in the account

getUserB

Get a user by ID

deleteUserB

Delete a user

listSmartListsA

List all smart lists. By default only classic FUB smart lists are returned. Pass all: true to also include smart lists created in the current FUB UI (otherwise modern smart lists are invisible).

getSmartListB

Get a smart list by ID

listActionPlansB

List all action plans

listActionPlansPeopleC

List people assigned to action plans

addPersonToActionPlanB

Add a person to an action plan

updateActionPlanPersonB

Update a person's action plan status

listAutomationsC

List all Automations 2.0 automations. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY. Account must also be on Automations 2.0.

getAutomationB

Get an automation by ID

listAutomationsPeopleA

List people in Automations 2.0 automations. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY.

getAutomationPersonB

Get an automation-person entry by ID

addPersonToAutomationC

Add a person to an automation

updateAutomationPersonC

Update a person's automation status

listTemplatesC

List email templates

createTemplateB

Create an email template

getTemplateB

Get an email template by ID

updateTemplateB

Update an email template

mergeTemplateB

Merge an email template with a person's data (mail merge)

deleteTemplateB

Delete an email template

listTextMessageTemplatesC

List text message templates

createTextMessageTemplateC

Create a text message template

getTextMessageTemplateB

Get a text message template by ID

updateTextMessageTemplateC

Update a text message template

mergeTextMessageTemplateB

Merge a text message template with person data

deleteTextMessageTemplateB

Delete a text message template

listEmEventsC

List email marketing events

createEmEventC

Create email marketing events

listEmCampaignsB

List email marketing campaigns

createEmCampaignC

Create an email marketing campaign

updateEmCampaignB

Update an email marketing campaign

listCustomFieldsA

List all custom fields

createCustomFieldC

Create a custom field

getCustomFieldC

Get a custom field by ID

updateCustomFieldC

Update a custom field

deleteCustomFieldD

Delete a custom field

listStagesA

List all pipeline stages

createStageB

Create a pipeline stage

getStageA

Get a stage by ID

updateStageC

Update a stage

deleteStageC

Delete a stage

listTasksC

List tasks

createTaskC

Create a task

getTaskB

Get a task by ID

updateTaskC

Update a task

deleteTaskB

Delete a task

listAppointmentsC

List appointments

createAppointmentB

Create an appointment. FUB uses start/end (not startTime/endTime), typeId/outcomeId (not appointmentTypeId/appointmentOutcomeId), and invitees:[{type:'person'|'user',id}] (personId is NOT a top-level field).

getAppointmentB

Get an appointment by ID

updateAppointmentA

Update an appointment. FUB requires start and end on EVERY update (even partial edits) or it returns 'Valid Start and End dates are required'. Refetch with getAppointment first if you only have the id.

deleteAppointmentB

Delete an appointment

listAppointmentTypesA

List appointment types

createAppointmentTypeC

Create an appointment type

getAppointmentTypeA

Get appointment type by ID

updateAppointmentTypeB

Update an appointment type

deleteAppointmentTypeC

Delete an appointment type

listAppointmentOutcomesB

List appointment outcomes

createAppointmentOutcomeC

Create an appointment outcome

getAppointmentOutcomeA

Get appointment outcome by ID

updateAppointmentOutcomeC

Update an appointment outcome

deleteAppointmentOutcomeB

Delete an appointment outcome

listWebhooksC

List all webhooks

createWebhookC

Create a webhook

getWebhookB

Get a webhook by ID

updateWebhookC

Update a webhook

deleteWebhookC

Delete a webhook

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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