followupboss-mcp-server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FUB_API_KEY | Yes | Your Follow Up Boss API key, found in Admin > API. | |
| FUB_SAFE_MODE | No | Toggle 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
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| listEventsC | List events from FUB. Filter by personId, type, property address, etc. |
| createEventC | Create a new event in FUB (lead event, property inquiry, etc) |
| getEventB | Get a single event by ID |
| listPeopleC | 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 |
| getPersonC | Get a single person by ID |
| updatePersonC | Update an existing person in FUB |
| deletePersonC | Delete (trash) a person by ID |
| checkDuplicateB | Check if a person already exists by email or phone |
| listUnclaimedB | List unclaimed people (in ponds, not assigned) |
| claimPersonC | Claim an unclaimed person |
| createPersonAttachmentC | Attach a file to a person |
| getPersonAttachmentC | Get a person attachment by ID |
| updatePersonAttachmentC | Update a person attachment |
| deletePersonAttachmentC | Delete a person attachment |
| listRelationshipsC | List relationships for a person |
| createRelationshipC | Create a relationship between two people |
| getRelationshipC | Get a relationship by ID |
| updateRelationshipD | Update a relationship |
| deleteRelationshipC | Delete a relationship |
| getIdentityB | Get identity/account information for the API key |
| getCurrentUserB | Get the current authenticated user (GET /me) |
| createNoteC | Create a note on a person |
| getNoteC | Get a note by ID |
| updateNoteC | Update a note |
| deleteNoteC | Delete a note |
| listCallsD | List calls |
| createCallC | Log a call for a person |
| getCallC | Get a call by ID |
| updateCallC | Update a call record |
| listTextMessagesC | List text messages |
| createTextMessageC | Send a text message to a person |
| getTextMessageC | Get a text message by ID |
| listUsersC | List all users/agents in the account |
| getUserC | Get a user by ID |
| deleteUserC | Delete a user |
| listSmartListsC | List all smart lists |
| getSmartListC | Get a smart list by ID |
| listActionPlansC | List all action plans |
| listActionPlansPeopleC | List people assigned to action plans |
| addPersonToActionPlanC | Add a person to an action plan |
| updateActionPlanPersonC | Update a person's action plan status |
| listAutomationsC | List all automations |
| getAutomationC | Get an automation by ID |
| listAutomationsPeopleC | List people in automations |
| getAutomationPersonC | 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 |
| createTemplateC | Create an email template |
| getTemplateC | Get an email template by ID |
| updateTemplateC | Update an email template |
| mergeTemplateC | Merge an email template with a person's data (mail merge) |
| deleteTemplateC | Delete an email template |
| listTextMessageTemplatesC | List text message templates |
| createTextMessageTemplateC | Create a text message template |
| getTextMessageTemplateC | Get a text message template by ID |
| updateTextMessageTemplateC | Update a text message template |
| mergeTextMessageTemplateC | Merge a text message template with person data |
| deleteTextMessageTemplateC | Delete a text message template |
| listEmEventsC | List email marketing events |
| createEmEventC | Create email marketing events |
| listEmCampaignsC | List email marketing campaigns |
| createEmCampaignC | Create an email marketing campaign |
| updateEmCampaignC | Update an email marketing campaign |
| listCustomFieldsC | List all custom fields |
| createCustomFieldC | Create a custom field |
| getCustomFieldB | Get a custom field by ID |
| updateCustomFieldC | Update a custom field |
| deleteCustomFieldC | Delete a custom field |
| listStagesB | List all pipeline stages |
| createStageC | Create a pipeline stage |
| getStageC | Get a stage by ID |
| updateStageC | Update a stage |
| deleteStageC | Delete a stage |
| listTasksC | List tasks |
| createTaskD | Create a task |
| getTaskC | Get a task by ID |
| updateTaskD | Update a task |
| deleteTaskC | Delete a task |
| listAppointmentsD | List appointments |
| createAppointmentD | Create an appointment |
| getAppointmentC | Get an appointment by ID |
| updateAppointmentD | Update an appointment |
| deleteAppointmentC | Delete an appointment |
| listAppointmentTypesC | List appointment types |
| createAppointmentTypeC | Create an appointment type |
| getAppointmentTypeB | Get appointment type by ID |
| updateAppointmentTypeC | Update an appointment type |
| deleteAppointmentTypeC | Delete an appointment type |
| listAppointmentOutcomesD | List appointment outcomes |
| createAppointmentOutcomeD | Create an appointment outcome |
| getAppointmentOutcomeC | Get appointment outcome by ID |
| updateAppointmentOutcomeC | Update an appointment outcome |
| deleteAppointmentOutcomeC | Delete an appointment outcome |
| listWebhooksB | List all webhooks |
| createWebhookC | Create a webhook |
| getWebhookC | Get a webhook by ID |
| updateWebhookC | Update a webhook |
| deleteWebhookC | Delete a webhook |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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