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 |
|---|---|
| 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. |
| 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 |
| 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 |
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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