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mindwear-capitian

followupboss-mcp-server

createPerson

Add new contacts to Follow Up Boss CRM with details like name, contact info, pipeline stage, and lead source to organize customer relationships.

Instructions

Create a new person/contact in FUB

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
deduplicateNoCheck for duplicates before creating (query param)
createdAtNoISO timestamp for creation date
firstNameNoFirst name
lastNameNoLast name
stageNoPipeline stage
sourceNoLead source
sourceUrlNoSource URL
contactedNoWhether person has been contacted
priceNoPrice point
assignedToNoAssigned agent name
assignedUserIdNoAssigned user ID
assignedPondIdNoAssigned pond ID
assignedLenderNameNoAssigned lender name
assignedLenderIdNoAssigned lender ID
emailsNoEmail addresses: [{value, type}]
phonesNoPhone numbers: [{value, type}]
addressesNoAddresses: [{street, city, state, code, type}]
tagsNoTags to apply
backgroundNoBackground info
collaboratorsNoCollaborator user IDs
timeframeIdNoTimeframe ID
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