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mindwear-capitian

followupboss-mcp-server

listPeople

Search and filter people in Follow Up Boss CRM by name, email, phone, tags, stage, source, assigned agent, price range, or smart list to find specific contacts.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNoComma-separated person IDs
sortNoSort order
limitNoMaximum number of results to return
offsetNoOffset for pagination
nextNoCursor for next page of results
fieldsNoComma-separated list of fields to return
lastActivityAfterNoISO date - only people with activity after this date
lastActivityBeforeNoISO date - only people with activity before this date
nameNoSearch by name
firstNameNoFilter by first name
lastNameNoFilter by last name
emailNoFilter by email
phoneNoFilter by phone
stageNoFilter by stage
sourceNoFilter by source
assignedToNoFilter by assigned agent name
assignedUserIdNoFilter by assigned user ID
assignedPondIdNoFilter by assigned pond ID
assignedLenderNameNoFilter by lender name
assignedLenderIdNoFilter by lender ID
contactedNoFilter by contacted status
priceAboveNoMinimum price filter
priceBelowNoMaximum price filter
smartListIdNoFilter by smart list ID
includeTrashNoInclude trashed people
includeUnclaimedNoInclude unclaimed people
tagsNoComma-separated tags to filter by
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