How do I use Follow Up Boss MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Follow Up Boss MCP Server Create a new deal for buyer Jane Smith worth $350k in our pipeline." That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

Follow Up Boss MCP Server

by NerdSnipe-Inc

Overview Schema Related Servers Score Discussions

TypeScript

Remote

Follow Up Boss MCP Server

npm version npm downloads License: MIT Node.js: >=18 MCP Protocol Follow Up Boss API

Give any AI agent full access to your Follow Up Boss CRM via natural language.

"Find all leads tagged 'Hot' assigned to Sarah and add a note saying I called them"
"Create a deal for Jane Smith in the Buyers pipeline worth $450,000"
"List all appointments this week and update the ones marked Pending to Confirmed"

160 tools across 25 modules — full coverage of the Follow Up Boss API v1.

What is this?

This is a Model Context Protocol (MCP) server that wraps the Follow Up Boss API. Connect it to Claude, Cursor, Windsurf, or any MCP-compatible AI client and your agent can read and write your entire FUB account using plain English.

Example prompts:

"Find all people with the tag 'open house' who haven't been contacted in 30 days"
"Create a task for every person in the 'New Lead' stage to send a follow-up email"
"Show me all deals in the Listing pipeline worth more than $500k"
"Add Sarah Johnson as a relationship contact (spouse) for contact ID 1234"
"Send a bulk update setting stage to 'Active' for all people tagged 'webinar-2024'"

Related MCP server: followupboss-mcp-server

Tool Summary

Module	Tools	Description
People	17	Contacts, relationships, attachments
Appointments	15	Appointments, types, outcomes
Deals	14	Deals, custom fields, attachments
Templates	12	Email & text message templates
Groups	12	Groups, teams, team inboxes
Inbox Apps	10	Third-party inbox app integration
Automations	6	Automations 2.0 management
Ponds	6	Pond management and timeframes
Webhooks	6	Webhook subscriptions
Pipelines	5	Pipeline management
Custom Fields	5	Custom field definitions
Stages	5	Pipeline stage management
Tasks	5	Task management
Email Marketing	5	Campaigns and events
Notes	5	Lead notes
Action Plans	4	Action plan assignment
Calls	4	Call logging
Reactions	4	Reactions and threaded replies
Events	3	Lead events
Text Messages	3	SMS logging
Users	3	User/agent management
Smart Lists	2	Smart list access
Identity	2	Account identity
Convenience	5	Tag helpers, bulk update, email lookup
Meta	2	Server info and help
Total	160

Safe mode (default): 23 delete/destructive tools are disabled — 137 tools active. Set FUB_SAFE_MODE=false to enable all 160.

Prerequisites

1. Node.js 18+

node --version  # must be v18.0.0 or higher

2. Follow Up Boss API Key

Log in to your Follow Up Boss account
Go to Admin → API (or visit https://app.followupboss.com/2/api)
Copy your API key — it starts with fka_

3. (Optional) System Credentials

Some endpoints — automations, attachments, webhooks, inbox apps — are restricted to Registered Systems in FUB. To use these tools, you need:

FUB_SYSTEM — your registered system name (e.g., "myapp")
FUB_SYSTEM_KEY — your registered system key

Installation

Run without installing (recommended)

# npx
npx @nerdsnipe-inc/follow-up-boss-mcp

# pnpm
pnpm dlx @nerdsnipe-inc/follow-up-boss-mcp

# bunx
bunx @nerdsnipe-inc/follow-up-boss-mcp

Install globally

npm install -g @nerdsnipe-inc/follow-up-boss-mcp
follow-up-boss-mcp

Connecting to AI Clients

Claude Desktop

Edit your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "follow-up-boss": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/follow-up-boss-mcp"],
      "env": {
        "FUB_API_KEY": "fka_your_api_key_here"
      }
    }
  }
}

With system credentials:

{
  "mcpServers": {
    "follow-up-boss": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/follow-up-boss-mcp"],
      "env": {
        "FUB_API_KEY": "fka_your_api_key_here",
        "FUB_SYSTEM": "your-system-name",
        "FUB_SYSTEM_KEY": "your-system-key",
        "FUB_SAFE_MODE": "false"
      }
    }
  }
}

Restart Claude Desktop after saving.

Claude Code (CLI)

claude mcp add follow-up-boss \
  -e FUB_API_KEY=fka_your_api_key_here \
  -- npx -y @nerdsnipe-inc/follow-up-boss-mcp

Or add manually to .claude/mcp.json in your project:

{
  "mcpServers": {
    "follow-up-boss": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/follow-up-boss-mcp"],
      "env": {
        "FUB_API_KEY": "fka_your_api_key_here"
      }
    }
  }
}

Cursor

Open Settings → MCP and add:

{
  "mcpServers": {
    "follow-up-boss": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/follow-up-boss-mcp"],
      "env": {
        "FUB_API_KEY": "fka_your_api_key_here"
      }
    }
  }
}

Windsurf

Add to your Windsurf MCP config:

{
  "mcpServers": {
    "follow-up-boss": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/follow-up-boss-mcp"],
      "env": {
        "FUB_API_KEY": "fka_your_api_key_here"
      }
    }
  }
}

HTTP Transport (for Claude.ai Custom Connectors)

This server also supports Streamable HTTP with OAuth 2.1 for use as a Claude.ai custom connector or any remote MCP client.

FUB_API_KEY=fka_your_key PORT=3000 node dist/index.js --http

Or use the startHttp export in your own server:

import { startHttp } from '@nerdsnipe-inc/follow-up-boss-mcp';
await startHttp({ port: 3000 });

Any MCP-compatible client

Use the stdio transport command: npx -y @nerdsnipe-inc/follow-up-boss-mcp

Running from Source

git clone https://github.com/nerdsnipe-inc/follow-up-boss-mcp
cd follow-up-boss-mcp
npm install

# Development (no build needed)
FUB_API_KEY=fka_your_key npx tsx src/index.ts

# Build and run
npm run build
FUB_API_KEY=fka_your_key node dist/index.js

Tool Reference

People (17 tools)

Tool	Description
`listPeople`	List/search people with filtering by name, email, phone, tags, stage
`createPerson`	Create a new person/contact
`getPerson`	Get a single person by ID
`updatePerson`	Update an existing person
`deletePerson`	Delete (trash) a person by ID (safe mode blocked)
`checkDuplicate`	Check if a person already exists by email or phone
`listUnclaimed`	List unclaimed people in ponds
`claimPerson`	Claim an unclaimed person
`createPersonAttachment`	Attach an externally-hosted file to a person (requires system creds)
`getPersonAttachment`	Get a person attachment by ID
`updatePersonAttachment`	Update a person attachment
`deletePersonAttachment`	Delete a person attachment (safe mode blocked)
`listRelationships`	List relationships for a person
`createRelationship`	Create a relationship contact (Spouse, Brother, Partner, etc.)
`getRelationship`	Get a relationship by ID
`updateRelationship`	Update a relationship contact
`deleteRelationship`	Delete a relationship (safe mode blocked)

Appointments (15 tools)

Tool	Description
`listAppointments`	List appointments
`createAppointment`	Create an appointment
`getAppointment`	Get an appointment by ID
`updateAppointment`	Update an appointment
`deleteAppointment`	Delete an appointment (safe mode blocked)
`listAppointmentTypes`	List appointment types
`createAppointmentType`	Create an appointment type
`getAppointmentType`	Get appointment type by ID
`updateAppointmentType`	Update an appointment type
`deleteAppointmentType`	Delete an appointment type (safe mode blocked)
`listAppointmentOutcomes`	List appointment outcomes
`createAppointmentOutcome`	Create an appointment outcome
`getAppointmentOutcome`	Get appointment outcome by ID
`updateAppointmentOutcome`	Update an appointment outcome
`deleteAppointmentOutcome`	Delete an appointment outcome (safe mode blocked)

Deals (14 tools)

Tool	Description
`listDeals`	List deals with filtering
`createDeal`	Create a deal
`getDeal`	Get a deal by ID
`updateDeal`	Update a deal
`deleteDeal`	Delete a deal (safe mode blocked)
`createDealAttachment`	Attach a file to a deal (requires system creds)
`getDealAttachment`	Get a deal attachment by ID
`updateDealAttachment`	Update a deal attachment
`deleteDealAttachment`	Delete a deal attachment (safe mode blocked)
`listDealCustomFields`	List deal custom fields
`createDealCustomField`	Create a deal custom field
`getDealCustomField`	Get a deal custom field by ID
`updateDealCustomField`	Update a deal custom field
`deleteDealCustomField`	Delete a deal custom field (safe mode blocked)

Templates (12 tools)

Tool	Description
`listTemplates`	List email templates
`createTemplate`	Create an email template
`getTemplate`	Get an email template by ID
`updateTemplate`	Update an email template
`mergeTemplate`	Merge an email template with a person's data
`deleteTemplate`	Delete an email template (safe mode blocked)
`listTextMessageTemplates`	List text message templates
`createTextMessageTemplate`	Create a text message template
`getTextMessageTemplate`	Get a text message template by ID
`updateTextMessageTemplate`	Update a text message template
`mergeTextMessageTemplate`	Merge a text message template with person data
`deleteTextMessageTemplate`	Delete a text message template (safe mode blocked)

Groups (12 tools)

Tool	Description
`listGroups`	List all groups
`listRoundRobinGroups`	List round robin groups
`createGroup`	Create a group
`getGroup`	Get a group by ID
`updateGroup`	Update a group
`deleteGroup`	Delete a group (safe mode blocked)
`listTeams`	List all teams
`createTeam`	Create a team
`getTeam`	Get a team by ID
`updateTeam`	Update a team
`deleteTeam`	Delete a team (safe mode blocked)
`listTeamInboxes`	List all team inboxes

Inbox Apps (10 tools)

Tool	Description
`inboxAppAddMessage`	Add a message to an inbox app conversation (requires system creds)
`inboxAppUpdateMessage`	Update an inbox app message (requires system creds)
`inboxAppAddNote`	Add a note to an inbox app conversation (requires system creds)
`inboxAppUpdateConversation`	Update an inbox app conversation status (requires system creds)
`inboxAppGetParticipants`	Get participants of an inbox app conversation (requires system creds)
`inboxAppCreateParticipant`	Add a participant to a conversation (requires system creds)
`inboxAppDeleteParticipant`	Remove a participant from a conversation (requires system creds)
`inboxAppInstall`	Install an inbox app for a user (requires system creds)
`inboxAppDeactivate`	Deactivate an inbox app installation (requires system creds)
`listInboxAppInstallations`	List inbox app installations (requires system creds)

Automations (6 tools)

Tool	Description
`listAutomations`	List all Automations 2.0 automations (requires system creds)
`getAutomation`	Get an automation by ID (requires system creds)
`listAutomationsPeople`	List people in automations (requires system creds)
`getAutomationPerson`	Get an automation-person entry (requires system creds)
`addPersonToAutomation`	Add a person to an automation
`updateAutomationPerson`	Update a person's automation status

Ponds (6 tools)

Tool	Description
`listPonds`	List all ponds
`createPond`	Create a pond
`getPond`	Get a pond by ID
`updatePond`	Update a pond
`deletePond`	Delete a pond (safe mode blocked)
`listTimeframes`	List all timeframes

Webhooks (6 tools)

Tool	Description
`listWebhooks`	List all webhooks (requires system creds)
`createWebhook`	Create a webhook (requires system creds)
`getWebhook`	Get a webhook by ID (requires system creds)
`updateWebhook`	Update a webhook (requires system creds)
`deleteWebhook`	Delete a webhook (safe mode blocked, requires system creds)
`getWebhookEvents`	Get events for a webhook (requires system creds)

Pipelines (5 tools)

Tool	Description
`listPipelines`	List all pipelines
`createPipeline`	Create a pipeline
`getPipeline`	Get a pipeline by ID
`updatePipeline`	Update a pipeline
`deletePipeline`	Delete a pipeline (safe mode blocked)

Custom Fields (5 tools)

Tool	Description
`listCustomFields`	List all custom fields
`createCustomField`	Create a custom field
`getCustomField`	Get a custom field by ID
`updateCustomField`	Update a custom field
`deleteCustomField`	Delete a custom field (safe mode blocked)

Stages (5 tools)

Tool	Description
`listStages`	List all pipeline stages
`createStage`	Create a pipeline stage
`getStage`	Get a stage by ID
`updateStage`	Update a stage
`deleteStage`	Delete a stage (safe mode blocked)

Tasks (5 tools)

Tool	Description
`listTasks`	List tasks
`createTask`	Create a task
`getTask`	Get a task by ID
`updateTask`	Update a task
`deleteTask`	Delete a task (safe mode blocked)

Convenience (5 tools)

Tool	Description
`removeTagFromPerson`	Remove a single tag without affecting others
`getPersonByEmail`	Look up a person by email address
`searchPeopleByTag`	Find all people with one or more tags
`bulkUpdatePeople`	Update multiple people with the same changes
`listAvailableTags`	Discover tags used in your account

Email Marketing (5 tools)

Tool	Description
`listEmEvents`	List email marketing events
`createEmEvent`	Create email marketing events
`listEmCampaigns`	List email marketing campaigns
`createEmCampaign`	Create an email marketing campaign
`updateEmCampaign`	Update an email marketing campaign

Notes (5 tools)

Tool	Description
`listNotes`	List notes, optionally filtered by personId
`createNote`	Create a note on a person
`getNote`	Get a note by ID
`updateNote`	Update a note
`deleteNote`	Delete a note (safe mode blocked)

Action Plans (4 tools)

Tool	Description
`listActionPlans`	List all action plans
`listActionPlansPeople`	List people assigned to action plans
`addPersonToActionPlan`	Add a person to an action plan
`updateActionPlanPerson`	Update a person's action plan status

Calls (4 tools)

Tool	Description
`listCalls`	List calls
`createCall`	Log a call for a person
`getCall`	Get a call by ID
`updateCall`	Update a call record

Reactions (4 tools)

Tool	Description
`getReactions`	Get reactions for an item
`createReaction`	Create a reaction on an item
`deleteReaction`	Delete a reaction (safe mode blocked)
`getThreadedReplies`	Get threaded replies for an item

Events (3 tools)

Tool	Description
`listEvents`	List events with filtering
`createEvent`	Create a new event
`getEvent`	Get a single event by ID

Text Messages (3 tools)

Tool	Description
`listTextMessages`	List text messages (requires at least one filter)
`createTextMessage`	Log a text message from a third-party SMS system
`getTextMessage`	Get a text message by ID

Users (3 tools)

Tool	Description
`listUsers`	List all users/agents in the account
`getUser`	Get a user by ID
`deleteUser`	Delete a user (safe mode blocked)

Smart Lists (2 tools)

Tool	Description
`listSmartLists`	List all smart lists
`getSmartList`	Get a smart list by ID

Identity (2 tools)

Tool	Description
`getIdentity`	Get account information for the API key
`getCurrentUser`	Get the current authenticated user

Meta (2 tools)

Tool	Description
`about`	Get information about this MCP server
`help`	Get usage tips and examples

Example Prompts

Contact management:

"Find all contacts tagged 'VIP' and add a note: 'Spoke with client, interested in Q1 listings'"
"Create a new contact: John Doe, john@example.com, (555) 123-4567, tagged 'Buyer'"
"Search for people with email domain @gmail.com in the Hot stage"

Deals and pipelines:

"Show me all deals in the Seller pipeline worth over $800,000"
"Create a deal for contact 5678 named 'Main St Listing' at $650,000 in stage 3"
"Update deal 123 to set the price to $725,000 and close date to March 15"

Tasks and appointments:

"Create a task for contact 1234: 'Send listing presentation' due tomorrow"
"Schedule an appointment with Jane Smith on Friday at 2pm — type 'Buyer Consultation'"
"List all appointments this week that don't have an outcome set"

Automation and follow-up:

"Add everyone tagged 'webinar-march' to the Post-Webinar Follow-Up action plan"
"Find all people in the 'New Lead' stage who have no tasks and create a call task for each"
"Remove the tag 'do-not-contact' from person 9876"

Bulk operations:

"Set the stage to 'Inactive' for all people tagged 'old-lead-2022'"
"Find all people assigned to agent Sarah and list their current stages"

Environment Variables

Variable	Required	Default	Description
`FUB_API_KEY`	Yes	—	Your Follow Up Boss API key (starts with `fka_`)
`FUB_SAFE_MODE`	No	`"true"`	Set to `"false"` to enable delete/destructive tools
`FUB_SYSTEM`	No	—	Registered system name (for system-restricted endpoints)
`FUB_SYSTEM_KEY`	No	—	Registered system key (pair with `FUB_SYSTEM`)

Development

Scripts

npm run build          # compile TypeScript to dist/
npm run dev            # watch mode with tsx
npm test               # run all tests with vitest
npm run test:watch     # watch mode for tests
npm run test:coverage  # coverage report
npm run prepublishOnly # build + test (runs before npm publish)

Project structure

follow-up-boss-mcp/
├── src/
│   ├── index.ts          # server entry point (stdio + HTTP transport)
│   ├── client.ts         # HTTP client, config, error handling, translators
│   └── tools/
│       ├── people.ts
│       ├── deals.ts
│       ├── appointments.ts
│       ├── events.ts
│       ├── notes.ts
│       ├── calls.ts
│       ├── tasks.ts
│       ├── text_messages.ts
│       ├── users.ts
│       ├── smart_lists.ts
│       ├── action_plans.ts
│       ├── automations.ts
│       ├── templates.ts
│       ├── email_marketing.ts
│       ├── custom_fields.ts
│       ├── stages.ts
│       ├── appointments.ts
│       ├── webhooks.ts
│       ├── pipelines.ts
│       ├── groups.ts
│       ├── ponds.ts
│       ├── inbox_apps.ts
│       ├── reactions.ts
│       ├── convenience.ts
│       ├── identity.ts
│       └── meta.ts
├── tests/
│   ├── helpers.ts
│   ├── client.test.ts    # 59 tests
│   ├── server.test.ts    # 38 tests
│   └── tools/
│       ├── people.test.ts
│       ├── deals.test.ts
│       └── convenience.test.ts
├── bin/
│   └── follow-up-boss-mcp.js
├── dist/                 # compiled output
└── package.json

Adding a new tool

Find the module file under src/tools/ that matches the resource (or create a new one).
Add a ToolDef entry with name, description, inputSchema, and handler.
Export it from the module array and import it in src/index.ts.
Add a test in tests/tools/.
Run npm test to confirm green.

API translators

The FUB API uses non-standard field names in some places. The client.ts file includes translators that map natural MCP args to FUB's expected format:

translateCallArgs — direction → isIncoming, notes → note
translateDealArgs — personId → peopleIds[], value → price
translateDealCustomFieldArgs — name → label, options → choices
translateRelationshipArgs — relationshipType → type
translateAppointmentArgs — startTime/endTime → start/end, appointmentTypeId → typeId, personId → invitees[]

Troubleshooting

Error	Cause	Fix
`FUB_API_KEY is not set`	Missing env var	Add `FUB_API_KEY` to your MCP config env block
`FUB_API_KEY is set to a placeholder`	Left the default value	Replace with your real API key from FUB admin
`401 Unauthorized`	Invalid or expired API key	Re-copy your key from FUB → Admin → API
`403 Forbidden`	Accessing system-restricted endpoint without system creds	Add `FUB_SYSTEM` and `FUB_SYSTEM_KEY` to your config
Tool not found	Safe mode is on	Set `FUB_SAFE_MODE=false` or use a non-delete tool
`400 Bad Request on createDeal`	Using `value` instead of `price`, or `personId` instead of `peopleIds`	The translators handle this automatically — check you're passing args correctly
`429 Too Many Requests`	FUB rate limit hit	Built-in retry with backoff — reduce request frequency if persistent
Server not showing in Claude Desktop	Config file syntax error or wrong path	Validate JSON, check file path for your OS

Contributing

Issues and PRs welcome. Please open an issue first for significant changes.

Fork the repo
Create a feature branch
Add tests for your change
Run npm test — all must pass
Submit a PR

License

MIT

Follow Up Boss API Docs
Model Context Protocol
GHL MCP Server — same pattern for GoHighLevel
Lofty MCP Server — same pattern for Lofty CRM

This server cannot be installed

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quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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