Run SPARQL queries against the FIBO financial ontology. Retrieve standardized definitions, taxonomic relationships, and constraints for financial concepts.
Add a new person to Follow Up Boss CRM with contact details, tags, and custom fields. Turn on deduplicate to avoid creating duplicate records from existing matches.
Retrieve pond records from Follow Up Boss CRM with pagination support. Defaults to 100 results per page and allows offset-based navigation for bulk data extraction.
Provides financial agents access to the Financial Industry Business Ontology (FIBO) for querying financial concepts, terms, and relationships through natural language.
Retrieve all text message templates from the CRM, using pagination to fetch complete results. Handles large volumes by defaulting to maximum page size and continuing through remaining pages.
Search Follow Up Boss CRM for people by name, email, phone, tags, stage, or custom fields. Retrieve paginated results with selective fields for efficient contact lookup.
Update an existing person's details in Follow Up Boss CRM by ID, including tags, contact info, stage, and assigned agents, with support for custom fields.
Search and retrieve appointments from Follow Up Boss CRM. Filter by date range, user, or person, and paginate through results to get all matching records.