io.usefulapi/follow-up-boss

up checked 2026-11-11T05:39:01.700Z

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Publisher-provided title

Follow Up Boss MCP by usefulapi

Publisher-provided description

Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates.

Summary by lookupd

Search and update CRM leads and contacts, log calls and notes, manage tasks, deals and appointments, and review lead sources.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http follow-up-boss https://follow-up-boss.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add follow-up-boss --url https://follow-up-boss.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "follow-up-boss": {
      "url": "https://follow-up-boss.usefulapi.io/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (25 tools)

Publisher-provided text

• fub_get_identity Who the credential belongs to: the account (id, domain, owner) and the authenticated user. A cheap way to confirm the API key works. FUB: GET /v1/identity.
• fub_search_people Search contacts and leads. Criteria combine with AND. Name filters are partial matches. Newest first by default. People in the Trash stage are excluded unless i
• fub_get_person Fetch one contact by id. Pass fields="allFields" to include custom fields and everything else. FUB: GET /v1/people/{id}.
• fub_check_duplicate_person Check if a contact with this email or phone already exists anywhere in the account (even ones this user cannot see) and who it is assigned to. Use before adding
• fub_list_events Lead activity: registrations, inquiries, viewed/saved properties, website visits, etc. Filter by person or type. Some events are only visible in the FUB app. FU
• fub_list_calls Logged phone calls with outcome, direction and duration. Filter by person or number. FUB: GET /v1/calls.
• fub_list_text_messages Text messages for a person or a phone number (message bodies may be hidden by FUB for privacy). FUB: GET /v1/textMessages.
• fub_list_tasks Tasks (follow-ups, calls, showings…). Filter by person, assignee, type, completion, or due window (due="today"|"overdue"|"upcoming"). FUB: GET /v1/tasks.
• fub_list_appointments Calendar appointments with invitees, type and outcome. Filter by person, user, or a start+end window (both required together). FUB: GET /v1/appointments.
• fub_list_deals Deals (transactions) with stage, price, people, agents and commission. Filter by pipeline, user, person or status. The response metadata includes totalByStageId
• fub_list_pipelines Deal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take). FUB: GET /v1/pipelines.
• fub_list_stages Contact lifecycle stages (Lead, Nurture, Past Client, Trash…) with people counts — the names fub_search_people and fub_update_person take as "stage". FUB: GET /
• fub_list_users Users in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to. FUB: GET /v1/users.
• fub_list_custom_fields The account's contact custom fields: label, API name (customXxx), type and dropdown choices. Use the name as a key in customFields. FUB: GET /v1/customFields.
• fub_list_action_plans The account's action plans (drip campaigns): id, name and status. Gives the names for the actionPlanId values of fub_list_person_action_plans. FUB: GET /v1/acti
• fub_list_person_action_plans Which people are on which action plan, with the status of each assignment (e.g. "Running", "Paused"). Give personId for one contact's plans, or actionPlanId for
• fub_lead_source_report Count leads from lead sources (e.g. Zillow) per assigned agent, how many reached the closed stage(s) (conversion rate), and leads per lender user (e.g. Zillow H
• fub_send_lead_event Add a new lead or record activity on an existing one — FUB's documented way to create leads. FUB de-duplicates by email/phone (or use person.id to target a cont
• fub_update_person Update a contact's fields. CAUTION: `tags` REPLACES all tags unless mergeTags is true; `phones` and `emails` REPLACE the full list (send existing ones too). Set
• fub_add_note Add a note to a contact's timeline. FUB: POST /v1/notes.
• fub_log_call Record a phone call made or received outside FUB, with its outcome. Does not place a call. FUB: POST /v1/calls.
• fub_create_task Create a task on a contact, assigned to a user (assignedUserId or assignedTo is required). FUB: POST /v1/tasks.
• fub_update_task Update a task — mark it complete, rename, retype or reassign it. FUB: PUT /v1/tasks/{id}.
• fub_create_deal Create a deal in a pipeline stage (stage ids from fub_list_pipelines). Include userIds — a deal with no users is invisible to agents. FUB: POST /v1/deals.
• fub_update_deal Update a deal — move it to another stage, change price, dates, people or agents. peopleIds/userIds replace the full list. FUB: PUT /v1/deals/{id}.

Details

• Version: 1.41.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 618 ms
• First indexed: 2026-11-01T10:04:39.683Z
• Last seen in registry: 2026-11-11T00:17:26.123Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/follow-up-boss/

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