Follow Up Boss

Follow Up Boss MCP Server — Built for Realtors

Talk to your Follow Up Boss CRM in plain English from Claude AI (or any MCP-compatible tool). 160 tools covering the official API, including the about and help tools. Built by a working real estate broker, not a dev shop.

Built by Ed Neuhaus — broker / owner at Neuhaus Realty Group in Austin, Texas. Licensed since 2007, broker since 2009, 19+ years in real estate. I built this because I wanted to talk to my own FUB account in plain English. It's free for self-host use under the Elastic License 2.0.

One-click install on Hostinger

No terminal needed. Get your own server and connect it to Claude on the web, desktop or phone. Pick the KVM 1 plan.

Affiliate link: if you buy through this button, Hostinger pays the author a commission. Your price is the same. The software is free; the server is a paid Hostinger plan.

[Deploy on Hostinger]

Step-by-step guide: deploy/hostinger

Three ways to install

New in 2.0

• One-click install on Hostinger, with HTTPS and a password login built in.
• Tools checked against the Follow Up Boss API docs and a live account. 99 tool descriptions rewritten, and 132 of the 160 tools called against a real account before release. The tools that FUB used to reject now work.
• Steadier connections. A server restart no longer drops Claude, and both the new and the older versions of the MCP standard work.
• Fewer tools when you want them. FUB_TOOL_GROUPS (for example core,setup) loads only the groups you use: core, setup, marketing, integrations, delete. Every tool also tells Claude whether it only reads or makes changes.
• New leads first. listPeople lists the newest contacts first.

Full list: CHANGELOG.

Other things I'm working on

• EdNeuhaus.com — My builder profile. How this project is built: edneuhaus.com/projects/fub-mcp/
• NeuhausRE.com — My brokerage's site, AI-powered home search
• StaySTRA.com — Short-term rental investment analyzer
• Austin MLS MCP — hosted MLS MCP server (live MLS data via Claude, ChatGPT, Perplexity, and more)
• Kendall Creek Properties — Sister brokerage

Want to thank me?

1. Got a real estate referral? I take referrals from licensed agents in any state for clients moving to or from Texas. Reach out via neuhausre.com/contact/.
2. Write about it. Blog post, LinkedIn, X — tag me and link to neuhausre.com.
3. Open an issue or PR if you find a bug or build something useful.

WARNING: This tool can read AND change your Follow Up Boss account. It can create and update contacts, deals, tasks, notes, and other data in your CRM. Delete tools are off unless you turn off Safe Mode. Back up your FUB data before you start, and review what the AI wants to change before you confirm it. The authors are not responsible for any data loss or unintended changes to your FUB account.

Read before you set FUB_SYSTEM / FUB_SYSTEM_KEY (Terms of Service risk)

Several FUB API endpoints are marked "Restricted - Registered Systems Only" and require X-System + X-System-Key headers (this MCP exposes them as FUB_SYSTEM + FUB_SYSTEM_KEY env vars). These endpoints include: webhooks, inbox apps, automations (2.0), text-message logging, person/deal attachments.

You get these credentials by registering your own system with FUB. Registration is self-serve at https://apps.followupboss.com/system-registration: you choose the system name, and FUB issues a 32-character key. The name and key are yours alone. FUB's API terms require you to keep the key confidential and not share it.

How FUB uses the name:

• On restricted endpoints, FUB checks the name you registered. A name that does not match your key is refused (403), and webhooks are listed and created under the registered name.
• On all other endpoints, the name is a label. FUB shows it on the notes and records the MCP creates, so set FUB_SYSTEM to a name you will recognize in your timeline.

DO NOT:

• Reuse X-System credentials from another app or integration you've found online.
• Use a name you did not register to reach restricted endpoints.
• Borrow a partner's credentials.

Doing any of the above to access restricted endpoints may violate Follow Up Boss's Terms of Service and may lead to the suspension of your FUB account. FUB's rate-limit + identification policy is documented at https://docs.followupboss.com/reference/identification.

If you don't have your own legitimate registered-system credentials, leave these env vars unset. The MCP will throw a clear, actionable error on every restricted tool ("requires X-System + X-System-Key …") rather than silently bypassing the gate. The unrestricted 130+ tools all work fine on a regular FUB API key.

Use at your own risk. The authors of this project are not responsible for any TOS violations, account suspensions, bans, or data loss arising from your use of the restricted endpoints.

License note: This project moved from MIT to Elastic License 2.0 in v1.1.2. You may use, modify, and self-host for your own business at no cost. You may not offer it as a hosted/managed service to third parties. For commercial hosting rights, reach out via neuhausre.com/contact/. Versions ≤ v1.1.1 remain MIT-licensed.

What This Does

This server acts as a bridge between your Follow Up Boss account and AI tools like Claude. Once connected, you can talk to Claude in plain English and it will read, create, update, and manage your FUB data directly.

What you can do:

• Contacts & People -- Search contacts, create new leads, update stages, manage tags, check duplicates, view relationships
• Deals & Pipeline -- Create and manage deals, move them through pipeline stages, track values and closing dates
• Tasks & Appointments -- Create follow-up tasks, schedule appointments, set reminders, track outcomes
• Communication -- View call logs and text message history. Note: the API's "create text message" endpoint is log-only (FUB does not deliver SMS via the API); it is also a registered-system-only endpoint — see the warning above.
• Email Templates -- Create, edit, and merge email templates with contact data
• Smart Lists & Action Plans -- View smart lists, assign people to action plans and automations
• Custom Fields -- Create and manage custom fields for contacts and deals
• Teams, Groups & Ponds -- Manage team structure, round robin groups, and lead ponds
• Webhooks -- Set up and manage webhook integrations
• And more -- Inbox apps, reactions, threaded replies, email marketing campaigns, timeframes

What You'll Need

1. A Follow Up Boss account with API access (most paid plans include this)
2. Claude Desktop, Claude Code, or any MCP-compatible AI tool
3. Node.js 20 or higher -- This is a free tool that runs JavaScript. If you don't have it, download it from nodejs.org (choose the LTS version)

Install it yourself

Step 1: Get Your FUB API Key

Your API key is like a password that lets this server talk to your FUB account.

1. Log into Follow Up Boss
2. Go to Admin (top menu) > Integrations > API Keys & Lead Email
3. Click Create API Key, name it Claude, and copy the key (a long string of letters and numbers)

Step 2: Download & Install

If you know git:

git clone https://github.com/mindwear-capitian/followupboss-mcp-server.gitcd followupboss-mcp-servernpm install

If you don't know git:

1. Click the green "Code" button at the top of this page
2. Select "Download ZIP"
3. Unzip the downloaded file
4. Open Terminal (Mac) or Command Prompt (Windows)
5. Navigate to the unzipped folder:
   bash

   cd path/to/followupboss-mcp-server

6. Install dependencies:
   bash

   npm install

Docker (on a server you run yourself):

docker run -d --name fub-mcp -p 127.0.0.1:3000:3000 \  -e FUB_API_KEY=your_api_key_here \  -e MCP_AUTH_PASSWORD=a-password-of-12-or-more-characters \  -v fub-mcp-data:/data \  ghcr.io/mindwear-capitian/followupboss-mcp-server:2

The server listens at http://localhost:3000/mcp and asks for that password when an MCP tool connects. Claude on the web and phone need HTTPS, so for those use the Hostinger install. With Docker you can skip Step 3.

Step 3: Run Setup

npm run setup

This will:

• Ask for your API key
• Test the connection to make sure it works
• Ask you to choose Safe Mode or Full Access
• Save your settings in a local .env file
• Show you exactly how to connect it to Claude

Safe Mode vs Full Access

Safe Mode is the default and recommended for most users. It disables the 24 tools that issue HTTP DELETE requests, including inbox app deactivation. Create, update, and bulk-update tools remain available and can still make consequential changes. You can switch modes at any time by changing FUB_SAFE_MODE in your .env file or AI tool config.

Quick Verify (Optional)

Before connecting to Claude, you can verify everything works:

npm test

You should see:

  PASS  Server starts and MCP handshake succeeds  PASS  Lists 136 tools  PASS  Read-only API call works (account: ok)
3 passed, 0 failed

If all 3 pass, you're good to go. If something fails, double-check your API key in the .env file.

Step 4: Connect to Your AI Tool

Pick the tool you use below. Each one needs a small config file edit -- the setup wizard (npm run setup) will show you the exact paths and JSON for your computer, but here are the manual instructions for each.

What's a config file? It's a settings file that tells your AI tool where to find this server. You'll copy/paste a small block of text into it. That's it.

Claude Desktop

1. Open Finder (Mac) or File Explorer (Windows)
2. Go to this file:
   • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json
3. If the file doesn't exist, create it
4. Paste this (replace the two placeholder values with yours):

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

5. Replace /full/path/to/ with where you downloaded this project
6. Replace your_api_key_here with your FUB API key
7. Restart Claude Desktop (fully quit and reopen)

Claude Code (CLI)

Run this one command in your terminal (replace the path):

claude mcp add followupboss -- node /full/path/to/followupboss-mcp-server/index.js

Then restart Claude Code.

Cursor

1. Open Cursor
2. Go to Settings > Developer > click "Edit Config" (this opens ~/.cursor/mcp.json)
3. Paste this:

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

4. Replace the path and API key with yours
5. Restart Cursor

Windsurf

1. Open Windsurf
2. Go to Settings > Cascade > MCP Servers
3. Or manually edit this file:
   • Mac: ~/.codeium/windsurf/mcp_config.json
   • Windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json
4. Paste this:

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

5. Replace the path and API key with yours
6. Fully quit and restart Windsurf

VS Code with GitHub Copilot

Requires VS Code 1.99 or newer and GitHub Copilot extension.

1. Open VS Code
2. Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows)
3. Type "MCP: Open User Configuration" and select it
4. Paste this:

{  "servers": {    "followupboss": {      "type": "stdio",      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

5. Replace the path and API key with yours
6. Use the tools in Copilot's Agent mode

Note: VS Code uses "servers" and requires "type": "stdio" -- slightly different from the other tools.

Cline (VS Code Extension)

1. Open VS Code with Cline installed
2. Click the MCP Servers icon in the Cline sidebar
3. Click "Configure MCP Servers"
4. Paste this:

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

5. Replace the path and API key with yours

Gemini CLI (Google)

This works with Google's Gemini CLI tool, not the Gemini website.

1. Edit (or create) this file:
   • Mac: ~/.gemini/settings.json
   • Windows: %USERPROFILE%\.gemini\settings.json
2. Paste this:

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

3. Replace the path and API key with yours

Continue.dev (VS Code Extension)

1. In your project, create a folder called .continue/mcpServers/ if it doesn't exist
2. Create a file called followupboss.json inside it
3. Paste this:

{  "mcpServers": {    "followupboss": {      "command": "node",      "args": ["/full/path/to/followupboss-mcp-server/index.js"],      "env": {        "FUB_API_KEY": "your_api_key_here"      }    }  }}

4. Replace the path and API key with yours
5. Use the tools in Continue's Agent mode

ChatGPT, OpenAI API, and Grok

These tools only support remote MCP servers (on the internet with HTTPS), not local ones. The Hostinger install gives you exactly that: use https://<your server>/mcp as the server address and sign in with your password. Claude on the web and phone use the same setup.

Usage Examples

Once connected, just talk to your AI tool normally. Here are some things you can ask:

"Show me all my leads from this week"

"Create a task to follow up with John Smith tomorrow at 2pm"

"What deals do I have in my pipeline over $500k?"

"Add a note to Jane Doe's profile: Had a great phone call, she's interested in the Oak Park listing"

"List all my upcoming appointments for this week"

"Who are my uncontacted leads?"

"Move the Smith deal to the 'Under Contract' stage"

"Show me all contacts tagged 'hot lead'"

"Create a new email template called 'Open House Follow Up'"

"What action plans do I have set up?"

All 160 Available Tools

Rate Limiting

The server automatically retries requests when FUB's rate limits are hit (HTTP 429). It reads the Retry-After header and backs off with increasing delays, up to 3 retries per request. FUB's limits are:

• Global: 250 requests per 10 seconds
• People updates: 25 per 10 seconds
• Notes: 10 per 10 seconds

The bulkUpdatePeople tool also adds a built-in pause every 20 operations to stay under the PUT limit.

Troubleshooting

"Cannot connect" or "Connection refused"

• Make sure Node.js is installed: run node --version in your terminal (should show v20 or higher)
• Make sure you ran npm install in the project folder
• Double-check the file path in your Claude config

"Invalid API key" or "401 Unauthorized"

• Re-check your API key in FUB: Admin > Integrations > API Keys & Lead Email
• Make sure there are no extra spaces when you copy/paste
• Run npm run setup again to test your key

"Tool not found" in Claude

• Restart Claude Desktop after adding the server config
• Check that the JSON in your config file is valid (no missing commas or brackets)

Claude doesn't seem to know about FUB

• Make sure the server name in your config matches exactly
• Check Claude Desktop's developer console for error messages
• Try asking Claude: "What MCP tools do you have available?"

FAQ

Is my data safe?

Your API key stays on your computer, or on your own server if you use the Hostinger install, and is sent only to Follow Up Boss's official API. Your CRM data goes between Follow Up Boss, your server, and the AI tool you use (for example Claude). None of it goes to the author.

Does this cost anything?

This server is free to self-host, and its code is public under the Elastic License 2.0 (source-available). You just need a Follow Up Boss account with API access (included in most paid plans).

Can Claude modify my FUB data?

Yes, Claude can create and update records in your FUB account. Delete tools are off by default (Safe Mode). Every tool tells the AI whether it changes data, so tools like Claude can ask you before a change. If you want read-only access, you can create a restricted API key in FUB.

Where are the call recording URLs?

Nowhere, and it is not this server hiding them. Follow Up Boss masks recordingUrl at the API level for every integration -- the raw API returns * Recording URL is hidden for privacy reasons * no matter what headers or permissions you use, and FUB has confirmed directly that recording URLs will never be exposed through the API. Writing a recordingUrl is also a no-op (FUB masks it right back on read), so the call tools no longer accept it. If you need call audio, capture it on the dialer side; you can store your transcript on the call with updateCall (note field). Full story in issue #2.

What's MCP?

MCP (Model Context Protocol) is an open standard created by Anthropic that lets AI tools like Claude connect to external services. Think of it as a universal plug that lets Claude talk to your apps. Learn more about MCP.

Who made this?

Built by Ed Neuhaus, broker at Neuhaus Realty Group and creator of StaySTRA, both in Austin, TX. We use Follow Up Boss every day and built this to make our own workflow faster.

Contributing

Contributions are welcome! Here's how:

1. Fork this repository
2. Create a feature branch: git checkout -b my-feature
3. Make your changes
4. Test them: npm run test:offline (no FUB account needed). If you have a test contact, TEST_PERSON_ID=<id> npm run test:live calls every tool against your own account.
5. Commit: git commit -m "Add my feature"
6. Push: git push origin my-feature
7. Open a Pull Request

Please keep the code style consistent and make sure all 160 tools continue to work.

License

Elastic License 2.0 -- self-host free, no SaaS resale. Versions ≤ v1.1.1 remain MIT-licensed; existing forks of those versions are unaffected. See LICENSE and NOTICE for full terms and attribution.

Built by Ed Neuhaus