Follow Up Boss

io.usefulapiv1.0.0Updated Sep 30, 2026

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

VerifiedStreamable HTTPWeb executableBusiness & CommerceProductivity & Workflow

Overview

AI-generated overview

Lets an assistant search Follow Up Boss leads and review calls, texts, tasks, appointments and deals, and add notes, tasks and deal updates.

What it does
A hosted MCP server for the Follow Up Boss real-estate CRM. Read tools cover identity, people search, single-person lookup, duplicate checks, lead events, calls, text messages, tasks, appointments, deals, pipelines, stages, users and custom fields. Write tools send in lead events, update people, add notes, log calls, and create or update tasks and deals. Two meta tools report usage and manage the subscription.
When to use it
Useful when an assistant should work inside an existing Follow Up Boss account: looking up leads or contacts, reviewing call, text and deal history, or recording notes, tasks and deal changes without opening the CRM. Less relevant if you do not use Follow Up Boss.
Requirements
A remote streamable HTTP endpoint; no local install. You need a Follow Up Boss account and a Follow Up Boss API key (Admin, then API), supplied on first connect and stored per user. Network access to the hosted endpoint is required.
Before you install
Write tools change CRM data: sending lead events, updating people, adding notes, logging calls, and creating or updating tasks and deals; clients should confirm them. The API key carries exactly the permissions of the user it belongs to, so scope it to a suitable user. The service is paid beyond a free tier of 100 tool calls per month, with a Pro plan at $9 per month or $90 per year.

Installation

In SourceWeft

  1. Open Follow Up Boss in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

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

README

Follow Up Boss MCP by usefulapi

Use Follow Up Boss from Claude, Cursor, or any MCP client — search people and leads, review calls, texts, tasks, appointments and deals, and add notes, tasks and updates. Hosted, no local install: connect with your own Follow Up Boss credentials.

Live endpoint: https://follow-up-boss.usefulapi.io/mcp · Homepage: https://usefulapi.io/follow-up-boss

Add to Claude

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

On first connect you'll provide your Follow Up Boss API key (Admin → API), which has exactly the permissions of the user it belongs to. They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
fub_get_identityreadGet identity
fub_search_peoplereadSearch people (contacts/leads)
fub_get_personreadGet one person
fub_check_duplicate_personreadCheck whether a person exists
fub_list_eventsreadList lead events
fub_list_callsreadList calls
fub_list_text_messagesreadList text messages
fub_list_tasksreadList tasks
fub_list_appointmentsreadList appointments
fub_list_dealsreadList deals
fub_list_pipelinesreadList deal pipelines
fub_list_stagesreadList contact stages
fub_list_usersreadList users (agents)
fub_list_custom_fieldsreadList custom fields
fub_send_lead_eventwriteSend in a lead / lead event
fub_update_personwriteUpdate a person
fub_add_notewriteAdd a note
fub_log_callwriteLog a call
fub_create_taskwriteCreate a task
fub_update_taskwriteUpdate a task
fub_create_dealwriteCreate a deal
fub_update_dealwriteUpdate a deal
fub_usage_statusmetaUsage status (free-tier meter)
fub_upgrademetaUpgrade to Pro (unlimited)

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage or manage your subscription.

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

MIT © usefulapi. Not affiliated with or endorsed by Follow Up Boss.

Source: servers/follow-up-boss/README.md at commit 1ec23c2

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestSep 30, 2026