Follow Up Boss MCP by usefulapi

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.

無需輸入參數。

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 includeTrash is true. Not every field is returned by default — pass `fields` (e.g. "allFields" or a comma list) for more. FUB: GET /v1/people.

Fetch one contact by id. Pass fields="allFields" to include custom fields and everything else. FUB: GET /v1/people/{id}.

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 a lead. FUB: GET /v1/people/checkDuplicate.

Lead activity: registrations, inquiries, viewed/saved properties, website visits, etc. Filter by person or type. Some events are only visible in the FUB app. FUB: GET /v1/events.

Logged phone calls with outcome, direction and duration. Filter by person or number. FUB: GET /v1/calls.

Text messages for a person or a phone number (message bodies may be hidden by FUB for privacy). FUB: GET /v1/textMessages.

Tasks (follow-ups, calls, showings…). Filter by person, assignee, type, completion, or due window (due="today"|"overdue"|"upcoming"). FUB: GET /v1/tasks.

Calendar appointments with invitees, type and outcome. Filter by person, user, or a start+end window (both required together). FUB: GET /v1/appointments.

Deals (transactions) with stage, price, people, agents and commission. Filter by pipeline, user, person or status. The response metadata includes totalByStageId. FUB: GET /v1/deals.

Deal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take). FUB: GET /v1/pipelines.

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 /v1/stages.

Users in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to. FUB: GET /v1/users.

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.

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/actionPlans.

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 everyone on one plan. For many contacts, list each active plan's people (limit 100; page with offset until _metadata.total is covered) instead of one call per contact. Shows classic action plans only; Automations 2.0 are in fub_list_person_automations when that tool is listed. FUB: GET /v1/actionPlansPeople.

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 Home Loans loan officers). Use it to count instead of paging through fub_search_people. The numbers approximate FUB's in-app Lead Source report, which has no API, not the Zillow Preferred or Zillow Home Loans dashboard metrics (including pre-approvals), which are not exposed by the public API, and cover only the people the API key can see (use an owner, admin or broker key for the whole account). At most 100 FUB requests per call (one per count). FUB: GET /v1/people totals, GET /v1/users.

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 contact), routes the lead per Lead Flow, notifies the agent and runs action plans for Registration / Inquiry types. A 204 means the lead flow for this source is archived and the event was ignored. FUB: POST /v1/events.

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). Setting contacted=true pauses action plans. source/sourceUrl cannot be changed after creation. FUB: PUT /v1/people/{id}.

Add a note to a contact's timeline. FUB: POST /v1/notes.

Record a phone call made or received outside FUB, with its outcome. Does not place a call. FUB: POST /v1/calls.

Create a task on a contact, assigned to a user (assignedUserId or assignedTo is required). FUB: POST /v1/tasks.

Update a task — mark it complete, rename, retype or reassign it. FUB: PUT /v1/tasks/{id}.

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.

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}.