Follow Up Boss MCP Server

Connect your Follow Up Boss CRM to Claude AI (or any MCP-compatible tool) with 157 tools covering all official API endpoints plus convenience tools for common workflows.

WARNING: This tool has full read AND write access to your Follow Up Boss account. It can create, update, and delete contacts, deals, tasks, notes, and other data in your CRM. Use at your own risk. We strongly recommend testing with a small number of records first, and always reviewing AI-suggested actions before confirming changes to your live data. The authors are not responsible for any data loss or unintended modifications to your FUB account.

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, text message history, send texts through the API
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

A Follow Up Boss account with API access (most paid plans include this)
Claude Desktop, Claude Code, or any MCP-compatible AI tool
Node.js 18 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)

Setup (5 Minutes)

Step 1: Get Your FUB API Key

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

Log into Follow Up Boss
Go to Admin (top menu) > API
Copy your API key (it looks like 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.git
cd followupboss-mcp-server
npm install

If you don't know git:

Click the green "Code" button at the top of this page
Select "Download ZIP"
Unzip the downloaded file
Open Terminal (Mac) or Command Prompt (Windows)
Navigate to the unzipped folder:
```
cd path/to/followupboss-mcp-server
```
Install dependencies:
```
npm install
```

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 (default)	Full Access
Read data (contacts, deals, etc.)	Yes	Yes
Create new records	Yes	Yes
Update existing records	Yes	Yes
Delete records	No	Yes
Tools available	134	157

Safe Mode is the default and recommended for most users. It gives you everything except the ability to delete data. 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 134 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

Open Finder (Mac) or File Explorer (Windows)
Go to this file:
- Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
- Windows: %APPDATA%\Claude\claude_desktop_config.json
If the file doesn't exist, create it
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"
      }
    }
  }
}

Replace /full/path/to/ with where you downloaded this project
Replace your_api_key_here with your FUB API key
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

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

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

Replace the path and API key with yours
Restart Cursor

Windsurf

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

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

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

VS Code with GitHub Copilot

Requires VS Code 1.99 or newer and GitHub Copilot extension.

Open VS Code
Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows)
Type "MCP: Open User Configuration" and select it
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"
      }
    }
  }
}

Replace the path and API key with yours
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)

Open VS Code with Cline installed
Click the MCP Servers icon in the Cline sidebar
Click "Configure MCP Servers"
Paste this:

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

Replace the path and API key with yours

Gemini CLI (Google)

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

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

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

Replace the path and API key with yours

Continue.dev (VS Code Extension)

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

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

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

ChatGPT, OpenAI API, and Grok

These tools only support remote MCP servers (hosted on the internet), not local ones. This means the setup is more advanced -- you would need to host this server on a cloud service with HTTPS.

If there's enough interest, we may add a hosted version in the future. For now, we recommend using one of the tools listed above that support local MCP servers.

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 157 Available Tools

<details> <summary>Click to expand full tool list</summary>

Events (3 tools)

Tool	Description
`listEvents`	List events with filtering by person, type, property
`createEvent`	Create a new event (lead event, property inquiry, etc.)
`getEvent`	Get a single event by ID

People / Contacts (8 tools)

Tool	Description
`listPeople`	Search and filter contacts extensively
`createPerson`	Create a new contact
`getPerson`	Get a contact by ID
`updatePerson`	Update contact details, stage, tags, etc.
`deletePerson`	Delete (trash) a contact
`checkDuplicate`	Check if a contact exists by email or phone
`listUnclaimed`	List unclaimed leads in ponds
`claimPerson`	Claim an unclaimed lead

Person Attachments (4 tools)

Tool	Description
`createPersonAttachment`	Attach a file to a contact
`getPersonAttachment`	Get an attachment by ID
`updatePersonAttachment`	Update an attachment
`deletePersonAttachment`	Delete an attachment

Relationships (5 tools)

Tool	Description
`listRelationships`	List relationships for a contact
`createRelationship`	Create a relationship between two contacts
`getRelationship`	Get a relationship by ID
`updateRelationship`	Update a relationship
`deleteRelationship`	Delete a relationship

Identity (2 tools)

Tool	Description
`getIdentity`	Get account information for the API key
`getCurrentUser`	Get the current authenticated user

Notes (4 tools)

Tool	Description
`createNote`	Create a note on a contact
`getNote`	Get a note by ID
`updateNote`	Update a note
`deleteNote`	Delete a note

Calls (4 tools)

Tool	Description
`listCalls`	List call records
`createCall`	Log a call
`getCall`	Get a call by ID
`updateCall`	Update a call record

Text Messages (3 tools)

Tool	Description
`listTextMessages`	List text messages
`createTextMessage`	Send a text message
`getTextMessage`	Get a text message by ID

Users (3 tools)

Tool	Description
`listUsers`	List all users/agents
`getUser`	Get a user by ID
`deleteUser`	Delete a user

Smart Lists (2 tools)

Tool	Description
`listSmartLists`	List all smart lists
`getSmartList`	Get a smart list by ID

Action Plans (4 tools)

Tool	Description
`listActionPlans`	List all action plans
`listActionPlansPeople`	List people in action plans
`addPersonToActionPlan`	Add a contact to an action plan
`updateActionPlanPerson`	Update action plan status for a contact

Automations (6 tools)

Tool	Description
`listAutomations`	List all automations
`getAutomation`	Get an automation by ID
`listAutomationsPeople`	List people in automations
`getAutomationPerson`	Get automation-person entry
`addPersonToAutomation`	Add a contact to an automation
`updateAutomationPerson`	Update automation status for a contact

Email Templates (6 tools)

Tool	Description
`listTemplates`	List email templates
`createTemplate`	Create an email template
`getTemplate`	Get a template by ID
`updateTemplate`	Update a template
`mergeTemplate`	Merge template with contact data (mail merge)
`deleteTemplate`	Delete a template

Text Message Templates (6 tools)

Tool	Description
`listTextMessageTemplates`	List text message templates
`createTextMessageTemplate`	Create a text message template
`getTextMessageTemplate`	Get a template by ID
`updateTextMessageTemplate`	Update a template
`mergeTextMessageTemplate`	Merge template with contact data
`deleteTextMessageTemplate`	Delete a template

Email Marketing (5 tools)

Tool	Description
`listEmEvents`	List email marketing events
`createEmEvent`	Create email marketing events
`listEmCampaigns`	List email marketing campaigns
`createEmCampaign`	Create a campaign
`updateEmCampaign`	Update a campaign

Custom Fields (5 tools)

Tool	Description
`listCustomFields`	List all custom fields
`createCustomField`	Create a custom field
`getCustomField`	Get a custom field by ID
`updateCustomField`	Update a custom field
`deleteCustomField`	Delete a custom field

Stages (5 tools)

Tool	Description
`listStages`	List all pipeline stages
`createStage`	Create a stage
`getStage`	Get a stage by ID
`updateStage`	Update a stage
`deleteStage`	Delete a stage

Tasks (5 tools)

Tool	Description
`listTasks`	List tasks
`createTask`	Create a task
`getTask`	Get a task by ID
`updateTask`	Update a task
`deleteTask`	Delete a task

Appointments (5 tools)

Tool	Description
`listAppointments`	List appointments
`createAppointment`	Create an appointment
`getAppointment`	Get an appointment by ID
`updateAppointment`	Update an appointment
`deleteAppointment`	Delete an appointment

Appointment Types (5 tools)

Tool	Description
`listAppointmentTypes`	List appointment types
`createAppointmentType`	Create a type
`getAppointmentType`	Get a type by ID
`updateAppointmentType`	Update a type
`deleteAppointmentType`	Delete a type

Appointment Outcomes (5 tools)

Tool	Description
`listAppointmentOutcomes`	List outcomes
`createAppointmentOutcome`	Create an outcome
`getAppointmentOutcome`	Get an outcome by ID
`updateAppointmentOutcome`	Update an outcome
`deleteAppointmentOutcome`	Delete an outcome

Webhooks (6 tools)

Tool	Description
`listWebhooks`	List all webhooks
`createWebhook`	Create a webhook
`getWebhook`	Get a webhook by ID
`updateWebhook`	Update a webhook
`deleteWebhook`	Delete a webhook
`getWebhookEvents`	Get events for a webhook

Pipelines (5 tools)

Tool	Description
`listPipelines`	List all pipelines
`createPipeline`	Create a pipeline
`getPipeline`	Get a pipeline by ID
`updatePipeline`	Update a pipeline
`deletePipeline`	Delete a pipeline

Deals (5 tools)

Tool	Description
`listDeals`	List deals with filtering
`createDeal`	Create a deal
`getDeal`	Get a deal by ID
`updateDeal`	Update a deal
`deleteDeal`	Delete a deal

Deal Attachments (4 tools)

Tool	Description
`createDealAttachment`	Attach a file to a deal
`getDealAttachment`	Get an attachment by ID
`updateDealAttachment`	Update an attachment
`deleteDealAttachment`	Delete an attachment

Deal Custom Fields (5 tools)

Tool	Description
`listDealCustomFields`	List deal custom fields
`createDealCustomField`	Create a deal custom field
`getDealCustomField`	Get a field by ID
`updateDealCustomField`	Update a field
`deleteDealCustomField`	Delete a field

Groups (6 tools)

Tool	Description
`listGroups`	List all groups
`listRoundRobinGroups`	List round robin groups
`createGroup`	Create a group
`getGroup`	Get a group by ID
`updateGroup`	Update a group
`deleteGroup`	Delete a group

Teams (5 tools)

Tool	Description
`listTeams`	List all teams
`createTeam`	Create a team
`getTeam`	Get a team by ID
`updateTeam`	Update a team
`deleteTeam`	Delete a team

Team Inboxes (1 tool)

Tool	Description
`listTeamInboxes`	List all team inboxes

Ponds (5 tools)

Tool	Description
`listPonds`	List all ponds
`createPond`	Create a pond
`getPond`	Get a pond by ID
`updatePond`	Update a pond
`deletePond`	Delete a pond

Timeframes (1 tool)

Tool	Description
`listTimeframes`	List all timeframes

Inbox Apps (10 tools)

Tool	Description
`inboxAppAddMessage`	Add a message to a conversation
`inboxAppUpdateMessage`	Update a message
`inboxAppAddNote`	Add a note to a conversation
`inboxAppUpdateConversation`	Update conversation status
`inboxAppGetParticipants`	Get conversation participants
`inboxAppCreateParticipant`	Add a participant
`inboxAppDeleteParticipant`	Remove a participant
`inboxAppInstall`	Install an inbox app
`inboxAppDeactivate`	Deactivate the inbox app
`listInboxAppInstallations`	List installations

Reactions (3 tools)

Tool	Description
`getReactions`	Get reactions for an item
`createReaction`	Add a reaction
`deleteReaction`	Remove a reaction

Threaded Replies (1 tool)

Tool	Description
`getThreadedReplies`	Get threaded replies for an item

Convenience Tools

Tool	Description
`removeTagFromPerson`	Remove a single tag without affecting others (handles read-modify-write internally)
`getPersonByEmail`	Look up a person by email address
`searchPeopleByTag`	Find all people with specific tags (comma-separated, OR logic)
`bulkUpdatePeople`	Update multiple people at once with automatic rate limiting
`listAvailableTags`	Discover all tags in your account by scanning contacts

</details>

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 v18 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 > API
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?

Yes. This server runs entirely on your computer. Your API key stays in a local file on your machine and is never sent anywhere except directly to Follow Up Boss's official API. No data passes through any third-party servers.

Does this cost anything?

This server is free and open source. 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, update, and delete records in your FUB account. Claude will typically confirm before making changes, especially for deletions. If you want read-only access, you can create a restricted API key in FUB.

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:

Fork this repository
Create a feature branch: git checkout -b my-feature
Make your changes
Test them: node -c index.js (syntax check)
Commit: git commit -m "Add my feature"
Push: git push origin my-feature
Open a Pull Request

Please keep the code style consistent and make sure all 157 tools continue to work.

License

MIT -- see LICENSE for details.

Built by Ed Neuhaus / StaySTRA

Follow Up Boss MCP Server

Follow Up Boss MCP Server

What This Does

What You'll Need

Setup (5 Minutes)

Step 1: Get Your FUB API Key

Step 2: Download & Install

Step 3: Run Setup

Safe Mode vs Full Access

Quick Verify (Optional)

Step 4: Connect to Your AI Tool

Claude Desktop

Claude Code (CLI)

Cursor

Windsurf

VS Code with GitHub Copilot

Cline (VS Code Extension)

Gemini CLI (Google)

Continue.dev (VS Code Extension)

ChatGPT, OpenAI API, and Grok

Usage Examples

All 157 Available Tools

Events (3 tools)

People / Contacts (8 tools)

Person Attachments (4 tools)

Relationships (5 tools)

Identity (2 tools)

Notes (4 tools)

Calls (4 tools)

Text Messages (3 tools)

Users (3 tools)

Smart Lists (2 tools)

Action Plans (4 tools)

Automations (6 tools)

Email Templates (6 tools)

Text Message Templates (6 tools)

Email Marketing (5 tools)

Custom Fields (5 tools)

Stages (5 tools)

Tasks (5 tools)

Appointments (5 tools)

Appointment Types (5 tools)

Appointment Outcomes (5 tools)

Webhooks (6 tools)

Pipelines (5 tools)

Deals (5 tools)

Deal Attachments (4 tools)

Deal Custom Fields (5 tools)

Groups (6 tools)

Teams (5 tools)

Team Inboxes (1 tool)

Ponds (5 tools)

Timeframes (1 tool)

Inbox Apps (10 tools)

Reactions (3 tools)

Threaded Replies (1 tool)

Convenience Tools

Rate Limiting

Troubleshooting

FAQ

Contributing

License

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