What is Follow Up Boss MCP Server?
The Follow Up Boss MCP Server is a bridge between your Follow Up Boss CRM and AI tools like Claude, allowing you to read, create, update, and manage CRM data using plain English. It provides 157 tools that cover all official API endpoints plus convenience tools for common workflows.
How to use Follow Up Boss MCP Server?
Clone the repository, run npm install, then npm run setup to configure your API key and choose Safe Mode or Full Access. Connect to your AI tool (Claude Desktop, Claude Code, Cursor, Windsurf, VS Code with GitHub Copilot, Cline, Gemini CLI, or Continue.dev) by editing its configuration file with the server command and API key.
Key features of Follow Up Boss MCP Server
- Read, create, update, and delete contacts, deals, tasks, and notes
- Search and filter contacts, check for duplicates, manage relationships
- Manage pipeline stages, track deals and closing dates
- Schedule appointments, set reminders, and log calls
- View and send text messages through the API
- Create and merge email templates with contact data
- Manage teams, groups, lead ponds, and webhooks
- Safe mode disables delete operations for cautious use
Use cases of Follow Up Boss MCP Server
- Ask your AI assistant to show all leads from this week
- Create follow-up tasks or notes for contacts in natural language
- Move deals through pipeline stages and track large-value opportunities
- Check for duplicate contacts before adding new leads
- Manage team assignments and action plans via chat commands
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