Follow Up Boss Mcp Server
@mindwear-capitian
MCP server for Follow Up Boss CRM with 157 tools covering 100% of the official API. Manage contacts, deals, pipeline, tasks, emails, smart lists, action plans, webhooks, and more through natural language. Built for real estate professionals who use Follow Up Boss.
概要
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
FAQ from Follow Up Boss MCP Server
What data can this server access?
It has full read and write access to your Follow Up Boss account, including contacts, deals, tasks, notes, calls, text messages, email templates, smart lists, custom fields, teams, webhooks, and more. It can also delete data unless Safe Mode is enabled.
What are the runtime requirements?
You need Node.js 18 or higher and a Follow Up Boss account with API access (most paid plans include it).
Where does my data live?
All data remains in your Follow Up Boss account. The server runs locally on your machine and only communicates with the Follow Up Boss API via your API key.
Can I use this with ChatGPT or Grok?
ChatGPT, OpenAI API, and Grok only support remote MCP servers, so you would need to host this server on a cloud service with HTTPS. For now, the README recommends using tools that support local MCP servers.
What is Safe Mode vs Full Access?
Safe Mode (default) allows reading, creating, and updating records but disables deletion. Full Access enables all 157 tools, including delete operations. You can switch modes by changing FUB_SAFE_MODE in your .env file.
