Followupboss 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

1. A Follow Up Boss account with API access (most paid plans include this)
2. Claude Desktop, Claude Code, or any MCP-compatible AI tool
3. 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.

1. Log into Follow Up Boss
2. Go to Admin (top menu) > API
3. 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:

1. Click the green "Code" button at the top of this page
2. Select "Download ZIP"
3. Unzip the downloaded file
4. Open Terminal (Mac) or Command Prompt (Windows)
5. Navigate to the unzipped folder:

   cd path/to/followupboss-mcp-server
   

6. 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

1. Open Finder (Mac) or File Explorer (Windows)
2. Go to this file:
   • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json
3. If the file doesn't exist, create it
4. 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"
      }
    }
  }
}

5. Replace /full/path/to/ with where you downloaded this project
6. Replace your_api_key_here with your FUB API key
7. 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

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

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

4. Replace the path and API key with yours
5. Restart Cursor

---

Windsurf

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

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

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

---

VS Code with GitHub Copilot

Requires VS Code 1.99 or newer and GitHub Copilot extension.

1. Open VS Code
2. Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows)
3. Type "MCP: Open User Configuration" and select it
4. 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"
      }
    }
  }
}

5. Replace the path and API key with yours
6. 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)

1. Open VS Code with Cline installed
2. Click the MCP Servers icon in the Cline sidebar
3. Click "Configure MCP Servers"
4. Paste this:

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

5. Replace the path and API key with yours

---

Gemini CLI (Google)

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

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

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

3. Replace the path and API key with yours

---

Continue.dev (VS Code Extension)

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

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

4. Replace the path and API key with yours
5. 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

Click to expand full tool list

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

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:

1. Fork this repository
2. Create a feature branch: git checkout -b my-feature
3. Make your changes
4. Test them: node -c index.js (syntax check)
5. Commit: git commit -m "Add my feature"
6. Push: git push origin my-feature
7. 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.

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Built by Ed Neuhaus / StaySTRA