Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates. Hosted by usefulapi — connect from Claude, Cursor, or any MCP client.
Add to your MCP config, then reload & authorize:
{
"mcpServers": {
"follow-up-boss": {
"url": "https://follow-up-boss.usefulapi.io/mcp"
}
}
}| Tool | Type | What it does |
|---|---|---|
fub_get_identity | read | Get identity 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. |
fub_search_people | read | Search people (contacts/leads) 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. |
fub_get_person | read | Get one person Fetch one contact by id. Pass fields="allFields" to include custom fields and everything else. FUB: GET /v1/people/{id}. |
fub_check_duplicate_person | read | Check whether a person exists 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. |
fub_list_events | read | List lead events 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. |
fub_list_calls | read | List calls Logged phone calls with outcome, direction and duration. Filter by person or number. FUB: GET /v1/calls. |
fub_list_text_messages | read | List text messages Text messages for a person or a phone number (message bodies may be hidden by FUB for privacy). FUB: GET /v1/textMessages. |
fub_list_tasks | read | List tasks Tasks (follow-ups, calls, showings…). Filter by person, assignee, type, completion, or due window (due="today"|"overdue"|"upcoming"). FUB: GET /v1/tasks. |
fub_list_appointments | read | List appointments Calendar appointments with invitees, type and outcome. Filter by person, user, or a start+end window (both required together). FUB: GET /v1/appointments. |
fub_list_deals | read | List deals 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. |
fub_list_pipelines | read | List deal pipelines Deal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take). FUB: GET /v1/pipelines. |
fub_list_stages | read | List contact stages 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. |
fub_list_users | read | List users (agents) Users in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to. FUB: GET /v1/users. |
fub_list_custom_fields | read | List custom fields 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. |
fub_send_lead_event | write | Send in a lead / lead event 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. |
fub_update_person | write | Update a person 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}. |
fub_add_note | write | Add a note Add a note to a contact's timeline. FUB: POST /v1/notes. |
fub_log_call | write | Log a call Record a phone call made or received outside FUB, with its outcome. Does not place a call. FUB: POST /v1/calls. |
fub_create_task | write | Create a task Create a task on a contact, assigned to a user (assignedUserId or assignedTo is required). FUB: POST /v1/tasks. |
fub_update_task | write | Update a task Update a task — mark it complete, rename, retype or reassign it. FUB: PUT /v1/tasks/{id}. |
fub_create_deal | write | Create a deal 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. |
fub_update_deal | write | Update a deal 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}. |
fub_usage_status | Usage status (free-tier meter) Report the caller's current free-tier usage this month: calls used, monthly limit, remaining, and whether the cap is reached. Read-only; does not count against the meter. | |
fub_upgrade | Upgrade to Pro (unlimited) Subscribe to the Pro plan for UNLIMITED Follow Up Boss tool calls (the free tier caps monthly usage). Choose monthly ($9/month) or yearly ($90/year — 2 months free) billing. Returns a Stripe Checkout link to open in your browser; after payment your account upgrades automatically. Read-only; does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 100 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited |
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.