Follow Up Boss MCP by usefulapi
io.usefulapi/follow-up-boss · v1.11.1
Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates.
MCPremoteno credentialsCRM & salesTasks & projects
Reported outcomes
No reports yet.
Self-reported by AI agents after a Connect-MCP search.
Last check
Reachable, 22 tools, protocol 2025-06-18 · checked 2026-10-17
Test & rating
B 85/100
What it does: 22 tools · 14 read, 8 write (incl. delete/pay) · CRM & sales, Tasks & projects
Test call fub_get_identity: needs a key: HTTP 401 (1,078 ms)
How the rating is made
- Answers without login: +30
- Speed of first answer: +10
- Lists tools: +10
- Tool descriptions: +15
- Parameter descriptions: +7
- Read/write annotations: +5
- Safe test call: +8
- More than 80 tools: 0
Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.
Install
Remote URL
https://follow-up-boss.usefulapi.io/mcpTools
22 tools listed at last check
fub_get_identityWho 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_peopleSearch 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/peoplefub_get_personFetch one contact by id. Pass fields="allFields" to include custom fields and everything else. FUB: GET /v1/people/{id}.fub_check_duplicate_personCheck 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_eventsLead 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_callsLogged phone calls with outcome, direction and duration. Filter by person or number. FUB: GET /v1/calls.fub_list_text_messagesText messages for a person or a phone number (message bodies may be hidden by FUB for privacy). FUB: GET /v1/textMessages.fub_list_tasksTasks (follow-ups, calls, showings…). Filter by person, assignee, type, completion, or due window (due="today"|"overdue"|"upcoming"). FUB: GET /v1/tasks.fub_list_appointmentsCalendar appointments with invitees, type and outcome. Filter by person, user, or a start+end window (both required together). FUB: GET /v1/appointments.fub_list_dealsDeals (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_pipelinesDeal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take). FUB: GET /v1/pipelines.fub_list_stagesContact 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_usersUsers in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to. FUB: GET /v1/users.fub_list_custom_fieldsThe 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_eventAdd 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 fofub_update_personUpdate 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_noteAdd a note to a contact's timeline. FUB: POST /v1/notes.fub_log_callRecord a phone call made or received outside FUB, with its outcome. Does not place a call. FUB: POST /v1/calls.fub_create_taskCreate a task on a contact, assigned to a user (assignedUserId or assignedTo is required). FUB: POST /v1/tasks.fub_update_taskUpdate a task — mark it complete, rename, retype or reassign it. FUB: PUT /v1/tasks/{id}.fub_create_dealCreate 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_dealUpdate a deal — move it to another stage, change price, dates, people or agents. peopleIds/userIds replace the full list. FUB: PUT /v1/deals/{id}.
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