io.usefulapi/follow-up-boss

Follow Up Boss MCP by usefulapi

Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates.

1.11.1
Version
remote
Transport
22
Tools

Security review

Partly reviewed

Reviewed 31m ago.

  • tools: 22 tools scanned
  • metadata: scanned
  • mediumReviewRemote tools take credentials as input

    Whatever an agent passes to a remote tool leaves the machine. Never send connection strings, tokens or passwords to a third-party MCP server unless it is the service those credentials belong to.

    fub_get_identity

Tools (22)

  • fub_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

    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

    Fetch one contact by id. Pass fields="allFields" to include custom fields and everything else. FUB: GET /v1/people/{id}.

  • fub_check_duplicate_person

    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

    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

    Logged phone calls with outcome, direction and duration. Filter by person or number. FUB: GET /v1/calls.

  • fub_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

    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

    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

    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

    Deal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take). FUB: GET /v1/pipelines.

  • fub_list_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

    Users in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to. FUB: GET /v1/users.

  • fub_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

    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

    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

    Add a note to a contact's timeline. FUB: POST /v1/notes.

  • fub_log_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

    Create a task on a contact, assigned to a user (assignedUserId or assignedTo is required). FUB: POST /v1/tasks.

  • fub_update_task

    Update a task — mark it complete, rename, retype or reassign it. FUB: PUT /v1/tasks/{id}.

  • fub_create_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

    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}.