O que é o Follow Up Boss MCP?

É um servidor MCP (Model Context Protocol) que conecta o Follow Up Boss à sua IA, dando ao agente ferramentas para agir com seus dados — com um único link remoto.

Com quais IAs funciona?

Funciona com qualquer cliente compatível com MCP: Claude (web, desktop e mobile), Cursor, ChatGPT com conectores, OpenClaw e outros agentes.

Preciso saber programar?

Não. Você cola a URL remota no seu cliente, autentica uma vez e pronto — sem instalar pacotes nem escrever código.

É seguro? A IA pode alterar meus dados?

O acesso é autorizado por você e pode ser revogado a qualquer momento. As permissões seguem o que o Follow Up Boss expõe; você autoriza na conexão.

Você começa grátis e faz upgrade quando precisar de mais uso. O pagamento e os limites são gerenciados na sua conta mcp.ai.

Posso cancelar quando quiser?

Sim. O plano é mensal e pode ser cancelado a qualquer momento, sem fidelidade.

Follow Up Boss MCP Server and REST API

Follow Up Boss

Conecte sua conta Follow Up Boss e use 99 ferramentas de CRM direto no seu agente de IA. Conecte com a sua chave de API.

Instale no seu cliente

URL do servidor MCP

https://api.mcp.ai/p_follow_up_boss

Conexão segura via OAuth 2.0

Ferramentas (99)

Para desenvolvedores

Docs de API & agente

Docs legíveis por máquina pra plugar este servidor num agente ou chamar via REST.

Skill (como usar)

Markdown: usar via MCP ou via API REST direta.

Abrir

llms.txt

Especificação deste servidor legível por agentes.

Abrir

Para agentes

Prompt de instalação — cole no Claude, ChatGPT, Cursor ou qualquer agente MCP e ele se conecta sozinho.

Abrir

Coleção Postman

Importe a API REST no Postman.

Baixar

Perguntas

Follow Up Boss

Ferramentas (99)

Docs de API & agente

Perguntas frequentes

Exemplos de prompts

Tags relacionadas

Follow Up Boss

Ferramentas (99)

follow_up_boss_create_action_plans_peopleTool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.

follow_up_boss_create_appointmentTool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to

follow_up_boss_create_appointment_outcomeTool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.

follow_up_boss_create_appointment_typesTool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.

follow_up_boss_create_callTool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.

follow_up_boss_create_custom_fieldTool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.

follow_up_boss_create_deal_custom_fieldTool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.

follow_up_boss_create_dealsTool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.

follow_up_boss_create_em_campaignTool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.

follow_up_boss_create_em_eventsTool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.

follow_up_boss_create_eventsTool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.

follow_up_boss_create_groupsTool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.

follow_up_boss_create_pipelinesTool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.

follow_up_boss_create_pondsTool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.

follow_up_boss_create_reactionsTool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.

follow_up_boss_create_stageTool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.

follow_up_boss_create_teamsTool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.

follow_up_boss_create_templateTool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.

follow_up_boss_create_text_message_templateTool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.

follow_up_boss_delete_appointmentTool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.

follow_up_boss_delete_appointment_outcomesTool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.

follow_up_boss_delete_appointment_typeTool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.

follow_up_boss_delete_custom_fieldTool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.

follow_up_boss_delete_dealTool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.

follow_up_boss_delete_deal_custom_fieldTool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.

follow_up_boss_delete_groupsTool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.

follow_up_boss_delete_people_relationshipTool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.

follow_up_boss_delete_pipelineTool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associate

follow_up_boss_delete_pondTool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.

follow_up_boss_delete_stageTool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.

follow_up_boss_delete_teamsTool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.

follow_up_boss_delete_text_message_templateTool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden response. Use GET /te

follow_up_boss_get_appointmentTool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.

follow_up_boss_get_appointment_outcomeTool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.

follow_up_boss_get_appointment_typesTool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.

follow_up_boss_get_callTool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.

follow_up_boss_get_dealTool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.

follow_up_boss_get_deal_custom_fieldTool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.

follow_up_boss_get_eventTool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.

follow_up_boss_get_groupsTool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.

follow_up_boss_get_identityTool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.

follow_up_boss_get_meTool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.

follow_up_boss_get_people_relationshipTool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.

follow_up_boss_get_pipelinesTool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.

follow_up_boss_get_pondsTool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.

follow_up_boss_get_smart_listTool to retrieve a Smart List by its ID from Follow Up Boss. Use when you need to fetch details about a specific Smart List.

follow_up_boss_get_stageTool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.

follow_up_boss_get_teamsTool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.

follow_up_boss_get_templateTool to retrieve an email template by its ID from Follow Up Boss. Use when you need to fetch details about a specific template, optionally with merge fields populated for a person.

follow_up_boss_get_text_messageTool to retrieve a text message by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message record.

follow_up_boss_get_text_message_templateTool to retrieve a text message template by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message template, including its content, usage statistics, and associat

follow_up_boss_get_userTool to retrieve a user by its ID from Follow Up Boss. Use when you need to fetch details about a specific user.

follow_up_boss_list_action_plansTool to get a list of Action Plans from Follow Up Boss. Use when you need to retrieve available action plans with optional filtering by status, names, or IDs, and support for pagination and sorting.

follow_up_boss_list_action_plans_peopleTool to list Action Plans applied to a particular person or list people on a particular Action Plan. Use when you need to retrieve action plan assignments, optionally filtered by person or action plan

follow_up_boss_list_appointment_outcomesTool to list all appointment outcomes from Follow Up Boss. Use when you need to retrieve a list of appointment outcomes with optional sorting and pagination.

follow_up_boss_list_appointment_typesTool to list all appointment types from Follow Up Boss. Use when you need to retrieve a list of available appointment types with optional sorting and pagination.

follow_up_boss_list_appointmentsTool to search for appointments in Follow Up Boss. Use when you need to retrieve a list of appointments, optionally filtered by person, user, or date range. Supports pagination for large result sets.

follow_up_boss_list_callsTool to search for calls in Follow Up Boss. Use when you need to retrieve a list of calls with optional filtering by person ID or phone numbers.

follow_up_boss_list_custom_fieldsTool to list all custom fields in Follow Up Boss. Use when you need to retrieve custom field definitions, optionally filtered by label or sorted by specific fields.

follow_up_boss_list_deal_custom_fieldsTool to list all deal custom fields in Follow Up Boss. Use when you need to retrieve deal custom field definitions, optionally filtered by label or sorted by specific fields.

follow_up_boss_list_dealsTool to search for and list deals from Follow Up Boss. Use when you need to retrieve multiple deals with optional filters by pipeline, user, person, or status.

follow_up_boss_list_em_campaignsTool to list email marketing campaigns from Follow Up Boss. Use when you need to retrieve all campaigns or filter by origin/originId.

follow_up_boss_list_em_eventsTool to retrieve email marketing events from Follow Up Boss. Use when you need to fetch information about marketing emails sent, opens, clicks, bounces, unsubscribes, and spam reports. Supports filter

follow_up_boss_list_eventsTool to search for and list events from Follow Up Boss. Use when you need to retrieve events with optional filtering by person, event type, property association, or property address, with pagination s

follow_up_boss_list_groupsTool to list all groups from Follow Up Boss. Use when you need to retrieve a list of groups, optionally filtered by type (Agent/Lender) or sorted by id/name.

follow_up_boss_list_groups_round_robinTool to list groups with round-robin data from Follow Up Boss. Use when you need to retrieve groups configured for round-robin distribution.

follow_up_boss_list_inbox_appsTool to list all inbox app installations from Follow Up Boss. Use when you need to retrieve a list of installed inbox apps with optional pagination.

follow_up_boss_list_people_relationshipsTool to list all people relationships from Follow Up Boss. Use when you need to retrieve relationships between contacts with optional filtering by person ID, name, or first/last name, and sorting capa

follow_up_boss_list_pipelinesTool to search for pipelines in Follow Up Boss. Use when you need to retrieve a list of pipelines, optionally filtering by exact name match.

follow_up_boss_list_pondsTool to list all ponds from Follow Up Boss. Use when you need to retrieve a list of pond groups with pagination support.

follow_up_boss_list_smart_listsTool to list Smart Lists from Follow Up Boss. Use when you need to retrieve a list of Smart Lists with support for pagination and filtering by FUB version.

follow_up_boss_list_stagesTool to retrieve a list of stages from Follow Up Boss. Use when you need to fetch all stages with optional pagination and sorting.

follow_up_boss_list_team_inboxesTool to list all shared team inboxes from Follow Up Boss. Use when you need to retrieve available team inboxes with their names, IDs, and users who have access.

follow_up_boss_list_teamsTool to get a list of teams from Follow Up Boss. Use when you need to retrieve all teams with pagination support. Note: Not all plans have access to the teams feature. If you do not have access, this

follow_up_boss_list_templatesTool to list all email templates from Follow Up Boss. Use when you need to retrieve multiple email templates with pagination support.

follow_up_boss_list_text_message_templatesTool to list all text message templates from Follow Up Boss. Use when you need to retrieve multiple text message templates with pagination support.

follow_up_boss_list_text_messagesTool to list text messages for a person or phone number from Follow Up Boss. Use when you need to retrieve text messages with filtering options. Note: At least one filter parameter must be provided wh

follow_up_boss_list_timeframesTool to get a list of timeframes from Follow Up Boss. Use when you need to retrieve available timeframes.