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Follow Up Boss MCP by usefulapi

by m190version 1.40.2i★ –iRuns in the cloud
Registry nameio.usefulapi/follow-up-boss

Install

Overview

Description from the maker (original English)

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

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

  • Connection: Runs in the cloud
  • Transport: Streamable HTTP
  • Category: Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

Before you install

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://follow-up-boss.usefulapi.io/mcp

Run this in your terminal

claude mcp add --transport http follow-up-boss https://follow-up-boss.usefulapi.io/mcp

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "follow-up-boss": {
      "url": "https://follow-up-boss.usefulapi.io/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "follow-up-boss": {
      "type": "http",
      "url": "https://follow-up-boss.usefulapi.io/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://follow-up-boss.usefulapi.io/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.

  • 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_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_list_action_plans

    The account's action plans (drip campaigns): id, name and status. Gives the names for the actionPlanId values of fub_list_person_action_plans. FUB: GET /v1/actionPlans.

  • fub_list_person_action_plans

    Which people are on which action plan, with the status of each assignment (e.g. "Running", "Paused"). Give personId for one contact's plans, or actionPlanId for everyone on one plan. For many contacts, list each active plan's people (limit 100; page with offset until _metadata.to

  • fub_lead_source_report

    Count leads from lead sources (e.g. Zillow) per assigned agent, how many reached the closed stage(s) (conversion rate), and leads per lender user (e.g. Zillow Home Loans loan officers). Use it to count instead of paging through fub_search_people. The numbers approximate FUB's in-

  • 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 me

  • 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}.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

  • ✓ Pass

    Maker matches the repo

    The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 128 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • ✓ Pass

    No hidden instructions in tool descriptions

    Read 25 tool descriptions and found no hidden instructions to the AI

Compared with others in Docs, sheets & office worki

  • More stars than 0% of the other 2197 servers in this category
  • Published to the registry more recently than 96% of the other 2197 servers in this category
  • Basic checks equal to or better than 100% of the other 2197 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Follow Up Boss MCP by usefulapi safe?

It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.40.2) reached the registry today.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Agent-Native Calendar, Excel MCP Server, MCP Server for Excel

Alternatives

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Follow Up Boss MCP by usefulapi

Use Follow Up Boss from Claude, Cursor, or any MCP client — search people and leads, review calls, texts, tasks, appointments and deals, and add notes, tasks and updates. Hosted, no local install: connect with your own Follow Up Boss credentials.

Live endpoint: https://follow-up-boss.usefulapi.io/mcp · Homepage: https://usefulapi.io/follow-up-boss

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://follow-up-boss.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http follow-up-boss https://follow-up-boss.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{

"mcpServers": { "follow-up-boss": { "url": "https://follow-up-boss.usefulapi.io/mcp" } } }

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Follow Up Boss credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/follow-up-boss/

On first connect you'll provide your Follow Up Boss API key (Admin → API), which has exactly the permissions of the user it belongs to. They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
fub_get_identityreadGet identity
fub_search_peoplereadSearch people (contacts/leads)
fub_get_personreadGet one person
fub_check_duplicate_personreadCheck whether a person exists
fub_list_eventsreadList lead events
fub_list_callsreadList calls
fub_list_text_messagesreadList text messages
fub_list_tasksreadList tasks
fub_list_appointmentsreadList appointments
fub_list_dealsreadList deals
fub_list_pipelinesreadList deal pipelines
fub_list_stagesreadList contact stages
fub_list_usersreadList users (agents)
fub_list_custom_fieldsreadList custom fields
fub_list_action_plansreadList action plans
fub_list_person_action_plansreadList action plans applied to people
fub_lead_source_reportreadLead source report by agent
fub_send_lead_eventwriteSend in a lead / lead event
fub_update_personwriteUpdate a person
fub_add_notewriteAdd a note
fub_log_callwriteLog a call
fub_create_taskwriteCreate a task
fub_update_taskwriteUpdate a task
fub_create_dealwriteCreate a deal
fub_update_dealwriteUpdate a deal
fub_usage_statusmetaUsage status (free-tier meter)
fub_request_featuremetaRequest a missing feature
fub_upgrademetaUpgrade to Pro or Pro+
fub_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

\*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to support@usefulapi.io.

Pro covers this server only. Subscribe with fub_upgrade (it returns a Stripe Checkout link). Cancel any time with fub_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running fub_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

License

MIT © usefulapi. Not affiliated with or endorsed by Follow Up Boss.

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