Follow Up Boss MCP by usefulapi

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

Tool	Type	What it does
fub_get_identity	read	Get identity
fub_search_people	read	Search people (contacts/leads)
fub_get_person	read	Get one person
fub_check_duplicate_person	read	Check whether a person exists
fub_list_events	read	List lead events
fub_list_calls	read	List calls
fub_list_text_messages	read	List text messages
fub_list_tasks	read	List tasks
fub_list_appointments	read	List appointments
fub_list_deals	read	List deals
fub_list_pipelines	read	List deal pipelines
fub_list_stages	read	List contact stages
fub_list_users	read	List users (agents)
fub_list_custom_fields	read	List custom fields
fub_list_action_plans	read	List action plans
fub_list_person_action_plans	read	List action plans applied to people
fub_lead_source_report	read	Lead source report by agent
fub_send_lead_event	write	Send in a lead / lead event
fub_update_person	write	Update a person
fub_add_note	write	Add a note
fub_log_call	write	Log a call
fub_create_task	write	Create a task
fub_update_task	write	Update a task
fub_create_deal	write	Create a deal
fub_update_deal	write	Update a deal
fub_usage_status	meta	Usage status (free-tier meter)
fub_request_feature	meta	Request a missing feature
fub_upgrade	meta	Upgrade to Pro (unlimited*)
fub_cancel_subscription	meta	Cancel 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

Plan	Price	Limit
Free	$0	50 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 [email protected].

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 [email protected].

License

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