Follow Up Boss MCP Server

What it is

A self-hosted bridge between an AI client and a Follow Up Boss account, written by a working real estate broker. It covers the official API end to end — contacts, deals, tasks, appointments, templates, teams, webhooks — and ships a setup wizard that tests the connection and writes the client config for you.

What you get

• Contacts — listPeople with extensive filters, createPerson, getPerson, updatePerson for stage and tags, checkDuplicate by email or phone, listUnclaimed and claimPerson for pond leads, plus relationships and attachments
• Notes, calls and messages — createNote, listNotes, listCalls, createCall, listTextMessages, and the events surface through listEvents, createEvent and getEvent
• Deals and pipeline — deals, pipelines, deal custom fields and deal attachments, create through delete
• Tasks and appointments — tasks, appointments, appointment types and outcomes
• Organisation — users, teams, groups, ponds, team inboxes, smart lists, action plans, automations, stages and custom fields
• Content — email templates, text message templates and email marketing campaigns
• Meta — about and help, so the assistant can ask the server what it can do
• Identity — getIdentity and getCurrentUser tell you which account the key belongs to

Requirements

A Follow Up Boss account with API access, which most paid plans include, and Node.js 18 or higher. Clone or download, npm install, then npm run setup — it asks for the key, tests the connection, and asks you to choose a mode. Safe Mode is the default and hides the 23 delete tools, leaving 137 of 160; Full Access restores them, switched through FUB_SAFE_MODE, which fails safe by treating anything other than the exact string false as safe. Two variables need care: FUB_SYSTEM and FUB_SYSTEM_KEY are credentials Follow Up Boss issues to registered integration partners, not to end users, and inventing or borrowing them to reach the restricted endpoints — webhooks, inbox apps, automations, text-message logging, attachments — risks your account. Leave them unset and every other tool still works; the restricted ones then return a clear error instead of silently bypassing the gate. Licensed under Elastic License 2.0: free to self-host for your own business, not to offer as a service.

Setup effort

Build from source — clone the repository, then follow the project's own run instructions

Tools you get

160 tools named in the project's documentation.

Requires

FUB_API_KEY in your environment

Where it runs

All 8 documented clients run the server on your machine.