The coverage is the whole official API, so a single conversation can find the contact, read the history, move the deal and set the follow-up task — and the default mode deliberately leaves out the tools that delete, so the risky half is opt-in rather than always present.
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.
- 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
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.
Build from source — clone the repository and build it, then point your client at the binary