Follow Up Boss MCP server

Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Follow Up Boss50 free tool calls a month

What can I ask?

Turn on the Follow Up Boss connector, then ask in plain words. The AI picks the tools.

Which leads came in this week and where did they come from?
Which of my tasks are overdue right now?
Which of my leads are on an action plan right now?
Add a note to Jane Smith saying she wants showings on Saturday.

What you can do with Follow Up Boss in Claude and ChatGPT

For real estate agents and teams who manage leads and deals in Follow Up Boss.

Review new leads and where they came from

The AI searches people by criteria, reads lead events, and counts leads per lead source and agent with the conversion rate.

Find, create, complete or reassign tasks

The AI lists tasks that are due today, overdue or upcoming, creates a task for a contact, and marks a task complete or reassigns it.

Changes data

Catch up on a lead's calls, texts and appointments

The AI reads the logged calls, text messages and appointments of one person, so you know where the lead stands before you call.

Check deals by stage, create or move one

The AI lists deals with stage, price and agents, and creates a deal in a pipeline stage or moves one to another stage.

Changes data

Check if a lead exists, then add or update it

The AI checks by email or phone whether a contact exists and who has it. It then sends in a new lead or updates the contact's fields.

Changes data

Add a note or log a call on a lead

The AI adds a note to a contact's timeline, or records a phone call made outside Follow Up Boss with its outcome.

Changes data

How do I connect Follow Up Boss?

Before you connect

The login page asks for your Follow Up Boss API key.

Find it in Follow Up Boss → Admin → API. Every user has their own key, with exactly the permissions of that user (an agent key sees only that agent’s contacts; a broker or owner key sees the whole account). Your key is used only to call the Follow Up Boss API on your behalf and to derive a private account id; it is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Follow Up Boss and this URL, then click Add:
https://follow-up-boss.usefulapi.io/mcp
Claude opens the login page: enter your Follow Up Boss API key.
In a chat, click + → Connectors and turn on Follow Up Boss.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Follow Up Boss and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://follow-up-boss.usefulapi.io/mcp
ChatGPT opens the login page: enter your Follow Up Boss API key.
In Plugins, install Follow Up Boss, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

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

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

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

VS Code

Add to VS Code or add this to .vscode/mcp.json:

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

Codex

Run these commands. The second one opens the login page:

codex mcp add follow-up-boss --url https://follow-up-boss.usefulapi.io/mcp

codex mcp login follow-up-boss

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

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: the login page asks for your Follow Up Boss API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Guides

Count Follow Up Boss leads by source and agent from Claude
Claude or ChatGPT can count your Follow Up Boss leads from a source per agent, show how many are now in a closed stage, and add a note to a contact.
15 October 2026

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Follow Up Boss server only. Ask your AI to run fub_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with fub_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with fub_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 29

Show all 29 tools (the AI picks them for you)

Read only · 17

Get identityfub_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.
Search people (contacts/leads)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.
Get one personfub_get_person
Fetch one contact by id. Pass fields="allFields" to include custom fields and everything else.
Check whether a person existsfub_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.
List lead eventsfub_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.
List callsfub_list_calls
Logged phone calls with outcome, direction and duration. Filter by person or number.
List text messagesfub_list_text_messages
Text messages for a person or a phone number (message bodies may be hidden by FUB for privacy).
List tasksfub_list_tasks
Tasks (follow-ups, calls, showings…). Filter by person, assignee, type, completion, or due window (due="today"|"overdue"|"upcoming").
List appointmentsfub_list_appointments
Calendar appointments with invitees, type and outcome. Filter by person, user, or a start+end window (both required together).
List dealsfub_list_deals
Deals (transactions) with stage, price, people, agents and commission. Filter by pipeline, user, person or status. The response metadata includes totalByStageId.
List deal pipelinesfub_list_pipelines
Deal pipelines with their stages (the stage ids that fub_create_deal / fub_update_deal take).
List contact stagesfub_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".
List users (agents)fub_list_users
Users in the account (agents, brokers, lenders) — the ids to assign people, tasks and deals to.
List custom fieldsfub_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.
List action plansfub_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.
List action plans applied to peoplefub_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.total is covered) instead of one call per contact. Shows classic action plans only; Automations 2.0 are in fub_list_person_automations when that tool is listed.
Lead source report by agentfub_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-app Lead Source report, which has no API, not the Zillow Preferred or Zillow Home Loans dashboard metrics (including pre-approvals), which are not exposed by the public API, and cover only the people the API key can see (use an owner, admin or broker key for the whole account). At most 100 FUB requests per call (one per count). FUB: GET /v1/people totals, GET /v1/users.

Changes data · 8

Send in a lead / lead eventfub_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 means the lead flow for this source is archived and the event was ignored.
Update a personfub_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.
Add a notefub_add_note
Add a note to a contact's timeline.
Log a callfub_log_call
Record a phone call made or received outside FUB, with its outcome. Does not place a call.
Create a taskfub_create_task
Create a task on a contact, assigned to a user (assignedUserId or assignedTo is required).
Update a taskfub_update_task
Update a task — mark it complete, rename, retype or reassign it.
Create a dealfub_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.
Update a dealfub_update_deal
Update a deal — move it to another stage, change price, dates, people or agents. peopleIds/userIds replace the full list.

Your usefulapi plan · 4

Usage status (free-tier meter)fub_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featurefub_request_feature
Tell usefulapi that the user needs something the Follow Up Boss tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+fub_upgrade
Get a paid plan for Follow Up Boss (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionfub_cancel_subscription
Cancel the caller's Follow Up Boss Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run fub_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Follow Up Boss in Claude or ChatGPT?

Review new leads and where they came from. Find, create, complete or reassign tasks. Catch up on a lead's calls, texts and appointments. Check deals by stage, create or move one. Check if a lead exists, then add or update it. Add a note or log a call on a lead. See what you can do for the details.

Is this an official Follow Up Boss product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Follow Up Boss. The server calls the Follow Up Boss API with your own Follow Up Boss access, so it sees only the data that your account can see.

Can I connect Follow Up Boss to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Follow Up Boss API key. See Before you connect for where to find it.

Do I put my Follow Up Boss key or an Authorization header in the client config?

No. 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: the login page asks for your Follow Up Boss API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Follow Up Boss credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Follow Up Boss API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Follow Up Boss.

Can the AI change my Follow Up Boss data?

Yes, if you approve it. 8 of the 25 Follow Up Boss tools can create or change data. The other 17 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Follow Up Boss server only. Cancel any time: your paid plan then runs to the end of the paid period. Run fub_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run fub_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run fub_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Follow Up Boss tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with fub_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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