Follow Up Boss MCP Server

Follow Up Boss MCP Server

Connect your Follow Up Boss CRM to Claude AI (or any MCP-compatible tool) with 157 tools covering all official API endpoints plus convenience tools for common workflows.

WARNING: This tool has full read AND write access to your Follow Up Boss account. It can create, update, and delete contacts, deals, tasks, notes, and other data in your CRM. Use at your own risk. We strongly recommend testing with a small number of records first, and always reviewing AI-suggested actions before confirming changes to your live data. The authors are not responsible for any data loss or unintended modifications to your FUB account.

What This Does

This server acts as a bridge between your Follow Up Boss account and AI tools like Claude. Once connected, you can talk to Claude in plain English and it will read, create, update, and manage your FUB data directly.

What you can do:

• Contacts & People -- Search contacts, create new leads, update stages, manage tags, check duplicates, view relationships
• Deals & Pipeline -- Create and manage deals, move them through pipeline stages, track values and closing dates
• Tasks & Appointments -- Create follow-up tasks, schedule appointments, set reminders, track outcomes
• Communication -- View call logs, text message history, send texts through the API
• Email Templates -- Create, edit, and merge email templates with contact data
• Smart Lists & Action Plans -- View smart lists, assign people to action plans and automations
• Custom Fields -- Create and manage custom fields for contacts and deals
• Teams, Groups & Ponds -- Manage team structure, round robin groups, and lead ponds
• Webhooks -- Set up and manage webhook integrations
• And more -- Inbox apps, reactions, threaded replies, email marketing campaigns, timeframes

What You'll Need

1. A Follow Up Boss account with API access (most paid plans include this)
2. Claude Desktop, Claude Code, or any MCP-compatible AI tool
3. Node.js 18 or higher -- This is a free tool that runs JavaScript. If you don't have it, download it from nodejs.org (choose the LTS version)

Setup (5 Minutes)

Step 1: Get Your FUB API Key

Your API key is like a password that lets this server talk to your FUB account.

1. Log into Follow Up Boss
2. Go to Admin (top menu) > API
3. Copy your API key (it looks like a long string of letters and numbers)

Step 2: Download & Install

If you know git:

git clone https://github.com/mindwear-capitian/followupboss-mcp-server.git
cd followupboss-mcp-server
npm install

If you don't know git:

1. Click the green "Code" button at the top of this page
2. Select "Download ZIP"
3. Unzip the downloaded file
4. Open Terminal (Mac) or Command Prompt (Windows)
5. Navigate to the unzipped folder:

   cd path/to/followupboss-mcp-server
   

6. Install dependencies:

   npm install
   

Step 3: Run Setup

npm run setup

This will:

• Ask for your API key
• Test the connection to make sure it works
• Ask you to choose Safe Mode or Full Access
• Save your settings in a local .env file
• Show you exactly how to connect it to Claude

Safe Mode vs Full Access

Safe Mode is the default and recommended for most users. It gives you everything except the ability to delete data. You can switch modes at any time by changing FUB_SAFE_MODE in your .env file or AI tool config.

Quick Verify (Optional)

Before connecting to Claude, you can verify everything works:

npm test

You should see:

  PASS  Server starts and MCP handshake succeeds
  PASS  Lists 134 tools
  PASS  Read-only API call works (account: ok)

3 passed, 0 failed

If all 3 pass, you're good to go. If something fails, double-check your API key in the .env file.

Step 4: Connect to Your AI Tool

Pick the tool you use below. Each one needs a small config file edit -- the setup wizard (npm run setup) will show you the exact paths and JSON for your computer, but here are the manual instructions for each.

What's a config file? It's a settings file that tells your AI tool where to find this server. You'll copy/paste a small block of text into it. That's it.

Claude Desktop

1. Open Finder (Mac) or File Explorer (Windows)
2. Go to this file:
   • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json
3. If the file doesn't exist, create it
4. Paste this (replace the two placeholder values with yours):

{
  "mcpServers": {
    "followupboss":