delete_contact
Delete Contact
Delete a contact from Follow Up Boss by their person ID. This action is permanent.
Ask your agent in plain language. Each of these maps to a real tool on the server.
delete_contact
Delete a contact from Follow Up Boss by their person ID. This action is permanent.
list_tasks
List tasks in Follow Up Boss. Supports filtering by person, assigned user, completion status, and due date.
log_call
Log a phone call to a contact in Follow Up Boss. Records call details including duration, outcome, and notes for communication tracking.
send_event
Send a lead or event to Follow Up Boss. Use this to notify FUB when events occur on your website or system (e.g., registration, property inquiry, seller inquiry). FUB will automatically match or create the associated contact and may trigger action plans.
manage_note
Create, update, retrieve, or delete a note on a contact in Follow Up Boss. Notes are used for recording information and team collaboration.
list_deals
List deals (transactions) in Follow Up Boss. Supports filtering by person, pipeline, stage, and more.
search_contacts
Search and list contacts in Follow Up Boss. Supports filtering by various criteria, checking for duplicates, and retrieving unclaimed leads.
manage_task
Create, update, retrieve, or delete a task in Follow Up Boss. Tasks are used for follow-up reminders and to-dos assigned to team members.
send_text_message
Record an externally sent or received text message in a contact's communication history. This endpoint logs messages only; it does not send SMS.
enroll_action_plan
Enroll a contact in an action plan, or list available action plans. Action plans are automated follow-up sequences that send emails, texts, and create tasks on a schedule.
manage_deal
Create, update, retrieve, or delete a deal (transaction) in Follow Up Boss. Deals track real estate transactions with associated properties, prices, commission, and pipeline stages.
manage_contact
Create, update, or retrieve a contact (person) in Follow Up Boss. Creation checks for an existing email/phone and returns that contact unchanged when found. Supports assigning agents, lenders, tags, stages, custom fields, and contact details.
manage_appointment
Create, update, retrieve, or delete an appointment in Follow Up Boss. Appointments are scheduled meetings or showings associated with contacts and agents.
list_pipelines
List pipelines and stages in Follow Up Boss. Returns available deal pipelines and contact lifecycle stages. Useful for finding stage/pipeline IDs when creating or updating deals.
list_users
List users (agents, brokers, admins) in the Follow Up Boss account. Optionally retrieve details for a specific user. Useful for finding user IDs to assign contacts, tasks, or deals.
who_am_i
Retrieve the currently authenticated Follow Up Boss user and their role.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage contacts, leads, deals, and communications in a real estate CRM. Create, update, and search contacts with automatic deduplication. Ingest leads and events from IDX websites and lead sources. Track calls, emails, and text messages associated with contacts. Manage deals and pipelines with customizable stages. Create and assign tasks and appointments for follow-up. Enroll contacts in action plans and automations. Add notes with reactions and threaded replies for team collaboration. Manage email and text message templates. Handle team, user, and group management including round-robin lead distribution and shared lead pools. Configure custom fields, stages, and pipelines. Build custom inbox app integrations.
Common questions about connecting Follow up Boss to AI agents with Metorial.