Follow up Boss MCP server

Connect Follow up Boss to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Follow up Boss MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the delete contact tool in Follow up Boss
  • Use the list tasks tool in Follow up Boss
  • Use the log call tool in Follow up Boss
  • Use the send lead event tool in Follow up Boss
  • Use the manage note tool in Follow up Boss
  • Use the list deals tool in Follow up Boss

Supported Tools

delete_contact

Delete Contact

Delete a contact from Follow Up Boss by their person ID. This action is permanent.

list_tasks

List Tasks

List tasks in Follow Up Boss. Supports filtering by person, assigned user, completion status, and due date.

log_call

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 Lead 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

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

List deals (transactions) in Follow Up Boss. Supports filtering by person, pipeline, stage, and more.

search_contacts

Search Contacts

Search and list contacts in Follow Up Boss. Supports filtering by various criteria, checking for duplicates, and retrieving unclaimed leads.

manage_task

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

Log 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 in 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

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

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

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 & Stages

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

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

Current User

Retrieve the currently authenticated Follow Up Boss user and their role.

Connect Follow up Boss to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Follow up Boss in Metorial. In your Metorial portal, enable the Follow up Boss MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Follow up Boss tools.

Run Follow up Boss through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Follow up Boss and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Follow up Boss tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Follow up Boss

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Follow up Boss

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.

Frequently asked questions

Common questions about connecting Follow up Boss to AI agents with Metorial.

  1. How many tools does the Follow up Boss MCP server have?
    The Follow up Boss MCP server exposes 16 tools, including Delete Contact, List Tasks, Log Call. Each one is governed and traced through Metorial.
  2. Follow up Boss exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Follow up Boss MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Follow up Boss and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Follow up Boss MCP server yourself or use the hosted gateway.

Connect Follow up Boss to production AI agents

See how Metorial gives your team governed access to Follow up Boss, with tracing and security controls built in.