Follow Up Boss MCP Server — Built for Realtors

> Talk to your Follow Up Boss CRM in plain English from Claude AI (or any MCP-compatible tool). 160 tools covering 100% of the official API, plus `about`/`help` meta tools. Built by a working real estate broker, not a dev shop.

**Built by Ed Neuhaus — broker / owner at Neuhaus Realty Group in Austin, Texas.** Licensed real estate broker since 2009, 19+ years in the business. I built this because I wanted to talk to my own FUB account in plain English. It's free for self-host use under the Elastic License 2.0.

Other things I'm working on

• **EdNeuhaus.com** — My builder profile, more on how this one's built: edneuhaus.com/projects/fub-mcp/
• **NeuhausRE.com** — My brokerage's site, AI-powered home search
• **StaySTRA.com** — Short-term rental investment analyzer
• **Austin MLS MCP** — hosted MLS MCP server (live MLS data via Claude, ChatGPT, Perplexity, and more)
• **Kendall Creek Properties** — Sister brokerage

Want to thank me?

1. Got a real estate referral? I take referrals from licensed agents in any state for clients moving to or from Texas. Reach out via **neuhausre.com/contact**.

2. Write about it. Blog post, LinkedIn, X — tag me and link to neuhausre.com.

3. Open an issue or PR if you find a bug or build something useful.

> 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. Strongly recommended: back up your FUB data before turning this loose, unless you really know what you're doing. Always review AI-suggested actions before confirming changes to live data. The authors are not responsible for any data loss or unintended modifications to your FUB account.

> ### ⚠️ READ BEFORE SETTING `FUB_SYSTEM` / `FUB_SYSTEM_KEY` — TOS RISK

>

> Several FUB API endpoints are marked "Restricted - Registered Systems Only" and require `X-System` + `X-System-Key` headers (this MCP exposes them as `FUB_SYSTEM` + `FUB_SYSTEM_KEY` env vars). These endpoints include: webhooks, inbox apps, automations (2.0), text-message logging, person/deal attachments.

>

> These credentials are issued by FUB to approved third-party integration partners — not to end users of FUB. Setting these env vars is meant for developers who have registered a real third-party app with FUB and received their own dedicated `X-System` name and key.

>

> DO NOT:

> - Reuse `X-System` credentials from another app or integration you've found online.

> - Make up a system name and hope FUB accepts it.

> - Borrow a partner's credentials.

>

> Doing any of the above to access restricted endpoints may violate Follow Up Boss's Terms of Service and could get your FUB account suspended or banned, with no notice. FUB's rate-limit + identification policy is documented at https://docs.followupboss.com/reference#identification.

>

> If you don't have your own legitimate registered-system credentials, leave these env vars unset. The MCP will throw a clear, actionable error on every restricted tool ("requires X-System + X-System-Key …") rather than silently bypassing the gate. The unrestricted 130+ tools all work fine on a regular FUB API key.

>

> Use at your own risk. The authors of this project are not responsible for any TOS violations, account suspensions, bans, or data loss arising from your use of the restricted endpoints.

> License note: This project moved from MIT to **Elastic License 2.0 in v1.1.2. You may use, modify, and self-host for your own business at no cost. You may not** offer it as a hosted/managed service to third parties. For commercial hosting rights, reach out via neuhausre.com/contact. Versions ≤ v1.1.1 remain MIT-licensed.

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 and text message history. Note: the API's "create text message" endpoint is log-only (FUB does not deliver SMS via the API); it is also a registered-system-only endpoint — see the warning above.
• 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 137 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:

3. If the file doesn't exist, create it

4. Paste this (replace the two placeholder values with yours):

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

5. Replace `/full/path/to/` with where you downloaded this project

6. Replace `your_api_key_here` with your FUB API key

7. Restart Claude Desktop (fully quit and reopen)

Claude Code (CLI)

Run this one command in your terminal (replace the path):

claude mcp add followupboss -- node /full/path/to/followupboss-mcp-server/index.js

Then restart Claude Code.

Cursor

1. Open Cursor

2. Go to Settings > Developer > click "Edit Config" (this opens `~/.cursor/mcp.json`)

3. Paste this:

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

4. Replace the path and API key with yours

5. Restart Cursor

Windsurf

1. Open Windsurf

2. Go to Settings > Cascade > MCP Servers

3. Or manually edit this file:

4. Paste this:

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

5. Replace the path and API key with yours

6. Fully quit and restart Windsurf

VS Code with GitHub Copilot

> Requires VS Code 1.99 or newer and GitHub Copilot extension.

1. Open VS Code

2. Press `Cmd+Shift+P` (Mac) or `Ctrl+Shift+P` (Windows)

3. Type "MCP: Open User Configuration" and select it

4. Paste this:

{
  "servers": {
    "followupboss": {
      "type": "stdio",
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

5. Replace the path and API key with yours

6. Use the tools in Copilot's Agent mode

> Note: VS Code uses `"servers"` and requires `"type": "stdio"` -- slightly different from the other tools.

Cline (VS Code Extension)

1. Open VS Code with Cline installed

2. Click the MCP Servers icon in the Cline sidebar

3. Click "Configure MCP Servers"

4. Paste this:

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

5. Replace the path and API key with yours

Gemini CLI (Google)

> This works with Google's Gemini CLI tool, not the Gemini website.

1. Edit (or create) this file:

2. Paste this:

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

3. Replace the path and API key with yours

Continue.dev (VS Code Extension)

1. In your project, create a folder called `.continue/mcpServers/` if it doesn't exist

2. Create a file called `followupboss.json` inside it

3. Paste this:

{
  "mcpServers": {
    "followupboss": {
      "command": "node",
      "args": ["/full/path/to/followupboss-mcp-server/index.js"],
      "env": {
        "FUB_API_KEY": "your_api_key_here"
      }
    }
  }
}

4. Replace the path and API key with yours

5. Use the tools in Continue's Agent mode

ChatGPT, OpenAI API, and Grok

These tools only support remote MCP servers (hosted on the internet), not local ones. This means the setup is more advanced -- you would need to host this server on a cloud service with HTTPS.

If there's enough interest, we may add a hosted version in the future. For now, we recommend using one of the tools listed above that support local MCP servers.

Usage Examples

Once connected, just talk to your AI tool normally. Here are some things you can ask:

> "Show me all my leads from this week"

> "Create a task to follow up with John Smith tomorrow at 2pm"

> "What deals do I have in my pipeline over $500k?"

> "Add a note to Jane Doe's profile: Had a great phone call, she's interested in the Oak Park listing"

> "List all my upcoming appointments for this week"

> "Who are my uncontacted leads?"

> "Move the Smith deal to the 'Under Contract' stage"

> "Show me all contacts tagged 'hot lead'"

> "Create a new email template called 'Open House Follow Up'"

> "What action plans do I have set up?"

All 160 Available Tools

Click to expand full tool list

Events (3 tools)

People / Contacts (8 tools)

Person Attachments (4 tools)

Relationships (5 tools)

Identity (2 tools)

Notes (5 tools)

Calls (4 tools)

Text Messages (3 tools)

Users (3 tools)

Smart Lists (2 tools)

Action Plans (4 tools)

Automations (6 tools)

Email Templates (6 tools)

Text Message Templates (6 tools)

Email Marketing (5 tools)

Custom Fields (5 tools)

Stages (5 tools)

Tasks (5 tools)

Appointments (5 tools)

Appointment Types (5 tools)

Appointment Outcomes (5 tools)

Webhooks (6 tools)

Pipelines (5 tools)

Deals (5 tools)

Deal Attachments (4 tools)

Deal Custom Fields (5 tools)

Groups (6 tools)

Teams (5 tools)

Team Inboxes (1 tool)

Ponds (5 tools)

Timeframes (1 tool)

Inbox Apps (10 tools)

Reactions (3 tools)

Threaded Replies (1 tool)

Convenience Tools

Meta Tools (2 tools, new in v1.1.2)

Rate Limiting

The server automatically retries requests when FUB's rate limits are hit (HTTP 429). It reads the `Retry-After` header and backs off with increasing delays, up to 3 retries per request. FUB's limits are:

• Global: 250 requests per 10 seconds
• People updates: 25 per 10 seconds
• Notes: 10 per 10 seconds

The `bulkUpdatePeople` tool also adds a built-in pause every 20 operations to stay under the PUT limit.

Troubleshooting

"Cannot connect" or "Connection refused"

• Make sure Node.js is installed: run `node --version` in your terminal (should show v18 or higher)
• Make sure you ran `npm install` in the project folder
• Double-check the file path in your Claude config

"Invalid API key" or "401 Unauthorized"

• Re-check your API key in FUB: Admin > API
• Make sure there are no extra spaces when you copy/paste
• Run `npm run setup` again to test your key

"Tool not found" in Claude

• Restart Claude Desktop after adding the server config
• Check that the JSON in your config file is valid (no missing commas or brackets)

Claude doesn't seem to know about FUB

• Make sure the server name in your config matches exactly
• Check Claude Desktop's developer console for error messages
• Try asking Claude: "What MCP tools do you have available?"

FAQ

Is my data safe?

Yes. This server runs entirely on your computer. Your API key stays in a local file on your machine and is never sent anywhere except directly to Follow Up Boss's official API. No data passes through any third-party servers.

Does this cost anything?

This server is free and open source. You just need a Follow Up Boss account with API access (included in most paid plans).

Can Claude modify my FUB data?

Yes, Claude can create, update, and delete records in your FUB account. Claude will typically confirm before making changes, especially for deletions. If you want read-only access, you can create a restricted API key in FUB.

Where are the call recording URLs?

Nowhere, and it is not this server hiding them. Follow Up Boss masks `recordingUrl` at the API level for every integration -- the raw API returns `* Recording URL is hidden for privacy reasons *` no matter what headers or permissions you use, and FUB has confirmed directly that recording URLs will never be exposed through the API. Writing a `recordingUrl` is also a no-op (FUB masks it right back on read), so the call tools no longer accept it. If you need call audio, capture it on the dialer side; you can store your transcript on the call with `updateCall` (note field). Full story in issue #2.

What's MCP?

MCP (Model Context Protocol) is an open standard created by Anthropic that lets AI tools like Claude connect to external services. Think of it as a universal plug that lets Claude talk to your apps. Learn more about MCP.

Who made this?

Built by Ed Neuhaus, broker at Neuhaus Realty Group and creator of StaySTRA, both in Austin, TX. We use Follow Up Boss every day and built this to make our own workflow faster.

Contributing

Contributions are welcome! Here's how:

1. Fork this repository

2. Create a feature branch: `git checkout -b my-feature`

3. Make your changes

4. Test them: `node -c index.js` (syntax check)

5. Commit: `git commit -m "Add my feature"`

6. Push: `git push origin my-feature`

7. Open a Pull Request

Please keep the code style consistent and make sure all 160 tools continue to work.

License

Elastic License 2.0 -- self-host free, no SaaS resale. Versions ≤ v1.1.1 remain MIT-licensed; existing forks of those versions are unaffected. See LICENSE and NOTICE for full terms and attribution.

Built by Ed Neuhaus