Follow Up Boss — Claude Code MCP server: features and setup
Connects Follow Up Boss to an MCP-compatible agent for CRM work. It can change or delete account data, so choose an access mode carefully.
Open on GitHubWhat Follow Up Boss does
This server connects an AI agent to Follow Up Boss. Its tools cover CRM work such as finding and creating contacts, moving deals through pipeline stages, scheduling tasks, and editing email templates. Some actions write to the account.
You need a Follow Up Boss account with API access, an API key, and Node.js 18 or later. Run npm run setup to enter the key, test the connection, and choose Safe Mode or Full Access. The setup saves configuration in a local .env file.
The server can read, create, update, and delete CRM records, so back up your data and review proposed changes before confirming them. Restricted API endpoints require credentials issued to your own registered system by Follow Up Boss. Leave FUB_SYSTEM and FUB_SYSTEM_KEY unset if you do not have those credentials; the regular API key works with the unrestricted tools.
What it helps with
- find a contact and check for duplicates
- create a lead and update its stage
- schedule a follow-up task
- move a deal through pipeline stages
- create an email template using contact data
Example prompts for the agent
- Find a contact in Follow Up Boss by name and check for duplicates.
- Create a follow-up task for this lead in Follow Up Boss.
- Update the deal stage and check its closing date.
How to install Follow Up Boss
Install
The MCP registry has no launch command for it: see the repository README
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Follow Up Boss
How do I install Follow Up Boss in Claude Code?
Clone the repository with git clone https://github.com/mindwear-capitian/followupboss-mcp-server.git, enter it with cd followupboss-mcp-server, run npm install, then run npm run setup. The setup asks for your API key and guides the Claude connection.
What does Follow Up Boss do?
It connects an MCP-compatible agent to Follow Up Boss so the agent can work with CRM records, including contacts, deals, and tasks.
Do all tools require registered-system credentials?
No. The unrestricted tools work with a regular Follow Up Boss API key. Restricted endpoints need credentials issued for your own registered system; credentials from another integration should not be reused.
