# Follow Up Boss

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.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed · ★ 33
- Author: mindwear-capitian
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/mindwear-capitian/followupboss-mcp-server
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/mcp/follow-up-boss

## What it 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.

## Install

### Claude Code (native platform)

**Install**
- The MCP registry has no launch command for it: see the repository README

## When to use it
- 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
- 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.

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md