Follow Up Boss MCP Server

Example Use Cases

• 1

  Manage their Follow Up Boss CRM data using natural language AI tools.

• 2

  Automate common CRM workflows like creating tasks, managing deals, and sending communications.

• 3

  That require integration of Follow Up Boss with MCP-compatible AI tools such as Claude Desktop or Cursor.

Description

This MCP server acts as a bridge between your Follow Up Boss account and AI tools like Claude, enabling you to read, create, update, and manage your CRM data using natural language commands. It supports a wide range of CRM functionalities including contacts, deals, tasks, communication, email templates, and automation workflows. The server offers both a Safe Mode with read/write but no delete permissions and a Full Access mode with all capabilities, providing flexibility and safety for users. It simplifies CRM management by integrating AI-driven workflows directly with Follow Up Boss.