Customer Sales Automation
Security scan passedTwo subagents for sales and support: cold email sequences, follow-ups, proposals and sales scripts, plus support workflows and help content.

A community-built local MCP server for Follow Up Boss: your agent finds contacts, adds notes and tasks, and moves deals along your pipeline.
by Neuhausre· SalesUnclaimed · Yours? Claim it
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About
Follow Up Boss MCP lets your agent work in your Follow Up Boss real-estate CRM in plain words. Ed Neuhaus, broker at Neuhaus Realty Group in Austin, Texas, built it for his own business. It's an independent, community-built project, not made by or affiliated with Follow Up Boss. What you can do with it - Search, view, create and update contacts, and manage their tags, stages and relationships - Create deals, move them through pipeline stages, and update their values and closing dates - Set up follow-up tasks and appointments - Add notes to a contact's timeline, and read call logs and text message history - Create, edit and merge email and text message templates - Work with smart lists, action plans, custom fields, teams, groups and lead ponds How it connects It runs on your own computer with Node.js 18 or later and talks straight to Follow Up Boss's API. The simplest way in is the .mcpb file from the project's latest GitHub release: open it in Claude Desktop, which installs the server and asks for your API key. You can also clone the repository, run npm install and npm run setup, and point Claude Code, Cursor or another local MCP client at node index.js with FUB_API_KEY set. Signing in It uses your own Follow Up Boss API key, from Admin > API. Creating one needs broker or account-owner permissions, so agents on a team ask their broker for it. The key stays on your machine. Good to know - It can read and change your CRM data, so the maker recommends backing up your Follow Up Boss data first and reviewing changes before you confirm them. - Safe Mode is on by default and hides the tools that delete records. Create and update tools stay available. - For read-only access, the maker suggests a restricted API key in Follow Up Boss. - Some endpoints, such as webhooks, inbox apps, automations, text-message logging and attachments, need registered-system credentials that Follow Up Boss issues only to approved integration partners. Leave them unset and those tools return a clear error. - It only runs locally. The maker says there won't be a hosted version, because Follow Up Boss's API terms don't permit one, so it doesn't work in ChatGPT or Gemini on the web. - Free to self-host under the Elastic License 2.0.
Once it’s added
“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?”
Before you add it
Reads only
Contacts, tags, smart lists and lead ponds · Deals, pipelines and stages · Notes, call logs, text messages and appointments
Makes changes · your agent can ask first
Creates and updates contacts, tags and relationships · Creates deals and moves them between stages · Adds notes, tasks and appointments · Creates and edits email and text templates · Deletes records only when you turn Safe Mode off
From people who use it
Step by step
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Write a reviewPlugins people install alongside Follow Up Boss MCP (Neuhaus).
Two subagents for sales and support: cold email sequences, follow-ups, proposals and sales scripts, plus support workflows and help content.
Sales playbooks and scoring scripts for account executives, sales engineers, sales ops, solutions architects and customer success.
monday.com's own CRM plugin: daily deal briefings, forecasts, deal updates from meetings and CRM cleanup, written back into monday.
Clay's own plugin: sets up the clay CLI so your agent can find prospects, enrich lists, query Clay tables and run Clay workflows.
Nobody has shared how they use Follow Up Boss MCP (Neuhaus) yet.
“Add a note to Jane Doe's profile: had a great phone call, she's interested in the Oak Park listing.”
“Move the Smith deal to the 'Under Contract' stage.”
“Show me all contacts tagged 'hot lead'.”
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Security scan
Passed
Safe to install in every agent it supports. Runs on your machine.