FUB MCP SERVER

Model Context Protocol server exposing the full Follow Up Boss API to any MCP-compatible client. Drop it into Claude Desktop or any agent runtime and let AI work your CRM.

VERSION

v0.5.0

LICENSE

MIT

STACK

TS · MCP

UPDATED

3 days ago

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OVERVIEW.

A typed MCP server that wraps the Follow Up Boss API in structured tool schemas. Read and write people, deals, action plans, and events. Use it from Claude Desktop, from your own agent loop, or from any client that speaks Model Context Protocol.

INSTALL.

claude_desktop_config.json JSON

{
  "mcpServers": {
    "fub": {
      "command": "npx",
      "args": ["-y", "@ballistic/fub-mcp"],
      "env": {
        "FUB_API_KEY": "fka_...",
        "FUB_X_SYSTEM": "YourTeamName"
      }
    }
  }
}

FEATURES.

F-01

PEOPLE

Read, write, search. Filter by tags, source, stage, custom fields. Bulk operations supported.

F-02

DEALS

Pipeline manipulation. Move stages, attach people, log values. Full transactional history.

F-03

ACTION PLANS

Enroll, pause, unenroll. Inspect step status. Trigger from any agent event.

F-04

EVENTS

Log calls, texts, emails, notes. Drop them on the person’s timeline programmatically.

F-05

TYPED

Every tool surfaces a JSON schema. Your agent gets autocomplete and validation for free.

F-06

SAFE BY DEFAULT

Write tools require explicit confirmation. Read-only mode for sandboxing AI agents.

QUICKSTART.

agent-loop.ts TYPESCRIPT

// Inside any MCP-compatible agent loop
const client = await createMCPClient({
  command: 'npx',
  args: ['-y', '@ballistic/fub-mcp'],
  env: { FUB_API_KEY: process.env.FUB_API_KEY! }
});

const staleLeads = await client.callTool('people.search', {
  stage: 'New Lead',
  lastContactBefore: '14d',
  limit: 50
});

await client.callTool('actionPlans.enroll', {
  peopleIds: staleLeads.map(l => l.id),
  planId: 'plan_reactivation'
});

CONFIGURATION.

KEY	TYPE	DESCRIPTION
FUB_API_KEY REQ	string	Follow Up Boss API key. Generated under Admin / API in the FUB dashboard.
FUB_X_SYSTEM REQ	string	X-System header value. Identifies your integration to FUB. Use a stable team name.
READ_ONLY	boolean	When true, all write tools are disabled. Use for sandboxing untrusted agents.
CONFIRM_WRITES	boolean	Require explicit confirmation before any state-mutating call. Defaults to true.
RATE_LIMIT	number	Max requests per second to FUB. Defaults to FUB’s published limit.
LOG_FILE	path	Optional path for the audit log of every tool call. JSONL format.

USE CASES.

USE-01

AI ISA

Let Claude triage your inbound. Tag, route, and enroll leads with no human in the loop.

USE-02

REACTIVATION

Agent loops that scan stale leads, draft personalized re-engagement, and log the touch.

USE-03

PIPELINE OPS

Voice-to-pipeline. Dictate a deal update from your phone, agent writes it to the right person.

USE-04

CROSS-TOOL AGENTS

Combine with the Paragon MCP server. Agent that finds comps and updates FUB notes in one pass.

Need this built for your team? We do that too.

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