Follow Up Boss MCP connector

• List List all Follow Up Boss people List people (contacts and leads) in Follow Up Boss. Returns each person's id, firstName, lastName, emails, phones, stage, and tags. Custom fields are only included when fields=allFields is passed. Max 100 per page.
• Get Get single Follow Up Boss person by ID Get a single person (lead/contact) in Follow Up Boss by id. Returns the full person record including name (first/last), stage, source, assigned agent, tags, and contact details across emails, phones, and addresses. Required: id.
• Create Create a Follow Up Boss person Manually add a new person (contact) in Follow Up Boss. Returns the created person record with fields such as id, firstName, lastName, stage, emails, phones, addresses, tags, and assignedTo. No fields are strictly required; with deduplicate=true, an existing matching person is returned unchanged. Note: this does not run lead automations — use POST /v1/events to send leads.
• Update Update a Follow Up Boss person by ID Update a person in Follow Up Boss by id. Returns the updated person record including id, firstName, lastName, stage, emails, phones, and tags. Required: id. Tags and phones arrays overwrite existing values (set mergeTags=true to merge new tags); source and sourceUrl cannot be changed after creation.
• Delete Delete a Follow Up Boss person by ID Delete a person in Follow Up Boss by id. Deleting a person also deletes all associated data (notes, calls, text messages, etc.). Returns the deleted person record including id, firstName, lastName, stage, and emails. Required: id.
• Search Follow Up Boss people search Check whether a person already exists in Follow Up Boss by email address or phone number. Returns: found, matchedBy, assignedTo. Supply email or phone in the request body.
• List Follow Up Boss people list unclaimed List First To Claim leads in Follow Up Boss that have not been claimed yet and are available to claim. Returns: id, created, name, firstName, lastName, source, sourceId, delayed, picture, claimed. Unclaimed leads are assigned to a fallback agent after a short time (default 15 minutes), so this list is usually empty.
• Action Follow Up Boss people claim Claim a lead offered via First To Claim in Follow Up Boss. Returns the full lead object including id, name, firstName, lastName, stage, source, assignedTo, and email/phone/address details. Required: personId. Returns a conflict if the lead was already claimed by someone else.
• Action Follow Up Boss people ignore Confirm receipt of a First To Claim lead offer in Follow Up Boss without claiming it. Returns an empty 204 response on success. Required: personId. Ignored leads still appear in the unclaimed list.
• List List all Follow Up Boss events Search Follow Up Boss events such as inquiries, property views, and calls. Returns: id, created, updated, personId, message, description, noteId, source, property, propertySearch, pageTitle, pageUrl, pageDuration. Some lead events are not accessible via API and are only visible within the Follow Up Boss application.
• Get Get single Follow Up Boss event by ID Get a single Follow Up Boss event by id. Returns the event record including id, type, personId, message, source, and created, with related property and property-search details. Required: id.
• Create Create a Follow Up Boss event Send a lead or lead event to Follow Up Boss; the contact is de-duplicated and created or updated. Returns the lead record — not the event — with id, firstName, lastName, stage, source, and emails. 200 updates an existing person, 201 creates one, 204 means the lead flow is archived, and an unmatched person.id returns 404. campaign.source is required when campaign is sent.
• List List all Follow Up Boss users Search Follow Up Boss users by role, full name, or email. Returns each user's id, name, email, phone, role, status, timezone, groups, teamIds, and leadEmailAddress; role maps to Agent, Broker, or Lender. Max 100 per page.
• Get Get single Follow Up Boss user by ID Get a single Follow Up Boss user by id. Returns the full user record including id, name, email, role, status, timezone, groups, teamIds, and leadEmailAddress; role maps to Agent, Broker, or Lender. Required: id.
• Delete Delete a Follow Up Boss user by ID Delete a Follow Up Boss user by id. Returns an empty 204 response on success. Requires administrator access. Required: id.
• Create Create a Follow Up Boss note Create a note on a person in Follow Up Boss. Returns the created note including its id, personId, subject, body, and isHtml. Required: personId.
• Get Get single Follow Up Boss note by ID Get a single Follow Up Boss note by id. Returns the note including its id, personId, subject, body, and isHtml. Required: id. Notes created by restricted systems may return 404 even for a valid id.
• Update Update a Follow Up Boss note by ID Update a note's subject, body, or HTML rendering settings by id in Follow Up Boss. Returns the updated note including its id, personId, subject, body, and isHtml. Required: id.
• Delete Delete a Follow Up Boss note by ID Delete a note by id in Follow Up Boss. Returns an empty 200 response on success.
• List List all Follow Up Boss calls List calls in Follow Up Boss, optionally filtered by person or phone number. Returns: id, created, updated, createdById, updatedById, phone, personId, userId, userName, note, outcome, isIncoming, duration, ringDuration, recordingUrl.
• Create Create a Follow Up Boss call Add a call in Follow Up Boss. Returns: id, created, updated, createdById, updatedById, phone, personId, userId, userName, note, outcome, isIncoming, duration, ringDuration, recordingUrl. Requires personId, phone, and isIncoming.
• Get Get single Follow Up Boss call by ID Get a single Follow Up Boss call by id. Returns: id, created, updated, createdById, updatedById, phone, personId, userId, userName, note, outcome, isIncoming, duration, ringDuration, recordingUrl.
• Update Update a Follow Up Boss call by ID Update a call in Follow Up Boss by id. Returns: id, created, updated, createdById, updatedById, phone, personId, userId, userName, note, outcome, isIncoming, duration, ringDuration, recordingUrl. Required: id. Only calls created by the calling account/system can be updated.
• List List all Follow Up Boss text messages List text messages for a person or phone number in Follow Up Boss. Returns: id, created, updated, createdById, updatedById, personId, name, firstName, lastName, userId, userName, status, message, fromNumber, toNumber, sent, isIncoming, archived, read, sharedInboxId, actionPlanId, isExternal, externalUrl, externalLabel, media, participants, systemName. Filter with personId, toNumber, or…
• Create Create a Follow Up Boss text message Create a record of an externally sent text message in Follow Up Boss. Returns the created record with id, personId, message, status, fromNumber, toNumber, and sent. Requires personId, message, toNumber, and fromNumber. Logs the message only — no actual SMS is sent — and the endpoint is restricted to registered external systems.
• Get Get single Follow Up Boss text message by ID Get a single text message from Follow Up Boss by id. Returns the message record including id, personId, message, status, fromNumber, toNumber, sent, and isIncoming. Some text message content is restricted and only visible within the Follow Up Boss app. Required: id.
• List List all Follow Up Boss templates List all Follow Up Boss email templates. Returns: id, created, updated, createdById, updatedById, name, imported, isMobile, isShared, body, subject, isEditable, isDeletable, isShareable, actionPlans, categories. Max 100 per page.
• Create Create a Follow Up Boss template Create a new email template in Follow Up Boss. Returns the created template with id, name, subject, body, isShared, and actionPlans. Requires name, subject, and body; only subject and body support Merge Fields.
• Get Get single Follow Up Boss template by ID Get a single Follow Up Boss email template by id, optionally with Merge Fields applied. Returns: id, created, updated, createdById, updatedById, name, imported, isMobile, isShared, body, subject, isEditable, isDeletable, isShareable, actionPlans, categories. Required: id.
• Update Update a Follow Up Boss template by ID Update a Follow Up Boss email template by id. Returns the updated template with id, name, subject, body, and isShared. Required: id. Only subject and body support Merge Fields.
• Delete Delete a Follow Up Boss template by ID Delete a Follow Up Boss email template by id. Returns an empty 204 response on success. Required: id. Deletion returns 403 Forbidden if the template is still in use by an Action Plan.
• Merge Follow Up Boss templates merge Merge a Follow Up Boss email template with multiple recipients, resolving %contact_% merge fields against the first recipient matching the person. Returns the merged template including id, name, subject, and body with merge fields substituted. The recipients cc, bcc, and from keys are accepted but currently unused.
• List List all Follow Up Boss text message templates List all text message templates in Follow Up Boss. Returns each template's id, name, message, isShared, sent/reply totals, and the Action Plans using it. Max 100 per page.
• Create Create a Follow Up Boss text message template Create a text message template in Follow Up Boss. Returns the created template with id, name, message, isShared, createdBy, and send/reply stats. The message supports merge fields. Requires name and message.
• Get Get single Follow Up Boss text message template by ID Get a text message template by id in Follow Up Boss. Returns: id, name, totalSent, totalReplies, message, isShared, createdBy, isEditable, isDeletable, isShareable, sentPeopleIds, actionPlans. Required: id.
• Update Update a Follow Up Boss text message template by ID Update a text message template by id in Follow Up Boss. Returns the updated template with id, name, message, isShared, and usage stats. Required: id.
• Delete Delete a Follow Up Boss text message template by ID Delete a text message template by id in Follow Up Boss. Returns an empty 204 response on success. Deletion fails with 403 Forbidden if the template is still in use by an Action Plan.
• Merge Follow Up Boss text message templates merge Merge a Follow Up Boss text message template with multiple group-text recipients, resolving %contact_*% merge fields (such as %contact_rels_first_name%) from the first recipient matching the person. Returns the rendered text in mergedTemplate. Required: templateId.
• List List all Follow Up Boss custom fields List all Follow Up Boss custom fields, optionally filtered by label. Returns: id, label, name, type, isRecurring, choices. Use each field's `name` value when sending custom field data on events or people. Max 100 per page.
• Create Create a Follow Up Boss custom field Create a Follow Up Boss custom field. Returns: id, label, name, type, isRecurring, choices. Requires label and type; use choices for dropdown fields and isRecurring for date fields.
• Get Get single Follow Up Boss custom field by ID Get a single Follow Up Boss custom field by id. Returns: id, label, name, type, isRecurring, choices. Required: id.
• Update Update a Follow Up Boss custom field by ID Update a Follow Up Boss custom field by id. Returns: id, label, name, type, isRecurring, choices. Required: id. The field's type cannot be changed after creation — delete and recreate the field instead.
• Delete Delete a Follow Up Boss custom field by ID Delete a Follow Up Boss custom field by id. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss stages List Follow Up Boss stages in a pipeline-sorted collection. Returns each stage's id, name, orderWeight, isProtected, and peopleCount. Max 100 per page.
• Create Create a Follow Up Boss stage Create a new stage in Follow Up Boss. Returns the created stage including id, name, orderWeight, isProtected, and peopleCount. Required: name. The orderWeight of all stages is recalculated with gaps of 1000 after creation.
• Get Get single Follow Up Boss stage by ID Get a single Follow Up Boss stage by id. Returns: id, name, orderWeight, isProtected, peopleCount. Required: id.
• Update Update a Follow Up Boss stage by ID Update a Follow Up Boss stage by id. Returns the updated stage including id, name, orderWeight, isProtected, and peopleCount. Required: id. Protected stages (isProtected: true) cannot be renamed.
• Delete Delete a Follow Up Boss stage by ID Delete a Follow Up Boss stage by id. Returns an empty 204 response on success. Required: id. Protected stages (isProtected: true) cannot be deleted.
• List List all Follow Up Boss tasks List Follow Up Boss tasks. Returns task records including id, name, type, personId, AssignedTo, assignedUserId, dueDate, dueDateTime, and isCompleted. Supports filters: personId, assignedTo, assignedUserId, name, type, isCompleted, and due ranges (due, dueStart, dueEnd).
• Create Create a Follow Up Boss task Create a new task in Follow Up Boss for a contact. Returns the created task object including id, name, type, personId, assignedUserId, isCompleted, dueDate, and the related person. Required: personId (and either assignedTo or assignedUserId when the other is empty).
• Get Get single Follow Up Boss task by ID Get a single Follow Up Boss task by id. Returns the task object including id, name, type, personId, AssignedTo, assignedUserId, dueDate, and isCompleted. Required: id.
• Update Update a Follow Up Boss task by ID Update an existing Follow Up Boss task by id. Returns the updated task object including id, name, type, personId, assignedUserId, and isCompleted. Required: id.
• Delete Delete a Follow Up Boss task by ID Delete a Follow Up Boss task by id. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss appointments Search Follow Up Boss appointments. Returns: id, created, updated, createdById, updatedById, title, description, start, end, allDay, originFub, location, invitees, typeId, type, outcomeId, outcome, externalEventLink, externalCalendarId, isEditable, detailsVisible. Results are limited to appointments created in Follow Up Boss by the authenticating user who is sharing their calendar; filter by…
• Create Create a Follow Up Boss appointment Create an appointment in Follow Up Boss. Returns the created appointment object including id, title, start/end times, invitees, typeId, and outcomeId. Requires title, start, and end. Appointments only sync to third-party calendars (Gmail, Outlook) when the invitees list includes the Follow Up Boss user with a synced calendar.
• Get Get single Follow Up Boss appointment by ID Get a single Follow Up Boss appointment by id. Returns: id, created, updated, createdById, updatedById, title, description, start, end, allDay, originFub, location, invitees, typeId, type, outcomeId, outcome, externalEventLink, externalCalendarId, isEditable, detailsVisible. Required: id.
• Update Update a Follow Up Boss appointment by ID Update an appointment in Follow Up Boss by id. Returns the updated appointment object including id, title, start/end times, invitees, typeId, and outcomeId. Required: id.
• Delete Delete a Follow Up Boss appointment by ID Delete a Follow Up Boss appointment by id. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss appointment types List Follow Up Boss appointment types. Returns: id, name, orderWeight. Use sort to order by id, name, or orderWeight (prefix with a minus for descending). Max 100 per page.
• Create Create a Follow Up Boss appointment type Create a Follow Up Boss appointment type. Returns: id, name, orderWeight. Set orderWeight to enforce a specific sort order; all orderWeight values are recalculated with gaps of 1000 after creation.
• Get Get single Follow Up Boss appointment type by ID Get a single Follow Up Boss appointment type by id. Returns: id, name, orderWeight. Required: id.
• Update Update a Follow Up Boss appointment type by ID Update a Follow Up Boss appointment type by id. Returns: id, name, orderWeight. Set orderWeight to enforce a specific sort order; all orderWeight values are recalculated with gaps of 1000 after the update. Required: id.
• Delete Delete a Follow Up Boss appointment type by ID Delete a Follow Up Boss appointment type by id, reassigning its existing appointments to the type given by assignTypeId. Returns an empty array on success. Required: id, assignTypeId.
• List List all Follow Up Boss appointment outcomes List Follow Up Boss appointment outcomes. Returns each outcome's id, name, and orderWeight. Max 100 per page.
• Create Create a Follow Up Boss appointment outcome Create a Follow Up Boss appointment outcome. Returns: id, name, orderWeight, error, error_description. Restricted to the account owner; orderWeight values are recalculated with gaps of 1000 after creation.
• Get Get single Follow Up Boss appointment outcome by ID Get a Follow Up Boss appointment outcome by id. Returns: id, name, orderWeight, error, error_description. Required: id.
• Update Update a Follow Up Boss appointment outcome by ID Update a Follow Up Boss appointment outcome by id. Returns: id, name, orderWeight, error, error_description. Required: id. Restricted to the account owner; orderWeight values are recalculated with gaps of 1000 after update.
• Delete Delete a Follow Up Boss appointment outcome by ID Delete a Follow Up Boss appointment outcome by id. Returns an empty 204 response on success. Required: id, assignOutcomeId. Restricted to the account owner.
• List List all Follow Up Boss pipelines Search Follow Up Boss pipelines, optionally filtering by an exact pipeline name. Returns: id, name, description, orderWeight, stages.
• Create Create a Follow Up Boss pipeline Create a pipeline in Follow Up Boss. Returns the created pipeline including its name, description, orderWeight, and stages. Required: name; each stage object requires name and closedStage.
• Get Get single Follow Up Boss pipeline by ID Retrieve a Follow Up Boss pipeline by id. Returns: id, name, description, orderWeight, stages. Required: id.
• Update Update a Follow Up Boss pipeline by ID Update a Follow Up Boss pipeline by id. Returns the updated pipeline including its name, description, orderWeight, and stages. Required: id. Pass existing stage ids to modify stages; stage objects missing ids are created as new stages.
• Delete Delete a Follow Up Boss pipeline by ID Delete a Follow Up Boss pipeline by id. Returns an empty 204 response on success.
• List List all Follow Up Boss deals List Follow Up Boss deals, optionally filtered by pipeline, user, person, or status. Returns: id, pipelineId, stageId, enteredStageAt, name, status, price, createdAt, orderWeight, description, projectedCloseDate, people, users, peopleIds, userIds, customField1, customField2, customField3, customField4, agentCommission, teamCommission. Deals custom fields are returned by their field name.
• Create Create a Follow Up Boss deal Create a deal in Follow Up Boss. Returns the new deal including id, name, stageId, status, price, and projectedCloseDate. Requires name and stageId; deals custom field values can be set by passing the field name. An empty userIds list creates a deal no agents can see.
• Get Get single Follow Up Boss deal by ID Get a single Follow Up Boss deal by its numeric id. Returns the full deal including name, stageId, status, price, pipelineId, people, and users. Required: id.
• Update Update a Follow Up Boss deal by ID Update a Follow Up Boss deal by its numeric id. Returns the updated deal including name, stageId, status, price, and peopleIds. Required: id. An empty userIds list leaves the deal visible only to admins and owners.
• Delete Delete a Follow Up Boss deal by ID Delete a Follow Up Boss deal by its numeric id. Returns an empty 204 response on success. Required: id.
• Create Create a Follow Up Boss person attachment Attach a file to a person in Follow Up Boss. Returns: personId, fileName, fileSize, id, mimeType, uri, thumbnailUri, status, createdAt, createdById, createdByName. Requires personId, uri, and fileName; uri must link to a file stored outside Follow Up Boss.
• Get Get single Follow Up Boss person attachment by ID Get a person attachment by id in Follow Up Boss. Returns: personId, fileName, fileSize, id, mimeType, uri, thumbnailUri, status, createdAt, createdById, createdByName, is_external, system_id. Only attachments created by your registered system are returned. Required: id.
• Update Update a Follow Up Boss person attachment by ID Update a person attachment by id in Follow Up Boss. Returns: personId, fileName, fileSize, id, mimeType, uri, thumbnailUri, status, createdAt, createdById, createdByName. Requires id, personId, uri, and fileName; uri must link to a file stored outside Follow Up Boss.
• Delete Delete a Follow Up Boss person attachment by ID Delete a person attachment by id in Follow Up Boss. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss people relationships List relationships between people in Follow Up Boss. Returns relationship records including id, personId, name, type, isPriority, emails, and phones. Filter by personId, name, firstName, or lastName and sort by id, created, updated, name, firstName, lastName, or personId.
• Create Create a Follow Up Boss people relationship Create a new relationship for a person in Follow Up Boss. Returns the created relationship including id, personId, name, type, isPriority, and phones. Associate it with the parent person via personId; the first email or phone in each list becomes primary.
• Get Get single Follow Up Boss people relationship by ID Get a single relationship by id in Follow Up Boss. Returns the relationship including id, personId, name, firstName, lastName, type, isPriority, emails, phones, and addresses. Required: id.
• Update Update a Follow Up Boss people relationship by ID Update details of a relationship by id in Follow Up Boss. Returns the updated relationship including id, personId, name, type, and isPriority. personId cannot be changed after creation, and sending emails, phones, or addresses arrays overwrites existing values. Required: id.
• Delete Delete a Follow Up Boss people relationship by ID Delete a relationship by id in Follow Up Boss. Returns an empty 204 response on success. Requires access to the parent person. Required: id.
• Create Create a Follow Up Boss deal attachment Add an attachment to a Follow Up Boss deal by linking an externally hosted file. Returns the created attachment with id, dealId, fileName, mimeType, uri, and createdAt. Required: dealId, uri, fileName. The uri must point to a file stored outside Follow Up Boss; requests without one are rejected.
• Get Get single Follow Up Boss deal attachment by ID Get a Follow Up Boss deal attachment by id. Returns the attachment with id, dealId, fileName, mimeType, uri, and createdAt. Required: id. Only attachments created by your registered system are returned.
• Update Update a Follow Up Boss deal attachment by ID Update a Follow Up Boss deal attachment by id. Returns the updated attachment with id, dealId, fileName, mimeType, uri, and createdAt. Required: id, dealId, uri, fileName. The uri must point to a file stored outside Follow Up Boss.
• Delete Delete a Follow Up Boss deal attachment by ID Delete a Follow Up Boss deal attachment by id. Returns an empty response on success. Required: id.
• List List all Follow Up Boss deal custom fields List all deals custom fields available in your Follow Up Boss account. Returns: id, label, name, type, choices, isRecurring, orderWeight, hideIfEmpty, readOnly. Max 100 per page.
• Create Create a Follow Up Boss deal custom field Create a deals custom field in Follow Up Boss. Returns the created field with id, label, name, type, isRecurring, orderWeight, hideIfEmpty, and readOnly. Requires label and type. orderWeight values are recalculated in gaps of 1000 after saving.
• Get Get single Follow Up Boss deal custom field by ID Get a single deals custom field by id in Follow Up Boss. Returns: id, label, name, type, choices, isRecurring, orderWeight, hideIfEmpty, readOnly. Required: id.
• Update Update a Follow Up Boss deal custom field by ID Update a deals custom field in Follow Up Boss by id. Returns the updated field with id, label, name, type, and orderWeight (recalculated in gaps of 1000 after saving). Only the account owner can modify deals custom fields. Required: id.
• Delete Delete a Follow Up Boss deal custom field by ID Delete a deals custom field in Follow Up Boss by id. Returns an empty 204 response on success. Only the account owner can delete deals custom fields. Required: id.
• List List all Follow Up Boss smart lists List Follow Up Boss Smart Lists. Returns each list's id, name, isFub2, description, and defaultSmartListId. Max 100 per page. By default only classic-version lists are returned — pass fub2=true for current-version lists or all=true for both.
• Get Get single Follow Up Boss smart list by ID Get a single Follow Up Boss Smart List by id. Returns: id, name, isFub2, description, defaultSmartListId. Required: id.
• List List all Follow Up Boss action plans List FollowUpBoss Action Plans, filterable by status, name, or ids and sortable by any field. Returns: id, created, updated, name, status. Max 100 per page. Planned for deprecation in the upcoming Automations 2.0 rollout.
• List List all Follow Up Boss webhooks List webhooks registered for the Follow Up Boss account. Returns: id, event, status, url. Max 100 per page.
• Create Create a Follow Up Boss webhook Subscribe to a new webhook in Follow Up Boss for a supported event. Returns: id, event, status, url. Requires event and url.
• Get Get single Follow Up Boss webhook by ID Get details of a specific Follow Up Boss webhook by id. Returns: id, event, status, url. Required: id.
• Update Update a Follow Up Boss webhook by ID Update an existing Follow Up Boss webhook by id, e.g. to change its status, event, or callback URL. Returns: id, event, status, url. Required: id.
• Delete Delete a Follow Up Boss webhook by ID Delete a webhook subscription from Follow Up Boss by id. Returns an empty 204 response on success. Required: id.
• Get Get single Follow Up Boss webhook event by ID Get a Follow Up Boss webhook event by id, including details of the triggered event. Returns: id, eventCreated, event, resourceIds, uri. Required: id.
• List List all Follow Up Boss groups List Follow Up Boss groups. Returns: id, name, distribution, defaultUserId, defaultPondId, defaultGroupId, claimWindow, nextRoundRobinUser, isPrimary, users. Not accessible by lender accounts.
• List Follow Up Boss groups list round robin List Follow Up Boss groups including round-robin data such as the next user in rotation. Returns: id, name, distribution, defaultUserId, defaultPondId, defaultGroupId, claimWindow, nextRoundRobinUser, isPrimary, users. Not accessible by lender accounts.
• Create Create a Follow Up Boss group Create a new Follow Up Boss group. Returns the created group including id, name, type, distribution, claimWindow, isPrimary, and member users. Required: name, users. Lender groups cannot be set to first-to-claim; admin accounts only.
• Get Get single Follow Up Boss group by ID Get a Follow Up Boss group by id. Returns: id, name, distribution, defaultUserId, defaultPondId, defaultGroupId, claimWindow, nextRoundRobinUser, isPrimary, users. Required: id.
• Update Update a Follow Up Boss group by ID Update a Follow Up Boss group by id, including its name, distribution model, member users, and first-to-claim routing settings. Returns the updated group: id, name, type, distribution, claimWindow, and users. Required: id.
• Delete Delete a Follow Up Boss group by ID Delete a Follow Up Boss group by id. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss teams List Follow Up Boss teams. Returns: id, name, userIds, leaderIds. Accounts whose plan lacks teams access receive an empty list.
• Create Create a Follow Up Boss team Create a new Follow Up Boss team with the given members. Returns: id, name, userIds, leaderIds. Required: name, userIds.
• Get Get single Follow Up Boss team by ID Get a single Follow Up Boss team by id. Returns: id, name, userIds, leaderIds. Required: id.
• Update Update a Follow Up Boss team by ID Update a Follow Up Boss team by id. Returns: id, name, userIds, leaderIds. Required: id. When userIds or leaderIds are sent, they must contain the complete list of user IDs.
• Delete Delete a Follow Up Boss team by ID Delete a Follow Up Boss team by id. Returns an empty 204 response on success. Required: id.
• List List all Follow Up Boss team inboxes List shared Team Inboxes in Follow Up Boss for your account. Returns each inbox's id, name, and the users who have access (users with id, name, firstName, lastName).
• List List all Follow Up Boss ponds List Follow Up Boss ponds. Returns: id, name, userId, userIds. Max 100 per page.
• Create Create a Follow Up Boss pond Create a pond in Follow Up Boss with a lead agent and members. Returns: id, name, userId, userIds. Required: name, userId, userIds.
• Get Get single Follow Up Boss pond by ID Get a single Follow Up Boss pond by id. Returns: id, name, userId, userIds. Required: id.
• Update Update a Follow Up Boss pond by ID Update a Follow Up Boss pond by id. Returns: id, name, userId, userIds. Required: id. When userIds is present in the request, always send the complete list of user ids — removed ids lose membership.
• Delete Delete a Follow Up Boss pond by ID Delete a Follow Up Boss pond by id. Contacts still in the pond are re-assigned to the agent specified by assignTo. Returns an empty 204 response on success. Required: id, assignTo.
• List List all Follow Up Boss me Get the currently authenticated Follow Up Boss user. Returns: id, name, email, account, error, error_description. Takes no parameters.
• List List all Follow Up Boss em events List email marketing events in Follow Up Boss, covering delivered emails, opens, clicks, bounces, unsubscribes and spam reports from both built-in and third-party email marketing tools. Returns: count, type, personId, campaignId, campaignName, created, updated. Max 100 per page.
• Create Create a Follow Up Boss em event Send email marketing events to Follow Up Boss — sends, opens, clicks, bounces, unsubscribes and spam reports — in batch. Returns: emEventIds, recipientsNotFound. Required: emEvents (each with type, occurred, recipient; up to 1000 events per request).
• List List all Follow Up Boss em campaigns List email marketing campaigns in Follow Up Boss, covering both built-in campaigns and campaigns from connected third-party email marketing tools. Returns: id, origin, originId, name, subject, bodyHtml. Large campaigns may trigger 500 errors at high page sizes; use a small limit.
• Create Create a Follow Up Boss em campaign Create an email marketing campaign in Follow Up Boss for a one-off email blast or automated drip email. Returns: id, origin, originId, name, subject, bodyHtml. Requires origin and originId, which together must be a unique combination and must not be reused for subsequent campaigns.
• Update Update a Follow Up Boss em campaign by ID Update an email marketing campaign in Follow Up Boss when a user edits a marketing email in your system, such as changing the email subject or body. Returns: id, origin, originId, name, subject, bodyHtml. Required: id.
• List List all Follow Up Boss action plans people List the Action Plans applied to a Follow Up Boss person, or list the people on a specific Action Plan. Returns: id, created, updated, personId, actionPlanId, status. Filter with personId or actionPlanId. Max 100 per page. Planned for deprecation in the Automations 2.0 rollout.
• Create Create a Follow Up Boss action plans person Apply an Action Plan to a person in Follow Up Boss. Returns the assignment record including id, personId, actionPlanId, status, created, and updated. Requires personId and actionPlanId. Planned for deprecation in the Automations 2.0 rollout.
• Update Update a Follow Up Boss action plans person by ID Update the status of an Action Plan to Person relationship in Follow Up Boss. Returns: id, created, updated, personId, actionPlanId, status. Required: id, status. Planned for deprecation in the Automations 2.0 rollout.
• List List all Follow Up Boss automations List the Follow Up Boss automations defined in the account. Returns each automation's id, created, updated, and status. Max 100 per page. Automations 2.0 route — restricted to registered systems.
• Get Get single Follow Up Boss automation by ID Get a single Follow Up Boss automation by id. Returns: id, created, updated, status. Required: id. Automations 2.0 route — restricted to registered systems.
• List List all Follow Up Boss automations people List Follow Up Boss Automation-Person pairings for Automations that have run or will run for People. Returns: id, created, updated, createdById, updatedById, createdBy, updatedBy, personId, automationId, status, automationName. Automations 2.0 only.
• Get Get single Follow Up Boss automations person by ID Get a Follow Up Boss Automation-Person pairing by id. Returns: id, created, updated, createdById, updatedById, createdBy, updatedBy, personId, automationId, status, automationName. Required: id. Automations 2.0 only.
• Create Create a Follow Up Boss automations person Manually trigger a Follow Up Boss Automation for a specified Person. Returns the created pairing: id, personId, automationId, status, automationName, created. Requires automationId and personId. Automations 2.0 only.
• Update Update a Follow Up Boss automations person by ID Pause or unpause a Follow Up Boss Automation for a Person by updating the pairing's status. Returns: id, created, updated, createdById, updatedById, createdBy, updatedBy, personId, automationId, status, automationName. Requires id and status. Automations 2.0 only.
• List List all Follow Up Boss rate limits Get a 24-hour rolling summary of Follow Up Boss API usage for your registered system, including rate-limit hits and currently-configured limits. Returns: system, period, usage. The response is cached server-side for 30 seconds; poll at most once per minute.
• Action Follow Up Boss rate limits limits Get the currently-configured rate limits for your registered Follow Up Boss system. Returns: system, current_limits.people) and per_account ceilings. Cheaper than the usage endpoint — no aggregation involved, so use it when you only need the limit values.

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