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Use natural language to manage Follow Up Boss CRM contacts, deals, and appointments.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Follow Up Boss MCP Server" yet — see the docs or source repo.
In Follow Up Boss, find leads marked as 'New Lead' with no contact in the last 14 days, create a follow-up task for tomorrow at 3 PM, and add the note 'Auto reminder to reach out.'
A list of matching leads, with follow-up tasks and notes created for each one.
In Follow Up Boss, create a new home-buying deal for 'Wang Min' with a budget of 5 million and set the stage to 'Initial Contact'; also schedule a call appointment for next Tuesday at 10 AM.
A linked deal record is created for the contact, along with the scheduled appointment.
From Follow Up Boss, filter all deals over 1 million in expected value that are currently in the 'Negotiation' stage, then summarize the count and total value by owner.
A list of high-value deals plus a summary of counts and total value grouped by owner.
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