// SCAN REPORT

Follow Up Boss MCP Server

159 tools. 85 can modify or destroy data without limits.

23 destructive tools with no built-in limits. Policy required.

Last updated: 2 Jul 2026

85 can modify or destroy data

74 read-only

159 tools total

Community server · catalogue entry verified 02/07/2026

How to control Follow Up Boss MCP Server ↓

TOOL MAP

What Follow Up Boss MCP Server exposes to your agents

Read (74) Write / Execute (62) Destructive / Financial (23)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS

Critical Risk

The most dangerous Follow Up Boss MCP Server tools

Destructive · High deleteAppointment This tool permanently removes appointment records from the CRM system. Destructive · High deleteAppointmentOutcome This tool permanently removes an appointment outcome record from the Follow Up Boss CRM system. Destructive · High deleteAppointmentType This tool irreversibly deletes an appointment type from the CRM system. Destructive · High deleteCustomField This tool irreversibly deletes data (a custom field) from the CRM system.

85 of Follow Up Boss MCP Server's 159 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Follow Up Boss MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and Follow Up Boss MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Deny destructive operations

{
  "deleteAppointment": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations

{
  "addPersonToActionPlan": {
    "limits": [
      {
        "counter": "addpersontoactionplan_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "about": {
    "limits": [
      {
        "counter": "about_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register Follow Up Boss MCP Server — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON FOLLOW UP BOSS →

Instant setup, no code required.

FULL CATALOGUE

All 159 Follow Up Boss MCP Server tools

DESTRUCTIVE 23 tools

Destructive deleteAppointment Delete an appointment Destructive deleteAppointmentOutcome Delete an appointment outcome Destructive deleteAppointmentType Delete an appointment type Destructive deleteCustomField Delete a custom field Destructive deleteDeal Delete a deal Destructive deleteDealAttachment Delete a deal attachment Destructive deleteDealCustomField Delete a deal custom field Destructive deleteGroup Delete a group Destructive deleteNote Delete a note Destructive deletePerson Delete (trash) a person by ID Destructive deletePersonAttachment Delete a person attachment Destructive deletePipeline Delete a pipeline Destructive deletePond Delete a pond Destructive deleteReaction Delete a reaction from an item Destructive deleteRelationship Delete a relationship Destructive deleteStage Delete a stage Destructive deleteTask Delete a task Destructive deleteTeam Delete a team Destructive deleteTemplate Delete an email template Destructive deleteTextMessageTemplate Delete a text message template Destructive deleteUser Delete a user Destructive deleteWebhook Delete a webhook Destructive inboxAppDeleteParticipant Remove a participant from an inbox app conversation by participant id

WRITE 62 tools

Write addPersonToActionPlan Add a person to an action plan Write addPersonToAutomation Add a person to an automation Write bulkUpdatePeople Update multiple people with the same changes. Rate-limited to stay within FUB Write claimPerson Claim an unclaimed person Write createAppointmentOutcome Create an appointment outcome Write createAppointmentType Create an appointment type Write createCall Log a call for a person. FUB expects isIncoming (boolean) and note (singular). Write createCustomField Create a custom field Write createDeal Create a deal. FUB expects peopleIds (array) and price (number). name + stageId required. Write createDealAttachment Attach an externally-hosted file to a deal. Write createDealCustomField Create a deal custom field. FUB expects Write createEmCampaign Create an email marketing campaign Write createEmEvent Create email marketing events Write createEvent Create a new event in FUB (lead event, property inquiry, etc) Write createGroup Create a group Write createNote Create a note on a person Write createPerson Create a new person/contact in FUB Write createPersonAttachment Attach an externally-hosted file to a person. Write createPipeline Create a pipeline Write createPond Create a pond Write createReaction Create a reaction on an item Write createRelationship Create a relationship contact (Spouse, Brother, Partner, etc.) for an existing person. The relationship is its Write createStage Create a pipeline stage Write createTask Create a task Write createTeam Create a team Write createTemplate Create an email template Write createTextMessage LOG a text message that was already sent by your registered third-party SMS system. This endpoint does NOT act Write createTextMessageTemplate Create a text message template Write createWebhook Create a webhook Write inboxAppAddMessage Add a message to an inbox app conversation Write inboxAppAddNote Add a note to an inbox app conversation Write inboxAppCreateParticipant Add a participant to an inbox app conversation Write inboxAppInstall Install an inbox app for a user. Requires the publishedInboxAppId from FUB Write inboxAppUpdateConversation Update an inbox app conversation status Write inboxAppUpdateMessage Update an inbox app message Write mergeTemplate Merge an email template with a person Write mergeTextMessageTemplate Merge a text message template with person data Write removeTagFromPerson Remove a single tag from a person without affecting their other tags. Handles the read-modify-write cycle inte Write updateActionPlanPerson Update a person Write updateAppointment Update an appointment. FUB requires Write updateAppointmentOutcome Update an appointment outcome Write updateAppointmentType Update an appointment type Write updateAutomationPerson Update a person Write updateCall Update a call record Write updateCustomField Update a custom field Write updateDeal Update a deal. Use price (not value) and peopleIds (not personId). Write updateDealAttachment Update a deal attachment Write updateDealCustomField Update a deal custom field Write updateEmCampaign Update an email marketing campaign Write updateGroup Update a group Write updateNote Update a note Write updatePerson Update an existing person in FUB Write updatePersonAttachment Update a person attachment Write updatePipeline Update a pipeline Write updatePond Update a pond Write updateRelationship Update a relationship contact Write updateStage Update a stage Write updateTask Update a task Write updateTeam Update a team Write updateTemplate Update an email template Write updateTextMessageTemplate Update a text message template Write updateWebhook Update a webhook

READ 74 tools

Read about Get information about this MCP server, its author, and the projects behind it. Call this when the user asks Read checkDuplicate Check if a person already exists by email or phone Read getAppointment Get an appointment by ID Read getAppointmentOutcome Get appointment outcome by ID Read getAppointmentType Get appointment type by ID Read getAutomation Get an automation by ID Read getAutomationPerson Get an automation-person entry by ID Read getCall Get a call by ID Read getCurrentUser Get the current authenticated user (GET /me) Read getCustomField Get a custom field by ID Read getDeal Get a deal by ID Read getDealAttachment Get a deal attachment by ID Read getDealCustomField Get a deal custom field by ID Read getEvent Get a single event by ID Read getGroup Get a group by ID Read getIdentity Get identity/account information for the API key Read getNote Get a note by ID Read getPerson Get a single person by ID Read getPersonAttachment Get a person attachment by ID Read getPersonByEmail Look up a person by email address. Returns the first matching contact. Read getPipeline Get a pipeline by ID Read getPond Get a pond by ID Read getReactions Get reactions for an item Read getRelationship Get a relationship by ID Read getSmartList Get a smart list by ID Read getStage Get a stage by ID Read getTask Get a task by ID Read getTeam Get a team by ID Read getTemplate Get an email template by ID Read getTextMessage Get a text message by ID Read getTextMessageTemplate Get a text message template by ID Read getThreadedReplies Get threaded replies for an item Read getUser Get a user by ID Read getWebhook Get a webhook by ID Read getWebhookEvents Get events for a webhook Read help Get usage tips for this MCP server, common tool examples, and how to report bugs or request features. Call thi Read inboxAppDeactivate Deactivate an inbox app installation by ID Read inboxAppGetParticipants Get participants of an inbox app conversation Read listActionPlans List all action plans Read listActionPlansPeople List people assigned to action plans Read listAppointmentOutcomes List appointment outcomes Read listAppointments List appointments Read listAppointmentTypes List appointment types Read listAutomations List all Automations 2.0 automations. Read listAutomationsPeople List people in Automations 2.0 automations. Read listAvailableTags Discover tags used in your FUB account by scanning recent contacts. Returns unique tags sorted alphabetically. Read listCalls List calls Read listCustomFields List all custom fields Read listDealCustomFields List deal custom fields Read listDeals List deals with filtering Read listEmCampaigns List email marketing campaigns Read listEmEvents List email marketing events Read listEvents List events from FUB. Filter by personId, type, property address, etc. Read listGroups List all groups Read listInboxAppInstallations List inbox app installations. Requires a registered third-party system (FUB_SYSTEM + FUB_SYSTEM_KEY). On unreg Read listNotes List notes, optionally filtered by personId Read listPeople List/search people in FUB. Supports filtering by name, email, phone, tags, stage, source, assignedTo, price ra Read listPipelines List all pipelines Read listPonds List all ponds Read listRelationships List relationships for a person Read listRoundRobinGroups List round robin groups Read listSmartLists List all smart lists. By default only classic FUB smart lists are returned. Pass Read listStages List all pipeline stages Read listTasks List tasks Read listTeamInboxes List all team inboxes Read listTeams List all teams Read listTemplates List email templates Read listTextMessages List text messages. FUB REQUIRES at least one filter: personId, threadId, phone, toNumber, fromNumber, sharedI Read listTextMessageTemplates List text message templates Read listTimeframes List all timeframes Read listUnclaimed List unclaimed people (in ponds, not assigned) Read listUsers List all users/agents in the account Read listWebhooks List all webhooks Read searchPeopleByTag Find all people with one or more tags. Comma-separate multiple tags for OR matching (e.g.

EXPLORE

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

FAQ

Questions about Follow Up Boss MCP Server

Can an AI agent delete data through the Follow Up Boss MCP Server MCP server? +

Yes. The Follow Up Boss MCP Server server exposes 23 destructive tools including deleteAppointment, deleteAppointmentOutcome, deleteAppointmentType. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Follow Up Boss MCP Server? +

The Follow Up Boss MCP Server server has 62 write tools including addPersonToActionPlan, addPersonToAutomation, bulkUpdatePeople. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Follow Up Boss MCP Server.

How many tools does the Follow Up Boss MCP Server MCP server expose? +

159 tools across 3 categories: Destructive, Read, Write. 74 are read-only. 85 can modify, create, or delete data.

How do I enforce a policy on Follow Up Boss MCP Server? +

Register the Follow Up Boss MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Follow Up Boss MCP Server tool call.

Deterministic rules across all 159 Follow Up Boss MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON FOLLOW UP BOSS →

Instant setup, no code required.

159 Follow Up Boss MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.