Use Follow Up Boss MCP to take action in your AI tools

Add Collaborators

Adds selected users as collaborated on a given contact.

Add Tags to a Contact

Adds tags to a contact.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Change Stage of a Contact

Changes the stage of an existing contact.

Create or Update Contact Without Triggering Action Plans

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

Create Deal

Creates a deal on a contact.

Create Note

Creates a note on a contact

Create Task

Create a task for a contact.