Follow Up Boss MCP
CRM (Customer Relationship Management)
Use Follow Up Boss MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
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.
Use Follow Up Boss MCP with any AI assistant
Zapier Follow Up Boss MCP lets you connect Follow Up Boss's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Follow Up Boss. Select and scope actions to align with your Follow Up Boss workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
