elevenlabs-followupboss-mcp

andyrouse/elevenlabs-followupboss-mcp

3.2

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A secure Model Context Protocol (MCP) server for integrating with the FollowUp Boss CRM API, providing tools for managing contacts, notes, tasks, and call logging.

Tools

  1. list_people

    List contacts with filtering options

  2. get_person

    Get detailed contact information

  3. create_person

    Add new contacts

  4. update_person

    Update contact details

  5. delete_person

    Remove contacts

  6. list_notes

    View notes with optional person filtering

  7. get_note

    Get specific note details

  8. create_note

    Add notes to contacts

  9. list_tasks

    List tasks with filtering

  10. create_task

    Create new tasks

  11. update_task

    Update task status or details

  12. create_event

    Log interactions

  13. create_call

    Record phone calls

FollowUp Boss MCP Server

A secure Model Context Protocol (MCP) server for integrating with the FollowUp Boss CRM API. This server provides tools for managing contacts, notes, tasks, and call logging.

Features

Contact Management

  • List, search, and filter contacts
  • Create new contacts
  • Update existing contact information
  • Delete contacts

Activity Tracking

  • Create and manage notes
  • Task management with due dates
  • Call logging with outcomes and notes
  • Event tracking for interactions

Installation

  1. Clone this repository
  2. Install dependencies: 
    pip install -e .

Configuration

Set your FollowUp Boss API key as an environment variable:

export FOLLOWUP_BOSS_API_KEY="your_api_key_here"

To get your API key:

  1. Login to FollowUp Boss
  2. Navigate to Admin ’ API
  3. Copy your unique API key

Usage

Run the MCP server:

python3 fubmcp.py

Then connect to it using an MCP client to access the following tools:

Available Tools

Contact Operations
  • list_people - List contacts with filtering options
  • get_person - Get detailed contact information
  • create_person - Add new contacts
  • update_person - Update contact details
  • delete_person - Remove contacts
Notes Management
  • list_notes - View notes with optional person filtering
  • get_note - Get specific note details
  • create_note - Add notes to contacts
Task Management
  • list_tasks - List tasks with filtering
  • create_task - Create new tasks
  • update_task - Update task status or details
Activity Tracking
  • create_event - Log interactions
  • create_call - Record phone calls

Security

This MCP server implements several security best practices:

  • API keys stored in environment variables only
  • Input validation and sanitization
  • HTTPS-only connections
  • Error handling without sensitive data exposure
  • Request timeouts
  • Proper authentication handling

API Coverage

Currently implements ~25% of the FollowUp Boss API, focusing on core CRM functionality. See UPDATED_CAPABILITIES.md for detailed feature status.

Contributing

See implementation_plan.md for the roadmap of planned features.