Connectors · CRM & sales

Follow Up Boss MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Follow Up Boss and the rest of your systems. It gives your agent 159 Follow Up Boss actions (71 reads, 64 writes and 24 that wait for a confirmation) and holds the Follow Up Boss credential itself, so the agent never does. It paces Follow Up Boss's limits and records every call.

Connect Follow Up Boss free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

159actionsin one signed file
71readlook, never change
64writecreate and update
24wait for a yesdestructive, confirmed first

Set up

Connect Follow Up Boss in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Follow Up Boss.
Header credentials. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyFollow Up Boss API key (Admin > API)
- x_system_keyFollow Up Boss system key (X-System-Key), issued when the integration is registered with Follow Up Boss
- x_systemYour Follow Up Boss x system
- x_system_keyYour Follow Up Boss x system key
```
account { op: "connections.requirements", service: "followupboss" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "followupboss.people.list" }# search for people · read · 1 upstream callcheck { action: "followupboss.people.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Follow Up Boss at a glance

Sign-in: Header credentials. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_keyx_system_key
Setup fields: x_systemx_system_key
Limits we pace to: 250 calls per 10 seconds, per connection
API covered: Follow Up Boss CRM API API v1api.followupboss.com/v1
Built from: Follow Up Boss's documentation, read 20 September 2026docs.followupboss.com docs.followupboss.com docs.followupboss.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 71 of 71 reads, for up to an hour; a write clears what it affects
Ready-made plans: 9 in the store
Shared entities: 8, so ask can line Follow Up Boss up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Follow Up Boss.

159 actions in 11 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

71readlook, never change
64writecreate and update
24destructivewait for a confirmation

People
27
11 read · 12 write · 4 destructive
Search for people · Manually add a new person · Create a person from a raw JSON body, including custom fields (keys prefixed `custom`) · Retrieve a person by id
Team
22
12 read · 6 write · 4 destructive
Search for users · List groups · Retrieve information about the currently authenticated user · Retrieve a user by id
Deals
21
7 read · 10 write · 4 destructive
Search for deals · Add a deal · Create a deal from a raw JSON body, including custom fields (keys prefixed `custom`) · Retrieve a deal by id
Activity
20
9 read · 8 write · 3 destructive
Search for calls · Get a list of tasks · List text messages for a person or phone number · Add a call
Integrations
18
7 read · 8 write · 3 destructive
Retrieves participants in an Inbox App conversation · Get a list of events for a given webhook · Subscribe to a new webhook · Lists Inbox App installation(s) and ID(s) for your Published Inbox App on the current FUB account
Calendar
15
6 read · 6 write · 3 destructive
Search for appointments · Create an appointment · Retrieve an appointment by id · Update an appointment
Templates
12
6 read · 4 write · 2 destructive
Lists all email templates · Lists all text message templates · Create a new email template · Create a text message template
Automation
10
6 read · 4 write · 0 destructive
Get a list of Action Plans · Get a list of Automations · List Action Plans applied to a particular person or list people on a particular Action Plan · Get a list of pairings of Automations and the People on which they have or will be run

3 more areas · 14 actions

Settings 6
Marketing 5
Leads 3

Top actions

The Follow Up Boss API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 121 of Follow Up Boss's 124 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`followupboss.people.list`Search for people	Search for people. Paged (offset/limit); each page is one upstream call.	read	`crm.contact.list`177 connectors
`followupboss.deals.list`Search for deals	Search for deals. Paged (offset/limit); each page is one upstream call.	read	`crm.deal.list`43 connectors
`followupboss.users.list`Search for users	Search for users. Paged (offset/limit); each page is one upstream call.	read	`identity.user.list`474 connectors
`followupboss.people.create`Manually add a new person	Manually add a new person.	write	`crm.contact.create`161 connectors
`followupboss.appointments.list`Search for appointments	Search for appointments. Paged (offset/limit); each page is one upstream call.	read	`comm.event.list`61 connectors
`followupboss.calls.list`Search for calls	Search for calls. Paged (offset/limit); each page is one upstream call.	read	`comm.call.list`44 connectors
`followupboss.tasks.list`Get a list of tasks	Get a list of tasks. Paged (offset/limit); each page is one upstream call.	read	`work.task.list`122 connectors
`followupboss.deals.create`Add a deal	Add a deal.	write	`crm.deal.create`43 connectors
`followupboss.people.delete`Delete a person by id	Delete a person by id.	destructive	`crm.contact.delete`147 connectors
`followupboss.text_messages.list`List text messages for a person or phone number	List text messages for a person or phone number. Paged (offset/limit); each page is one upstream call.	read	`comm.sms.list`19 connectors
`followupboss.groups.list`List groups	List groups. Paged (offset/limit); each page is one upstream call.	read	`identity.group.list`262 connectors
`followupboss.appointments.create`Create an appointment	Create an appointment.	write	`comm.event.create`52 connectors

Try it

Prompts to paste into Claude.

Each one names the Follow Up Boss actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Follow Up Boss deals are due to close this month, and what are they worth in total?
callsfollowupboss.deals.list
Planwrite
Close out an appointment and book the follow-up in Follow Up Boss.
callsfollowupboss.appointments.getfollowupboss.appointment_outcomes.getfollowupboss.appointments.updatefollowupboss.calls.createfollowupboss.notes.create+1 more
Planwrite
Advance a deal to a new stage with sign-off in Follow Up Boss. Ask me before anything is sent or changed.
callsfollowupboss.deals.getfollowupboss.stages.getfollowupboss.deals.updatefollowupboss.notes.createfollowupboss.tasks.create
Writewrite
Manually add a new person in Follow Up Boss. Show me exactly what you will send before you save it.
callsfollowupboss.people.create

The plan store

Ready-made plans for Follow Up Boss.

9 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

Report open deals and overdue tasks in a pipeline
Use it when Someone asks how a pipeline is doing right now and wants deal and task numbers in one answer.
Effect
read
Steps
5
Needs
pipeline id
Install
followupboss-pipeline-health-report
Revive leads with no activity since a cutoff
Use it when A batch of contacts has gone quiet and each one needs a fresh check-in task rather than being left to rot.
Effect
write
Steps
3 · loops
Needs
cutoff
Install
followupboss-stale-lead-revival
Intake a new lead and start it on an action plan
Use it when A new enquiry has arrived and the lead must be created in Follow Up Boss without duplicating an existing contact.
Effect
write
Steps
5
Needs
email, first name, last name and action plan id
Install
followupboss-new-lead-intake
Send a templated text to a filtered set of people
Use it when A personalised text needs going out to a filtered group and the wording must be approved before anything sends.
A person decidesSend "name" to number of items people. Sample: message
Effect
write
Steps
5 · loops
Needs
template id and from number
Install
followupboss-template-text-blast
Claim unclaimed leads and task the new owner
Use it when Leads are sitting unclaimed and one agent is taking ownership of the backlog in a single sweep.
Effect
write
Steps
5 · loops
Install
followupboss-unclaimed-lead-sweep
Advance a deal to a new stage with sign-off
Use it when A deal needs moving to a different pipeline stage and the move should be signed off before it is written.
A person decidesMove deal name to stage name at price price.
Effect
write
Steps
6
Needs
deal id and stage id
Install
followupboss-deal-stage-advance
Close out an appointment and book the follow-up
Use it when An appointment has just happened and the outcome, call log and follow-up task all need recording in one pass.
Effect
write
Steps
7
Needs
appointment id, outcome id and person id
Install
followupboss-appointment-followup
Audit webhooks and repoint the broken ones
Use it when Webhook deliveries have stopped or look wrong and the registrations need auditing and repointing.
A person decidesRepoint number of broken non-active webhooks on account to new url.
Effect
write
Steps
7 · loops
Needs
new url
Install
followupboss-webhook-audit-repair
Delete a duplicate contact after sign-off
Use it when Two records clearly describe the same person and the spare one should be removed with a human signing off first.
A person decidesDelete duplicate contact firstName lastName (id), losing number of items open tasks.
Effect
destructive
Steps
6
Needs
keep id and duplicate id
Install
followupboss-duplicate-person-cleanup

install a plan

account { op: "plans.install", slug: "followupboss-pipeline-health-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Follow Up Boss

Destructive actions wait for a yes.

24 Follow Up Boss actions are destructive. These are all of them:

Delete a person by idfollowupboss.people.delete
Delete a dealfollowupboss.deals.delete
Delete a user (administrators only)followupboss.users.delete
Delete an appointmentfollowupboss.appointments.delete
Delete a taskfollowupboss.tasks.delete
Delete a notefollowupboss.notes.delete
Delete a team by id, optionally moving its members to another teamfollowupboss.teams.delete
Delete a group (admin accounts only)followupboss.groups.delete
Delete a stagefollowupboss.stages.delete
Delete a pipelinefollowupboss.pipelines.delete
Delete a relationship (needs access to the parent person)followupboss.people_relationships.delete
Delete a pond by id; its remaining contacts are re-assigned to assignTofollowupboss.ponds.delete
Delete an email template; 403 while an Action Plan still uses itfollowupboss.email_templates.delete
Delete a text message template; 403 while an Action Plan still uses itfollowupboss.text_message_templates.delete
Delete an attachment by IDfollowupboss.person_attachments.delete
Delete a webhook (account owner or the registered system that created it)followupboss.webhooks.delete
Delete a deal attachmentfollowupboss.deal_attachments.delete
Deactivates an installation of your Inbox Appfollowupboss.inbox_apps.deactivate
Deletes an Inbox App conversation participantfollowupboss.inbox_apps.remove_participant
Delete a reactionfollowupboss.reactions.delete
Delete a custom field (account owners only)followupboss.custom_fields.delete
Delete a deals custom field (owner only)followupboss.deal_custom_fields.delete
Delete an appointment typefollowupboss.appointment_types.delete
Delete an appointment outcomefollowupboss.appointment_outcomes.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dofollowupboss.people.deleteconfirm_policy: human

Delete a person by id?

intent: the user asked me to delete a person by id

run suspended · waiting for a named person · key followupboss-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "followupboss-agent",  allowed_actions: ["followupboss.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "followupboss.people.delete", approver: "[email protected]" },    { match: "followupboss.deals.delete", approver: "[email protected]" },    { match: "followupboss.users.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Follow Up Boss only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Follow Up Boss costs on actionlake.

Every Follow Up Boss action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Follow Up Boss refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 159 Follow Up Boss actions
159actions pageeach page of a long list is one call
71reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Follow Up Boss action.

159 actions by area: the id your agent calls, what it does, and its effect.

People27

followupboss.people.check_duplicateCheck whether a person exists in Follow Up Bossread
followupboss.people.claimClaim a leadwrite
followupboss.people.createManually add a new personwrite
followupboss.people.create_rawCreate a person from a raw JSON body, including custom fields (keys prefixed `custom`)write
followupboss.people.deleteDelete a person by iddestructive
followupboss.people.getRetrieve a person by idread
followupboss.people.ignore_unclaimedIgnore a leadwrite
followupboss.people.listSearch for peopleread
followupboss.people.list_unclaimedGet unclaimed leadsread
followupboss.people.updateUpdate a person by idwrite
followupboss.people.update_rawUpdate a person from a raw JSON body, including custom fields (keys prefixed `custom`)write
followupboss.people_relationships.createCreate a new relationship for a personwrite
followupboss.people_relationships.deleteDelete a relationship (needs access to the parent person)destructive
followupboss.people_relationships.getGet a specific relationshipread
followupboss.people_relationships.listGet relationships between people in Follow Up Bossread
followupboss.people_relationships.updateUpdate a relationshipwrite
followupboss.person_attachments.createAttach a file to a personwrite
followupboss.person_attachments.deleteDelete an attachment by IDdestructive
followupboss.person_attachments.getRetrieve an attachment by IDread
followupboss.person_attachments.updateUpdate an attachment by IDwrite
followupboss.smart_lists.getRetrieve a Smart List by idread
followupboss.smart_lists.listGet a list of Smart Listsread
followupboss.stages.createCreate a new stagewrite
followupboss.stages.deleteDelete a stagedestructive
followupboss.stages.getGet a stage by idread
followupboss.stages.listRetrieve a list of stagesread
followupboss.stages.updateUpdate a stagewrite

Team22

followupboss.groups.createCreate a new groupwrite
followupboss.groups.deleteDelete a group (admin accounts only)destructive
followupboss.groups.getRetrieve a group by id (not accessible to lender accounts)read
followupboss.groups.listList groupsread
followupboss.groups.list_round_robinLists groups and includes round-robin dataread
followupboss.groups.updateUpdate a group (admin accounts only)write
followupboss.identity.getGet identity and authentication informationread
followupboss.me.getRetrieve information about the currently authenticated userread
followupboss.ponds.createCreate a pondwrite
followupboss.ponds.deleteDelete a pond by id; its remaining contacts are re-assigned to assignTodestructive
followupboss.ponds.getGet a pond by idread
followupboss.ponds.listGet a list of pondsread
followupboss.ponds.updateUpdate a pond by idwrite
followupboss.team_inboxes.listGet a list of Team Inboxesread
followupboss.teams.createCreate a new teamwrite
followupboss.teams.deleteDelete a team by id, optionally moving its members to another teamdestructive
followupboss.teams.getGet a team by idread
followupboss.teams.listGet a list of teamsread
followupboss.teams.updateUpdate a team by idwrite
followupboss.users.deleteDelete a user (administrators only)destructive
followupboss.users.getRetrieve a user by idread
followupboss.users.listSearch for usersread

Deals21

followupboss.deal_attachments.createAdd an attachment to a dealwrite
followupboss.deal_attachments.deleteDelete a deal attachmentdestructive
followupboss.deal_attachments.getGet a deal attachment by idread
followupboss.deal_attachments.updateUpdate a deal attachmentwrite
followupboss.deal_custom_fields.createCreate a deals custom fieldwrite
followupboss.deal_custom_fields.deleteDelete a deals custom field (owner only)destructive
followupboss.deal_custom_fields.getGet a deals custom field by IDread
followupboss.deal_custom_fields.listList all deals custom fields available in your accountread
followupboss.deal_custom_fields.updateUpdate a deals custom field (owner only)write
followupboss.deals.createAdd a dealwrite
followupboss.deals.create_rawCreate a deal from a raw JSON body, including custom fields (keys prefixed `custom`)write
followupboss.deals.deleteDelete a dealdestructive
followupboss.deals.getRetrieve a deal by idread
followupboss.deals.listSearch for dealsread
followupboss.deals.updateUpdate a dealwrite
followupboss.deals.update_rawUpdate a deal from a raw JSON body, including custom fields (keys prefixed `custom`)write
followupboss.pipelines.createAdd a pipelinewrite
followupboss.pipelines.deleteDelete a pipelinedestructive
followupboss.pipelines.getRetrieve a pipeline by idread
followupboss.pipelines.listSearch for pipelinesread
followupboss.pipelines.updateUpdate a pipelinewrite

Activity20

followupboss.calls.createAdd a callwrite
followupboss.calls.getRetrieve a call by idread
followupboss.calls.listSearch for callsread
followupboss.calls.updateUpdate a callwrite
followupboss.notes.createAdd a notewrite
followupboss.notes.deleteDelete a notedestructive
followupboss.notes.getRetrieve a note by idread
followupboss.notes.updateEdit a notewrite
followupboss.reactions.createAdd a reaction to a corresponding reference data object, e.gwrite
followupboss.reactions.deleteDelete a reactiondestructive
followupboss.reactions.getFetch a reactionread
followupboss.tasks.createCreate a new taskwrite
followupboss.tasks.deleteDelete a taskdestructive
followupboss.tasks.getGet a task by idread
followupboss.tasks.listGet a list of tasksread
followupboss.tasks.updateUpdate a taskwrite
followupboss.text_messages.createCreate a record of an externally sent text messagewrite
followupboss.text_messages.getRetrieve a text message by idread
followupboss.text_messages.listList text messages for a person or phone numberread
followupboss.threaded_replies.getFetches a threaded replyread

Integrations18

followupboss.inbox_apps.add_messageAdds a message to an existing or new Inbox App conversationwrite
followupboss.inbox_apps.add_noteAdds a note to an Inbox App conversationwrite
followupboss.inbox_apps.add_participantAdds a participant to an Inbox App conversationwrite
followupboss.inbox_apps.add_system_messageAdds a system confirmation message to an existing or new Inbox App conversationwrite
followupboss.inbox_apps.deactivateDeactivates an installation of your Inbox Appdestructive
followupboss.inbox_apps.installInstalls your Inbox App for an accountwrite
followupboss.inbox_apps.list_installedLists Inbox App installation(s) and ID(s) for your Published Inbox App on the current FUB accountread
followupboss.inbox_apps.list_participantsRetrieves participants in an Inbox App conversationread
followupboss.inbox_apps.remove_participantDeletes an Inbox App conversation participantdestructive
followupboss.inbox_apps.update_conversationUpdates an Inbox App conversationwrite
followupboss.rate_limit.get_limitsCurrently-configured rate limits for the calling partner systemread
followupboss.rate_limit.get_usage24-hour request volume, rate-limit hits, and currently-configured limits for the calling partner systemread
followupboss.webhook_events.getGet a list of events for a given webhookread
followupboss.webhooks.createSubscribe to a new webhookwrite
followupboss.webhooks.deleteDelete a webhook (account owner or the registered system that created it)destructive
followupboss.webhooks.getGet details of a specific webhook (account owner or the registered system that created it)read
followupboss.webhooks.listGet a list of webhooksread
followupboss.webhooks.updateUpdate a webhook (account owner or the registered system that created it)write

Calendar15

followupboss.appointment_outcomes.createCreate an appointment outcomewrite
followupboss.appointment_outcomes.deleteDelete an appointment outcomedestructive
followupboss.appointment_outcomes.getRetrieve an appointment outcome by IDread
followupboss.appointment_outcomes.listList appointment outcomesread
followupboss.appointment_outcomes.updateUpdate an appointment outcomewrite
followupboss.appointment_types.createCreate an appointment typewrite
followupboss.appointment_types.deleteDelete an appointment typedestructive
followupboss.appointment_types.getRetrieve an appointment type by IDread
followupboss.appointment_types.listList appointment typesread
followupboss.appointment_types.updateUpdate an appointment typewrite
followupboss.appointments.createCreate an appointmentwrite
followupboss.appointments.deleteDelete an appointmentdestructive
followupboss.appointments.getRetrieve an appointment by idread
followupboss.appointments.listSearch for appointmentsread
followupboss.appointments.updateUpdate an appointmentwrite

Templates12

followupboss.email_templates.createCreate a new email templatewrite
followupboss.email_templates.deleteDelete an email template; 403 while an Action Plan still uses itdestructive
followupboss.email_templates.getRetrieve an email template by id, including the Action Plans using itread
followupboss.email_templates.listLists all email templatesread
followupboss.email_templates.mergeMerge an email template with multiple recipientsread
followupboss.email_templates.updateUpdate an email templatewrite
followupboss.text_message_templates.createCreate a text message templatewrite
followupboss.text_message_templates.deleteDelete a text message template; 403 while an Action Plan still uses itdestructive
followupboss.text_message_templates.getRetrieve a text message template by idread
followupboss.text_message_templates.listLists all text message templatesread
followupboss.text_message_templates.mergeMerge a text message template with multiple recipientsread
followupboss.text_message_templates.updateUpdate a text message templatewrite

Automation10

followupboss.action_plans.listGet a list of Action Plansread
followupboss.action_plans_people.createApply an Action Plan to a personwrite
followupboss.action_plans_people.listList Action Plans applied to a particular person or list people on a particular Action Planread
followupboss.action_plans_people.updateUpdate the status of an Action Plan to Person relationship (planned for deprecation under Automations 2.0)write
followupboss.automations.getRetrieve an Automation by IDread
followupboss.automations.listGet a list of Automationsread
followupboss.automations_people.createManually trigger an Automation for a specified Personwrite
followupboss.automations_people.getRetrieve an Automation-Person pairingread
followupboss.automations_people.listGet a list of pairings of Automations and the People on which they have or will be runread
followupboss.automations_people.updatePause or unpause an Automation for a Personwrite

Settings6

followupboss.custom_fields.createCreate a custom fieldwrite
followupboss.custom_fields.deleteDelete a custom field (account owners only)destructive
followupboss.custom_fields.getGet a custom field by idread
followupboss.custom_fields.listList all custom fieldsread
followupboss.custom_fields.updateUpdate a custom field (account owners only)write
followupboss.timeframes.listGet a list of timeframesread

Marketing5

followupboss.em_campaigns.createCreate an email marketing campaignwrite
followupboss.em_campaigns.listList email marketing campaignsread
followupboss.em_campaigns.updateUpdate an email marketing campaign (owners and admins)write
followupboss.em_events.createNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reportswrite
followupboss.em_events.listList email marketing eventsread

Leads3

followupboss.events.createSend in a lead or an event related to a leadwrite
followupboss.events.getRetrieve a single event by idread
followupboss.events.listSearch for eventsread

Questions

The Follow Up Boss MCP server, answered.

Is there a Follow Up Boss MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 159 Follow Up Boss actions across people, team, deals and activity, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Follow Up Boss.

What do I need to connect Follow Up Boss?

Follow Up Boss API key (Admin > API) and Follow Up Boss system key (X-System-Key), issued when the integration is registered with Follow Up Boss. Plus your x system and your x system key. The free call account { op: "connections.requirements", service: "followupboss" } lists exactly what to paste.

Can an AI agent delete or change things in Follow Up Boss?

Only if its key allows it, and only with an explicit confirmation. 24 Follow Up Boss actions are destructive, including delete a person by id, delete a deal and delete a user (administrators only). Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Follow Up Boss API limit?

actionlake paces every call to the limits in the Follow Up Boss service file: 250 calls per 10 seconds per connection. Repeated reads are answered from cache (71 Follow Up Boss actions can be), which never reaches Follow Up Boss.

What does a Follow Up Boss action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (159 Follow Up Boss actions page). Cache hits, searches, dry runs and calls Follow Up Boss refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Follow Up Boss API does it cover?

The Follow Up Boss CRM API API v1 at api.followupboss.com/v1. It is built from Follow Up Boss's documentation as read on 20 September 2026. 159 actions in 11 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my Follow Up Boss data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Follow Up Boss credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Follow Up Boss today.

Connect Follow Up Boss free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Follow Up Boss MCP server for AI agents.

Connect Follow Up Boss in three steps.

Add actionlake to Claude.

Connect Follow Up Boss.

Make the first call. Check before a write.

What an AI agent can do in Follow Up Boss.

People

Team

Deals

Activity

Integrations

Calendar

Templates

Automation

The Follow Up Boss API, shaped for agents.

Prompts to paste into Claude.

Ready-made plans for Follow Up Boss.

Report open deals and overdue tasks in a pipeline

Revive leads with no activity since a cutoff

Intake a new lead and start it on an action plan

Send a templated text to a filtered set of people

Claim unclaimed leads and task the new owner

Advance a deal to a new stage with sign-off

Close out an appointment and book the follow-up

Audit webhooks and repoint the broken ones

Delete a duplicate contact after sign-off

Destructive actions wait for a yes.

What Follow Up Boss costs on actionlake.

Every Follow Up Boss action.

The Follow Up Boss MCP server, answered.

More connectors like Follow Up Boss

Give your agent Follow Up Boss today.