follow-up-boss

name

follow-up-boss

description

Follow Up Boss is a real estate CRM and team operating platform that centralizes contacts, leads, team workflows, and integrations, allowing agents, ISAs, and team leaders to organize their business, engage prospects, coach teams, and track activity in one place. Read and write Follow Up Boss data through One: people, templates, groups, textmessagetemplates, appointmentoutcomes, appointmenttypes and more, 156 actions with real parameter documentation. Use whenever the user asks to look something up in Follow Up Boss, create or update a record there, or build code against the Follow Up Boss API.

Follow Up Boss through One

Follow Up Boss is a real estate CRM and team operating platform that centralizes contacts, leads, team workflows, and integrations, allowing agents, ISAs, and team leaders to organize their business, engage prospects, coach teams, and track activity in one place.

One exposes Follow Up Boss through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform follow-up-boss if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Follow Up Boss is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Follow Up Boss account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

People

Action	Method	Path	Action id
Check Duplicate Person in Follow Up Boss	GET	/v1/people/checkDuplicate	conn_mod_def::GMP6CdlCtX0::50XPfg4URdik1kBg70d8PQ
Get a Person by ID	GET	/v1/people/{{id}}	conn_mod_def::GMP6Cdu8uxE::6sScfAfzSReyoz7513Bdaw
Get Unclaimed Leads	GET	/v1/people/unclaimed	conn_mod_def::GMP6ClSot6U::dntWuhkPRRmytqRbqyGSQQ
Search People	GET	/v1/people	conn_mod_def::GMP6CWkSCNg::YuqpXyV2Rua6q8JjQCvGxQ
Add a Person	POST	/v1/people	conn_mod_def::GMP6CePHc_0::cCU9BzAGR9WUItjBJGee7A
Claim a Lead	POST	/v1/people/claim	conn_mod_def::GMP6Clu515g::pgJSAC-9TMK8is787wEr5g
Delete a Person by ID	DELETE	/v1/people/{{id}}	conn_mod_def::GMP6CdYK02o::IORW4gu8RUiHmj1iWhfOFQ
Ignore Unclaimed Lead	POST	/v1/people/ignoreUnclaimed	conn_mod_def::GMP6Cl37qYs::omkpTL07TA-O0ODj4Bi55A
Update a Person by ID Using Follow Up Boss	PUT	/v1/people/{{id}}	conn_mod_def::GMP6CelDWT4::eCM-YFgYR36X5P5lWJCvwA

Templates

Action	Method	Path	Action id
List Email Templates	GET	/v1/templates	conn_mod_def::GMP6BdqM2IA::0e5fMjOwTNeFMWsoKH5eGQ
Retrieve an Email Template by ID	GET	/v1/templates/{{id}}	conn_mod_def::GMP6Bmoktrg::-YAUgXTGQemfxTFXW5U_0A
Create a Template	POST	/v1/templates	conn_mod_def::GMP6Bcmr1qc::qGqY9bCMSgKOOgc6aepCyg
Delete an Email Template	DELETE	/v1/templates/{{id}}	conn_mod_def::GMP6Bn8kIfA::K_5Km5-lQ96Mjkot7JdmMQ
Merge an Email Template	POST	/v1/templates/merge	conn_mod_def::GMP6Bn-N8LU::-01m48j1QIy9A99yVXuCTg
Update an Email Template	PUT	/v1/templates/{{id}}	conn_mod_def::GMP6Bpfa15o::I_iTAjxtSDCPs1TQU3GF9A

Groups

Action	Method	Path	Action id
List Groups	GET	/v1/groups	conn_mod_def::GMP6BvwLGt0::g0WJU3rDRDy_nFzFnbO1FA
List Round-Robin Groups	GET	/v1/groups/roundRobin	conn_mod_def::GMP6B4IrFJA::JkEhvjzNT8aijWpbKZcFuw
Retrieve a Group by ID	GET	/v1/groups/{{id}}	conn_mod_def::GMP6Bv6UsIo::AP4xmkYxRGmhoB6oTTyJ4Q
Create a Group	POST	/v1/groups	conn_mod_def::GMP6BwgWpHE::fg1zfwaUQ2afPv6NFvfxUA
Delete a Group	DELETE	/v1/groups/{{id}}	conn_mod_def::GMP6B294qfg::7Wu3Ed1pT52n9k89FisDHA
Update a Group	PUT	/v1/groups/{{id}}	conn_mod_def::GMP6B45-9GI::-X-XIvxiT66VBdc6x9ZYRA

TextMessageTemplates

Action	Method	Path	Action id
List Text Message Templates	GET	/v1/textMessageTemplates	conn_mod_def::GMP6EA6MQi8::hqzmO-1uQWO45SDDEf3m2w
Retrieve a Text Message Template by ID	GET	/v1/textMessageTemplates/{{id}}	conn_mod_def::GMP6EBzQDvM::YLVOSMJkTqeJt2KzKNgN0A
Create a Text Message Template	POST	/v1/textMessageTemplates	conn_mod_def::GMP6ENjYuWM::qUSLTw9_R7eTNZGQCcgJZA
Delete a Text Message Template	DELETE	/v1/textMessageTemplates/{{id}}	conn_mod_def::GMP6D_5Hg4U::br_2wCekQy-WLqgUqrxysA
Merge a Text Message Template	POST	/v1/textMessageTemplates/merge	conn_mod_def::GMP6EUcH6zw::W-o9ej53RFizuBreezRMtA
Update a Text Message Template	PUT	/v1/textMessageTemplates/{{id}}	conn_mod_def::GMP6EBB_cEM::hzy57jabTPCcofCEoXuVtQ

AppointmentOutcomes

Action	Method	Path	Action id
List Appointment Outcomes	GET	/v1/appointmentOutcomes	conn_mod_def::GMP5_a89YJs::eQ8Cr7O9TEKXm1duLPWt3g
Retrieve an Appointment Outcome by ID	GET	/v1/appointmentOutcomes/{{id}}	conn_mod_def::GMP5_kbb2z8::nLd-6in1QJ6yTmALy5LO0w
Create an Appointment Outcome	POST	/v1/appointmentOutcomes	conn_mod_def::GMP5_j9fn8g::fHN6EyxUTZm0_lqUyL4pkw
Delete an Appointment Outcome by ID	DELETE	/v1/appointmentOutcomes/{{id}}	conn_mod_def::GMP5_kgGhbs::rmItiqPqQq6sWTlEbgHLug
Update an Appointment Outcome	PUT	/v1/appointmentOutcomes/{{id}}	conn_mod_def::GMP5_kbmZhg::LIVbgWrzTU6RO6UrgQ9DRw

AppointmentTypes

Action	Method	Path	Action id
List Appointment Types	GET	/v1/appointmentTypes	conn_mod_def::GMP5_k09e0Q::NOl0JIC7Qp--6fbZlE6Rxw
Retrieve an Appointment Type by ID	GET	/v1/appointmentTypes/{{id}}	conn_mod_def::GMP5_ubtcpU::xAZXVa4ORmG98NYzXUaO-g
Create an Appointment Type	POST	/v1/appointmentTypes	conn_mod_def::GMP5_tA2qFA::qOl2Ec3oT8aad_2SlXIU2g
Delete an Appointment Type	DELETE	/v1/appointmentTypes/{{id}}	conn_mod_def::GMP5_u1-XT8::VxGX3TqnSPuW36uWTJv2lQ
Update an Appointment Type	PUT	/v1/appointmentTypes/{{id}}	conn_mod_def::GMP5_t5oB5o::PZB6ITc8STWWJFteJbrOuw

Appointments

Action	Method	Path	Action id
Get an Appointment by ID	GET	/v1/appointments/{{id}}	conn_mod_def::GMP5_1qCkNc::Ls5Itfe_S7mygSp_tNDNRg
Search Appointments	GET	/v1/appointments	conn_mod_def::GMP5_tYG4uM::yv8aKUkrR7O1O_KNvWBc7w
Create an Appointment	POST	/v1/appointments	conn_mod_def::GMP5_3WyzqI::7nHCio7lRwihMkm6ymF5vg
Delete an Appointment	DELETE	/v1/appointments/{{id}}	conn_mod_def::GMP5_1_LZFw::9VqVr-_uT-6j2M9nSfCqDQ
Update an Appointment	PUT	/v1/appointments/{{id}}	conn_mod_def::GMP5_2S6KqY::4rDMXOiGQEabIe3oEY8MDg

CustomFields

Action	Method	Path	Action id
Get a Custom Field by ID	GET	/v1/customFields/{{id}}	conn_mod_def::GMP6ArDriis::sbVZZmxWTKyqGpb5NRnLmw
List Custom Fields	GET	/v1/customFields	conn_mod_def::GMP6AG5Rf-Y::MmfyysNzSp6TWt78sL5wvQ
Create a Custom Field	POST	/v1/customFields	conn_mod_def::GMP6AYgKsr0::_Vpq_yNyTtmU2xeYPl59QA
Delete a Custom Field	DELETE	/v1/customFields/{{id}}	conn_mod_def::GMP6AZOdfH0::6mrC_BCSTL20VvXZLwd30Q
Update a Custom Field	PUT	/v1/customFields/{{id}}	conn_mod_def::GMP6AcJfqtA::JV9aOUTqQiOqqfN5ogQSNA

Deals

Action	Method	Path	Action id
Get a Deal by ID	GET	/v1/deals/{{id}}	conn_mod_def::GMP6BLiTedM::gwtq0KjJRh2rHtF9O5GNTg
Search Deals	GET	/v1/deals	conn_mod_def::GMP6A1JECI8::2rRmXKSXSyqFGIWVhoJeXw
Add a Deal	POST	/v1/deals	conn_mod_def::GMP6Aym9Qcw::bsw_hhjIQPmuHWgCgb61zQ
Delete a Deal	DELETE	/v1/deals/{{id}}	conn_mod_def::GMP6BOUv5G4::GL5HX5l_S86fHwby_tNZqQ
Update a Deal by ID	PUT	/v1/deals/{{id}}	conn_mod_def::GMP6BM3Sp8Q::n6fm5_u-T8WrPA4cgzIc7w

DealCustomFields

Action	Method	Path	Action id
Get a Deals Custom Field by ID	GET	/v1/dealCustomFields/{{id}}	conn_mod_def::GMP6BUuxMNM::XnShQxvSRZSKIZ93n6acSg
List Deal Custom Fields	GET	/v1/dealCustomFields	conn_mod_def::GMP6BN2Ls1s::f6LXRm7RSEG6bzKzFPJ8Yg
Create a Deal Custom Field	POST	/v1/dealCustomFields	conn_mod_def::GMP6BMg28WE::0aqdpYnASYeJDEOCe4wdLw
Delete a Deal Custom Field	DELETE	/v1/dealCustomFields/{{id}}	conn_mod_def::GMP6BVXmLnM::aCtzuiPNQQa8MBUrgwKzMQ
Update a Deal Custom Field by ID	PUT	/v1/dealCustomFields/{{id}}	conn_mod_def::GMP6BV01jEQ::R-PmEiYzScipH1jIfWW5Lg

PeopleRelationships

Action	Method	Path	Action id
Get a People Relationship by ID	GET	/v1/peopleRelationships/{{id}}	conn_mod_def::GMP6CtRGZjw::Xlm4xYc3TeKf6XIoldwP8A
Get People Relationships	GET	/v1/peopleRelationships	conn_mod_def::GMP6CtdbxSo::Q_5Qs2tCRQGyczjr9OcZAQ
Create a Person Relationship	POST	/v1/peopleRelationships	conn_mod_def::GMP6CtHq9w8::eQpbRb1BRyWkxZawAeHt7A
Delete a Person Relationship	DELETE	/v1/peopleRelationships/{{id}}	conn_mod_def::GMP6C1ZzJDM::NXZi2NtPSmaCUpOe9Bourw
Update a Person Relationship	PUT	/v1/peopleRelationships/{{id}}	conn_mod_def::GMP6C3Tc4UI::v3Eg_LtkT-WBJlm6wkLecw

Pipelines

Action	Method	Path	Action id
Get a Pipeline by ID	GET	/v1/pipelines/{{id}}	conn_mod_def::GMP6C2sStkA::bzIpj-WhS_K40jPM679v1A
Search Pipelines	GET	/v1/pipelines	conn_mod_def::GMP6C1E5HKI::X4nEO6lNQn-B_KA37na_7g
Add a Pipeline	POST	/v1/pipelines	conn_mod_def::GMP6C1noN4k::wlXZZCVVRtyKLmNDe_SiVQ
Delete a Pipeline	DELETE	/v1/pipelines/{{id}}	conn_mod_def::GMP6C-Y8M4I::r8iHLiYjR3GZ4I8mXXVw-w
Update a Pipeline	PUT	/v1/pipelines/{{id}}	conn_mod_def::GMP6C9pxN9w::RqQ4ToL5TKmD4-6xwirobw

Ponds

Action	Method	Path	Action id
Get a Pond by ID	GET	/v1/ponds/{{id}}	conn_mod_def::GMP6C-xFJhM::8HstavgnRiW1FLv9FzoywQ
List Ponds	GET	/v1/ponds	conn_mod_def::GMP6DBO_450::3Vey0ugoRK-xXF_e3x3w4Q
Create a Pond	POST	/v1/ponds	conn_mod_def::GMP6C-NcURE::VYH-KSCoRQmr1BmjCxfn5Q
Delete a Pond by ID	DELETE	/v1/ponds/{{id}}	conn_mod_def::GMP6DLTlz10::nmYf5BBWSYeW6eRlRqz0mA
Update a Pond by ID	PUT	/v1/ponds/{{id}}	conn_mod_def::GMP6DH15mFA::CEXGHjXFREmy2BmiWUmx-w

Stages

Action	Method	Path	Action id
Get a Stage by ID	GET	/v1/stages/{{id}}	conn_mod_def::GMP6DdN6yIw::P3QdxF-ZRsCeEsxswzje2w
List Stages	GET	/v1/stages	conn_mod_def::GMP6DSiJsxI::P2dWIoZdRF2tRlB1j-1Q2Q
Create a New Stage	POST	/v1/stages	conn_mod_def::GMP6DZAE7T8::NEtV7owGTl6xS-Wg1nQBGA
Delete a Stage	DELETE	/v1/stages/{{id}}	conn_mod_def::GMP6Dg4Go-o::lp05fBudTQCinVxFriKr-g
Update a Stage	PUT	/v1/stages/{{id}}	conn_mod_def::GMP6DaX8KTQ::EuDPXefKRs6pEOcSK2A5Fg

Tasks

Action	Method	Path	Action id
Get a Task by ID	GET	/v1/tasks/{{id}}	conn_mod_def::GMP6DngGP18::tfxfNuFGQLK1qS6LbcbUaA
List Tasks	GET	/v1/tasks	conn_mod_def::GMP6DbuaeAI::NVdTJhSAT-CmaL555_rNNA
Create a Task	POST	/v1/tasks	conn_mod_def::GMP6DwQywTQ::DRRaBvOgQreic0Oe-G_awQ
Delete a Task	DELETE	/v1/tasks/{{id}}	conn_mod_def::GMP6Dnsd61o::KgVO-frpS36WzyizuRhpnA
Update a Task	PUT	/v1/tasks/{{id}}	conn_mod_def::GMP6DqibjZ4::kDZgH0i4Sim_y--wcLbj6A

Teams

Action	Method	Path	Action id
Get a Team by ID	GET	/v1/teams/{{id}}	conn_mod_def::GMP6D5XUJY0::vNzMtxxQSjSovDXNDeLNvQ
List Teams	GET	/v1/teams	conn_mod_def::GMP6D25KHfc::W3Tg1U5HQWqaUq5SydR0uA
Create a Team	POST	/v1/teams	conn_mod_def::GMP6D2l3D1Y::lLbLYj4OQnGw5QW2Ds1y9Q
Delete a Team by ID	DELETE	/v1/teams/{{id}}	conn_mod_def::GMP6D2HMfxo::VuL-gAmwQ9eoGJlNIGGJGg
Update a Team by ID	PUT	/v1/teams/{{id}}	conn_mod_def::GMP6D20HcXc::2wLYEiyPSDen-X7FNSO77A

Webhooks

Action	Method	Path	Action id
Get a Webhook by ID	GET	/v1/webhooks/{{id}}	conn_mod_def::GMP6EmHttqY::4DAus-eCT82WGKyzzf80Fw
List Webhooks	GET	/v1/webhooks	conn_mod_def::GMP6ErS1CKo::O6Nn0cQ7TiSOlowKTqhZrw
Delete a Webhook	DELETE	/v1/webhooks/{{id}}	conn_mod_def::GMP6E9x1DF4::tmxqSg-LSSaaFzeSFkS69A

2 more Webhooks actions are available through search.

This lists 90 of 156 actions. For anything not here, call search_one_platform_actions with platform follow-up-boss. The full catalog is at https://www.withone.ai/knowledge/follow-up-boss.

When a call fails

The error comes from Follow Up Boss, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/follow-up-boss

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.