MCP Tools Reference for Follow Up Boss

Contact Management Tools

The largest category covers all contact operations in Follow Up Boss. Search contacts by name, email, phone, stage, tag, source, or any custom field. Fetch complete contact profiles including all 17 Ace Trove fields, activity history, notes, and related deals. Create new contacts with full field population. Update contact fields individually or in bulk — stages, tags, assignments, custom fields, addresses, and more. Check for duplicate contacts before creating new ones. Manage contact relationships (spouse, partner, referral source). These tools are the foundation for almost every AI workflow because most operations start with reading contact data.

Deal and Pipeline Tools

Full deal lifecycle management through natural language. Create deals with name, price, stage, projected close date, assigned agents, and custom fields. Update deal stages, prices, and assignments. Move deals between pipeline stages. Fetch deal details and custom field data. Search deals by status, pipeline, agent, date range, or person. Delete deals when needed. Track deal pipelines including buyer deals, seller deals, and custom pipeline types. These tools enable the AI to maintain your transaction pipeline without manual data entry.

Email and Communication Tools

Draft and send emails through your connected Gmail account. Manage email templates — fetch, create, update, and merge templates with contact data for personalization. Send text messages through Follow Up Boss's connected phone number. Manage text message templates. Log calls with duration, outcome, and notes, and track email opens, clicks, and bounces. Follow Up Boss does not expose call recordings, call transcripts, or full email/text bodies through its API, so Ace works from activity metadata (who, when, direction, duration, outcome), Follow Up Boss's single most recent text on a contact when it supplies one, and notes in full — never from a transcript or a stored copy of a message body. These communication tools power the bulk email drafting and smart list processing workflows.

Task and Calendar Tools

Create tasks with type (Call, Email, Follow Up, Showing, Closing, etc.), due dates, due times with timezone support, and agent assignment. Update task status, reassign tasks, and mark tasks complete. Fetch tasks by person, agent, due date range, or completion status. Manage appointments — create, update, and delete calendar events with invitee management. Fetch appointment types and outcomes for structured scheduling. These tools eliminate the most tedious part of CRM maintenance: creating individual follow-up tasks for each contact.

Federal Reserve Market Data Tools

Access 12+ categories of economic indicators from the FRED database. Fetch current and historical mortgage rates (30-year, 15-year, ARM, FHA, VA, Jumbo) with trend analysis. Pull housing market data by state and metro area — prices, inventory, sales volume, days on market. Get employment data nationally and by region. Retrieve inflation breakdowns (CPI, PCE, housing, energy, food components). Analyze housing affordability indices. Track population migration patterns. Access investment metrics (cap rates, rental yields, appreciation). Fetch economic forecasts and financial stress indicators. Search the FRED database for specialized series by keyword.

Zillow and Workflow Tools

Seven specialized tools for Zillow lead workflows including speed-to-lead sequence management, BANT+M qualification tracking, lifecycle stage enforcement, and cadence engine integration. Analytics tools for Zillow-specific metrics — response time benchmarks, conversion rates, cost-per-lead tracking. Workflow automation tools for reactivation campaigns, escalation triggers, transaction management, and referral tracking. These tools power the complete Zillow Lead Conversion Playbook.

Frequently Asked Questions