# Followupboss

> Query and manage Follow Up Boss CRM — contacts, notes, tasks, deals, and pipeline stages

- Skill: `tools-only/followupboss` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds add tools-only/followupboss`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tools-only/followupboss/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: tools-only (https://skillmd.com/u/tools-only)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/tools-only/followupboss

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# Follow Up Boss CRM 🏠

Query and manage your Follow Up Boss real estate CRM — contacts, notes, tasks, deals.

## Setup

API key from app.followupboss.com → Admin → API. Configure via gateway.

## What Users Ask

- "Look up [client name] in Follow Up Boss"
- "What notes do we have on [person]?"
- "Add a note to [person]'s record"
- "What tasks are due today?"
- "Show me our active deals"
- "Who are our recent leads?"

## Capabilities

- Search contacts by name, email, phone, stage, source, or tags
- View full contact details including activity history
- Read and create notes on contacts
- List and create tasks
- View deals and pipeline stages
- List team members and their assignments

## Response Data

- `people` — Contact records with name, stage, source, phones, emails, tags
- `notes` — Notes attached to contacts with subject and body
- `tasks` — Tasks with assignee, due date, and completion status
- `deals` — Deals with pipeline stage, price, and assigned agents
- `stages` — Pipeline stages for deal tracking
- `users` — Team members with roles and contact info

## Notes

- Rate limit: 250 requests per 10-second window (global)
- Notes endpoint limited to 10 requests per 10-second window
- PUT /people limited to 25 per 10-second window
- API key inherits the user's permission level (Owner, Admin, Agent, Lender)