followupboss

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

TechNickAI By TechNickAI schedule Updated 4/29/2026

name: followupboss version: 0.2.0 description: Query and manage Follow Up Boss CRM — contacts, notes, tasks, deals, and pipeline stages triggers:


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)
Install via CLI
npx skills add https://github.com/TechNickAI/openclaw-config --skill followupboss
Repository Details
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article Path SKILL.md
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