Agent skill
followupboss
Query and manage Follow Up Boss CRM — contacts, notes, tasks, deals, and pipeline stages
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/followupboss
Metadata
Additional technical details for this skill
- openclaw
-
{ "emoji": "\ud83c\udfe0", "apiKey": { "env": "FUB_API_KEY", "getFrom": "https://app.followupboss.com \u2192 Admin \u2192 API" } }
SKILL.md
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, tagsnotes— Notes attached to contacts with subject and bodytasks— Tasks with assignee, due date, and completion statusdeals— Deals with pipeline stage, price, and assigned agentsstages— Pipeline stages for deal trackingusers— 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)
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