follow-up-boss

Follow Up Boss CRM

Server path: /follow-up-boss | Type: Application | PCID required: Yes

Tools

Tool	Description
follow_up_boss_create_appointment	Create an appointment
follow_up_boss_create_call	Log a call record
follow_up_boss_create_deal	Create a deal
follow_up_boss_create_event	Create an event (import a lead)
follow_up_boss_create_note	Create a note
follow_up_boss_create_person	Create a new person (contact)
follow_up_boss_create_task	Create a task
follow_up_boss_create_text_message	Log a text message
follow_up_boss_create_webhook	Create a webhook
follow_up_boss_delete_appointment	Delete an appointment
follow_up_boss_delete_deal	Delete a deal
follow_up_boss_delete_person	Delete a person
follow_up_boss_delete_task	Delete a task
follow_up_boss_delete_webhook	Delete a webhook
follow_up_boss_get_appointment	Get an appointment by ID
follow_up_boss_get_call	Get a call record by ID
follow_up_boss_get_deal	Get a deal by ID
follow_up_boss_get_event	Get an event by ID
follow_up_boss_get_identity	Get current account and user identity
follow_up_boss_get_me	Get current user profile
follow_up_boss_get_note	Get a note by ID
follow_up_boss_get_person	Get a person by ID
follow_up_boss_get_pipeline	Get a pipeline by ID
follow_up_boss_get_task	Get a task by ID
follow_up_boss_get_text_message	Get a text message by ID
follow_up_boss_get_user	Get a user by ID
follow_up_boss_get_webhook	Get a webhook by ID
follow_up_boss_list_action_plans	List action plans
follow_up_boss_list_appointments	List appointments
follow_up_boss_list_calls	List call records
follow_up_boss_list_custom_fields	List custom fields
follow_up_boss_list_deal_custom_fields	List deal custom fields
follow_up_boss_list_deals	List deals
follow_up_boss_list_groups	List user groups
follow_up_boss_list_notes	List notes
follow_up_boss_list_people	Search and list people (contacts)
follow_up_boss_list_pipelines	List pipelines
follow_up_boss_list_smart_lists	List smart lists
follow_up_boss_list_stages	List pipeline stages
follow_up_boss_list_tasks	List tasks
follow_up_boss_list_text_messages	List text messages
follow_up_boss_list_users	List all users in the account
follow_up_boss_list_webhooks	List webhooks
follow_up_boss_update_appointment	Update an appointment
follow_up_boss_update_deal	Update a deal
follow_up_boss_update_note	Update a note
follow_up_boss_update_person	Update a person
follow_up_boss_update_task	Update a task

---

follow_up_boss_create_appointment

Create an appointment

Parameters:

Parameter	Type	Required	Default	Description
description	string	No	—	Appointment description
end	string	Yes	—	End date and time (ISO 8601)
personId	integer	Yes	—	Person ID
start	string	Yes	—	Start date and time (ISO 8601)
title	string	Yes	—	Appointment title
typeId	integer	No	—	Appointment type ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "description": {
      "type": "string",
      "description": "Appointment description"
    },
    "end": {
      "type": "string",
      "description": "End date and time (ISO 8601)"
    },
    "personId": {
      "type": "integer",
      "description": "Person ID"
    },
    "start": {
      "type": "string",
      "description": "Start date and time (ISO 8601)"
    },
    "title": {
      "type": "string",
      "description": "Appointment title"
    },
    "typeId": {
      "type": "integer",
      "description": "Appointment type ID"
    }
  },
  "required": [
    "PCID",
    "end",
    "personId",
    "start",
    "title"
  ]
}

---

follow_up_boss_create_call

Log a call record

Parameters:

Parameter	Type	Required	Default	Description
duration	integer	No	—	Call duration in seconds
incoming	boolean	No	—	Whether this was an incoming call
note	string	No	—	Call notes
outcome	string	No	—	Call outcome
personId	integer	Yes	—	Person ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "duration": {
      "type": "integer",
      "description": "Call duration in seconds"
    },
    "incoming": {
      "type": "boolean",
      "description": "Whether this was an incoming call"
    },
    "note": {
      "type": "string",
      "description": "Call notes"
    },
    "outcome": {
      "type": "string",
      "description": "Call outcome"
    },
    "personId": {
      "type": "integer",
      "description": "Person ID"
    }
  },
  "required": [
    "PCID",
    "personId"
  ]
}

---

follow_up_boss_create_deal

Create a deal

Parameters:

Parameter	Type	Required	Default	Description
description	string	No	—	Deal description
name	string	Yes	—	Deal name
people	object[]	No	—	Person IDs to associate with the deal
pipelineId	integer	No	—	Pipeline ID
price	integer	No	—	Deal value
projectedCloseDate	string	No	—	Projected close date (YYYY-MM-DD)
stageId	integer	Yes	—	Stage ID (required — must be a stage that belongs to the specified pipeline)
users	object[]	No	—	User IDs to assign to the deal

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "description": {
      "type": "string",
      "description": "Deal description"
    },
    "name": {
      "type": "string",
      "description": "Deal name"
    },
    "people": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "description": "The id value"
          }
        },
        "required": [
          "id"
        ]
      },
      "description": "Person IDs to associate with the deal"
    },
    "pipelineId": {
      "type": "integer",
      "description": "Pipeline ID"
    },
    "price": {
      "type": "integer",
      "description": "Deal value"
    },
    "projectedCloseDate": {
      "type": "string",
      "description": "Projected close date (YYYY-MM-DD)"
    },
    "stageId": {
      "type": "integer",
      "description": "Stage ID (required — must be a stage that belongs to the specified pipeline)"
    },
    "users": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "description": "The id value"
          }
        },
        "required": [
          "id"
        ]
      },
      "description": "User IDs to assign to the deal"
    }
  },
  "required": [
    "PCID",
    "name",
    "stageId"
  ]
}

---

follow_up_boss_create_event

Create an event (import a lead)

Parameters:

Parameter	Type	Required	Default	Description
message	string	No	—	Event message / description
person	object	Yes	—	Person data to create or match (required for lead import). Provide id to link to an existing contact, or provide name/email/phone to create or match.
property	object	No	—	Property details (for real estate events)
source	string	Yes	—	Event source system name
system	string	No	—	System identifier
type	string	Yes	—	Event type (e.g., Registration, Inquiry, Property Inquiry)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "message": {
      "type": "string",
      "description": "Event message / description"
    },
    "person": {
      "type": "object",
      "description": "Person data to create or match (required for lead import). Provide id to link to an existing contact, or provide name/email/phone to create or match.",
      "properties": {
        "id": {
          "type": "integer",
          "description": "Existing person ID to link event to (prevents duplicate creation)"
        },
        "firstName": {
          "type": "string",
          "description": "First Name"
        },
        "lastName": {
          "type": "string",
          "description": "Last Name"
        },
        "emails": {
          "type": "array",
          "items": {
            "type": "object"
          },
          "description": "The emails value"
        },
        "phones": {
          "type": "array",
          "items": {
            "type": "object"
          },
          "description": "The phones value"
        },
        "tags": {
          "type": "array",
          "items": {
            "type": "string"
          },
          "description": "The tags value"
        },
        "source": {
          "type": "string",
          "description": "The source value"
        },
        "sourceUrl": {
          "type": "string",
          "description": "Source Url"
        }
      }
    },
    "property": {
      "type": "object",
      "description": "Property details (for real estate events)",
      "properties": {
        "street": {
          "type": "string",
          "description": "The street value"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "code": {
          "type": "string",
          "description": "The code value"
        },
        "mlsNumber": {
          "type": "string",
          "description": "Mls Number"
        },
        "price": {
          "type": "integer",
          "description": "The price value"
        },
        "forRent": {
          "type": "boolean",
          "description": "For Rent"
        },
        "url": {
          "type": "string",
          "description": "The url value"
        },
        "type": {
          "type": "string",
          "description": "The type value"
        }
      }
    },
    "source": {
      "type": "string",
      "description": "Event source system name"
    },
    "system": {
      "type": "string",
      "description": "System identifier"
    },
    "type": {
      "type": "string",
      "description": "Event type (e.g., Registration, Inquiry, Property Inquiry)"
    }
  },
  "required": [
    "PCID",
    "person",
    "source",
    "type"
  ]
}

---

follow_up_boss_create_note

Create a note

Parameters:

Parameter	Type	Required	Default	Description
body	string	Yes	—	Note body content (HTML supported)
isHtml	boolean	No	—	Whether body contains HTML
personId	integer	Yes	—	Person ID to attach note to
subject	string	No	—	Note subject

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "body": {
      "type": "string",
      "description": "Note body content (HTML supported)"
    },
    "isHtml": {
      "type": "boolean",
      "description": "Whether body contains HTML"
    },
    "personId": {
      "type": "integer",
      "description": "Person ID to attach note to"
    },
    "subject": {
      "type": "string",
      "description": "Note subject"
    }
  },
  "required": [
    "PCID",
    "body",
    "personId"
  ]
}

---

follow_up_boss_create_person

Create a new person (contact)

Parameters:

Parameter	Type	Required	Default	Description
deduplicate	boolean	No	—	If true, checks for existing contacts with matching email/phone before creating. Returns existing contact if found.
addresses	object[]	No	—	Mailing addresses
assignedUserId	integer	No	—	Assigned user ID
background	string	No	—	Background notes (multiline)
collaborators	integer[]	No	—	Collaborator user IDs
emails	object[]	No	—	Email addresses
firstName	string	No	—	First name
lastName	string	No	—	Last name
phones	object[]	No	—	Phone numbers
price	integer	No	—	Deal price / property value
source	string	No	—	Lead source
sourceUrl	string	No	—	URL where the lead originated
stage	string	No	—	Pipeline stage (e.g., Lead, Prospect, Active Client)
tags	string[]	No	—	Tags to assign

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "deduplicate": {
      "type": "boolean",
      "description": "If true, checks for existing contacts with matching email/phone before creating. Returns existing contact if found."
    },
    "addresses": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "street": {
            "type": "string",
            "description": "The street value"
          },
          "city": {
            "type": "string",
            "description": "The city value"
          },
          "state": {
            "type": "string",
            "description": "The state value"
          },
          "code": {
            "type": "string",
            "description": "The code value"
          },
          "country": {
            "type": "string",
            "description": "The country value"
          },
          "type": {
            "type": "string",
            "enum": [
              "home",
              "work",
              "other"
            ],
            "description": "The type value"
          }
        }
      },
      "description": "Mailing addresses"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Assigned user ID"
    },
    "background": {
      "type": "string",
      "description": "Background notes (multiline)"
    },
    "collaborators": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Collaborator user IDs"
    },
    "emails": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "value": {
            "type": "string",
            "description": "The value value"
          },
          "type": {
            "type": "string",
            "enum": [
              "home",
              "work",
              "other"
            ],
            "description": "The type value"
          },
          "isPrimary": {
            "type": "boolean",
            "description": "Is Primary"
          }
        },
        "required": [
          "value"
        ]
      },
      "description": "Email addresses"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    },
    "lastName": {
      "type": "string",
      "description": "Last name"
    },
    "phones": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "value": {
            "type": "string",
            "description": "The value value"
          },
          "type": {
            "type": "string",
            "enum": [
              "home",
              "work",
              "mobile",
              "fax",
              "other"
            ],
            "description": "The type value"
          },
          "isPrimary": {
            "type": "boolean",
            "description": "Is Primary"
          }
        },
        "required": [
          "value"
        ]
      },
      "description": "Phone numbers"
    },
    "price": {
      "type": "integer",
      "description": "Deal price / property value"
    },
    "source": {
      "type": "string",
      "description": "Lead source"
    },
    "sourceUrl": {
      "type": "string",
      "description": "URL where the lead originated"
    },
    "stage": {
      "type": "string",
      "description": "Pipeline stage (e.g., Lead, Prospect, Active Client)"
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Tags to assign"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_create_task

Create a task

Parameters:

Parameter	Type	Required	Default	Description
assignedTo	string	No	—	Assigned user name
assignedUserId	integer	No	—	Assigned user ID
dueDate	string	No	—	Due date (YYYY-MM-DD)
dueDateTime	string	No	—	Due date and time (ISO 8601)
name	string	Yes	—	Task name
personId	integer	No	—	Person ID to link task to
type	string	No	—	Task type

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "assignedTo": {
      "type": "string",
      "description": "Assigned user name"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Assigned user ID"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "dueDateTime": {
      "type": "string",
      "description": "Due date and time (ISO 8601)"
    },
    "name": {
      "type": "string",
      "description": "Task name"
    },
    "personId": {
      "type": "integer",
      "description": "Person ID to link task to"
    },
    "type": {
      "type": "string",
      "description": "Task type",
      "enum": [
        "Follow Up",
        "Call",
        "Email",
        "Text",
        "Appointment",
        "Other"
      ]
    }
  },
  "required": [
    "PCID",
    "name"
  ]
}

---

follow_up_boss_create_text_message

Log a text message

Parameters:

Parameter	Type	Required	Default	Description
fromNumber	string	Yes	—	Sender phone number
isIncoming	boolean	No	—	Whether this was an incoming message (true) or outgoing (false)
message	string	Yes	—	Text message content
personId	integer	Yes	—	Person ID
toNumber	string	Yes	—	Recipient phone number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "fromNumber": {
      "type": "string",
      "description": "Sender phone number"
    },
    "isIncoming": {
      "type": "boolean",
      "description": "Whether this was an incoming message (true) or outgoing (false)"
    },
    "message": {
      "type": "string",
      "description": "Text message content"
    },
    "personId": {
      "type": "integer",
      "description": "Person ID"
    },
    "toNumber": {
      "type": "string",
      "description": "Recipient phone number"
    }
  },
  "required": [
    "PCID",
    "fromNumber",
    "message",
    "personId",
    "toNumber"
  ]
}

---

follow_up_boss_create_webhook

Create a webhook

Parameters:

Parameter	Type	Required	Default	Description
event	string	Yes	—	Event type to subscribe to (e.g., peopleCreated, peopleUpdated, peopleStageUpdated, callsCreated, tasksCreated)
system	string	Yes	—	System identifier for this webhook (must match the system value used when listing webhooks)
url	string	Yes	—	Webhook URL to receive notifications

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "event": {
      "type": "string",
      "description": "Event type to subscribe to (e.g., peopleCreated, peopleUpdated, peopleStageUpdated, callsCreated, tasksCreated)"
    },
    "system": {
      "type": "string",
      "description": "System identifier for this webhook (must match the system value used when listing webhooks)"
    },
    "url": {
      "type": "string",
      "description": "Webhook URL to receive notifications"
    }
  },
  "required": [
    "PCID",
    "event",
    "system",
    "url"
  ]
}

---

follow_up_boss_delete_appointment

Delete an appointment

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Appointment ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Appointment ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_delete_deal

Delete a deal

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Deal ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Deal ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_delete_person

Delete a person

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Person ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Person ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_delete_task

Delete a task

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_delete_webhook

Delete a webhook

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Webhook ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Webhook ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_appointment

Get an appointment by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Appointment ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Appointment ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_call

Get a call record by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Call record ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Call record ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_deal

Get a deal by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Deal ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Deal ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_event

Get an event by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Event ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Event ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_identity

Get current account and user identity

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_get_me

Get current user profile

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_get_note

Get a note by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Note ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Note ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_person

Get a person by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Person ID
fields	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Person ID"
    },
    "fields": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_pipeline

Get a pipeline by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Pipeline ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Pipeline ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_task

Get a task by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_text_message

Get a text message by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Text message ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Text message ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_user

Get a user by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	User ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "User ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_get_webhook

Get a webhook by ID

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Webhook ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Webhook ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_list_action_plans

List action plans

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_appointments

List appointments

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
personId	integer	No	—	Filter by person ID
userId	integer	No	—	Filter by user ID
sort	string	No	—	Sort field

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "personId": {
      "type": "integer",
      "description": "Filter by person ID"
    },
    "userId": {
      "type": "integer",
      "description": "Filter by user ID"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_calls

List call records

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
personId	integer	No	—	Filter by person ID
userId	integer	No	—	Filter by user ID
incoming	boolean	No	—	Filter by direction (true for incoming, false for outgoing)
sort	string	No	—	Sort field

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "personId": {
      "type": "integer",
      "description": "Filter by person ID"
    },
    "userId": {
      "type": "integer",
      "description": "Filter by user ID"
    },
    "incoming": {
      "type": "boolean",
      "description": "Filter by direction (true for incoming, false for outgoing)"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_custom_fields

List custom fields

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_deal_custom_fields

List deal custom fields

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_deals

List deals

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
next	string	No	—	Cursor for keyset pagination
sort	string	No	—	Sort field
pipelineId	integer	No	—	Filter by pipeline ID
personId	integer	No	—	Filter by associated person ID
userId	integer	No	—	Filter by assigned user ID
status	string	No	—	Filter by status
includeArchived	boolean	No	—	Include archived deals

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "next": {
      "type": "string",
      "description": "Cursor for keyset pagination"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    },
    "pipelineId": {
      "type": "integer",
      "description": "Filter by pipeline ID"
    },
    "personId": {
      "type": "integer",
      "description": "Filter by associated person ID"
    },
    "userId": {
      "type": "integer",
      "description": "Filter by assigned user ID"
    },
    "status": {
      "type": "string",
      "description": "Filter by status",
      "enum": [
        "Active",
        "Archived",
        "Deleted"
      ]
    },
    "includeArchived": {
      "type": "boolean",
      "description": "Include archived deals"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_groups

List user groups

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_notes

List notes

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
personId	integer	No	—	Filter notes by person ID
sort	string	No	—	Sort field

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "personId": {
      "type": "integer",
      "description": "Filter notes by person ID"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_people

Search and list people (contacts)

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
next	string	No	—	Cursor for keyset pagination (recommended for deep pagination)
sort	string	No	—	Sort field (e.g., id, created, updated, lastActivity, name)
fields	string	No	—	Comma-separated list of fields to return. Use ‘allFields’ for all or ‘allCustom’ for all custom fields.
name	string	No	—	Search by name (fuzzy matching)
email	string	No	—	Filter by email address
phone	string	No	—	Filter by phone number
tag	string	No	—	Filter by tag name
stage	string	No	—	Filter by pipeline stage
source	string	No	—	Filter by lead source
assignedUserId	integer	No	—	Filter by assigned user ID
lastActivityAfter	string	No	—	Filter by last activity after this date (ISO 8601)
lastActivityBefore	string	No	—	Filter by last activity before this date (ISO 8601)
includeTrash	boolean	No	—	Include contacts in trash stage
includeDeleted	boolean	No	—	Include deleted contacts

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "next": {
      "type": "string",
      "description": "Cursor for keyset pagination (recommended for deep pagination)"
    },
    "sort": {
      "type": "string",
      "description": "Sort field (e.g., id, created, updated, lastActivity, name)"
    },
    "fields": {
      "type": "string",
      "description": "Comma-separated list of fields to return. Use 'allFields' for all or 'allCustom' for all custom fields."
    },
    "name": {
      "type": "string",
      "description": "Search by name (fuzzy matching)"
    },
    "email": {
      "type": "string",
      "description": "Filter by email address"
    },
    "phone": {
      "type": "string",
      "description": "Filter by phone number"
    },
    "tag": {
      "type": "string",
      "description": "Filter by tag name"
    },
    "stage": {
      "type": "string",
      "description": "Filter by pipeline stage"
    },
    "source": {
      "type": "string",
      "description": "Filter by lead source"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Filter by assigned user ID"
    },
    "lastActivityAfter": {
      "type": "string",
      "description": "Filter by last activity after this date (ISO 8601)"
    },
    "lastActivityBefore": {
      "type": "string",
      "description": "Filter by last activity before this date (ISO 8601)"
    },
    "includeTrash": {
      "type": "boolean",
      "description": "Include contacts in trash stage"
    },
    "includeDeleted": {
      "type": "boolean",
      "description": "Include deleted contacts"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_pipelines

List pipelines

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_smart_lists

List smart lists

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_stages

List pipeline stages

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_tasks

List tasks

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
personId	integer	No	—	Filter tasks by person ID
assignedUserId	integer	No	—	Filter by assigned user ID
assignedTo	string	No	—	Filter by assigned user name
type	string	No	—	Filter by task type (e.g., Follow Up, Call, Email, Text, Appointment, Other)
isCompleted	boolean	No	—	Filter by completion status
due	string	No	—	Filter by due status: today, overdue, upcoming
dueStart	string	No	—	Filter tasks due on or after this date (YYYY-MM-DD)
dueEnd	string	No	—	Filter tasks due on or before this date (YYYY-MM-DD)
sort	string	No	—	Sort field

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "personId": {
      "type": "integer",
      "description": "Filter tasks by person ID"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Filter by assigned user ID"
    },
    "assignedTo": {
      "type": "string",
      "description": "Filter by assigned user name"
    },
    "type": {
      "type": "string",
      "description": "Filter by task type (e.g., Follow Up, Call, Email, Text, Appointment, Other)"
    },
    "isCompleted": {
      "type": "boolean",
      "description": "Filter by completion status"
    },
    "due": {
      "type": "string",
      "description": "Filter by due status: today, overdue, upcoming",
      "enum": [
        "today",
        "overdue",
        "upcoming"
      ]
    },
    "dueStart": {
      "type": "string",
      "description": "Filter tasks due on or after this date (YYYY-MM-DD)"
    },
    "dueEnd": {
      "type": "string",
      "description": "Filter tasks due on or before this date (YYYY-MM-DD)"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_text_messages

List text messages

Parameters:

Parameter	Type	Required	Default	Description
personId	integer	Yes	—	Filter by person ID (required — unfiltered calls return HTTP 400)
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip
sort	string	No	—	Sort field

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "personId": {
      "type": "integer",
      "description": "Filter by person ID (required — unfiltered calls return HTTP 400)"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    }
  },
  "required": [
    "PCID",
    "personId"
  ]
}

---

follow_up_boss_list_users

List all users in the account

Parameters:

Parameter	Type	Required	Default	Description
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID"
  ]
}

---

follow_up_boss_list_webhooks

List webhooks

Parameters:

Parameter	Type	Required	Default	Description
system	string	Yes	—	System identifier to filter webhooks by (required by the API)
limit	integer	No	—	Number of results to return (max 100)
offset	integer	No	—	Number of results to skip

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "system": {
      "type": "string",
      "description": "System identifier to filter webhooks by (required by the API)"
    },
    "limit": {
      "type": "integer",
      "description": "Number of results to return (max 100)"
    },
    "offset": {
      "type": "integer",
      "description": "Number of results to skip"
    }
  },
  "required": [
    "PCID",
    "system"
  ]
}

---

follow_up_boss_update_appointment

Update an appointment

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Appointment ID
description	string	No	—	Appointment description
end	string	No	—	End date and time (ISO 8601)
outcome	string	No	—	Appointment outcome
start	string	No	—	Start date and time (ISO 8601)
title	string	No	—	Appointment title
typeId	integer	No	—	Appointment type ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Appointment ID"
    },
    "description": {
      "type": "string",
      "description": "Appointment description"
    },
    "end": {
      "type": "string",
      "description": "End date and time (ISO 8601)"
    },
    "outcome": {
      "type": "string",
      "description": "Appointment outcome"
    },
    "start": {
      "type": "string",
      "description": "Start date and time (ISO 8601)"
    },
    "title": {
      "type": "string",
      "description": "Appointment title"
    },
    "typeId": {
      "type": "integer",
      "description": "Appointment type ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_update_deal

Update a deal

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Deal ID
description	string	No	—	Deal description
name	string	No	—	Deal name
people	object[]	No	—	Person IDs to associate
pipelineId	integer	No	—	Pipeline ID
price	integer	No	—	Deal value
projectedCloseDate	string	No	—	Projected close date (YYYY-MM-DD)
stageId	integer	No	—	Stage ID
status	string	No	—	Deal status
users	object[]	No	—	User IDs to assign

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Deal ID"
    },
    "description": {
      "type": "string",
      "description": "Deal description"
    },
    "name": {
      "type": "string",
      "description": "Deal name"
    },
    "people": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "description": "The id value"
          }
        },
        "required": [
          "id"
        ]
      },
      "description": "Person IDs to associate"
    },
    "pipelineId": {
      "type": "integer",
      "description": "Pipeline ID"
    },
    "price": {
      "type": "integer",
      "description": "Deal value"
    },
    "projectedCloseDate": {
      "type": "string",
      "description": "Projected close date (YYYY-MM-DD)"
    },
    "stageId": {
      "type": "integer",
      "description": "Stage ID"
    },
    "status": {
      "type": "string",
      "description": "Deal status",
      "enum": [
        "Active",
        "Archived",
        "Deleted"
      ]
    },
    "users": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "description": "The id value"
          }
        },
        "required": [
          "id"
        ]
      },
      "description": "User IDs to assign"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_update_note

Update a note

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Note ID
body	string	No	—	Note body content (HTML supported)
subject	string	No	—	Note subject

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Note ID"
    },
    "body": {
      "type": "string",
      "description": "Note body content (HTML supported)"
    },
    "subject": {
      "type": "string",
      "description": "Note subject"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_update_person

Update a person

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Person ID
addresses	object[]	No	—	Addresses (replaces existing list)
assignedUserId	integer	No	—	Assigned user ID
background	string	No	—	Background notes
collaborators	integer[]	No	—	Collaborator user IDs
emails	object[]	No	—	Email addresses (replaces existing list)
firstName	string	No	—	First name
lastName	string	No	—	Last name
phones	object[]	No	—	Phone numbers (replaces existing list)
price	integer	No	—	Deal price / property value
stage	string	No	—	Pipeline stage
tags	string[]	No	—	Tags to assign

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Person ID"
    },
    "addresses": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "street": {
            "type": "string",
            "description": "The street value"
          },
          "city": {
            "type": "string",
            "description": "The city value"
          },
          "state": {
            "type": "string",
            "description": "The state value"
          },
          "code": {
            "type": "string",
            "description": "The code value"
          },
          "country": {
            "type": "string",
            "description": "The country value"
          },
          "type": {
            "type": "string",
            "description": "The type value"
          }
        }
      },
      "description": "Addresses (replaces existing list)"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Assigned user ID"
    },
    "background": {
      "type": "string",
      "description": "Background notes"
    },
    "collaborators": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Collaborator user IDs"
    },
    "emails": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "value": {
            "type": "string",
            "description": "The value value"
          },
          "type": {
            "type": "string",
            "description": "The type value"
          },
          "isPrimary": {
            "type": "boolean",
            "description": "Is Primary"
          }
        },
        "required": [
          "value"
        ]
      },
      "description": "Email addresses (replaces existing list)"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    },
    "lastName": {
      "type": "string",
      "description": "Last name"
    },
    "phones": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "value": {
            "type": "string",
            "description": "The value value"
          },
          "type": {
            "type": "string",
            "description": "The type value"
          },
          "isPrimary": {
            "type": "boolean",
            "description": "Is Primary"
          }
        },
        "required": [
          "value"
        ]
      },
      "description": "Phone numbers (replaces existing list)"
    },
    "price": {
      "type": "integer",
      "description": "Deal price / property value"
    },
    "stage": {
      "type": "string",
      "description": "Pipeline stage"
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Tags to assign"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

follow_up_boss_update_task

Update a task

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID
assignedUserId	integer	No	—	Assigned user ID
dueDate	string	No	—	Due date (YYYY-MM-DD)
dueDateTime	string	No	—	Due date and time (ISO 8601)
isCompleted	boolean	No	—	Whether the task is completed
name	string	No	—	Task name
type	string	No	—	Task type

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    },
    "assignedUserId": {
      "type": "integer",
      "description": "Assigned user ID"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "dueDateTime": {
      "type": "string",
      "description": "Due date and time (ISO 8601)"
    },
    "isCompleted": {
      "type": "boolean",
      "description": "Whether the task is completed"
    },
    "name": {
      "type": "string",
      "description": "Task name"
    },
    "type": {
      "type": "string",
      "description": "Task type"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}