> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                         |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                               |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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)                                                                                            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                       |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                                                                      |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                          |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                                            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_delete\_appointment

Delete an appointment

**Parameters:**

| Parameter | Type    | Required | Default | Description    |
| --------- | ------- | -------- | ------- | -------------- |
| `id`      | integer | Yes      | —       | Appointment ID |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Appointment ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_delete\_deal

Delete a deal

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Deal ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Deal ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_delete\_person

Delete a person

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Person ID   |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Person ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_delete\_task

Delete a task

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Task ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Task ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_delete\_webhook

Delete a webhook

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Webhook ID  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Webhook ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_appointment

Get an appointment by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description    |
| --------- | ------- | -------- | ------- | -------------- |
| `id`      | integer | Yes      | —       | Appointment ID |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Appointment ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_call

Get a call record by ID

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Call record ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_deal

Get a deal by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Deal ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Deal ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_event

Get an event by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Event ID    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Event ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_identity

Get current account and user identity

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_me

Get current user profile

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_note

Get a note by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Note ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Note ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_pipeline

Get a pipeline by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Pipeline ID |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Pipeline ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_task

Get a task by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Task ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Task ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_text\_message

Get a text message by ID

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Text message ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_user

Get a user by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | User ID     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "User ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## follow\_up\_boss\_get\_webhook

Get a webhook by ID

**Parameters:**

| Parameter | Type    | Required | Default | Description |
| --------- | ------- | -------- | ------- | ----------- |
| `id`      | integer | Yes      | —       | Webhook ID  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Webhook ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                                                |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                                   |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                        |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                       |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                           |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>
