Openclaw-config followupboss

Follow Up Boss CRM ๐Ÿ 

install
source ยท Clone the upstream repo
git clone https://github.com/TechNickAI/openclaw-config
Claude Code ยท Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/TechNickAI/openclaw-config "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/followupboss" ~/.claude/skills/technickai-openclaw-config-followupboss && rm -rf "$T"
OpenClaw ยท Install into ~/.openclaw/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/TechNickAI/openclaw-config "$T" && mkdir -p ~/.openclaw/skills && cp -r "$T/skills/followupboss" ~/.openclaw/skills/technickai-openclaw-config-followupboss && rm -rf "$T"
manifest: skills/followupboss/SKILL.md
source content

Follow Up Boss CRM ๐Ÿ 

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

Setup

API key from app.followupboss.com โ†’ Admin โ†’ API. Configure via gateway.

What Users Ask

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

Capabilities

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

Response Data

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

Notes

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