follow-up-boss 0.2.8

A Python client library for the Follow Up Boss API

Follow Up Boss API Client

A comprehensive Python client library for the Follow Up Boss API, providing easy access to all Follow Up Boss endpoints with full type safety and thorough documentation.

Features

• Complete API Coverage: Support for all Follow Up Boss API endpoints
• Type Safety: Full type hints throughout the library
• Easy to Use: Simple, intuitive interface
• Well Documented: Comprehensive docstrings and examples
• Async Support: Built with modern Python async/await patterns
• Error Handling: Robust error handling and validation
• Extensible: Easy to extend for custom use cases

Installation

pip install follow-up-boss

Quick Start

from follow_up_boss import FollowUpBossApiClient

# Initialize the client
client = FollowUpBossApiClient(
    api_key="your_api_key",
    x_system="Your-System-Name",
    x_system_key="your_system_key"
)

# Get all people
people = client.people.get_all()

# Create a new person
new_person = client.people.create({
    "name": "John Doe",
    "email": "[e-mail]",
    "phone": "555-123-4567"
})

# Update a person
updated_person = client.people.update(person_id, {
    "name": "John Smith"
})

# Add tags to a person (merge with existing, de-duplicated)
from follow_up_boss.people import People
people_api = People(client)
people_api.add_tags(person_id, ["Zillow: Note Logged"])  # merge=True by default

# Replace tags entirely
people_api.add_tags(person_id, ["Only These"], merge=False)

# Delete a person
client.people.delete(person_id)

Environment Variables

You can also configure the client using environment variables:

FOLLOW_UP_BOSS_API_KEY=your_api_key
X_SYSTEM=Your-System-Name
X_SYSTEM_KEY=your_system_key

from follow_up_boss import FollowUpBossApiClient

# Client will automatically use environment variables
client = FollowUpBossApiClient()

API Resources

The client provides access to all Follow Up Boss API resources:

Core Resources

• People: Manage contacts and leads
• Deals: Track real estate transactions (Commission Field Guide)
• Events: Handle activities and interactions
• Tasks: Manage todo items and follow-ups
• Notes: Add and retrieve notes
• Appointments: Schedule and manage appointments

Communication

• Text Messages: Send and receive SMS
• Email Templates: Manage email templates
• Text Message Templates: Manage SMS templates
• Webhooks: Configure webhook endpoints
• Reactions: Handle message reactions

Organization

• Teams: Manage team structures
• Users: Handle user accounts
• Groups: Organize contacts into groups
• Pipelines: Manage sales pipelines
• Stages: Configure pipeline stages
• Smart Lists: Dynamic contact lists

Configuration

• Custom Fields: Define custom data fields
• Action Plans: Automated workflow templates
• Appointment Types: Configure appointment categories
• Appointment Outcomes: Track appointment results

Attachments & Files

• Person Attachments: File attachments for contacts
• Deal Attachments: File attachments for deals

Deals API - Commission Fields

The Deals API includes special handling for commission fields. Important: Commission fields must be passed as top-level parameters, not in custom_fields.

from follow_up_boss import Deals, DealsValidationError

deals_api = Deals(client)

# ✅ Correct - Commission fields as top-level parameters
deal = deals_api.create_deal(
    name="123 Main Street",
    stage_id=26,
    price=450000,
    commissionValue=13500.0,
    agentCommission=9450.0,
    teamCommission=4050.0
)

# ❌ Incorrect - This will raise DealsValidationError
try:
    deal = deals_api.create_deal(
        name="Deal Name",
        stage_id=26,
        custom_fields={'commissionValue': 13500}  # This fails
    )
except DealsValidationError as e:
    print(f"Validation error: {e}")

Commission Helper Methods

# Set commission using helper method
commission_data = {
    'total': 15000.0,
    'agent': 10500.0,
    'team': 4500.0
}

updated_deal = deals_api.set_deal_commission(deal_id, commission_data)

For complete commission field documentation, see the Commission Field Guide.

Advanced Usage

Error Handling

from follow_up_boss import FollowUpBossApiClient
from follow_up_boss.exceptions import ApiError, AuthenticationError

try:
    client = FollowUpBossApiClient(api_key="invalid_key")
    people = client.people.get_all()
except AuthenticationError:
    print("Invalid API credentials")
except ApiError as e:
    print(f"API Error: {e}")

Pagination

# Get all people with pagination
all_people = []
page = 1

while True:
    response = client.people.get_all(page=page, limit=100)
    people = response.get('people', [])
    
    if not people:
        break
        
    all_people.extend(people)
    page += 1

Get people in a Follow Up Boss list

from follow_up_boss import FollowUpBossApiClient
from follow_up_boss.people import People

client = FollowUpBossApiClient(
    api_key="your_api_key",
    x_system="Your-System-Name",
    x_system_key="your_system_key",
)

people_api = People(client)

# Single page filtered by Smart List ID
page = people_api.list_people_by_list_id(154, limit=50)

# Fetch all pages (follows _metadata.next)
all_people = people_api.fetch_all_people_by_list_id(154, limit=100)

Note: Cursor pagination uses the _metadata.next token returned by the API.

Iterate all people with automatic pagination

The People.iter_people() helper yields people across all pages. It prefers cursor-based pagination via _metadata.next when available (e.g., when using listId) and automatically falls back to offset-based pagination.

from follow_up_boss.people import People

people_api = People(client)

# Iterate with a saved list filter (cursor-based)
for person in people_api.iter_people({"listId": 154, "limit": 200}):
    print(person.get("id"))

# Iterate with offset-based pagination (no cursor)
for person in people_api.iter_people({"limit": 100, "offset": 0, "stage": "New"}):
    process(person)

Consistent list_people shape

People.list_people(params) always returns a dictionary that includes at least:

{"people": [...], "count": int}

This provides a stable structure for downstream clients even when the API omits certain fields.

Custom Headers

# Add custom headers to requests
client = FollowUpBossApiClient(
    api_key="your_key",
    custom_headers={
        "X-Custom-Header": "custom_value"
    }
)

Development

Setup

git clone https://github.com/theperrygroup/follow-up-boss.git
cd follow-up-boss
pip install -e ".[dev]"

Running Tests

pytest

Code Formatting

black follow_up_boss tests
isort follow_up_boss tests

Type Checking

mypy follow_up_boss

Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Make your changes
4. Add tests for your changes
5. Ensure all tests pass (pytest)
6. Format your code (black and isort)
7. Commit your changes (git commit -m 'Add amazing feature')
8. Push to the branch (git push origin feature/amazing-feature)
9. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For questions, issues, or feature requests, please:

1. Check the documentation
2. Search existing issues
3. Create a new issue if needed

Changelog

Version 0.2.0

• Major Commission Field Improvements: Added comprehensive commission field handling with validation
• Enhanced Error Messages: Context-specific error guidance for common mistakes
• New Validation System: DealsValidationError for deals-specific validation
• Commission Helper Methods: set_deal_commission() for easier commission management
• Field Name Normalization: Consistent field naming between requests and responses
• Comprehensive Documentation: New commission field guide with examples and troubleshooting
• Enhanced Testing: Complete test coverage for all commission field scenarios
• Improved Developer Experience: Better error messages, helper properties, and validation

Version 0.2.6

• People.add_tags helper: Official method to append/replace tags using PUT /people/{id}
  • Merge behavior with de-duplication and optional case-insensitive matching
  • Avoids unsupported POST /people/{id}/tags endpoint (404)
• Docs: README examples updated for tag operations
• Tooling: Formatting and type checks updated

Version 0.2.7

• People: Added list_people_by_list_id and fetch_all_people_by_list_id supporting cursor pagination via _metadata.next.

Version 0.2.8

• People: Added iter_people(params) iterator (cursor-first, offset fallback).
• People: list_people(params) now guarantees a consistent shape: {"people": [...], "count": int}.
• Typing: Introduced ListPeopleParams, Person, and PeopleListResponse TypedDicts.

Version 0.1.2

• Removed appointment test log file logging

Version 0.1.1

• Updated website URL to https://theperry.group

Version 0.1.0

• Initial release
• Complete API coverage for all Follow Up Boss endpoints
• Full type safety with comprehensive type hints
• Comprehensive test suite
• Documentation and examples

Related Projects

• Follow Up Boss API Documentation
• Follow Up Boss - The official Follow Up Boss platform

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Made with ❤️ by The Perry Group