Follow up boss Python API Docs | dltHub

Follow Up Boss is a CRM platform that provides a REST API for managing people, notes, users and related sales data. The REST API base URL is https://api.followupboss.com/v1 and All requests require an API key passed via HTTP Basic authentication or as a Bearer token..

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Follow up boss data in under 10 minutes.

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What data can I load from Follow up boss?

Here are some of the endpoints you can load from Follow up boss:

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How do I authenticate with the Follow up boss API?

The API uses HTTP Basic authentication where the API key is supplied as the username (password left blank), or a Bearer token can be sent in the Authorization: Bearer <token> header.

1. Get your credentials

1. Log in to your Follow Up Boss account.
2. Click on your profile picture → Settings.
3. Choose API from the sidebar menu.
4. Click Create New API Key (or similar button).
5. Give the key a name, set desired permissions, and save.
6. Copy the generated API key; this will be used as the credential in dlt.

2. Add them to .dlt/secrets.toml

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[sources.follow_up_boss_source]
api_key = "your_api_key_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.

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How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

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uv venv && source .venv/bin/activate
uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

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dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

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dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Follow up boss API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

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python follow_up_boss_pipeline.py

If everything is configured correctly, you'll see output like this:

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Pipeline follow_up_boss_pipeline load step completed in 0.26 seconds
1 load package(s) were loaded to destination duckdb and into dataset follow_up_boss_data
The duckdb destination used duckdb:/follow_up_boss.duckdb location to store data
Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

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dlt pipeline follow_up_boss_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.

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Python pipeline example

This example loads people and notes from the Follow up boss API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def follow_up_boss_source(api_key=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://api.followupboss.com/v1",
            "auth": {
                "type": "http_basic",
                "api_key": api_key,
            },
        },
        "resources": [
            {"name": "people", "endpoint": {"path": "people"}},
            {"name": "notes", "endpoint": {"path": "notes", "data_selector": "notes"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="follow_up_boss_pipeline",
        destination="duckdb",
        dataset_name="follow_up_boss_data",
    )
    load_info = pipeline.run(follow_up_boss_source())
    print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.

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How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("follow_up_boss_pipeline").dataset()
sessions_df = data.people.df()
print(sessions_df.head())

SQL (DuckDB example):

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SELECT * FROM follow_up_boss_data.people LIMIT 10;

In a marimo or Jupyter notebook:

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import dlt

data = dlt.pipeline("follow_up_boss_pipeline").dataset()
data.people.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.

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What destinations can I load Follow up boss data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.

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Troubleshooting

Authentication Errors

• 401 Unauthorized – Occurs when the API key is missing, malformed, or does not have the required permissions. Verify that the API key is correctly set in the Authorization header (Basic) or as a Bearer token.

Rate Limiting

• 429 Too Many Requests – The API enforces a request quota per minute. If you receive this response, back‑off for a few seconds and retry. Check response headers for Retry-After if provided.

Pagination

• The API uses page and per_page query parameters to paginate list endpoints (e.g., /people). The response includes a total count and page metadata. Continue requesting subsequent pages until the returned array is empty or the page exceeds total_pages.

Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.

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Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.

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dlt ai toolkit data-exploration install
dlt ai toolkit dlthub-runtime install

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack