# Follow Up Boss MCP for AI Agents AI Agent Connect > Follow Up Boss lets you turn real estate leads into closed deals by giving your AI agent direct access to your CRM. It handles lead routing, automates follow-ups, and tracks agent performance across your entire pipeline. Instead of jumping between tabs, you can manage your property inquiries and team notes through a simple conversation. ## Overview - **Category:** real-estate - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/ai-agent-connect - **Tags:** lead-routing, real-estate-crm, follow-up-automation, agent-performance, deal-tracking ## Description Managing a real estate pipeline usually means living in a dozen different tabs. You're constantly switching between your CRM, your calendar, and your lead sources just to see who needs a call or which property just got an inquiry. It's a constant cycle of clicking, searching, and copy-pasting data into notes just to keep your team updated. This Connector changes that by letting your AI agent do the heavy lifting for you. You can ask your agent to pull up a lead's history, log a note about a showing, or check on the status of a pending commission without ever leaving your chat interface. It connects your Follow Up Boss data directly to your workflow, so you can focus on closing deals rather than data entry. Whether you're triaging new leads from Zillow or checking in on your team's performance, this connection puts the information you need front and center. It's part of the Vinkius catalog, making it easy to plug into your existing AI setup and get your CRM working as an active assistant rather than just a static database. Instead of hunting for a specific name in a massive list, you can just ask for a summary of recent interactions. It helps you stay on top of your follow-ups while you're out in the field, ensuring that every lead gets the attention they need without the administrative headache. ## Tools ### log_lead_activity Log a new activity event to a lead's history. This keeps your records current without manual typing. ### add_internal_note Post a note to a specific lead profile. It ensures your team sees the latest updates immediately. ### create_new_lead Add a new person to your CRM. Just provide a name or email to get them into the system. ### create_followup_task Create a new task for a lead. This helps you stay on top of your follow-up schedule. ### get_lead_details Pull up the full profile for a specific lead. Use this to get a quick summary before a call. ### list_calendar_appointments See all upcoming showings and meetings. It helps you keep your daily schedule organized. ### list_real_estate_deals View your current transactions and deals. This gives you a bird's eye view of your commissions. ### list_recent_events See recent activity from your website and portals. It helps you identify hot leads fast. ### list_person_notes Read all notes associated with a specific person. This prevents you from repeating information. ### list_leads Get a full list of your people and leads. Use this to scan your database for specific segments. ### list_followup_tasks See all pending tasks in your CRM. This ensures no follow-up ever falls through the cracks. ### list_configured_webhooks View your active webhooks. This helps you manage how your CRM talks to other tools. ## Prompt Examples **Prompt:** ``` Who are my most active leads from Zillow today? ``` **Response:** ``` I've checked your recent events. You have 3 new inquiries from Zillow: - **John Smith** (Property: 123 Oak St) - **Maria Garcia** (Property: 456 Pine Ln) - **David Chen** (Property: 789 Maple Dr) Would you like me to pull up the full profiles for any of these? ``` **Prompt:** ``` Give me a summary of the notes for lead 'p_998'. ``` **Response:** ``` Here are the internal notes for lead p_998: * **March 12:** Interested in a 3-bedroom home in the suburbs. * **March 14:** Wants to see properties with a pool. * **March 15:** Mentioned they are pre-approved for a loan up to $500k. ``` **Prompt:** ``` What's on my calendar for this afternoon? ``` **Response:** ``` | Time | Event | Lead | | :--- | :--- | :--- | | 2:00 PM | Property Showing | Jane Doe | | 4:30 PM | Consultation | Mike Ross | ``` ## Capabilities ### Pull lead profiles Get full contact history and details for any person in your database. ### Track real-time events See website registrations and property inquiries from portals like Zillow. ### Log team notes Add internal updates to lead profiles so everyone stays on the same page. ### Manage appointments List upcoming property showings and calendar events instantly. ### Monitor deals Check the status of transactions and commissions across your pipeline. ### Sync webhooks View and manage your active webhooks to keep your tech stack in sync. ## Use Cases ### Quick lead history check during a showing An agent is at a property and needs to know the lead's history. They ask the agent to get_lead_details for 'John Doe' to see previous notes and preferences before walking in. ### Monitoring the commission pipeline A team leader needs to know if the team is hitting monthly targets. They ask the agent to list_real_estate_deals to see all active transactions and pending commissions. ### Daily task triaging for ISAs An ISA wants to make sure no one was forgotten. They ask to list_followup_tasks to see what needs attention today and prioritize their afternoon calls. ### Real-time portal inquiry response A new lead comes in from Zillow. The agent uses list_recent_events to see the inquiry immediately and then creates a follow-up task to ensure a fast response. ## Benefits - Stop manual data entry by using add_internal_note to log updates instantly while you're in the field. This keeps your team's history accurate without you having to open the CRM app on your phone. - Get a bird's eye view of your pipeline with list_real_estate_deals to track commissions and transactions. You can quickly see which deals are closing and what the total volume looks like. - Never miss a lead by using list_recent_events to see inquiries from Zillow and Realtor.com in real time. It helps you identify hot leads as they come in so you can respond while they're still active. - Keep your team aligned by using list_person_notes to see every interaction a lead has had with anyone. This prevents you from repeating information and makes your team look like a well-oiled machine. - Stay organized by using list_calendar_appointments to see your property showings without opening your calendar. You can check your day's schedule with a quick voice command or text. - Speed up lead triaging by using list_leads to quickly filter and find the right people to contact. This allows you to organize your outreach and prioritize high-value clients in seconds. ## How It Works The bottom line is you get a voice-activated command center for your real estate CRM. 1. Subscribe to this Connector on Vinkius. 2. Grab your API Key from the Follow Up Boss admin settings. 3. Connect your key to your AI client to start managing leads. ## Frequently Asked Questions **Can I use the Follow Up Boss MCP to see my Zillow leads?** Yes, the Connector lets your AI agent pull in recent events from integrated portals like Zillow and Realtor.com so you can see them in real time. **How does Follow Up Boss help my real estate team stay organized?** It allows your team to see internal notes and follow-up tasks through a chat interface, making sure no lead falls through the cracks. **Can I manage my property showings with this Connector?** You can list all your calendar appointments and property showings directly through your AI client to keep your schedule organized. **Will this Connector help me track my real estate commissions?** Yes, you can use it to list all your current transactions and deals to get a clear view of your pipeline and commissions. **Can I add new leads to Follow Up Boss using my AI agent?** You can create new leads by providing basic details like a name or email, which the agent will then add to your CRM automatically. **Is Follow Up Boss good for tracking team performance?** It lets team leaders monitor lead engagement and pipeline health without having to log into the full dashboard every time. **How do I find my API Key in Follow Up Boss?** Log in as an Admin, navigate to **Admin** > **API**, and click **Create API Key** to generate your unique token. **Can I filter leads by their recent activity?** Yes! Use the `list_recent_events` tool to see who has registered or inquired lately across all your integrated channels. **How do I get a specific person's ID?** Use the `list_leads` tool to retrieve your contact list. Each result includes a unique `id` which you can use for granular details or notes.