# Follow Up Boss MCP for AI Agents AI Agent Connect > Follow Up Boss MCP lets you manage your entire real estate pipeline through your AI agent. Instead of clicking through tabs to find a lead or update a deal, you just tell your agent what to do. It handles contact management, task creation, and deal tracking so you can stay focused on closing. It's built for teams that need to move fast without getting bogged down in CRM admin work. ## Overview - **Category:** real-estate - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TJKgnwMTyqxRw68Jtb4ylw8G067WY0mVk1zNfvSy/ai-agent-connect - **Tags:** lead-routing, real-estate-crm, follow-up-automation, agent-performance, deal-tracking ## Description Real estate CRM management is usually a mess of tabs and manual entry. You're constantly jumping into Follow Up Boss to check a lead status, then switching to a notes app, then back again to see who needs a call. This Connector fixes that by putting your CRM data directly into your AI agent. You can ask your agent to pull up a contact, summarize their history, or see which deals are stalling without ever opening a browser. It connects your contacts, deals, and tasks so your agent has the context it needs to actually be useful. You can check website activity to see who's looking at properties or grab your smart lists to see who needs a nudge right now. It's about getting your data where you're already working instead of making you work for your data. You can find this and other tools in the Vinkius catalog to keep your workflow from feeling like a series of interrupted tasks. This makes your CRM feel like an assistant that knows your business, not just a database you have to maintain. Don't waste your morning hunting for updates. Instead, just ask your agent for a summary of your day. It's a better way to handle high-volume lead flow without the usual administrative headache. ## Tools ### log_lead_activity Log a new activity event ### add_internal_note Add a note to a lead profile ### create_new_lead Requires essential details like email or name. Add a new lead to the CRM ### create_followup_task Create a new task ### get_lead_details Get details for a specific lead ### list_calendar_appointments List showings and appointments ### list_real_estate_deals List transactions and deals ### list_recent_events List website and activity events ### list_person_notes Read all notes attached to a specific contact. It keeps your team's history in one place for easy review. ### list_leads List lead profiles (people) ### list_followup_tasks List CRM tasks ### list_configured_webhooks List active webhooks ## Prompt Examples **Prompt:** ``` What's the latest on the Smith property? ``` **Response:** ``` ### Property Deal Update: Smith Property **Current Status:** Under Contract **Assigned Agent:** Sarah Jenkins **Latest Notes:** * Client expressed interest in the backyard layout. * Waiting on final inspection date. Would you like me to set a follow-up task for the inspection date? ``` **Prompt:** ``` Add a note to Jane Doe saying she wants to see waterfront homes. ``` **Response:** ``` I've added that update to Jane Doe's timeline. **Update Recorded:** > "Interested in waterfront properties." I've also updated her profile context so I'll keep that in mind for future searches. ``` **Prompt:** ``` Who on my team is working on the Miller deal? ``` **Response:** ``` The **Miller Deal** is currently being handled by **Mark Thompson**. **Team Context:** * **Mark Thompson** (Lead Agent) * **Elena Rodriguez** (Support) ``` ## Capabilities ### Fetch contact profiles Pull up specific lead details and history instantly. ### Create new leads Add new people to your CRM during a conversation. ### Track deal progress See exactly where a property deal stands in your pipeline. ### Set follow-up reminders Add tasks to your schedule without leaving your chat. ### View website activity See who's browsing your listings and registering for updates. ### Access smart lists Identify which leads need your attention right now. ### Manage team assignments See which agents are handling specific deals or tasks. ## Use Cases ### Identifying hot property leads A lead coordinator needs to see who's most active. They ask the agent to check property views from the last hour. The agent uses `list_events` to identify the top 3 viewers and suggests a follow-up. ### Summarizing client history before a call An agent is heading into a meeting with a new client. They ask the agent for a summary of past interactions. The agent uses `list_person_notes` to provide a bulleted list of previous discussions. ### Checking deal status on the fly A team leader wants to know the status of a specific property deal. They ask the agent to pull the details. The agent uses `get_deal` to show the current stage, price, and assigned agent. ### Logging call notes instantly An agent just finished a call and needs to log a quick update. They tell the agent to add a note about the client's budget. The agent uses `add_note` to record the update instantly. ## Benefits - Stop switching between your CRM and your calendar. You can use `create_task` to set reminders for leads directly within your chat, keeping your schedule updated in real time. - Get instant context on every conversation. By using `get_person` and `list_person_notes`, your agent can summarize a client's history before you even pick up the phone. - Identify your hottest leads faster than ever. Use `list_smart_lists` to pull up specific groups of people who need immediate attention based on your custom filters. - Keep your team aligned on every property. Use `list_crm_users` and `list_deals` to give your agent a clear picture of who is handling what across the entire pipeline. - Track buyer interest without the manual work. Use `list_events` to see how people are interacting with your listings, like property views and registrations. - Build your database on the fly. Use `create_person` to add new leads to your CRM during a conversation, so you never have to worry about missing a detail. ## How It Works The bottom line is you get a CRM that talks back to you. 1. Subscribe to the Follow Up Boss MCP through the Vinkius Marketplace. 2. Enter your Follow Up Boss API Key from your Admin settings. 3. Start asking your AI client to update leads, check deals, or create tasks. ## Frequently Asked Questions **How does the Follow Up Boss MCP help with lead management?** It lets your AI agent pull contact details and notes directly into your chat. You can ask about specific leads or get summaries of past interactions without leaving your workspace. **Can I use Follow Up Boss MCP to create tasks?** Yes, you can tell your agent to create follow-up tasks or reminders for specific contacts. It will automatically add them to your Follow Up Boss schedule. **Does Follow Up Boss MCP show me website activity?** It can. Your agent can retrieve events like property views and registrations, helping you identify which leads are most active on your site. **Can I manage my team's assignments with Follow Up Boss MCP?** Yes, the Connector allows your agent to list team members and their roles, so you can quickly see who is assigned to which deals or tasks. **Is Follow Up Boss MCP good for real estate agents?** It's specifically designed for real estate workflows. It helps agents stay on top of deals, log call notes, and manage property leads through natural conversation. **How do I get my CRM data into my AI agent?** By connecting this Connector, your AI agent gets a direct line to your Follow Up Boss data. It can then read, create, and update your leads, deals, and notes as you talk to it. **How do I get an API Key for Follow Up Boss?** Admins can generate API keys in the Follow Up Boss dashboard under Admin > API. **Can I see notes for a specific contact?** Yes, the 'list_person_notes' tool allows you to retrieve all notes associated with a specific person by their ID. **What are Smart Lists?** Smart Lists are saved filters in Follow Up Boss that automatically group leads based on specific criteria (e.g., 'Leads to call today'). **Can I update a lead's status via the agent?** You can use the 'updateTask' or other modification tools to manage engagement. Status updates are pushed directly to the FUB core CRM. **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.