Follow Up Boss MCP for AI. Manage leads, tasks & deals instantly.
Works with every AI agent you already use
…and any MCP-compatible client








How this MCP server connects to your AI agent
Follow Up Boss MCP connects your real estate CRM directly to your AI client. Manage every lead interaction and track deal progress using natural conversation.
Get full visibility into contact history, upcoming showings, internal team notes, and pipeline health without opening the web dashboard.
What AI agents can do with Follow Up Boss Automation
Log lead activity
Records a new event or interaction on a specific lead's profile.
Add internal note
Adds private notes to a lead’s file for team members to see later.
Create new lead
Adds an entirely new contact or prospect into your CRM database.
Get complete details on any person or lead, including their communication history and full activity feed.
Create new reminder tasks for yourself or your team, ensuring no opportunity falls through the cracks.
Track automated activities like website visits or property inquiries from integrated portals.
See a summary of current real estate transactions, commissions, and scheduled property showings.
Quickly add internal team notes or log a new event to any lead's profile using natural language.
Ask an AI about this
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What AI agents can do with Follow Up Boss MCP: 12 Tools
These tools give you command-line access to nearly every function in the CRM. Use them to list leads, create tasks, track deals, and log activities instantly.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Follow Up Boss on VinkiusLog Lead Activity
Records a new event or interaction on a specific lead's profile.
Add Internal Note
Adds private notes to a lead’s file for team members to see later.
Create New Lead
Adds an entirely new contact or prospect into your CRM database.
Create Followup Task
Sets a reminder task for yourself or the team to follow up later.
Get Lead Details
Retrieves all known information about one specific lead, like contact info and...
List Calendar Appointments
Shows a list of scheduled property showings and meetings.
List Real Estate Deals
Pulls a summary of active transactions, commissions, and deals currently in the pipeline.
List Recent Events
Displays recent activity like website visits or general lead interactions across...
List Person Notes
Retrieves all existing private notes associated with a specific person's profile.
List Leads
Lists and summarizes profiles for multiple leads or people in your database.
List Followup Tasks
Shows a list of outstanding tasks and follow-up reminders set in the CRM.
List Configured Webhooks
Displays all currently active webhook settings for system synchronization.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Follow Up Boss, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Follow Up Boss. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Built on the Model Context Protocol (MCP) for Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Constant Tab Switching, Solved with Vinkius AI Gateway
Right now, tracking a single client means opening your CRM to check their profile. Then you jump to the calendar tab to see if there's an upcoming showing. After that, you might go to the 'Deals' section just to confirm where they are in the transaction pipeline. It’s a constant cycle of clicking between tabs and pages, making it easy to forget key details or miss a task.
With this MCP, all that information lives in one conversation. You simply ask your agent about the client, and it pulls together the activity history, pending tasks, and deal status into a single, conversational summary. It’s instant context.
Follow Up Boss MCP: Full Lead Control
The biggest manual step that vanishes is the need to manually search through lead lists or filter out old activity logs just to find one piece of information. You don't have to hunt through pages of data anymore.
Now, your agent acts as a real estate co-pilot: it delivers exactly what you need—whether it’s listing all new contacts via `list_leads` or setting up the next required action with `create_followup_task`. It's proactive, not reactive.
What your AI can actually do with this
This connection lets you manage your entire real estate workflow through simple chat commands. You can ask your agent to find out who visited a property or see which leads need follow-up calls today. It gathers all that dispersed information—from website registrations to scheduled appointments and internal team notes—and presents it immediately.
Instead of logging into the web portal and clicking through multiple tabs, you just talk to your AI client. You can review an entire lead's history, track deal status, or even set a follow-up task for yourself. By connecting this MCP via Vinkius, your agent acts as a dedicated real estate operations assistant that knows exactly what’s happening in your CRM.
019dd0f3-a3d0-7344-bdfb-4d6f0ff9dca3 Here's how it actually works
The bottom line is that you get instant access to all your real estate data without navigating complicated web dashboards or menus.
First, subscribe to the Follow Up Boss MCP and retrieve your API Key from the Follow Up Boss admin settings.
Next, connect this key to any compatible AI client (Claude, Cursor, etc.) within Vinkius.
Finally, ask your agent a question—like 'What's the status of the Smith deal?'—and it pulls the data directly from your CRM.
Who is this actually for?
Real Estate Agents who are tired of switching between their CRM, calendar, and email. Team Leaders who need a single pane of glass for team performance metrics. Inside Sales Agents needing immediate lead context to keep calls flowing.
Instantly pull up a new lead's details or add an internal note right after a showing, without switching apps.
Monitor the entire team’s pipeline health and overall lead engagement across multiple agents from one chat interface.
Automate the initial triage of warm leads, immediately retrieving their full communication history to guide the sales conversation.
What Changes When You Connect
Never miss a follow-up. Use the create_followup_task tool to automatically set reminders for every lead who needs attention, keeping your pipeline moving smoothly.
Know exactly where every prospect stands. Running get_lead_details gives you an instant summary of their entire history—from first inquiry to latest note.
Stay organized without opening tabs. By listing leads with the list_leads tool, you can quickly filter and review multiple profiles in one chat window.
Track your team's activity in real-time. The list_recent_events capability shows who visited which property or registered on the site, giving instant visibility to managers.
See the whole picture of your business. Use list_real_estate_deals to monitor transaction status and commission details without leaving your chat interface.
See it in action
The Cold Lead Follow-Up
A new lead, Sarah, signed up from Zillow last night. Instead of logging into the CRM to check her file, I just ask my agent: 'What's the status for Sarah Smith?' The agent uses get_lead_details and tells me she viewed three homes in the North End and needs a price comparison on Oak Street.
The Busy Team Leader
I need to check if my team remembered to follow up with Acme Corp. I ask: 'What tasks are outstanding for leads from Acme Corp?' The agent runs list_followup_tasks and reports back that three tasks were missed last week.
The Post-Showing Update
I just finished a showing at 123 Maple St. I don't want to forget the key details. I ask my agent to add_internal_note for that lead: 'Client loved the kitchen, need to send link to granite options.' Done in seconds.
The Deal Pipeline Check
It's month-end and I need a quick financial status report. I ask my agent to list_real_estate_deals, and it summarizes all pending transactions, showing which deals are ready for commission payout.
The honest tradeoffs
Manually checking lead history
Opening the CRM, clicking the 'People' tab, searching for John Doe, opening his profile, scrolling through the activity feed, and trying to piece together what happened last week.
Just ask your agent: 'What is the full communication history for John Doe?' The agent uses get_lead_details and delivers a clean summary immediately.
Forgetting follow-ups
Closing out a deal on Friday afternoon and forgetting to schedule the necessary follow-up call for Monday morning, leading to lost momentum.
After reviewing the lead, ask your agent to create_followup_task. It logs it right away so you never miss a crucial touchpoint.
Misplacing notes
Writing down key details about a meeting on a sticky note or in personal email drafts, making the information scattered and hard to retrieve later.
Use add_internal_note through your agent. It posts the detail directly onto the lead's permanent record where the whole team can access it.
When It Fits, When It Doesn't
You should use this MCP if you rely on a central system of record for real estate leads and deal tracking, but hate logging into multiple web dashboards throughout the day. It’s perfect for agents who manage high volumes of interactions where context switching costs time. Don't use it if your lead management is spread across purely manual systems (e.g., spreadsheets only) or if you don't need to track activities from external portals like Zillow. If your primary goal is just sending mass email blasts, an email marketing tool will work better; this MCP is for managing the relationship and the data surrounding the lead.
Questions you might have
How do I find out what a specific lead did last week using Follow Up Boss MCP? +
You can use the agent to check recent activity. Asking for the full profile or running list_recent_events summarizes website visits, inquiries, and general interactions for that lead.
Does Follow Up Boss MCP handle my appointments? +
Yes. You can ask your agent to run list_calendar_appointments, which shows you a list of all upcoming showings or scheduled meetings in the system.
What if I need to add notes about a client meeting? +
You simply tell your agent to add_internal_note for that lead. It posts the note directly onto their file, ensuring it's visible to the entire team.
Can I create tasks with Follow Up Boss MCP? +
Absolutely. You can use the create_followup_task tool by asking your agent to set a reminder for yourself or your team, keeping track of follow-ups automatically.
How do I check my deal status with Follow Up Boss MCP? +
Ask your agent to run list_real_estate_deals. It pulls a summary of all active transactions and commission details, giving you instant pipeline visibility.
We've already built the connector for Follow Up Boss. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 12 tools are live and waiting.
You're up and running in seconds.
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