How to Use the Follow Up Boss MCP in Vercel AI SDK

Stream Follow Up Boss lead data directly into your AI SDK interface for real-time CRM updates.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Follow Up Boss MCP to Vercel AI SDK

Create your Vinkius account to connect Follow Up Boss to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Follow Up Boss with Vercel AI SDK

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Live Lead Ingestion

Pipe new inquiries straight into your application state using `create_new_lead`. You get the data moving the second an event triggers in your CRM. Your UI updates instantly as the MCP server streams these objects. It removes the lag between a lead hitting your inbox and your dashboard showing the contact.

Query CRM Context

Call `get_lead_details` or `list_leads` to pull specific profiles into your current session. You decide exactly what information your agent surfaces to the user. This keeps your application logic clean and focused. You aren't fetching entire databases; you're just grabbing the specific records required for the task at hand.

Track Agent Interactions

Log every move with `log_lead_activity` or pull existing history using `list_person_notes`. Your AI client maintains a complete record of every conversation. This creates a tight feedback loop where your agent knows exactly what happened last. It prevents missed follow-ups and keeps the sales process moving forward.

Setup guide

Set up Follow Up Boss MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Follow Up Boss tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Follow Up Boss transactions",
});

console.log(text);
await mcpClient.close();

Get your connection token →

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Follow Up Boss now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Follow Up Boss MCP in Vercel AI SDK

You initialize the client using the Vinkius endpoint. Once that connection is live, you pass the tool definitions directly into your generateText function.

Yes. The AI client picks the correct tool based on the user request. It maps your intent to the right CRM operation without manual intervention.

It does. Because the server supports standard MCP transport, the results flow through your stream. You see the data populated in your UI as it arrives.

The server returns a standard error code. Your application logic handles these exceptions just like any other API call.

Vinkius manages the transport securely. The server only touches your lead names, email addresses, and interaction history to perform the specific tasks you authorize.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript