How to Use the Follow Up Boss MCP in AutoGen

Q: How do I load Follow Up Boss tools into an AutoGen agent?

Use mcpservertools with StreamableHttpServerParams. AutoGen automatically converts the tool schemas so you can pass them straight into your AssistantAgent constructor.

Q: What happens if an agent tries to create a lead without an email?

The createnewlead tool requires essential details like an email or name. The tool will return an error, and the AutoGen agent will typically realize its mistake and ask the user for the missing information.

Deploy AutoGen agents that debate lead qualification and manage your Follow Up Boss CRM autonomously.

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Connect Follow Up Boss MCP to AutoGen

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

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Setup Follow Up Boss with AutoGen

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AutoGen lets you assign different roles to multiple agents. One agent pulls new inquiries using `list_leads` and `get_lead_details`. A second agent acts as a strict qualifier, challenging the first agent on whether the prospect actually meets your brokerage criteria. They negotiate. The qualification agent might demand more context, prompting the first agent to pull `list_recent_events` to check website activity. Only when they reach a consensus do they execute `add_internal_note` with their final assessment.

Manage deals through consensus

The MCP integration lets you set up a system where a performance agent monitors `list_real_estate_deals` while a compliance agent checks `list_configured_webhooks`. If a deal sits idle too long, the performance agent pushes to trigger an intervention. The compliance agent reviews the proposed action against your internal rules. Once cleared, the system fires `create_followup_task` to assign a manual check-in to the assigned broker. You get a log of the entire debate.

Coordinate calendars and log events

Real estate teams drop balls when they get busy. Your AutoGen setup can run a background conversation comparing `list_calendar_appointments` with `list_followup_tasks`. The agents identify missing prep work for upcoming showings. If an agent notices a client has a showing tomorrow but no recent contact, it decides to act. It uses `log_lead_activity` to flag the gap and immediately alerts the team lead.

Setup guide

Set up Follow Up Boss MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Follow Up Boss tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Follow Up Boss_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Follow Up Boss data")
print(result.messages[-1].content)

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Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Follow Up Boss_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Follow Up Boss data")
    print(result.messages[-1].content)

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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.

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Common questions about Follow Up Boss MCP in AutoGen

Use mcp_server_tools with StreamableHttpServerParams. AutoGen automatically converts the tool schemas so you can pass them straight into your AssistantAgent constructor.

Yes. You can provide the same tool list to different agents in your conversation group. They will independently call `list_person_notes` or `create_new_lead` as needed during their debate.

AutoGen supports both stdio and Streamable HTTP transports. For Vinkius cloud deployments, you will use the HTTP transport with your provided endpoint URL.

The `create_new_lead` tool requires essential details like an email or name. The tool will return an error, and the AutoGen agent will typically realize its mistake and ask the user for the missing information.

Security is baked into the architecture. When your agents pull upcoming property showings via `list_calendar_appointments`, the MCP connection uses ephemeral, zero-trust authentication. Vinkius retains zero memory of your calendar data once the session terminates.

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