How to Use the Follow Up Boss MCP in Claude Code

Q: Can I run Follow Up Boss reporting in a GitHub Action with Claude Code?

Yes. Configure the agent in your workflow file to run listrecentevents and listleads. It can generate a daily performance report and commit it to your repository.

Manage real estate pipelines from the terminal. Claude Code turns your CRM into a headless backend.

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Connect Follow Up Boss MCP to Claude Code

Create your Vinkius account to connect Follow Up Boss to Claude Code 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 Claude Code

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Pipe lead data to Claude Code

Real estate data doesn't have to live in a web browser. You can run a cron job that triggers `list_leads` and pipes the output into a bash script. The agent filters the contacts and executes `create_followup_task` for anyone missing a scheduled call. This works perfectly in CI/CD pipelines. If you have a custom signup form, your GitHub Action can use `create_new_lead` to inject test records into the sandbox, verifying the deployment before it hits production.

Audit Follow Up Boss MCP Server events

Brokers need to know when systems fail. You can write a headless script that runs `list_configured_webhooks` to ensure all routing endpoints are active. If one drops, the agent alerts your Slack channel. It also handles activity auditing. By running `list_recent_events` and `log_lead_activity`, Claude Code can aggregate daily system usage and dump it into a structured JSON log file on your server.

Sync transactions via CLI

Moving transaction data between systems usually requires heavy ETL pipelines. With this integration, you just tell your terminal agent to execute `list_real_estate_deals` and push the results into your data warehouse. The same applies to scheduling. A simple shell command can trigger `list_calendar_appointments` and `list_person_notes`. Your agent combines showing schedules with buyer preferences for a daily text-based briefing.

Setup guide

Set up Follow Up Boss MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see follow-up-boss-alternative-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Follow Up Boss transactions." It will automatically discover and invoke the available Follow Up Boss tools.

Terminal

claude mcp add --transport http follow-up-boss-alternative-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "follow-up-boss-alternative-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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.

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Common questions about Follow Up Boss MCP in Claude Code

Run claude mcp add --transport http vinkius-fub -- . Make sure all flags come before the server name. Verify the MCP connection with claude mcp list.

You can script it entirely. Pipe a CSV of contacts into Claude Code and have it loop through `create_new_lead` to populate the database without touching a GUI.

Pass a prompt to your agent asking for current transactions. It will hit `list_real_estate_deals` and print the raw JSON or format it as a markdown table right in your shell.

Yes. Configure the agent in your workflow file to run `list_recent_events` and `list_leads`. It can generate a daily performance report and commit it to your repository.

Vinkius handles authentication through a stateless proxy. When your terminal script pulls deal values or commission splits, the data routes through a zero-trust layer. No records persist on the gateway after the HTTP response completes.

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