How to Use the Follow Up Boss MCP in Claude

Q: How do I connect Follow Up Boss to Claude Desktop?

Open your claudedesktopconfig.json file from the Developer settings. Add the Follow Up Boss MCP server command, save the file, and restart the application.

Connect Follow Up Boss to Claude Desktop to manage real estate leads, track deals, and schedule follow-ups right from your chat window.

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Connect Follow Up Boss MCP to Claude Desktop

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

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Claude

Perplexity

Read and route real estate leads

The `create_new_lead` tool pushes incoming inquiries directly into your CRM database. Your agent requires an email or name to establish the record, then pulls full context using `get_lead_details`. If you need to view your entire pipeline, `list_leads` returns your current active profiles. Once the profile exists, Claude can append updates via `add_internal_note` based on your conversation history. You verify past interactions by calling `list_person_notes` to see exactly what other team members discussed with the buyer.

Manage tasks via Claude Desktop MCP Server

The `create_followup_task` operation schedules your next touchpoint without opening a browser tab. Your AI client sets the due date and assigns the action item while you draft an email. To check your daily workload, `list_followup_tasks` outputs your pending CRM assignments. Showings and meetings live in the same system. Claude checks `list_calendar_appointments` to prevent double-booking before suggesting a property tour time to your prospect.

Track pipeline events and web activity

The `list_real_estate_deals` endpoint exposes your active transactions and closed business. You ask your agent to calculate commission projections, and it reads the raw deal data straight from the source. You monitor buyer behavior through `list_recent_events`, which pulls website visits and property views. If a prospect clicks a listing, `log_lead_activity` records that interaction. You can also view active system triggers using `list_configured_webhooks`.

Setup guide

Set up Follow Up Boss MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Follow Up Boss MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Follow Up Boss MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under follow-up-boss-alternative-mcp.

json

{
  "mcpServers": {
    "follow-up-boss-alternative-mcp": {
      "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.

Why Choose Vinkius

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Common questions about Follow Up Boss MCP in Claude Desktop

Open your claude_desktop_config.json file from the Developer settings. Add the Follow Up Boss MCP server command, save the file, and restart the application.

Yes. Your agent uses the task creation endpoint to schedule calls and emails. You just tell the chat interface when you want to reach out.

You can paste the remote server URL into the Integrations menu on claude.ai. This connects your CRM data to the browser interface without local installation.

The system retrieves contact information, past notes, and recent website activity. It pulls exact records based on the specific person you ask about.

Your AI client processes transaction volumes and buyer contact information only during active queries. The integration runs locally or through authenticated HTTPS, keeping your commission and client records out of public training sets.

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