How to Use the Follow Up Boss MCP in CrewAI

Q: What is the best way to monitor Follow Up Boss with CrewAI?

Set up a monitor agent to periodically call listrecentevents. It reports back to you or triggers other agents when it finds something.

Deploy a specialized agent crew to manage your Follow Up Boss operations.

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Connect Follow Up Boss MCP to CrewAI

Create your Vinkius account to connect Follow Up Boss to CrewAI 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 CrewAI

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Claude

Perplexity

Role-Based Lead Research

Assign a researcher agent to use `list_leads` and `get_lead_details`. It gathers the necessary context before your other agents take action. This specialization ensures your crew has the right info. Each agent focuses on its specific job instead of trying to do everything at once.

Autonomous CRM Moderation

Let a moderator agent watch your pipeline using `list_configured_webhooks`. It flags important events and escalates them to the right team member. This keeps your operations running without your constant input. The agent handles the noise so you only see what actually matters.

Coordinated Follow-Up Execution

Use `add_internal_note` and `create_followup_task` to ensure consistent communication. Your agents collaborate to keep every lead moving through the funnel. This replaces manual coordination with reliable automation. Your crew ensures that no lead falls through the cracks.

Setup guide

Set up Follow Up Boss MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Follow Up Boss tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Follow Up Boss Analyst",
    goal="Access and analyze Follow Up Boss data via MCP.",
    backstory="Expert analyst with direct Follow Up Boss access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Follow Up Boss transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

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

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Follow Up Boss Analyst",
        goal="Access and analyze Follow Up Boss data via MCP.",
        backstory="Expert analyst with direct Follow Up Boss access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Follow Up Boss transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

Yes. The shared memory allows agents to pass findings from one tool call to another. They work together on your lead list.

Provide the server URL in your agent definition. You can filter which tools each agent uses to keep their roles specific.

Absolutely. You define the process as sequential or hierarchical, and the crew executes the CRM operations in the required order.

Set up a monitor agent to periodically call `list_recent_events`. It reports back to you or triggers other agents when it finds something.

Access is restricted to the specific endpoints provided. The connection is ephemeral, meaning no lead names or deal amounts persist beyond your active agent session.

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