How to Use the Follow Up Boss MCP in Cursor

Build custom CRM workflows in Cursor by letting an MCP Server read Follow Up Boss leads and deals while you write code.

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Connect Follow Up Boss MCP to Cursor

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

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Claude

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Inject live lead data into your code

The `get_lead_details` tool fetches real contact profiles so you can write integration tests with actual production data. Your AI client calls `list_leads` to populate arrays while you build custom dashboards or internal routing logic. When you build intake forms, Agent mode tests them by firing `create_new_lead` directly. You pass an email and name, and the system confirms the insertion worked before you commit the file.

Cursor MCP Server task automation

The `list_followup_tasks` endpoint lets your agent read pending assignments to help you design better notification systems. You see the raw JSON structure of a task before you write the parsing function. Testing write operations happens through `create_followup_task`. You instruct the editor to build a reminder feature, and it executes the API call to verify your payload formatting matches the CRM requirements.

Read deals and configure webhooks

The `list_real_estate_deals` operation pulls active transaction records into your workspace. You use this to model database schemas or build commission calculation scripts based on live numbers. Building event-driven architecture requires knowing what triggers exist. Your agent queries `list_configured_webhooks` to see active subscriptions, then reads `list_recent_events` and `log_lead_activity` to understand how website behavior flows into the system. Appointments are verified via `list_calendar_appointments` and notes via `add_internal_note` or `list_person_notes`.

Setup guide

Set up Follow Up Boss MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Follow Up Boss MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Follow Up Boss transactions." If the MCP tools are loaded correctly, Cursor will call the Follow Up Boss tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

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Common questions about Follow Up Boss MCP in Cursor

Create an mcp.json file in your project root directory. Paste the Follow Up Boss MCP server configuration inside and toggle Agent mode on.

The agent queries your active real estate transactions directly. It uses this live data to help you write accurate data processing functions.

You stop guessing what the API response looks like. The editor fetches real CRM records and writes code against the actual data structures.

You can list active webhooks to see what events the CRM broadcasts. This helps you write the correct receiving endpoints in your application.

The editor accesses your property showings and prospect notes strictly through the local MCP protocol. Your real estate pipeline data remains within your machine's memory and is never stored by the IDE.

Use it with your favorite AI tools

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

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