How to Use the Follow Up Boss MCP in OpenAI Agents SDK

Q: How do I configure the OpenAI Agents SDK to connect to my Follow Up Boss database?

Install the SDK, then initialize the server stream using MCPServerStreamableHttp with your Vinkius endpoint. Pass this server object into your agent constructor to instantly expose tools like listleads to your model.

Q: Can I trace how my OpenAI Agents SDK uses Follow Up Boss tools?

Yes, every call to tools like getleaddetails or addinternalnote shows up in your OpenAI developer dashboard. You can inspect the exact input arguments and raw CRM responses to verify your agent's behavior.

Put Follow Up Boss lead routing and task creation on autopilot with production-ready OpenAI Agents SDK guardrails.

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Connect Follow Up Boss MCP to OpenAI Agents SDK

Create your Vinkius account to connect Follow Up Boss to OpenAI Agents SDK 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 OpenAI Agents SDK

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Safe lead ingestion with OpenAI Agents SDK

The `create_new_lead` tool lets your OpenAI Agents SDK instance write incoming real estate leads directly into your database using this MCP Server. Since this SDK enforces strict pre-execution checks, you won't worry about raw, unvalidated web data corrupting your lead profiles or causing API errors. Your agent evaluates incoming payloads and triggers the lead creation flow only when the required contact info is present. This keeps your pipeline clean without requiring you to write manual validation code for every incoming lead source.

Run secure follow-ups using this MCP Server

The `create_followup_task` tool gives your agent the ability to assign tasks to agents based on real-time activity. Running this within Vinkius's secure sandboxed environment means your API keys stay hidden while the OpenAI Agents SDK handles task routing. If a hot prospect requests a showing, the agent immediately logs the event and sets a high-priority task. You get instant action on hot leads without exposing your CRM credentials to the raw internet.

Multi-agent deal tracking with built-in tracing

The `list_real_estate_deals` tool allows specialized agents to monitor your active pipeline and hand off high-value accounts to senior brokers. Using the OpenAI Agents SDK dashboard, you can trace exactly why an agent flagged a specific transaction or moved a deal to a new stage. This setup stops deals from falling through the cracks when agents hand off tasks. You see the entire decision tree in your OpenAI logs, showing exactly which deal parameters triggered the handoff.

Setup guide

Set up Follow Up Boss MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Follow Up Boss tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Follow Up Boss tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Follow Up Boss tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Follow Up Boss Agent",
            instructions="You have access to Follow Up Boss tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 OpenAI Agents SDK

Install the SDK, then initialize the server stream using `MCPServerStreamableHttp` with your Vinkius endpoint. Pass this server object into your agent constructor to instantly expose tools like `list_leads` to your model.

Yes, every call to tools like `get_lead_details` or `add_internal_note` shows up in your OpenAI developer dashboard. You can inspect the exact input arguments and raw CRM responses to verify your agent's behavior.

The SDK relies on Vinkius's managed infrastructure to handle API traffic. If your agent runs a heavy loop over `list_leads`, Vinkius manages the connection queue so you don't hit rate limits.

No, the MCP Server automatically exposes typed schemas to your agent. Your model immediately knows what fields to send when invoking `create_new_lead`.

Vinkius runs this server inside an ephemeral, zero-trust V8 Isolate Sandbox. Your lead contact records and internal notes are never stored or used for model training, keeping your client database completely private.

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