How to Use the Follow Up Boss MCP in Pydantic AI

Q: How do I register the Follow Up Boss MCP Server in my Pydantic AI application?

Initialize an MCPToolset with your Vinkius HTTP endpoint and pass it to the toolsets argument of your Agent. The framework automatically discovers all 12 CRM tools.

Q: Can I use Pydantic AI to automate task creation based on Follow Up Boss events?

Yes, your agent can monitor events and call createfollowuptask to assign follow-ups. Every task payload is validated against Pydantic models before being sent to the CRM.

Stop silent failures by validating your Follow Up Boss lead data at runtime using Pydantic AI.

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Connect Follow Up Boss MCP to Pydantic AI

Create your Vinkius account to connect Follow Up Boss to Pydantic AI 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 Pydantic AI

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Type-safe lead creation with Pydantic AI

The `create_new_lead` tool enforces strict data validation before any contact information enters your CRM through this MCP Server. Because Pydantic AI validates every payload against strict Python models, you never have to worry about poorly formatted phone numbers or missing email fields. If an agent tries to write invalid data, the framework raises a validation error immediately. This keeps your database clean and prevents your team from wasting time on unparseable contact files.

Strict note tracking via this MCP Server

The `list_person_notes` tool retrieves historical records and parses them into typed Python objects. Pydantic AI ensures that every note, timestamp, and author ID matches your schema exactly before your agent reads the content. This prevents your LLM from hallucinating details or misinterpreting old notes. You get a reliable stream of client history that your agent can safely use to draft follow-up emails.

Validate real estate transactions at runtime

The `list_real_estate_deals` tool pulls active transactions and maps them directly to your local data models. Pydantic AI verifies that deal amounts, closing dates, and pipeline stages are structurally correct before running any business logic. If a transaction record contains an unexpected data type, the application fails loudly rather than corrupting your financial reports. This guarantees absolute correctness when calculating agent commissions or forecasting revenue.

Setup guide

Set up Follow Up Boss MCP in Pydantic AI

Prerequisites

Python 3.10+ installed
pydantic-ai-slim[fastmcp] package
Active Vinkius subscription with a valid endpoint token

1

Install Pydantic AI with FastMCP
Run pip install "pydantic-ai-slim[fastmcp]". The FastMCP toolset replaces the deprecated MCPServerHTTP class with full protocol support.
2

Configure the FastMCPToolset
Pass a JSON-style config dict to FastMCPToolset with your Vinkius URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports Streamable HTTP, SSE, and Stdio transports.
3

Create and run your agent
Pass the toolset to Agent(toolsets=[toolset]) and call agent.run(). Swap openai:gpt-4o for any supported model — Anthropic, Google, Mistral, or Groq.

agent.py

from pydantic_ai import Agent
from pydantic_ai.toolsets.fastmcp import FastMCPToolset

toolset = FastMCPToolset({
    "mcpServers": {
        "follow-up-boss-alternative-mcp": {
            "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
        }
    }
})

agent = Agent(
    "openai:gpt-4o",
    toolsets=[toolset],
    system_prompt="You have access to Follow Up Boss tools.",
)

result = await agent.run("List recent Follow Up Boss transactions")
print(result.output)

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 Pydantic AI

Initialize an `MCPToolset` with your Vinkius HTTP endpoint and pass it to the `toolsets` argument of your `Agent`. The framework automatically discovers all 12 CRM tools.

The framework will raise a validation error at runtime, preventing your agent from processing corrupt data. This ensures your agent only acts on structurally sound lead profiles.

Yes, you can connect your agent using either transport protocol depending on your hosting setup. Vinkius manages the server externally so you only need to supply the endpoint URL.

Yes, your agent can monitor events and call `create_followup_task` to assign follow-ups. Every task payload is validated against Pydantic models before being sent to the CRM.

Your calendar appointments and follow-up tasks are protected by Vinkius's zero-trust infrastructure. All API queries run in an ephemeral sandbox, securing your scheduling data from external leaks.

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