Integrate Follow Up Boss with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: How do I get a specific person's ID?

Use the list_leads tool to retrieve your contact list. Each result includes a unique id which you can use for granular details or notes.

Convert real estate leads into closings with a CRM that routes inquiries, automates follow-ups, and tracks agent performance.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

add

Add internal note on Follow Up Boss

Add a note to a lead profile

create

Create followup task on Follow Up Boss

Create a new task

create

Create new lead on Follow Up Boss

Requires essential details like email or name. Add a new lead to the CRM

get

Get lead details on Follow Up Boss

Get details for a specific lead

list

List calendar appointments on Follow Up Boss

List showings and appointments

list

List configured webhooks on Follow Up Boss

List active webhooks

list

List followup tasks on Follow Up Boss

List CRM tasks

list

List leads on Follow Up Boss

List lead profiles (people)

list

List person notes on Follow Up Boss

List notes for a specific person

list

List real estate deals on Follow Up Boss

List transactions and deals

list

List recent events on Follow Up Boss

List website and activity events

log

Log lead activity on Follow Up Boss

Log a new activity event

Security & Code Integrity Audit

Every tool in the Follow Up Boss MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

How do I get a specific person's ID?

Use the list_leads tool to retrieve your contact list. Each result includes a unique id which you can use for granular details or notes.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Automated Workflows using Follow Up Boss

Connect your AI agents and chatbots (Claude, ChatGPT, Cursor) with the Follow Up Boss MCP server to manage operations across the following domains.

Prompting lead routing Workflows

Deploy the Follow Up Boss toolkit to manage lead routing. The integration offers robust endpoints for ChatGPT to control real estate settings.

Secure real estate crm Access for Agents

Connect Follow Up Boss to provide your chatbots with real estate crm capabilities. The integration manages the backend execution for real estate workflows.