How to Use the Follow Up Boss MCP in VS Code Copilot

Give your engineering team direct access to Follow Up Boss leads and deals through a VS Code Copilot MCP Server.

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Connect Follow Up Boss MCP to VS Code Copilot

Create your Vinkius account to connect Follow Up Boss to VS Code Copilot 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 VS Code Copilot

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Query leads and notes from the editor

The `list_leads` tool retrieves contact directories straight into your chat panel. When a developer needs to debug a specific user issue, Copilot runs `get_lead_details` to pull the exact profile configuration. Team members can review interaction history using `list_person_notes`. If a bug report requires documentation, the agent uses `add_internal_note` to append technical details directly to the CRM record. You test data entry by firing `create_new_lead` with a required name or email.

Automate tasks and track activity

The `list_followup_tasks` endpoint exposes agent workloads so your developers can build custom reporting tools. Copilot generates the API wrapper, then tests it by calling `create_followup_task` to verify the payload structure. Building analytics requires raw interaction logs. Your AI client pulls website behavior via `list_recent_events` and writes custom tracking events using `log_lead_activity`. You also map out schedules by hitting `list_calendar_appointments`.

VS Code Copilot MCP Server deals access

The `list_real_estate_deals` operation fetches live transaction data. Your team writes commission logic while Copilot feeds real closing amounts and deal stages into the test environment. Managing event infrastructure happens without leaving the IDE. The agent queries `list_configured_webhooks` to audit existing triggers before you write new listener functions. This prevents duplicate webhook creation across the engineering team.

Setup guide

Set up Follow Up Boss MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Follow Up Boss tools listed. Try asking: "List my recent Follow Up Boss transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Add the MCP server command to the mcp.json file in your .vscode folder. Commit this file to Git so your entire engineering team gets the same tools.

Yes. The chat agent accepts a name and email, then executes the creation endpoint. This lets developers test ingestion pipelines instantly.

The MCP integration runs at the workspace level. Any developer opening the repository automatically gains access to the CRM endpoints via Copilot.

The system reads active real estate transactions, including stages and values. It uses this information to help you write accurate data models.

The environment routes closed deals and buyer emails through your configured organization credentials. Your AI client handles the data locally via the MCP protocol, ensuring compliance with your existing enterprise security policies.

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