How to Use the Follow Up Boss MCP in Windsurf

Q: Can Windsurf automatically log calls in Follow Up Boss?

Yes. Cascade can parse call transcripts and trigger logleadactivity to record the event. It can also use addinternalnote to attach a summary to the contact record.

Q: How do I view active webhooks in Follow Up Boss using Windsurf?

Just ask Cascade to check your integrations. It runs listconfiguredwebhooks and returns the active endpoints directly in your editor.

Give Windsurf direct access to your real estate pipeline. Cascade handles lead routing and task creation without asking.

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Connect Follow Up Boss MCP to Windsurf

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

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Automate lead entry with Windsurf

Cascade reads incoming emails or webhooks and triggers `create_new_lead` automatically. You don't have to manually copy contact details into your CRM anymore. The agent extracts the name, email, and intent, pushing it straight into the database. Once the lead exists, Cascade chains the next logical step. It pulls context using `get_lead_details` and immediately fires `create_followup_task` to assign a call to an available agent. The entire sequence happens in the background while you code.

Query real estate deals in your IDE

Stop switching tabs to check transaction statuses. Your AI client can pull active pipeline data using `list_real_estate_deals`. You ask for the closing volume this month, and Cascade fetches the exact numbers. It goes deeper than just listing deals. The agent runs `list_recent_events` to see which properties a specific buyer viewed on your website. It then drops an update using `add_internal_note` so the assigned broker knows exactly what to pitch.

Connect the Follow Up Boss MCP Server

Showings and appointments dictate a broker's schedule. Windsurf reads the daily itinerary via `list_calendar_appointments` to build reporting dashboards or generate daily briefing emails. It also tracks the busywork. If an agent falls behind, Cascade uses `list_followup_tasks` to identify overdue calls and automatically logs a warning via `log_lead_activity`. You get a self-updating system that enforces follow-up compliance.

Setup guide

Set up Follow Up Boss MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Follow Up Boss payment history." If connected, Cascade will call the Follow Up Boss tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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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 Windsurf

Open your MCP panel and click the Marketplace tab for a one-click install. You can also manually edit ~/.codeium/windsurf/mcp_config.json and add the server endpoint. Hit refresh to let Cascade discover the tools.

Yes. Cascade can parse call transcripts and trigger `log_lead_activity` to record the event. It can also use `add_internal_note` to attach a summary to the contact record.

No. Cascade operates autonomously. Once you give it a goal, it chains `list_leads` and `create_followup_task` without stopping to ask for approval at every step.

Just ask Cascade to check your integrations. It runs `list_configured_webhooks` and returns the active endpoints directly in your editor.

Vinkius runs in a zero-trust V8 Isolate Sandbox. When your agent accesses client emails, phone numbers, or transaction values, the data passes through an ephemeral environment that destroys itself after the request. Nothing is stored.

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