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Follow Up Boss MCP Server for CrewAIGive CrewAI instant access to 12 tools to Add Internal Note, Create Followup Task, Create New Lead, and more

Built by Vinkius GDPR 12 Tools Framework

Connect your CrewAI agents to Follow Up Boss through Vinkius, pass the Edge URL in the `mcps` parameter and every Follow Up Boss tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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The Follow Up Boss app connector for CrewAI is a standout in the Real Estate category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
from crewai import Agent, Task, Crew

agent = Agent(
    role="Follow Up Boss Specialist",
    goal="Help users interact with Follow Up Boss effectively",
    backstory=(
        "You are an expert at leveraging Follow Up Boss tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Follow Up Boss "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 12 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)
Follow Up Boss
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Follow Up Boss MCP Server

Connect your Follow Up Boss account to any AI agent and take full control of your real estate lead management and follow-up workflows through natural conversation.

When paired with CrewAI, Follow Up Boss becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Follow Up Boss tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

  • Lead Orchestration — List and manage your complete database of people and leads, including retrieving detailed contact profiles and communication history
  • Activity Monitoring — Track real-time events such as website registrations, property inquiries, and inquiries from integrated portals like Zillow or Realtor.com
  • Team Collaboration — Programmatically add internal team notes to lead profiles and manage follow-up tasks to ensure no opportunity falls through the cracks
  • Deal & Appointment Oversight — Monitor real estate transactions, commissions, and upcoming property showings directly through your agent
  • System Automation — List and manage configured webhooks and account settings to maintain high-fidelity synchronization with your other tools

The Follow Up Boss MCP Server exposes 12 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Follow Up Boss tools available for CrewAI

When CrewAI connects to Follow Up Boss through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-routing, real-estate-crm, follow-up-automation, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

add_internal_note

Add a note to a lead profile

create_followup_task

Create a new task

create_new_lead

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

get_lead_details

Get details for a specific lead

list_calendar_appointments

List showings and appointments

list_configured_webhooks

List active webhooks

list_followup_tasks

List CRM tasks

list_leads

List lead profiles (people)

list_person_notes

List notes for a specific person

list_real_estate_deals

List transactions and deals

list_recent_events

List website and activity events

log_lead_activity

Log a new activity event

Connect Follow Up Boss to CrewAI via MCP

Follow these steps to wire Follow Up Boss into CrewAI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install CrewAI

Run pip install crewai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
03

Customize the agent

Adjust the role, goal, and backstory to fit your use case
04

Run the crew

Run python crew.py. CrewAI auto-discovers 12 tools from Follow Up Boss

Why Use CrewAI with the Follow Up Boss MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.

01

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

02

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

03

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

04

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Follow Up Boss + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Follow Up Boss MCP Server delivers measurable value.

01

Automated multi-step research: a reconnaissance agent queries Follow Up Boss for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

02

Scheduled intelligence reports: set up a crew that periodically queries Follow Up Boss, analyzes trends over time, and generates executive briefings in markdown or PDF format

03

Multi-source enrichment pipelines: chain Follow Up Boss tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

04

Compliance and audit automation: a compliance agent queries Follow Up Boss against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Example Prompts for Follow Up Boss in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Follow Up Boss immediately.

01

"List all my new leads from the last 24 hours."

02

"Add an internal note to lead 'p_123': 'Interested in 3-bedroom houses in North London'."

03

"Show me my upcoming property showings for today."

Troubleshooting Follow Up Boss MCP Server with CrewAI

Common issues when connecting Follow Up Boss to CrewAI through the Vinkius, and how to resolve them.

01

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.
02

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".
03

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.
04

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Follow Up Boss + CrewAI FAQ

Common questions about integrating Follow Up Boss MCP Server with CrewAI.

01

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.
02

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.
03

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.
04

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.
05

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.