Follow Up Boss MCP Server for LlamaIndexGive LlamaIndex instant access to 12 tools to Add Internal Note, Create Followup Task, Create New Lead, and more
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Follow Up Boss as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
Ask AI about this App Connector for LlamaIndex
The Follow Up Boss app connector for LlamaIndex 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
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Follow Up Boss. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in Follow Up Boss?"
)
print(response)
asyncio.run(main())
* 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.
LlamaIndex agents combine Follow Up Boss tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex
When LlamaIndex 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 a note to a lead profile
Create a new task
Requires essential details like email or name. Add a new lead to the CRM
Get details for a specific lead
List showings and appointments
List active webhooks
List CRM tasks
List lead profiles (people)
List notes for a specific person
List transactions and deals
List website and activity events
Log a new activity event
Connect Follow Up Boss to LlamaIndex via MCP
Follow these steps to wire Follow Up Boss into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Follow Up Boss MCP Server
LlamaIndex provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Follow Up Boss tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Follow Up Boss tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Follow Up Boss, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Follow Up Boss tools were called, what data was returned, and how it influenced the final answer
Follow Up Boss + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Follow Up Boss MCP Server delivers measurable value.
Hybrid search: combine Follow Up Boss real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Follow Up Boss to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Follow Up Boss for fresh data
Analytical workflows: chain Follow Up Boss queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Follow Up Boss in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Follow Up Boss immediately.
"List all my new leads from the last 24 hours."
"Add an internal note to lead 'p_123': 'Interested in 3-bedroom houses in North London'."
"Show me my upcoming property showings for today."
Troubleshooting Follow Up Boss MCP Server with LlamaIndex
Common issues when connecting Follow Up Boss to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpFollow Up Boss + LlamaIndex FAQ
Common questions about integrating Follow Up Boss MCP Server with LlamaIndex.