Follow Up Boss MCP. Manage leads, deals, and tasks via conversation.
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Follow Up Boss MCP Server manages your entire real estate sales pipeline. Use your AI agent to list contacts, track deals, and handle follow-up tasks right where you work.
Instantly create new leads, add notes to profiles, or check website activity events without switching apps. It keeps your entire team's progress visible and ensures no lead falls through the cracks.
What your AI agents can do
Add note
Adds a written note to a specific contact's profile.
Create person
Creates a brand new contact record in the CRM.
Create task
Schedules a new follow-up task or reminder for a person.
List all contacts, get detailed profiles, and create new people records in FUB.
List and retrieve metadata for sales deals and opportunities.
Create, list, and manage follow-up tasks and reminders for contacts.
Retrieve existing notes on contacts and add new timeline updates through your AI agent.
Access 'Smart Lists' to filter and find leads that require immediate action.
List and review website activity events, such as property views, tied to a contact.
List all users and agents within your FUB team for full context.
Ask AI about this MCP
Supported MCP Clients
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019d759dadd note
Adds a written note to a specific contact's profile.
019d759dcreate person
Creates a brand new contact record in the CRM.
019d759dcreate task
Schedules a new follow-up task or reminder for a person.
019d759dget deal
Retrieves all the details for a specific sales deal.
019d759dget person
Fetches the full profile details for a single contact.
019d759dlist crm users
Lists all users and team members in your Follow Up Boss account.
019d759dlist deals
Lists all current sales opportunities (deals) in the pipeline.
019d759dlist events
Lists recent website activity events for a contact.
019d759dlist people
Lists all contacts (people) in the CRM.
019d759dlist person notes
Retrieves all notes previously added to a specific contact.
019d759dlist smart lists
Lists the names and criteria for your 'Smart Lists' (filters).
019d759dlist tasks
Lists all existing follow-up tasks and reminders.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Follow Up Boss, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Follow Up Boss MCP Server connects your real estate sales pipeline to your AI agent. It lets you manage everything—from listing contacts to tracking deals—without ever leaving your workflow. You'll use your AI agent to create new people records, list all contacts, and fetch detailed profiles for any single person.
You can also create new leads and schedule follow-up tasks or reminders for anyone. Need to keep track of what's been said? You'll list all notes on a contact or add a fresh note to their profile. You'll get all the details for a specific deal, or list all current sales opportunities in the pipeline.
Want to know who's been checking out your site? You can list recent website activity events for a contact. You can filter and find hot leads using your 'Smart Lists' criteria, and you can list all team users and agents in the account. You'll also list all existing follow-up tasks and reminders.
Your AI agent handles it all.
How Follow Up Boss MCP Works
- 1 Subscribe to the server on Vinkius Marketplace.
- 2 Enter your Follow Up Boss API Key (found in Admin > API).
- 3 Use your AI client (like Claude or Cursor) to issue commands, e.g., 'Create a task for John Smith to call tomorrow.'
The bottom line is you manage your entire real estate CRM by talking to your AI agent, not by clicking through dashboards.
Who Is Follow Up Boss MCP For?
Real Estate Agents need a single place to update contacts and deals on the go. Team Leaders need an overview of who's doing what across the whole pipeline. Lead Coordinators need to automate the organization of new inquiries and follow-up tasks without leaving their chat window.
Pulls contact details or adds notes while out on a client visit via simple AI commands.
Gets an overview of team assignments and deal progress across the entire sales pipeline.
Automates the organization of new inquiries and follow-up tasks without switching between the CRM and the AI agent.
What Changes When You Connect
- Update records instantly: Add notes using
add_noteor create new people withcreate_persondirectly from your chat, saving you time jumping between tabs. - Keep the pipeline moving: Use
list_dealsandget_dealto quickly see the status of any sales opportunity, giving you the context you need to talk to clients. - Never miss a follow-up:
create_taskandlist_taskslet you schedule reminders and tasks for your team without manually logging into the task module. - See client activity:
list_eventstracks website activity—like property views—so you always know what the lead is interested in right now. - Maintain team oversight:
list_crm_userslets you see who's on the team and what roles people hold, keeping your coordination tight. - Get a full picture: Running
get_personpulls all the core data points for a contact, including notes fromlist_person_notesand their full profile.
Real-World Use Cases
On a client site, you need to document a meeting.
You meet a prospect and need to document key details. Instead of opening the browser, finding the person, and clicking 'Notes,' you just tell your agent: 'Add a note to Jane Doe saying she's interested in waterfront properties.' The agent runs add_note and it’s done. No context switching needed.
A deal is stalled and you need a quick status check.
The deal for Smith's house stalled last week. You need to know why. You ask your agent to run get_deal for the Smith deal ID. It spits out the details, showing the last interaction date and the primary blocker, so you know exactly what to talk about next.
You need to follow up on a lead that showed interest yesterday.
A lead viewed three property listings yesterday. You need to follow up immediately. You ask your agent to run list_events for that lead's ID. It confirms the property views, and you immediately use create_task to schedule a follow-up call referencing those specific listings.
The whole team needs a status update on their assignments.
It's Monday morning, and you need to know who is handling which leads. You ask your agent to run list_crm_users and list_people. It provides a roster and status, letting you instantly organize who needs to follow up on what.
The Tradeoffs
Manual data logging
You write down notes in a notebook, then manually copy-paste them into the CRM's note section later. This takes 15 minutes and is prone to typos.
→
Just tell your agent: 'Add a note to John Smith that he needs a follow-up on financing options.' The agent uses add_note and handles the record keeping instantly.
Searching for contacts
You remember a name but can't recall the ID, so you have to navigate to the 'People' tab and filter through hundreds of records.
→
Tell your agent: 'Get the profile for the person named John Smith.' The agent runs get_person and gives you the full, correct data right away.
Tracking multiple leads
You have five different leads, and you need to check their last activity. You open five different tabs and run five different reports.
→
Ask your agent to run list_events for a group of people, or use list_smart_lists to filter for high-priority leads, getting the status of several people at once.
When It Fits, When It Doesn't
Use this MCP Server if your primary bottleneck is context switching—the time spent moving between your chat client and your CRM to update records. You need to use it if you frequently need to read a complete client history (using get_person, list_events, or list_person_notes) and write small updates (using add_note or create_task).
Don't use it if you only need to view a static report or run a simple spreadsheet calculation. For those tasks, a dedicated reporting tool works better. If your process is already entirely within a single app and doesn't require AI synthesis, you don't need it. This tool is for integrating the action layer into your conversational workflow.
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Keeping track of every client interaction is a massive headache.
Before this, documenting a single client interaction meant opening the CRM, searching for the person, clicking the 'Notes' tab, pasting in details, and then saving. If you were on the go, that process alone could derail your flow, forcing you to rely on memory or physical notes.
Follow Up Boss MCP Server: Manage Leads and Deal Progress
You eliminate the need to open the dedicated 'Tasks' tab, manually input due dates, and then switch to the 'People' tab to check the contact's status. The agent handles the scheduling (`create_task`) and the record keeping (`list_tasks`) in one flow.
Common Questions About Follow Up Boss MCP
How do I use the `add_note` tool with Follow Up Boss MCP Server? +
You tell your agent the note and the person's name. For example: 'Add a note to John Smith: He wants to see properties over $1M.' The agent handles the API call and posts the update.
Can I use `list_events` to see what a lead viewed? +
Yes. You ask your agent to run list_events for a specific contact ID. It returns a list of activity events, like property views or registrations, giving you immediate insight into their interest level.
Is `get_person` the same as `list_people`? +
No. list_people gives you a list of all contacts. get_person lets you drill down and get the full, detailed profile for one specific person.
How do I check my team's current tasks? +
You run list_tasks. This pulls a list of all pending follow-up tasks across the team, so you can see who owes what and when it's due.
What is the best way to use `list_smart_lists`? +
Use list_smart_lists first to see the names of your automated filters. Then, ask your agent to filter the list to find leads that match those criteria, like 'Urgent leads from smart list XYZ.'
How do I find all my contacts using the `list_people` tool? +
The list_people tool retrieves a directory of all contacts in your Follow Up Boss account. You can use this list to find contacts by name, status, or custom fields.
What is the difference between `get_person` and `list_person_notes`? +
get_person retrieves the full profile and metadata for a single contact. list_person_notes specifically fetches only the chronological notes and updates attached to that contact's timeline.
How do I check the status of my sales opportunities using `list_deals`? +
The list_deals tool provides a list of all active sales opportunities. You can filter this list by deal stage or assigned user to see where your pipeline stands.
How do I get an API Key for Follow Up Boss? +
Admins can generate API keys in the Follow Up Boss dashboard under Admin > API.
Can I see notes for a specific contact? +
Yes, the 'list_person_notes' tool allows you to retrieve all notes associated with a specific person by their ID.
What are Smart Lists? +
Smart Lists are saved filters in Follow Up Boss that automatically group leads based on specific criteria (e.g., 'Leads to call today').
Can I update a lead's status via the agent? +
You can use the 'updateTask' or other modification tools to manage engagement. Status updates are pushed directly to the FUB core CRM.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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