Follow Up Boss MCP Server
Manage real estate leads, track deals, and oversee follow-up tasks via AI agents with Follow Up Boss.
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What is the Follow Up Boss MCP Server?
The Follow Up Boss MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Follow Up Boss via 12 tools. Manage real estate leads, track deals, and oversee follow-up tasks via AI agents with Follow Up Boss. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (12)
Tools for your AI Agents to operate Follow Up Boss
Ask your AI agent "List the last 5 people added to my CRM." and get the answer without opening a single dashboard. With 12 tools connected to real Follow Up Boss data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Follow Up Boss MCP Server capabilities
12 toolsAdd a note to a contact
Create a new contact
Add a new task
Get deal details
Get contact details
List team members
List sales opportunities (deals)
List website activity events
List contacts (people)
List notes for a contact
List smart filters (Smart Lists)
List follow-up tasks
What the Follow Up Boss MCP Server unlocks
Connect your Follow Up Boss (FUB) account to any AI agent to automate your real estate lead management and sales pipelines through the Model Context Protocol (MCP). Follow Up Boss is the central hub for high-growth real estate teams to convert more leads into closings. This MCP server enables you to manage your contacts, track deals, and handle follow-up tasks directly through natural conversation.
What you can do
- Lead Management — List all contacts, fetch detailed profile metadata, and create new leads or people instantly.
- Deal Tracking — Monitor sales opportunities and pipelines by listing and retrieving specific deal metadata.
- Task Oversight — Create and manage follow-up tasks and reminders to ensure no lead falls through the cracks.
- Engagement Insights — Retrieve notes attached to contacts and add new updates to lead timelines from your chat interface.
- Smart Filters — Access your 'Smart Lists' to quickly identify which leads require immediate attention.
- Activity Tracking — Monitor website activity events such as property views and registrations.
- Team Coordination — List all CRM users and agents to maintain full context of your team's assignments.
How it works
1. Subscribe to this server through the Vinkius Marketplace
2. Enter your Follow Up Boss API Key (found in Admin > API)
3. Start managing your real estate leads from Claude, Cursor, or any MCP client
Who is this for?
- Real Estate Agents — quickly pull contact details or add notes while on the go via simple AI commands.
- Team Leaders — get an overview of team assignments and deal progress across the entire pipeline.
- Lead Coordinators — automate the organization of new inquiries and follow-up tasks without switching apps.
Frequently asked questions about the Follow Up Boss MCP Server
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.
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Connect Follow Up Boss with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
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GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
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Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
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Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Give your AI agents the power of Follow Up Boss MCP Server
Production-grade Follow Up Boss MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.