Follow Up Boss MCP, Ready to Go
Connect Follow Up Boss to your AI agents like Claude to manage real estate leads, track deals, and handle tasks through natural conversation.
No credit card required. Experience the power of this integration risk-free.
Manage real estate leads and sales pipelines through natural conversation.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Follow Up Boss Connector?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this Connector on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Follow Up Boss 12-Tool Real Estate CRM Integration
Use these tools to manage leads, track deals, and coordinate your team through natural conversation.
Create task
Add a new follow-up task to a contact. This keeps your schedule organized without manual entry.
Get deal
Retrieve specific details about a sales opportunity. Use it to quickly see where a property deal stands.
Get person
Pull detailed contact information for a specific individual. This gives your agent the context it needs to help you.
List deals
View all active sales opportunities in your pipeline. It's the fastest way to see what's moving.
List events
See website activity like property views or registrations. This helps you identify hot leads who are browsing.
List person notes
Read all notes attached to a specific contact. It keeps your team's history in one place for easy review.
List people
Get a full list of contacts in your CRM. Use this to browse your database during a conversation.
List smart lists
See your filtered smart lists. It helps you quickly find leads that need immediate attention.
List tasks
View all upcoming follow-up tasks. Use this to stay on top of your daily to-do list.
List crm users
See all team members and their roles. This keeps everyone's assignments clear for the whole team.
Add note
Post a new update to a contact's timeline. It's perfect for logging quick thoughts after a call.
Create person
Add a new lead or contact to your database. This lets you build your pipeline without switching apps.
A Connector is a URL. Vinkius runs it: hosting, security, governance, observability.
You're looking at one of 5,800+ managed Connectors. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Follow Up Boss MCP for Automating Real Estate Lead Follow-ups
The real estate agent who is tired of spending their lunch break manually updating CRM statuses. It's for the team leader who wants a bird's-eye view of the pipeline without opening ten different folders.
Real Estate Agent
Uses the Connector on a Tuesday afternoon to quickly log a call note and set a follow-up task for a new lead without opening the CRM tab.
Team Leader
Checks the status of all active deals and sees which agents are over-capacity by asking the agent for a team summary.
Lead Coordinator
Automates the process of moving new inquiries into smart lists and assigning them to the right team members.
Frequently Asked Questions
How does the Follow Up Boss MCP help with lead management? +
It lets your AI agent pull contact details and notes directly into your chat. You can ask about specific leads or get summaries of past interactions without leaving your workspace.
Can I use Follow Up Boss MCP to create tasks? +
Yes, you can tell your agent to create follow-up tasks or reminders for specific contacts. It will automatically add them to your Follow Up Boss schedule.
Does Follow Up Boss MCP show me website activity? +
It can. Your agent can retrieve events like property views and registrations, helping you identify which leads are most active on your site.
Can I manage my team's assignments with Follow Up Boss MCP? +
Yes, the Connector allows your agent to list team members and their roles, so you can quickly see who is assigned to which deals or tasks.
Is Follow Up Boss MCP good for real estate agents? +
It's specifically designed for real estate workflows. It helps agents stay on top of deals, log call notes, and manage property leads through natural conversation.
How do I get my CRM data into my AI agent? +
By connecting this Connector, your AI agent gets a direct line to your Follow Up Boss data. It can then read, create, and update your leads, deals, and notes as you talk to it.
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.
Your AI, connected to everything.
No credit card required · Free tier available
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