How to Use the Follow Up Boss MCP in Claude Code

Q: How do I add the Follow Up Boss server to Claude Code?

Run the claude mcp add command in your terminal, specifying the HTTP transport and the server URL. Once added, your CLI agent can immediately run all twelve real estate tools.

Q: How does Claude Code handle Follow Up Boss smart lists?

Your CLI agent runs listsmartlists to fetch your custom filters. You can then instruct it to output the contacts from those lists directly to your terminal.

Q: Can I check active sales deals from the CLI?

Yes, run a quick query and your agent will execute listdeals and getdeal to print your active pipeline details directly to your terminal screen.

Run headless real estate pipelines and automate CRM tasks directly from your terminal using Claude Code.

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Connect Follow Up Boss MCP to Claude Code

Create your Vinkius account to connect Follow Up Boss to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Follow Up Boss with Claude Code

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Run Headless Lead Imports

This Follow Up Boss terminal integration pipes raw lead files directly into your CRM from the command line. Your agent uses `create_person` to parse incoming text strings and instantly registers new prospects without opening a browser. This MCP Server chains `add_note` to attach clean source data directly to the newly created profile. This makes terminal-based lead imports fast and completely hands-free.

Bulk Audit CRM Databases

This command-line database tool runs fast pipeline audits using simple terminal commands. The agent calls `list_people` to pull your contact database and runs `list_person_notes` to check which records lack recent updates. It outputs clean JSON or markdown lists directly to your stdout. From there, you can pipe the results into other command-line utilities to clean up your database.

Script Automated Task Assignments via MCP Server

This command-line tool automates your daily standup prep with terminal-based task checks. The agent queries `list_tasks` to see what is due today and matches it against `list_crm_users` to verify assignments. If critical tasks are unassigned, it runs `create_task` to assign them to active agents. You get a clean, automated workflow running directly inside your terminal session.

Setup guide

Set up Follow Up Boss MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see follow-up-boss-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Follow Up Boss transactions." It will automatically discover and invoke the available Follow Up Boss tools.

Terminal

claude mcp add --transport http follow-up-boss-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "follow-up-boss-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Follow Up Boss MCP in Claude Code

Run the `claude mcp add` command in your terminal, specifying the HTTP transport and the server URL. Once added, your CLI agent can immediately run all twelve real estate tools.

Yes, you can pipe local files or command outputs to Claude Code and ask it to run `create_person` or `add_note` using that parsed terminal data.

Your CLI agent runs `list_smart_lists` to fetch your custom filters. You can then instruct it to output the contacts from those lists directly to your terminal.

Yes, run a quick query and your agent will execute `list_deals` and `get_deal` to print your active pipeline details directly to your terminal screen.

The connection uses a secure, single-endpoint token managed by Vinkius. Your contact records and notes are processed through ephemeral isolates, ensuring your data never leaks to public logs.

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