How to Use the Follow Up Boss MCP in Claude

Q: How do I connect Follow Up Boss to my Claude Desktop app?

Open your claudedesktopconfig.json file and add the Follow Up Boss configuration under the mcpServers key. Once you save the file and restart Claude Desktop, the server tools will appear under the hammer icon in your chat window.

Q: Can I assign tasks in Follow Up Boss using Claude Desktop?

Yes, you can assign tasks using the createtask tool. Tell Claude Desktop who the task is for and when it is due, and the agent will update your Follow Up Boss dashboard.

Q: Does Claude Desktop support Follow Up Boss smart lists?

Yes, the listsmartlists tool lets Claude Desktop pull your saved filters directly into your conversation. You can ask your agent to query any specific Follow Up Boss smart list you have set up.

Q: Can I see team member assignments from this server?

Yes, the listcrmusers tool lets you view your Follow Up Boss team roster. Claude Desktop uses this to check who is assigned to a specific lead or real estate deal.

Use the Claude Desktop hammer icon to instantly query your Follow Up Boss smart lists and manage real estate leads using this MCP Server.

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Connect Follow Up Boss MCP to Claude Desktop

Create your Vinkius account to connect Follow Up Boss to Claude Desktop 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 Desktop

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Filter leads on Claude Desktop

The `list_people` and `list_smart_lists` tools let your AI client fetch and sort your real estate leads directly inside Claude Desktop via this MCP connection. Instead of clicking through tabs, you ask Claude to pull up your hot prospects from your Follow Up Boss smart lists. This local connection scans your Follow Up Boss contacts, finds the hot leads who need attention, and displays their details in your Claude Desktop chat window. It cuts down the time you spend digging through the Follow Up Boss interface while working in Claude Desktop.

Log updates using this MCP Server

The `add_note` and `create_task` tools let your agent write updates and schedule follow-ups directly from your Claude Desktop chat. When a home buyer calls with feedback, you tell Claude what they said and let it document the details in Follow Up Boss. Your agent creates the follow-up task and files the note in the Follow Up Boss contact record using your Claude Desktop session. This keeps your real estate team aligned in Follow Up Boss without you manually copying and pasting text into Claude Desktop.

Track sales pipelines in Claude Desktop

The `get_deal` and `list_deals` tools expose your active real estate transactions to Claude Desktop for instant pipeline audits. Your agent pulls raw deal metrics from Follow Up Boss into Claude Desktop, showing you which escrows are closing or which buyers need a contract update. By matching these deals with website activity via `list_events`, Claude Desktop shows you exactly which properties your Follow Up Boss buyers are viewing. You get immediate context on client interest in Follow Up Boss before you make your next call from Claude Desktop.

Setup guide

Set up Follow Up Boss MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Follow Up Boss MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Follow Up Boss MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under follow-up-boss-mcp.

json

{
  "mcpServers": {
    "follow-up-boss-mcp": {
      "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 Desktop

Open your claude_desktop_config.json file and add the Follow Up Boss configuration under the mcpServers key. Once you save the file and restart Claude Desktop, the server tools will appear under the hammer icon in your chat window.

Yes, you can assign tasks using the `create_task` tool. Tell Claude Desktop who the task is for and when it is due, and the agent will update your Follow Up Boss dashboard.

Yes, the `list_smart_lists` tool lets Claude Desktop pull your saved filters directly into your conversation. You can ask your agent to query any specific Follow Up Boss smart list you have set up.

Yes, the `list_crm_users` tool lets you view your Follow Up Boss team roster. Claude Desktop uses this to check who is assigned to a specific lead or real estate deal.

Your Follow Up Boss contact phone numbers, emails, and transaction notes stay local to your machine. This MCP Server runs in a secure V8 sandbox, sending data only between your Claude Desktop client and the secure CRM API.

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