How to Use the Follow Up Boss MCP in Cline

Q: Can Cline write code using active Follow Up Boss data?

Yes, Cline can query your CRM using tools like listpeople and write custom scripts or frontend components using that live data. It handles the entire coding process from data fetching to file generation.

Q: Can I create new contacts directly from my workspace?

Yes, you can ask Cline to log a lead. It runs createperson with the parameters you supply, immediately adding them to your CRM.

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Connect Follow Up Boss MCP to Cline

Create your Vinkius account to connect Follow Up Boss to Cline 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 Cline

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Build Live Deal Dashboards with Cline MCP Server

This real estate MCP Server lets Cline build a custom React dashboard using your live CRM data. The agent fetches live transactions with `list_deals` and pulls specific details via `get_deal` to populate your UI. It writes the components, styles the layout, and hooks up the real estate data without you writing a line. You get a working local interface that displays your active pipeline in real-time.

Audit Agent Tasks and Performance

This Follow Up Boss toolset cleans up your team's overdue to-do lists without manual searching. Cline uses `list_tasks` to pull all active items and cross-references them against your team list from `list_crm_users`. It then writes a clean markdown report of outstanding work directly to your workspace. If an agent is overloaded, Cline can run `create_task` to reassign items and keep the database clean.

Sync Website Activity to Local Leads

This lead integration keeps your local databases matched with online portal activity. Cline uses `list_events` to pull recent property views and runs `get_person` to verify if they exist in your local code repository. If it finds a match, it updates the record with `add_note` to document their search behavior. This keeps your local development environment perfectly aligned with live CRM activity.

Setup guide

Set up Follow Up Boss MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type follow-up-boss-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Follow Up Boss refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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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 Cline

Open the Cline sidebar, click the MCP icon, and add the server via the Marketplace tab or edit your `cline_mcp_settings.json` file under the `mcpServers` key. The agent will immediately gain access to all twelve real estate tools.

Yes, Cline can query your CRM using tools like `list_people` and write custom scripts or frontend components using that live data. It handles the entire coding process from data fetching to file generation.

You can tell Cline to audit your pipeline. The agent will run `list_deals` and write a custom script to identify stagnant opportunities in your workspace.

Yes, you can ask Cline to log a lead. It runs `create_person` with the parameters you supply, immediately adding them to your CRM.

All CRM queries run through a secure, zero-trust sandbox. Your deal values, tasks, and client notes are never exposed to public models or used for training purposes.

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