How to Use the Follow Up Boss MCP in CrewAI

Q: How do I assign different Follow Up Boss tools to different agents in CrewAI?

When defining your Agent in CrewAI, you can use the toolfilter option in the MCPServerHTTP class. This lets you specify exactly which tools from this MCP server, like createperson or listdeals, that particular agent is allowed to use.

Q: Can a CrewAI crew work together on a single contact in Follow Up Boss?

Yes, that's the point. One agent can find a contact with listpeople, pass the ID to a second agent to addnote, which then triggers a third agent to createtask. They all operate on the same Follow Up Boss data through a shared context.

Q: What's a good starting crew for managing leads in Follow Up Boss with CrewAI?

A solid starter team is a "Finder" agent using listpeople to watch for new leads, and an "Assigner" agent that uses createtask to assign them to a human. This simple CrewAI setup automates your speed-to-lead.

Q: How can I get a list of my team members to assign tasks to?

Have one of your agents use the listcrmusers tool. It will return a list of all active users in your Follow Up Boss account, which you can then use to dynamically assign tasks.

Deploy autonomous agent crews to manage your Follow Up Boss CRM. Let them handle lead routing, tasking, and reporting.

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

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Build a Lead Qualification Crew

Don't just run one agent, run a specialized team. Your "Scout" agent's only job is to run `list_smart_lists` every five minutes to find new "Hot Leads". When it finds one, it passes the contact ID to the "Analyst" agent. The Analyst agent takes the ID, uses `get_person` to pull all details, and runs `list_person_notes` to check their history. Based on your rules, it decides which sales agent gets the lead and passes the final assignment to a "Dispatcher" agent, which uses `create_task` to make the official assignment in Follow Up Boss.

Automate Pipeline Monitoring

Set up a crew to watch your pipeline so you don't have to. A "Monitor" agent can run `list_deals` hourly to find deals that haven't been updated in 7 days. It hands this list off to an "Enforcer" agent. The Enforcer agent then goes to work. For each stalled deal, it uses `get_deal` to find the owner, then uses `create_task` to assign them a task: "Update this deal now." It's an autonomous system for keeping your pipeline clean and moving.

An MCP Server for Your Entire Crew

This Follow Up Boss MCP server gives your whole crew the tools they need to operate. You can give every agent in your CrewAI setup access to all 12 tools, or you can use a filter to give them only the specific tools their role requires. For instance, a "Reporting" agent might only need read-only access to `list_people` and `list_tasks`. This lets you enforce roles at the infrastructure level. Just point your agents to the Vinkius URL and they're ready to collaborate.

Setup guide

Set up Follow Up Boss MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Follow Up Boss tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Follow Up Boss Analyst",
    goal="Access and analyze Follow Up Boss data via MCP.",
    backstory="Expert analyst with direct Follow Up Boss access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Follow Up Boss transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Follow Up Boss Analyst",
        goal="Access and analyze Follow Up Boss data via MCP.",
        backstory="Expert analyst with direct Follow Up Boss access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Follow Up Boss transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

When defining your Agent in CrewAI, you can use the `tool_filter` option in the `MCPServerHTTP` class. This lets you specify exactly which tools from this MCP server, like `create_person` or `list_deals`, that particular agent is allowed to use.

Yes, that's the point. One agent can find a contact with `list_people`, pass the ID to a second agent to `add_note`, which then triggers a third agent to `create_task`. They all operate on the same Follow Up Boss data through a shared context.

A solid starter team is a "Finder" agent using `list_people` to watch for new leads, and an "Assigner" agent that uses `create_task` to assign them to a human. This simple CrewAI setup automates your speed-to-lead.

Have one of your agents use the `list_crm_users` tool. It will return a list of all active users in your Follow Up Boss account, which you can then use to dynamically assign tasks.

Yes. Your CrewAI agents communicate with the MCP server over an encrypted channel using a single access token. The server itself is sandboxed and only ever interacts with Follow Up Boss CRM data (people, deals, tasks). Your core API keys are never exposed to the agents.

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