How to Use the Follow Up Boss MCP in Mastra AI

Q: How do I add a new lead to Follow Up Boss and then assign a task with Mastra AI?

You'd define a two-step workflow. The first step calls the createperson tool. The second step takes the ID from the first step's output and uses it to call the createtask tool, reliably linking the task to the new contact.

Q: Can I build a workflow that only runs for certain leads in Follow Up Boss with Mastra AI?

Absolutely. Your agent can use listsmartlists to find a specific audience, then use listpeople to get the contacts. From there, you can use Mastra's conditional logic to run different actions based on each person's data.

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Setup Follow Up Boss with Mastra AI

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Create Bulletproof Lead Processing

Real-world automation breaks. Mastra AI is built for that. You can define a workflow where an agent tries to `create_person` in Follow Up Boss, and if the API is down or the request fails, it automatically retries with exponential backoff. Go further with conditional logic. If creating a contact fails after three retries, you can tell your agent to log the error, send a notification to an admin, and move on to the next lead. Your pipeline doesn't stop because of a temporary glitch.

Automate Complex Agent Workflows

This is for more than just one-off actions. Map out an entire follow-up sequence. First, your agent uses `list_people` to find new leads. Then, it uses a loop to `get_person` for each one, checks their stage, and uses `create_task` to assign a follow-up call. You can even build in human approval steps. Have the agent `add_note` with its findings and then pause the workflow, waiting for a manager to approve before it proceeds to update a record. It's full control over your process.

Deploy a Reliable Follow Up Boss MCP Server

The Follow Up Boss MCP server is your connection to the CRM. Mastra AI's client connects directly to your managed Vinkius endpoint, giving your agents instant access to 12 pre-built tools for managing your real estate data. This setup means you're not managing servers or API clients. You just write the logic. Your agent can query for team members with `list_crm_users` or check on specific opportunities with `get_deal`, and the underlying infrastructure handles the rest.

Setup guide

Set up Follow Up Boss MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Follow Up Boss tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "follow-up-boss-mcp-client",
  servers: {
    "follow-up-boss-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Follow Up Boss Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Follow Up Boss tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Follow Up Boss transactions"
);
console.log(result.text);

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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 Mastra AI

Yes, this is a core strength. You can configure automatic retries with backoff in your Mastra AI agent's workflow, so if a call to a tool like `list_deals` gets rate-limited, the agent will wait and try again without crashing.

You'd define a two-step workflow. The first step calls the `create_person` tool. The second step takes the ID from the first step's output and uses it to call the `create_task` tool, reliably linking the task to the new contact.

Absolutely. Your agent can use `list_smart_lists` to find a specific audience, then use `list_people` to get the contacts. From there, you can use Mastra's conditional logic to run different actions based on each person's data.

Your agent needs the person's ID first, which it can get using `get_person`. Then, it passes that ID to the `list_person_notes` tool to retrieve a complete history of all notes attached to that contact.

Your data's security is handled at the connection layer. The Mastra AI client uses a single, revocable token to talk to the MCP server, so your actual Follow Up Boss credentials are never exposed. The server only has permission to touch CRM data like contacts, notes, and deals.

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