How to Use the Follow Up Boss MCP in OpenAI Agents SDK

Q: How do I connect the Follow Up Boss MCP Server to OpenAI Agents SDK?

You instantiate the MCPServerStreamableHttp class with your endpoint and pass it into the agent constructor. Once connected, the tools automatically appear in your agent's capability list.

Q: Can OpenAI Agents SDK use Follow Up Boss smart lists?

Yes. Your agent calls listsmartlists to pull your saved filters. It can then iterate through those specific segments to prioritize your daily outreach.

Q: Does the Follow Up Boss MCP Server support event tracking for OpenAI Agents SDK?

It does. Use the listevents tool to see recent website activity. This gives your agent the data needed to reach out when a buyer is actually looking at listings.

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Connect Follow Up Boss MCP to OpenAI Agents SDK

Create your Vinkius account to connect Follow Up Boss to OpenAI Agents SDK 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 OpenAI Agents SDK

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Automate lead management with OpenAI Agents SDK

Your agent handles new incoming leads by using `create_person` to populate your CRM instantly. It keeps the data fresh without manual entry, so your team focuses on conversations rather than typing. Once the contact exists, the agent triggers `create_task` to set follow-up reminders. This ensures no buyer slips through the cracks while your agent maintains the pace of your pipeline.

Real-time deal tracking for OpenAI Agents SDK

Stop digging through dashboards to find where a client stands in the buying process. The agent uses `get_deal` and `list_deals` to surface active opportunities directly in your chat interface. It pulls the latest status so you see the exact movement in your funnel. You get the context needed to make informed decisions without switching browser tabs.

Context-aware communication via MCP Server

Your agent retrieves history using `list_person_notes` and `get_person` before it sends a single message. It knows exactly what was discussed last week, preventing repetitive outreach. It also uses `add_note` to log every interaction back to the profile. This creates a clean trail for your entire team to reference during the closing phase.

Setup guide

Set up Follow Up Boss MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Follow Up Boss tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Follow Up Boss tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Follow Up Boss tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Follow Up Boss Agent",
            instructions="You have access to Follow Up Boss tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Follow Up Boss MCP in OpenAI Agents SDK

You instantiate the `MCPServerStreamableHttp` class with your endpoint and pass it into the agent constructor. Once connected, the tools automatically appear in your agent's capability list.

Yes. Your agent calls `list_smart_lists` to pull your saved filters. It can then iterate through those specific segments to prioritize your daily outreach.

It does. Use the `list_events` tool to see recent website activity. This gives your agent the data needed to reach out when a buyer is actually looking at listings.

The server acts as a scoped proxy to your data. It only touches contact records, notes, and tasks you explicitly authorize through your API token.

The SDK manages the connection, but you should implement retry logic for network blips. If a tool call fails, the agent reports the specific API error code.

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