How to Use the Follow Up Boss MCP in Pydantic AI

Guarantee type-safe CRM operations for Pydantic AI with the Follow Up Boss MCP Server.

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Connect Follow Up Boss MCP to Pydantic AI

Create your Vinkius account to connect Follow Up Boss to Pydantic AI 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 Pydantic AI

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Perplexity

Type-safe CRM updates with Pydantic AI

The agent uses `create_person` to add leads while your Pydantic models validate every field. If the CRM returns bad data, the agent stops before logic errors occur. This keeps your database clean. You get reliable execution because the system forces structure on every API interaction.

Pydantic AI agents listing team notes

Your agent calls `list_person_notes` to review previous history for a specific contact. It parses the return types into your defined Pydantic objects. This ensures you never work with malformed notes. The agent only acts when the data matches your strict requirements.

Automated follow-ups for Pydantic AI

The agent manages your pipeline by using `list_tasks` to find pending actions. It validates these tasks against your local models. It then updates the status using `add_note` or creates new ones with `create_task`. Every action is verified for correctness at runtime.

Setup guide

Set up Follow Up Boss MCP in Pydantic AI

Prerequisites

Python 3.10+ installed
pydantic-ai-slim[fastmcp] package
Active Vinkius subscription with a valid endpoint token

1

Install Pydantic AI with FastMCP
Run pip install "pydantic-ai-slim[fastmcp]". The FastMCP toolset replaces the deprecated MCPServerHTTP class with full protocol support.
2

Configure the FastMCPToolset
Pass a JSON-style config dict to FastMCPToolset with your Vinkius URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports Streamable HTTP, SSE, and Stdio transports.
3

Create and run your agent
Pass the toolset to Agent(toolsets=[toolset]) and call agent.run(). Swap openai:gpt-4o for any supported model — Anthropic, Google, Mistral, or Groq.

agent.py

from pydantic_ai import Agent
from pydantic_ai.toolsets.fastmcp import FastMCPToolset

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

agent = Agent(
    "openai:gpt-4o",
    toolsets=[toolset],
    system_prompt="You have access to Follow Up Boss tools.",
)

result = await agent.run("List recent Follow Up Boss transactions")
print(result.output)

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Common questions about Follow Up Boss MCP in Pydantic AI

The framework automatically wraps MCP tool calls in Pydantic models. If the server returns a schema mismatch, your agent catches the validation error instantly.

Yes. Since the server uses standard HTTP/SSE, you can connect any model that supports Pydantic AI to your CRM tools.

Your agent accesses contacts, deals, notes, and tasks. You define the allowed scope by managing the tools you pass to your agent instance.

All communication occurs over encrypted channels. The server does not persist your data; it only facilitates the request between your agent and the CRM API.

The type-safe nature of the framework prevents the agent from hallucinating tool parameters. If the model tries to send invalid data, the validation layer blocks the call.

Use it with your favorite AI tools

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