How to Use the Follow Up Boss MCP in VS Code Copilot

Q: Can VS Code Copilot retrieve contact notes from Follow Up Boss?

Yes, the listpersonnotes tool allows VS Code Copilot to fetch all notes associated with a specific lead. This helps you debug note-syncing issues in your custom Follow Up Boss apps.

Q: Does VS Code Copilot support Follow Up Boss task management?

Yes, you can use createtask and listtasks to view and schedule follow-ups. This lets your VS Code Copilot agent verify that tasks are being assigned to the right team members in Follow Up Boss.

Q: Can I query sales opportunities from this server?

Yes, the getdeal and listdeals tools let your agent pull active pipeline information. This is useful for building custom Follow Up Boss dashboards or reporting tools inside VS Code Copilot.

Commit a .vscode/mcp.json to share Follow Up Boss lead and deal MCP tools across your team's VS Code Copilot workspace.

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Connect Follow Up Boss MCP to VS Code Copilot

Create your Vinkius account to connect Follow Up Boss to VS Code Copilot 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 VS Code Copilot

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Query team data via VS Code Copilot

The `list_crm_users` and `list_people` tools let your VS Code Copilot agent inspect your brokerage team structure and lead assignments. Your development team can share this server config via Git, giving everyone the same local debugging tools for Follow Up Boss inside VS Code Copilot. This shared setup means any developer on your team can run queries against active Follow Up Boss agent lists in VS Code Copilot. It keeps your lead routing logic accurate across your entire Follow Up Boss engineering department using VS Code Copilot.

Track events with this MCP Server

The `list_events` and `list_tasks` tools let your VS Code Copilot agent pull real-time website activity and follow-up schedules. You can ask VS Code Copilot to analyze event logs to verify that your website integration is firing correctly in Follow Up Boss. Instead of guessing why a lead did not trigger an alert, VS Code Copilot checks the Follow Up Boss event history. You see exactly what pages they viewed and what Follow Up Boss tasks are currently pending inside the VS Code Copilot panel.

Create leads inside VS Code Copilot

The `create_person` and `add_note` tools let your agent create contacts and log notes from the VS Code Copilot chat panel. This is useful when testing lead capture forms or API webhooks targeting Follow Up Boss within VS Code Copilot. Your VS Code Copilot agent can quickly spin up a test contact to verify your Follow Up Boss routing logic. It saves your developers from manually typing fake lead data into the Follow Up Boss website by generating it inside VS Code Copilot.

Setup guide

Set up Follow Up Boss MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Follow Up Boss tools listed. Try asking: "List my recent Follow Up Boss transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "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 VS Code Copilot

Add the server configuration to your project's .vscode/mcp.json file and commit it to Git. Every developer on your team will automatically get access to the Follow Up Boss tools in their editor.

Yes, the `list_person_notes` tool allows VS Code Copilot to fetch all notes associated with a specific lead. This helps you debug note-syncing issues in your custom Follow Up Boss apps.

Yes, you can use `create_task` and `list_tasks` to view and schedule follow-ups. This lets your VS Code Copilot agent verify that tasks are being assigned to the right team members in Follow Up Boss.

Yes, the `get_deal` and `list_deals` tools let your agent pull active pipeline information. This is useful for building custom Follow Up Boss dashboards or reporting tools inside VS Code Copilot.

Your Follow Up Boss client phone numbers and email addresses are processed locally within VS Code's secure runtime. The server uses an isolated sandbox to communicate with the CRM, ensuring zero-trust data handling.

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