How to Use the Follow Up Boss MCP in Windsurf

Q: How do I connect Follow Up Boss to Windsurf?

Open your mcpconfig.json file in Windsurf or use the Cascade settings UI to add the server under the mcpServers key. Once you hit refresh, Cascade auto-discovers all twelve real estate tools instantly.

Q: How does Cascade use Follow Up Boss smart lists?

Your agent runs listsmartlists to pull your custom saved filters directly into the IDE. This MCP Server lets Cascade loop through those filtered lists to find high-priority contacts needing immediate outreach.

Q: Can I view recent client notes during a chat session?

Yes, you can ask your agent to pull history. It runs listpersonnotes for a specific contact ID and displays the raw log right inside your chat panel.

Run your entire real estate pipeline on autopilot inside Windsurf using Cascade to chain deep CRM actions.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Follow Up Boss MCP to Windsurf

Create your Vinkius account to connect Follow Up Boss to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Follow Up Boss with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Auto-Assign Leads and Set Tasks

This Follow Up Boss MCP Server lets Cascade handle incoming leads without manual triage. When a new contact comes in, the agent runs `create_person` to log their details and instantly chains `create_task` to assign a quick follow-up. It keeps your speed-to-lead under five minutes without you touching a button. Cascade checks the status of your team members via `list_crm_users` to see who is available. It then adds a detailed record with `add_note` so your agents have context the second they pick up the phone.

Run Deep Pipeline Audits via Cascade MCP Server

This real estate integration stops you from digging through browser tabs to find stagnant transactions. Cascade reads your active sales pipeline by pulling data from `list_deals` and cross-referencing it with `list_tasks` to spot leads that have gone cold. If it finds a deal without an active follow-up, it uses `get_deal` to pull the exact contract details. From there, your agent schedules a new task instantly, keeping your pipeline moving.

Track Real-Time Website Activity Instantly

This tracking tool lets you see what your buyers are actually looking at before you call them. Your agent runs `list_events` to pull recent website searches and views, pairing that data with `get_person` to build a complete profile. It then updates the contact record with `add_note` to log their favorite neighborhoods. This gives your sales team the exact talking points they need to close the deal.

Setup guide

Set up Follow Up Boss MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Follow Up Boss MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Follow Up Boss payment history." If connected, Cascade will call the Follow Up Boss tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Follow Up Boss now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Follow Up Boss MCP in Windsurf

Open your `mcp_config.json` file in Windsurf or use the Cascade settings UI to add the server under the `mcpServers` key. Once you hit refresh, Cascade auto-discovers all twelve real estate tools instantly.

Yes, Cascade can run multi-step actions autonomously. It queries your team roster with `list_crm_users` and creates new contacts using `create_person` based on incoming lead alerts.

Your agent runs `list_smart_lists` to pull your custom saved filters directly into the IDE. This MCP Server lets Cascade loop through those filtered lists to find high-priority contacts needing immediate outreach.

Yes, you can ask your agent to pull history. It runs `list_person_notes` for a specific contact ID and displays the raw log right inside your chat panel.

Your API key and CRM data stay local. Vinkius runs the MCP Server in an isolated sandbox, meaning your contacts, notes, and sales opportunities never touch external training sets.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript