How do I get an API Key for Follow Up Boss?

Admins can generate API keys in the Follow Up Boss dashboard under Admin > API.

Can I see notes for a specific contact?

Yes, the 'list_person_notes' tool allows you to retrieve all notes associated with a specific person by their ID.

What are Smart Lists?

Smart Lists are saved filters in Follow Up Boss that automatically group leads based on specific criteria (e.g., 'Leads to call today').

Can I update a lead's status via the agent?

You can use the 'updateTask' or other modification tools to manage engagement. Status updates are pushed directly to the FUB core CRM.

Follow Up Boss MCP Server for AutoGen 12 tools — connect in under 2 minutes

Name: Follow Up Boss
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 12 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Follow Up Boss as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="follow_up_boss_agent",
            tools=tools,
            system_message=(
                "You help users with Follow Up Boss. "
                "12 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Follow Up Boss MCP Server

Connect your Follow Up Boss (FUB) account to any AI agent to automate your real estate lead management and sales pipelines through the Model Context Protocol (MCP). Follow Up Boss is the central hub for high-growth real estate teams to convert more leads into closings. This MCP server enables you to manage your contacts, track deals, and handle follow-up tasks directly through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Follow Up Boss tools. Connect 12 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Lead Management — List all contacts, fetch detailed profile metadata, and create new leads or people instantly.
Deal Tracking — Monitor sales opportunities and pipelines by listing and retrieving specific deal metadata.
Task Oversight — Create and manage follow-up tasks and reminders to ensure no lead falls through the cracks.
Engagement Insights — Retrieve notes attached to contacts and add new updates to lead timelines from your chat interface.
Smart Filters — Access your 'Smart Lists' to quickly identify which leads require immediate attention.
Activity Tracking — Monitor website activity events such as property views and registrations.
Team Coordination — List all CRM users and agents to maintain full context of your team's assignments.

The Follow Up Boss MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Follow Up Boss to AutoGen via MCP

Follow these steps to integrate the Follow Up Boss MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 12 tools from Follow Up Boss automatically

Why Use AutoGen with the Follow Up Boss MCP Server

AutoGen provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Follow Up Boss tools to solve complex tasks

Role-based architecture lets you assign Follow Up Boss tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Follow Up Boss tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Follow Up Boss tool responses in an isolated environment

Follow Up Boss + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Follow Up Boss MCP Server delivers measurable value.

Collaborative analysis: one agent queries Follow Up Boss while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Follow Up Boss, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Follow Up Boss data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Follow Up Boss responses in a sandboxed execution environment

Follow Up Boss MCP Tools for AutoGen (12)

These 12 tools become available when you connect Follow Up Boss to AutoGen via MCP:

add_note

Add a note to a contact

create_person

Create a new contact

create_task

Add a new task

get_deal

Get deal details

get_person

Get contact details

list_crm_users

List team members

list_deals

List sales opportunities (deals)

list_events

List website activity events

list_people

List contacts (people)

list_person_notes

List notes for a contact

list_smart_lists

List smart filters (Smart Lists)

list_tasks

List follow-up tasks

Example Prompts for Follow Up Boss in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Follow Up Boss immediately.

"List the last 5 people added to my CRM."

"Create a task for John Smith (ID: 123) to 'Follow up on contract' for tomorrow."

"Add a note to Jane Doe (ID: 456): 'Interested in waterfront properties'."

Troubleshooting Follow Up Boss MCP Server with AutoGen

Common issues when connecting Follow Up Boss to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Follow Up Boss + AutoGen FAQ

Common questions about integrating Follow Up Boss MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Follow Up Boss tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.