Follow Up Boss MCP Server for Claude Desktop 12 tools — connect in under 2 minutes
Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.
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{
"mcpServers": {
"follow-up-boss": {
// Your Vinkius token — get it at cloud.vinkius.com
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Claude Desktop is the definitive way to connect Follow Up Boss to your AI workflow. Add the Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface — ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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 Claude Desktop 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 Claude Desktop via MCP
Follow these steps to integrate the Follow Up Boss MCP Server with Claude Desktop.
Open Claude Desktop Settings
Go to Settings → Developer → Edit Config to open claude_desktop_config.json
Add the MCP Server
Paste the configuration above into the mcpServers section
Restart Claude Desktop
Close and reopen Claude Desktop to load the new server
Start using Follow Up Boss
Look for the 🔌 icon in the chat — your 12 tools are now available
Why Use Claude Desktop with the Follow Up Boss MCP Server
Claude Desktop by Anthropic provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.
Claude Desktop is the reference MCP client — it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
Enterprise-grade security with local config storage — your tokens never leave your machine, and connections go directly to the Vinkius Edge network
Follow Up Boss + Claude Desktop Use Cases
Practical scenarios where Claude Desktop combined with the Follow Up Boss MCP Server delivers measurable value.
Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation
Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies — all through natural language
Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary
Learning and training: new team members can explore API capabilities conversationally without needing to read documentation
Follow Up Boss MCP Tools for Claude Desktop (12)
These 12 tools become available when you connect Follow Up Boss to Claude Desktop 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 Claude Desktop
Ready-to-use prompts you can give your Claude Desktop 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 Claude Desktop
Common issues when connecting Follow Up Boss to Claude Desktop through the Vinkius, and how to resolve them.
Server not appearing after restart
~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).Authentication error
Tools not showing in chat
Follow Up Boss + Claude Desktop FAQ
Common questions about integrating Follow Up Boss MCP Server with Claude Desktop.
How does Claude Desktop discover MCP tools?
claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.What happens if the MCP server is temporarily unavailable?
Can I connect multiple MCP servers simultaneously?
mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.Is there a limit on the number of tools per server?
Does Claude Desktop support Streamable HTTP transport?
Connect Follow Up Boss with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Google's framework for building production AI agents.
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TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
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Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Follow Up Boss to Claude Desktop
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.