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 LangChain 12 tools — connect in under 2 minutes

Name: Follow Up Boss
Availability: InStock
Author: Vinkius

python.langchain.com/docs/integrations/tools/mcp

Built by Vinkius GDPR 12 Tools Framework

LangChain is the leading Python framework for composable LLM applications. Connect Follow Up Boss through the Vinkius and LangChain agents can call every tool natively — combine them with retrievers, memory, and output parsers for sophisticated AI pipelines.

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 langchain_mcp_adapters.client import MultiServerMCPClient
from langchain_openai import ChatOpenAI
from langgraph.prebuilt import create_react_agent

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MultiServerMCPClient({
        "follow-up-boss": {
            "transport": "streamable_http",
            "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
        }
    }) as client:
        tools = client.get_tools()
        agent = create_react_agent(
            ChatOpenAI(model="gpt-4o"),
            tools,
        )
        response = await agent.ainvoke({
            "messages": [{
                "role": "user",
                "content": "Using Follow Up Boss, show me what tools are available.",
            }]
        })
        print(response["messages"][-1].content)

asyncio.run(main())

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Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

LangChain's ecosystem of 500+ components combines seamlessly with Follow Up Boss through native MCP adapters. Connect 12 tools via the Vinkius and use ReAct agents, Plan-and-Execute strategies, or custom agent architectures — with LangSmith tracing giving full visibility into every tool call, latency, and token cost.

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 LangChain 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 LangChain via MCP

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

Install dependencies

Run pip install langchain langchain-mcp-adapters langgraph langchain-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save the code and run python agent.py

Explore tools

The agent discovers 12 tools from Follow Up Boss via MCP

Why Use LangChain with the Follow Up Boss MCP Server

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

The largest ecosystem of integrations, chains, and agents — combine Follow Up Boss MCP tools with 500+ LangChain components

Agent architecture supports ReAct, Plan-and-Execute, and custom strategies with full MCP tool access at every step

LangSmith tracing gives you complete visibility into tool calls, latencies, and token usage for production debugging

Memory and conversation persistence let agents maintain context across Follow Up Boss queries for multi-turn workflows

Follow Up Boss + LangChain Use Cases

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

RAG with live data: combine Follow Up Boss tool results with vector store retrievals for answers grounded in both real-time and historical data

Autonomous research agents: LangChain agents query Follow Up Boss, synthesize findings, and generate comprehensive research reports

Multi-tool orchestration: chain Follow Up Boss tools with web scrapers, databases, and calculators in a single agent run

Production monitoring: use LangSmith to trace every Follow Up Boss tool call, measure latency, and optimize your agent's performance

Follow Up Boss MCP Tools for LangChain (12)

These 12 tools become available when you connect Follow Up Boss to LangChain 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 LangChain

Ready-to-use prompts you can give your LangChain 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 LangChain

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

MultiServerMCPClient not found

Install: pip install langchain-mcp-adapters

Follow Up Boss + LangChain FAQ

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

How does LangChain connect to MCP servers?

Use langchain-mcp-adapters to create an MCP client. LangChain discovers all tools and wraps them as native LangChain tools compatible with any agent type.

Which LangChain agent types work with MCP?

All agent types including ReAct, OpenAI Functions, and custom agents work with MCP tools. The tools appear as standard LangChain tools after the adapter wraps them.