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 LlamaIndex 12 tools — connect in under 2 minutes

Name: Follow Up Boss
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 12 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Follow Up Boss as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

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 llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Follow Up Boss. "
            "You have 12 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Follow Up Boss?"
    )
    print(response)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

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.

LlamaIndex agents combine Follow Up Boss tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 12 tools from Follow Up Boss

Why Use LlamaIndex with the Follow Up Boss MCP Server

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

Data-first architecture: LlamaIndex agents combine Follow Up Boss tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Follow Up Boss tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Follow Up Boss, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Follow Up Boss tools were called, what data was returned, and how it influenced the final answer

Follow Up Boss + LlamaIndex Use Cases

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

Hybrid search: combine Follow Up Boss real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Follow Up Boss to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Follow Up Boss for fresh data

Analytical workflows: chain Follow Up Boss queries with LlamaIndex's data connectors to build multi-source analytical reports

Follow Up Boss MCP Tools for LlamaIndex (12)

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

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

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Follow Up Boss + LlamaIndex FAQ

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

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Follow Up Boss tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.