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 OpenAI Agents SDK 12 tools — connect in under 2 minutes

Name: Follow Up Boss
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 12 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Follow Up Boss through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Follow Up Boss Assistant",
            instructions=(
                "You help users interact with Follow Up Boss. "
                "You have access to 12 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Follow Up Boss"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 12 tools from Follow Up Boss through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Follow Up Boss, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Follow Up Boss MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 12 tools from Follow Up Boss

Why Use OpenAI Agents SDK with the Follow Up Boss MCP Server

OpenAI Agents SDK provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Follow Up Boss + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Follow Up Boss MCP Server delivers measurable value.

Automated workflows: build agents that query Follow Up Boss, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents — one queries Follow Up Boss, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Follow Up Boss tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Follow Up Boss to resolve tickets, look up records, and update statuses without human intervention

Follow Up Boss MCP Tools for OpenAI Agents SDK (12)

These 12 tools become available when you connect Follow Up Boss to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

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

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Follow Up Boss + OpenAI Agents SDK FAQ

Common questions about integrating Follow Up Boss MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.