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 Pydantic AI 12 tools — connect in under 2 minutes

Name: Follow Up Boss
Availability: InStock
Author: Vinkius

ai.pydantic.dev/mcp

Built by Vinkius GDPR 12 Tools SDK

Pydantic AI brings type-safe agent development to Python with first-class MCP support. Connect Follow Up Boss through the Vinkius and every tool is automatically validated against Pydantic schemas — catch errors at build time, not in production.

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 pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerHTTP

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

    agent = Agent(
        model="openai:gpt-4o",
        mcp_servers=[server],
        system_prompt=(
            "You are an assistant with access to Follow Up Boss "
            "(12 tools)."
        ),
    )

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

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.

Pydantic AI validates every Follow Up Boss tool response against typed schemas, catching data inconsistencies at build time. Connect 12 tools through the Vinkius and switch between OpenAI, Anthropic, or Gemini without changing your integration code — full type safety, structured output guarantees, and dependency injection for testable agents.

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 Pydantic AI 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 Pydantic AI via MCP

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

Install Pydantic AI

Run pip install pydantic-ai

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 with type-safe schemas

Why Use Pydantic AI with the Follow Up Boss MCP Server

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

Full type safety: every MCP tool response is validated against Pydantic models, catching data inconsistencies before they reach your application

Model-agnostic architecture — switch between OpenAI, Anthropic, or Gemini without changing your Follow Up Boss integration code

Structured output guarantee: Pydantic AI ensures tool results conform to defined schemas, eliminating runtime type errors

Dependency injection system cleanly separates your Follow Up Boss connection logic from agent behavior for testable, maintainable code

Follow Up Boss + Pydantic AI Use Cases

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

Type-safe data pipelines: query Follow Up Boss with guaranteed response schemas, feeding validated data into downstream processing

API orchestration: chain multiple Follow Up Boss tool calls with Pydantic validation at each step to ensure data integrity end-to-end

Production monitoring: build validated alert agents that query Follow Up Boss and output structured, schema-compliant notifications

Testing and QA: use Pydantic AI's dependency injection to mock Follow Up Boss responses and write comprehensive agent tests

Follow Up Boss MCP Tools for Pydantic AI (12)

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

Ready-to-use prompts you can give your Pydantic AI 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 Pydantic AI

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

MCPServerHTTP not found

Update: pip install --upgrade pydantic-ai

Follow Up Boss + Pydantic AI FAQ

Common questions about integrating Follow Up Boss MCP Server with Pydantic AI.

How does Pydantic AI discover MCP tools?

Create an MCPServerHTTP instance with the server URL. Pydantic AI connects, discovers all tools, and generates typed Python interfaces automatically.

Does Pydantic AI validate MCP tool responses?

Yes. When you define result types as Pydantic models, every tool response is validated against the schema. Invalid data raises a clear error instead of silently corrupting your pipeline.

Can I switch LLM providers without changing MCP code?

Absolutely. Pydantic AI abstracts the model layer — your Follow Up Boss MCP integration works identically with OpenAI, Anthropic, Google, or any supported provider.