Follow Up Boss MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Follow Up Boss through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Follow Up Boss and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"follow-up-boss": {
"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.
Windsurf's Cascade agent chains multiple Follow Up Boss tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Follow Up Boss MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Follow Up Boss
Open Cascade and ask: "Using Follow Up Boss, help me..." — 12 tools available
Why Use Windsurf with the Follow Up Boss MCP Server
Windsurf provides unique advantages when paired with Follow Up Boss through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Follow Up Boss + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Follow Up Boss MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Follow Up Boss and generate models, types, or handlers based on real API responses
Live debugging: query Follow Up Boss tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Follow Up Boss and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Follow Up Boss data with Cascade's code generation to scaffold entire features in minutes
Follow Up Boss MCP Tools for Windsurf (12)
These 12 tools become available when you connect Follow Up Boss to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Follow Up Boss to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Follow Up Boss + Windsurf FAQ
Common questions about integrating Follow Up Boss MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Follow Up Boss with your favorite client
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Connect Follow Up Boss to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.