Bring Lead Routing
to Claude Code
Learn how to connect Follow Up Boss to Claude Code and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Follow Up Boss MCP Server?
Connect your Follow Up Boss account to any AI agent and take full control of your real estate lead management and follow-up workflows through natural conversation.
What you can do
- Lead Orchestration — List and manage your complete database of people and leads, including retrieving detailed contact profiles and communication history
- Activity Monitoring — Track real-time events such as website registrations, property inquiries, and inquiries from integrated portals like Zillow or Realtor.com
- Team Collaboration — Programmatically add internal team notes to lead profiles and manage follow-up tasks to ensure no opportunity falls through the cracks
- Deal & Appointment Oversight — Monitor real estate transactions, commissions, and upcoming property showings directly through your agent
- System Automation — List and manage configured webhooks and account settings to maintain high-fidelity synchronization with your other tools
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Follow Up Boss admin settings (Admin > API)
3. Start managing your real estate business from Claude, Cursor, or any MCP client
No more manual status checking or digging through CRM lists on the go. Your AI acts as your dedicated real estate operations assistant.
Who is this for?
- Real Estate Agents — instantly retrieve lead details and log field activity using natural language commands
- Team Leaders — monitor team-wide lead engagement and pipeline health without opening the web dashboard
- Inside Sales Agents (ISAs) — automate lead triaging and task management through simple AI queries
Built-in capabilities (12)
Add a note to a lead profile
Create a new task
Requires essential details like email or name. Add a new lead to the CRM
Get details for a specific lead
List showings and appointments
List active webhooks
List CRM tasks
List lead profiles (people)
List notes for a specific person
List transactions and deals
List website and activity events
Log a new activity event
Why Claude Code?
Claude Code registers Follow Up Boss as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Follow Up Boss data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Follow Up Boss tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Follow Up Boss in Claude Code
Follow Up Boss and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Follow Up Boss to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Follow Up Boss in Claude Code
The Follow Up Boss 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Follow Up Boss for Claude Code
Every tool call from Claude Code to the Follow Up Boss MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my API Key in Follow Up Boss?
Log in as an Admin, navigate to Admin > API, and click Create API Key to generate your unique token.
Can I filter leads by their recent activity?
Yes! Use the list_recent_events tool to see who has registered or inquired lately across all your integrated channels.
How do I get a specific person's ID?
Use the list_leads tool to retrieve your contact list. Each result includes a unique id which you can use for granular details or notes.
How do I add an MCP server to Claude Code?
Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
Connection timeout
Check your internet connection and verify the Edge URL is reachable