Bring Lead Routing
to Claude Desktop
Learn how to connect Follow Up Boss to Claude Desktop 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 Desktop?
Claude Desktop is the definitive way to connect Follow Up Boss to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Follow Up Boss in Claude Desktop
Follow Up Boss and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Follow Up Boss to Claude Desktop 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 Desktop
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 Desktop 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 Desktop
Every tool call from Claude Desktop 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 does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.