Bring Lead Management
to CrewAI
Create your Vinkius account to connect Follow Up Boss to CrewAI and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server through the Vinkius Marketplace
- Enter your Follow Up Boss API Key (found in Admin > API)
- Start managing your real estate leads from Claude, Cursor, or any MCP client
Who is this for?
- Real Estate Agents — quickly pull contact details or add notes while on the go via simple AI commands.
- Team Leaders — get an overview of team assignments and deal progress across the entire pipeline.
- Lead Coordinators — automate the organization of new inquiries and follow-up tasks without switching apps.
Built-in capabilities (12)
Add a note to a contact
Create a new contact
Add a new task
Get deal details
Get contact details
List team members
List sales opportunities (deals)
List website activity events
List contacts (people)
List notes for a contact
List smart filters (Smart Lists)
List follow-up tasks
Why CrewAI?
When paired with CrewAI, Follow Up Boss becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Follow Up Boss tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.
- —
Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools
- —
CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the
mcpsparameter and agents auto-discover every available tool at runtime - —
Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls
- —
Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports
Follow Up Boss in CrewAI
Why run Follow Up Boss with Vinkius?
The Follow Up Boss connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Follow Up Boss using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Follow Up Boss and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Follow Up Boss to CrewAI through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Follow Up Boss for CrewAI
Every request between CrewAI and Follow Up Boss is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does CrewAI discover and connect to MCP tools?
CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.
Can different agents in the same crew use different MCP servers?
Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.
What happens when an MCP tool call fails during a crew run?
CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.
Can CrewAI agents call multiple MCP tools in parallel?
CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.
Can I run CrewAI crews on a schedule (cron)?
Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.
MCP tools not discovered
Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.
Agent not using tools
Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".
Timeout errors
CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.
Rate limiting or 429 errors
Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.
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