Bring Lead Routing
to VS Code Copilot
Learn how to connect Follow Up Boss to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Follow Up Boss data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Follow Up Boss in VS Code Copilot
Follow Up Boss and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Follow Up Boss to VS Code Copilot 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 VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every tool call from VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.