• DEALS
  • TIME
  • TASKS
  • HUMAN

How to audit your deal pipeline with your AI

Connect Follow Up Boss to your AI client to pull real-time data from your CRM. You can check your transaction status and daily schedule without leaving your chat window.

Ask AI about this page

Short answer

How can I audit my pipeline using AI?

Ask your AI to list your active deals, upcoming appointments, or pending follow-up tasks. It pulls this data directly from Follow Up Boss so you can spot gaps in your schedule or stalled transactions immediately.

Where every issue lands.

Pipeline audit outcomes

Your AI categorizes your CRM data into actionable views.

DEALS

Transaction status

The AI pulls your current real estate deals. You'll see exactly which transactions are active and where they stand.

TIME

Schedule overview

Get a clear view of your calendar. This helps you see if you have enough breathing room between appointments.

TASKS

Follow-up gaps

Identify missed opportunities by looking at pending tasks. It shows you what needs attention right now.

HUMAN

Manual intervention

The AI identifies where a deal is stuck or a task is overdue. You decide how to step in and fix it.

The workflow

What your AI does when you ask for an audit.

The AI acts as a bridge between your chat interface and your Follow Up Boss data.

  1. Pull deal data

    The AI scans your CRM to find all active real estate transactions.

    list_real_estate_deals

  2. Check your calendar

    It retrieves your scheduled appointments to help you manage your time.

    list_calendar_appointments

  3. Identify pending work

    The agent looks for tasks that are waiting for your action.

    list_followup_tasks

  4. Summarize findings

    The AI combines these lists into a single report for you to review.

    list_real_estate_dealslist_calendar_appointmentslist_followup_tasks

Try it

Copy these to start.

Paste these prompts into your AI client to begin your audit.

Starting points

These are basic commands. You can add specific names or dates to narrow down the results.

Follow Up Boss Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Follow Up Boss capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "follow-up-boss-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"
    }
  }
}
Copy into chat04

  • List all my active real estate deals in Follow Up Boss.

  • What do my calendar appointments look like for today?

  • Show me my pending follow-up tasks so I can catch up.

  • Are there any deals in my pipeline that haven't had a task assigned recently?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Follow Up Boss once, then ask.

Click the link below to link your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Follow Up Boss to your AI

FAQ

How the audit works

  • 01

    Can the AI change my deal status?

    No. The AI can only read your data. You must make any changes directly in Follow Up Boss.

  • 02

    Can the AI delete my appointments?

    No. This MCP only has permission to list your deals, appointments, and tasks.

  • 03

    Does the AI see all my client contact info?

    The AI only sees the data required to list your deals, appointments, and tasks.

  • 04

    Can I ask about specific clients?

    Yes. Once the AI has listed your deals, you can ask follow-up questions about specific transactions.

  • 05

    Will this sync my calendar automatically?

    The AI pulls the current state of your calendar whenever you ask. It does not push new events to your calendar.

  • More questions about Follow Up Boss? See everything the Follow Up Boss Connector can do

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