• DETECTION
  • DETAILS
  • TRIAGE
  • HUMAN

How to monitor new lead activity with your AI

Connect Follow Up Boss to your AI client once. From then on, your agent handles the heavy lifting of spotting and fetching new lead data.

Ask AI about this page

Short answer

How can I use AI to track new leads in Follow Up Boss?

Your AI uses the Follow Up Boss MCP to scan for recent activity and pull full contact profiles for new inquiries. You'll get a clear view of who just signed up and what they need. This breakdown shows you exactly how it works.

Lead intelligence.

Where your lead data lands.

The AI processes incoming activity and organizes it into these outcomes.

DETECTION

New lead alerts

The AI identifies recent activity from your portals or website. You get notified the moment a new inquiry hits the system.

DETAILS

Full contact profiles

The AI pulls specific contact information for the new lead. You'll see names, emails, and relevant inquiry details immediately.

TRIAGE

Priority sorting

The AI compares new leads against your existing database. It flags which inquiries are brand new versus returning contacts.

HUMAN

Ready for outreach

The AI hands off the enriched lead data to you. You decide when to pick up the phone or send the first text.

The workflow

What your AI does when a lead arrives.

The AI acts as a bridge between your lead sources and your response strategy.

  1. Watch for activity

    The AI checks for the latest updates and new entries in your Follow Up Boss account.

    list_recent_events

  2. Fetch contact info

    Once a new event is found, the AI grabs the specific details for that individual.

    get_lead_details

  3. Verify lead status

    The AI looks through your current lead list to see if this person is already in your system.

    list_leads

  4. Summarize for you

    The AI presents a clean summary of the new lead's info so you can act quickly.

    get_lead_details

Try it

Copy these to start.

Paste these into your chat to begin working with Follow Up Boss.

Starting points

These are opening lines to get the conversation moving. Swap out the specific contact or event names to match your actual data.

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

  • Check Follow Up Boss for any new leads that came in from my website today.

  • Get the details for the most recent lead in Follow Up Boss.

  • List my recent leads in Follow Up Boss and tell me which ones are new.

  • Who was the last person to register through my web portal in Follow Up Boss?

  • Claude
  • ChatGPT
  • Cursor
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  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Follow Up Boss once, then ask.

Click the link to connect your account. Your login stays encrypted and secure on our side, and you can find the full technical breakdown on the Connector page.

Connect Follow Up Boss to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send messages to leads for me?

    No. The AI can only read and retrieve lead information. You must handle all outgoing communication yourself.

  • 02

    Will the AI delete any leads in Follow Up Boss?

    No. The AI only has tools to list and get details. It cannot delete, edit, or modify your lead records.

  • 03

    How often does the AI check for new leads?

    The AI checks whenever you ask it to. It doesn't run on a continuous loop in the background unless you prompt it.

  • 04

    Can I see the full history of a lead?

    Yes, as long as that history is available through the lead details provided by the system.

  • 05

    Does the AI know which leads are from specific portals?

    Yes, it can identify the source of the activity by looking at the recent events in your account.

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

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