• ACTIVITY
  • NOTES
  • LEADS
  • HUMAN

How to log field activity and notes with your AI

Connect your agent to Follow Up Boss once. From then on, you just tell your AI what happened during a meeting, and it handles the data entry.

Ask AI about this page

Short answer

How do I log field activity and notes with my AI?

Tell your AI the details of a client meeting or call, and it will update the lead's profile and activity history in Follow Up Boss. You get a clean CRM without manual typing after every showing. This breakdown shows how the data moves from your chat to your database.

Where your data lands.

CRM updates and logs.

The AI maps your spoken or typed notes to specific CRM fields.

ACTIVITY

Updated activity logs

The AI logs the specific event as a new activity. This keeps your timeline chronological and accurate.

NOTES

Internal client notes

Preferences and meeting details go straight into the internal notes section. You'll find them exactly where you expect them.

LEADS

Clean lead profiles

Client details are updated to reflect new information. This ensures your contact info stays current.

HUMAN

Review required

You decide if a note is ready to be saved. The AI prepares the entry, but you maintain control over the final CRM state.

The workflow

What your AI does when the details arrive.

The AI acts as a bridge between your conversation and your CRM records.

  1. Identify the lead

    The AI looks up the specific person you are talking about to ensure the data hits the right profile.

    get_lead_details

  2. Log the event

    The AI records the specific interaction, like a showing or a phone call, into the lead's history.

    log_lead_activity

  3. Save preferences

    Specific details about what a client wants or needs are added as internal notes.

    add_internal_note

  4. Confirm entry

    The AI presents the drafted note or activity for your approval before finalizing the record.

    add_internal_note

Try it

Copy these to start.

Use these prompts to trigger the Follow Up Boss connection.

Starting points

Swap the bracketed text with your actual client names or specific meeting details.

Follow Up Boss Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_TJKgnwMTyqxRw68Jtb4ylw8G067WY0mVk1zNfvSy/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TJKgnwMTyqxRw68Jtb4ylw8G067WY0mVk1zNfvSy/mcp"
    }
  }
}
Copy into chat04

  • Log a new activity for Sarah Jenkins: just finished a showing at 123 Maple St.

  • Add an internal note to the lead John Doe: he is looking for a 3-bedroom house with a pool.

  • I just spoke with Mike Ross. Log this call and note that he wants to move by July.

  • Find the details for client Elena Rodriguez and add a note about her budget increase.

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

Start here

Connect Follow Up Boss once, then ask.

Click the link to authorize the connection. Your login stays encrypted and secure, and you can find the full tool list on the Connector page.

Connect Follow Up Boss to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing notes in Follow Up Boss?

    No. The AI can only add new activity logs and new internal notes.

  • 02

    Does the AI automatically change lead contact info?

    No. The AI uses the tools to add notes and log activity, but it does not modify core contact fields like phone numbers or emails.

  • 03

    How does the AI know which lead to update?

    You tell the AI the name of the lead, and it uses the lead lookup tool to find the matching profile in your CRM.

  • 04

    Will my notes be private?

    Yes. The AI adds notes to the internal section of the lead profile, just like you would manually.

  • 05

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Follow Up Boss? The Connector page answers them. See everything the Follow Up Boss Connector can do

Connect Follow Up Boss to Claude, Cursor, ChatGPT & more