• PIPELINE
  • SCHEDULE
  • TASKS
  • HUMAN

How to track deal pipelines and tasks with your AI

Connect Follow Up Boss to your AI client to manage your real estate workload through chat. You get a direct line to your transaction data and schedule.

Ask AI about this page

Short answer

How can I track my real estate deals and tasks using AI?

Your AI pulls live data from Follow Up Boss to show you active transactions, upcoming appointments, and pending tasks. You can ask for specific updates or a summary of your day to stay on top of your pipeline.

Where your data lands.

Your pipeline at a glance.

The AI organizes your Follow Up Boss information into clear categories.

PIPELINE

Active deal status

The AI uses your transaction data to show which deals are moving and which are stalled. You'll see exactly where your money is sitting.

SCHEDULE

Upcoming appointments

Get a clear view of your calendar. The AI identifies your next meetings and showings so you're never late.

TASKS

Pending follow-ups

The AI pulls your task list to highlight what needs attention right now. It keeps your lead engagement consistent.

HUMAN

Manual intervention

The AI identifies gaps where you need to step in. It flags high-priority leads that require a personal touch or a phone call.

The workflow

What your AI does when you ask for updates.

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

  1. Fetch deal data

    The AI scans your current real estate transactions to provide a snapshot of your active pipeline.

    list_real_estate_deals

  2. Check your schedule

    It looks through your booked meetings and showings to prepare you for the day.

    list_calendar_appointments

  3. Identify pending work

    The AI retrieves your list of required actions and follow-up items.

    list_followup_tasks

  4. Summarize priorities

    It combines all retrieved data to tell you which deals and tasks need your attention first.

    list_real_estate_dealslist_followup_tasks

Try it

Copy these to start.

Use these prompts to begin interacting with your Follow Up Boss data.

Starting points

These are basic starting lines. Swap out the specific names or dates to get more precise answers.

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

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

  • What appointments do I have on my calendar for tomorrow?

  • List my follow-up tasks that are overdue.

  • Summarize my current pipeline and tell me which deals need a follow-up today.

  • 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 credentials stay encrypted and secure, and you can immediately start asking questions in your preferred AI client.

Connect Follow Up Boss to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my deals or tasks?

    No. The AI can only read your data. It cannot delete, move, or change any records in Follow Up Boss.

  • 02

    Can I use the AI to send messages to my leads?

    No. This connector is for monitoring and retrieving information. You still need to use Follow Up Boss to send messages.

  • 03

    Does the AI see my entire Follow Up Boss account?

    The AI only sees the specific data it needs to answer your questions via the provided tools.

  • 04

    Can the AI add new appointments to my calendar?

    No. The current tools only allow the AI to list existing appointments and tasks.

  • 05

    How often does the AI see updates to my deals?

    The AI sees the most current data available in Follow Up Boss at the moment you ask the question.

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

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