Follow Up Boss MCP for AI Agents. Manage Leads, Deals & Tasks in Conversation
Follow Up Boss MCP connects your real estate sales pipeline directly to your AI client. Stop switching between tabs to manage leads, track deals, and schedule follow-ups. With this MCP, you can chat with your agent to list contacts, create new clients, log notes on properties viewed, or set up a reminder for when to call back. It keeps every lead's activity and deal status organized in one conversation.
Give Claude and any AI agent real-world access
The MCP lets you find contact details, list all people in your CRM, and create new lead records instantly.
You can view the status of active sales pipelines by listing specific deal metadata.
Set reminders, create new tasks, or list existing assignments to ensure team accountability.
Add status updates or write detailed notes directly to a contact's timeline from your chat interface. You can also retrieve past notes for context.
See which properties were viewed or which forms were submitted by leads, keeping track of their online engagement.
List all users and agents within your company to maintain a complete understanding of who owns what lead.
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What AI agents can do with Follow Up Boss: 12 Tools
These tools allow you to manage contacts, create tasks, review deal status, and access every piece of data within your Follow Up Boss account using natural language commands.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Follow Up Boss MCPAdd Note
Adds an update or comment to a specific contact's profile timeline.
Create Person
Creates and adds a brand new contact record into your CRM system.
Create Task
Schedules a new follow-up reminder or task for any user in the team.
Get Deal
Retrieves all specific details about an active sales opportunity (deal).
Get Person
Pulls up the complete profile and history for a single contact.
List Deals
Generates a list of all current sales opportunities or deals in your pipeline.
List Events
Lists recorded website activity, such as property views or form submissions by leads.
List Person Notes
Displays all historical notes and updates left on a specific contact's record.
List People
Retrieves a list of contacts currently in your CRM system.
List Smart Lists
Shows the names and criteria for your pre-set 'Smart Lists' filters.
List Tasks
Retrieves a list of all current follow-up tasks assigned to the team.
List Crm Users
Lists every user and agent account associated with your Follow Up Boss account.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Follow Up Boss, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Follow Up Boss. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The 3 PM CRM Crawl Solved with Vinkius AI Gateway
Every day, agents waste time performing the 'CRM crawl.' They open their primary CRM tab to check a lead's status. Then they jump to the calendar to see if a follow-up task was assigned. Next, they might switch to a notes section just to remember what was discussed last week, often requiring them to copy and paste information across three different panes.
With this MCP, you eliminate that constant clicking. You simply ask your agent: 'What's the status of John Smith?' The system pulls together the profile data, lists any recent website activity events, and checks for outstanding tasks—all in one clean answer.
Follow Up Boss MCP: Centralized Lead Management
Instead of manually running through your team's assignments or trying to recall who is working with whom, the agent can 'list_crm_users' and give you a clear roster. You also don't have to guess about past conversations; asking it to 'list_person_notes' pulls up every single detail instantly.
Your AI workflow becomes less about navigating menus and more about conversation. It takes the manual administrative burden out of your day, letting you focus purely on closing deals.
What your AI can actually do with this
Your AI client can now act as the interface for managing your entire real estate sales process through Follow Up Boss. Think of it like having a dedicated assistant who lives inside your chat window, giving you instant access to critical CRM data without any manual clicking or copy-pasting. You can ask your agent to list all contacts and pull up their full profile history instantly.
Need to log an update after showing a house? Just tell the AI to add a note to that contact’s file. The system also handles deal tracking, letting you monitor opportunities and even setting follow-up tasks automatically. By connecting this MCP via Vinkius, your team stays connected to their leads, ensuring no high-potential client falls through the cracks because someone forgot to send an email.
019d759d-4588-72b7-bbdb-1aefe783a278 Here's how it actually works
The bottom line is you get real-time access to all of your CRM data via natural conversation, without ever leaving your chat app.
Subscribe to this MCP on the Vinkius Marketplace.
Enter your Follow Up Boss API Key (found in Admin > API) into the connection settings.
Start chatting with your agent using Claude, Cursor, or any compatible client to manage leads and deals.
Who is this actually for?
This MCP is built for high-growth real estate teams where the speed of follow-up means revenue. It's perfect for agents who are tired of jumping between their CRM, calendar, and notes app just to update a single lead.
Uses the MCP to quickly pull up contact details or add immediate notes about a client while they're out on a showing.
Uses it to get an overview of deal progress and monitor team assignments across the entire sales pipeline.
Automates the organization of new inquiries, ensuring every lead gets a follow-up task assigned immediately without manual data entry.
What Changes When You Connect
Instantly document client interactions. Instead of opening the CRM to add a note, just ask your agent to 'add a note' to a contact's file after a showing.
Never miss a follow-up again. Use the MCP to automatically list or create tasks, ensuring every lead gets their timely reminder and preventing anything from falling through the cracks.
Keep visibility on all deals in one chat. You can 'list_deals' to get an immediate overview of your entire sales pipeline without clicking into separate tabs.
Know exactly where leads are spending time online. The MCP lets you view website activity events, showing if a prospect viewed a certain property or filled out a form.
Save team context instantly. You can 'get_person' details or use the agent to list all CRM users, giving everyone an up-to-date understanding of who is responsible for what lead.
See it in action
The Agent Needs Quick Data On a Showing
You just left a showing and need to record key details. Instead of opening the CRM, you tell your agent: 'Add a note to John Smith about his interest in waterfront properties.' The MCP handles the update immediately.
The Team Leader Needs Pipeline Status
It's time for the weekly check-in. You ask the agent to 'list_deals'. It pulls a structured list of all active sales opportunities, letting you see exactly where every deal stands without logging into the dashboard.
The Coordinator Needs To Nurture Cold Leads
A lead hasn't responded in weeks. You ask the agent to 'list_smart_lists' and filter for inactive contacts, then use 'create_task' to set a follow-up reminder for next week.
The Agent Needs To Know Client History
Before calling back, you need context. You ask the agent to 'list_person_notes' for Jane Doe. It instantly retrieves every note and interaction, so your conversation is informed from the jump.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Trying to find a contact's status.
You open the CRM, click on the lead, scroll through tabs, and finally locate the note section just to see if they viewed a specific property.
Just ask your agent: 'Get person details for John Smith.' The MCP pulls up all his information, including any recent website activity events, in one go.
Setting follow-ups manually across the team.
A deal moves forward, and you have to remember to log into a separate calendar tool to set the next reminder for both yourself and your manager.
Use the MCP to 'create_task' directly. You tell it who needs the task, what the task is, and when it's due. It logs it in the system instantly.
Creating a new lead without proper data.
You get a name off a flyer and try to manually input it into multiple fields across different forms just to create a basic contact record.
Simply ask the agent: 'Create person for Jane Doe with email [email] and phone [phone].' It handles the required data structure for you.
When It Fits, When It Doesn't
Use this MCP if your biggest pain point is context switching—if managing real estate leads requires logging into a CRM, then opening a calendar, and then writing notes in a separate document. This connector puts all of that data management logic inside the conversation with your agent.
Don't use it if you just need general note-taking or basic text generation; for those tasks, an LLM alone is enough. However, if you find yourself frequently asking questions like 'What deals are open?' or 'Who did Jane Doe talk to last week?', this MCP is essential because it connects the AI directly to your operational data (like listing deals or viewing notes). If your process relies heavily on knowing a lead's history or tracking sales movement, this is what you need.
Questions you might have
How do I use Follow Up Boss MCP to track leads? +
You can list all contacts using the agent. If you need more detail, ask it to get person details or use list_smart_lists to filter them by specific criteria.
Can Follow Up Boss MCP help me set reminders for my team? +
Yes, absolutely. You can tell the agent to create a task, specifying who needs the reminder and when it's due. It handles logging that assignment directly into your CRM.
What data does Follow Up Boss MCP give about leads? +
It gives you everything: contact details from list_people, historical notes from list_person_notes, and even website activity events via list_events.
Do I need to manually update the deal status after a meeting? +
No. You can use the MCP to get deal details or simply tell the agent to add a note, keeping your sales pipeline up-to-date without opening multiple forms.
Is Follow Up Boss MCP only for one user's data? +
No. The MCP can list all CRM users and agents, giving you an overview of team assignments across the whole company.