Vinkius

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.

Follow Up Boss MCP is compatible with Claude Claude
Follow Up Boss MCP is compatible with ChatGPT ChatGPT
Follow Up Boss MCP is compatible with Cursor Cursor
Follow Up Boss MCP is compatible with Gemini Gemini
Follow Up Boss MCP is compatible with Windsurf Windsurf
Follow Up Boss MCP is compatible with VS Code VS Code
Follow Up Boss MCP is compatible with JetBrains JetBrains
Follow Up Boss MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage all contacts

The MCP lets you find contact details, list all people in your CRM, and create new lead records instantly.

Track deals and opportunities

You can view the status of active sales pipelines by listing specific deal metadata.

Automate follow-up actions

Set reminders, create new tasks, or list existing assignments to ensure team accountability.

Update client history and notes

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.

Review site activity

See which properties were viewed or which forms were submitted by leads, keeping track of their online engagement.

View team assignments

List all users and agents within your company to maintain a complete understanding of who owns what lead.

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AI Agent
Follow Up Boss

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 MCP

Add 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.

Follow Up Boss MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Follow Up Boss integration is available immediately — no restart needed.

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
Start building

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
Follow Up Boss MCP server cover

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

Your data is protected. See how we built it.

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.

Built · Hosted · Managed by Vinkius Follow Up Boss MCP - Real Estate Lead Management
Server ID 019d759d-4588-72b7-bbdb-1aefe783a278
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.