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Vinkius

Follow Up Boss Connector for AI agents.

12 live capabilities

Manage real estate leads and sales pipelines through natural conversation.

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AI Agent

Why people use Follow Up Boss

Follow Up Boss for Automating Real Estate Lead Follow-ups

This Connector fixes that by putting your CRM data directly into your AI agent. You can ask your agent to pull up a contact, summarize their history, or see which deals are stalling without ever opening a browser. It's a better way to handle high-volume lead flow without the usual administrative headache.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a CRM that talks back to you.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Identifying hot property leads

    A lead coordinator needs to see who's most active.

  2. Real-world use case 02

    Summarizing client history before a call

    An agent is heading into a meeting with a new client.

  3. Real-world use case 03

    Checking deal status on the fly

    A team leader wants to know the status of a specific property deal.

Complete set · 12capabilities

The complete Follow Up Boss capability set.

These are the exact actions your AI can choose when you ask it to work with Follow Up Boss.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Follow Up Boss.

  1. 01 Capability

    Log lead activity

    Log a new activity event

  2. 02 Capability

    Add internal note

    Add a note to a lead profile

  3. 03 Capability

    Create new lead

    Requires essential details like email or name. Add a new lead to the CRM

  4. 04 Capability

    Create followup task

    Create a new task

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Follow Up Boss.

  1. 05 Capability

    Get lead details

    Get details for a specific lead

  2. 06 Capability

    List calendar appointments

    List showings and appointments

  3. 07 Capability

    List real estate deals

    List transactions and deals

  4. 08 Capability

    List recent events

    List website and activity events

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Follow Up Boss.

  1. 09 Capability

    List person notes

    Read all notes attached to a specific contact. It keeps your team's history in one place for easy review.

  2. 10 Capability

    List leads

    List lead profiles (people)

  3. 11 Capability

    List followup tasks

    List CRM tasks

  4. 12 Capability

    List configured webhooks

    List active webhooks

Set up in minutes

One URL. Then ask Follow Up Boss to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Follow Up Boss from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_TJKgnwMTyqxRw68Jtb4ylw8G067WY0mVk1zNfvSy/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Follow Up Boss, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Follow Up Boss for the conversation.

Where the request belongs

Work Follow Up Boss can move forward.

Built around the request

The real estate agent who is tired of spending their lunch break manually updating CRM statuses. It's for the team leader who wants a bird's-eye view of the pipeline without opening ten different folders.

01

Real Estate Agent

Uses the Connector on a Tuesday afternoon to quickly log a call note and set a follow-up task for a new lead without opening the CRM tab.

02

Team Leader

Checks the status of all active deals and sees which agents are over-capacity by asking the agent for a team summary.

03

Lead Coordinator

Automates the process of moving new inquiries into smart lists and assigning them to the right team members.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Follow Up Boss logo
01 12 capabilities

Follow Up Boss

Convert real estate leads into closings with a CRM that routes inquiries, automates follow-ups, and tracks agent performance.

View Connector
Skylink logo
02 22 capabilities

Skylink

Connect your AI agents to Skylink to manage leads, deals, calls, contacts, tasks, and agent performance in a real estate CRM.

View Connector
DealMachine logo
03 10 capabilities

DealMachine

Equip your AI agent to manage real estate leads, track properties, and monitor marketing campaigns via the DealMachine API.

View Connector
Brokermint logo
04 10 capabilities

Brokermint

Manage real estate back-office via Brokermint. track transactions, contacts, and commissions directly from any AI agent.

View Connector
Close logo
05 8 capabilities

Close

Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.

View Connector
Freshsales logo
06 10 capabilities

Freshsales

Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.

View Connector

Bring your own AI

Change the model, client or framework. Keep Follow Up Boss connected.

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Before you connect

Questions about Follow Up Boss.

The practical details behind the request, access and result.

How does the Follow Up Boss MCP help with lead management?

It lets your AI agent pull contact details and notes directly into your chat. You can ask about specific leads or get summaries of past interactions without leaving your workspace.

Can I use Follow Up Boss MCP to create tasks?

Yes, you can tell your agent to create follow-up tasks or reminders for specific contacts. It will automatically add them to your Follow Up Boss schedule.

Does Follow Up Boss MCP show me website activity?

It can. Your agent can retrieve events like property views and registrations, helping you identify which leads are most active on your site.

Can I manage my team's assignments with Follow Up Boss MCP?

Yes, the Connector allows your agent to list team members and their roles, so you can quickly see who is assigned to which deals or tasks.

Is Follow Up Boss MCP good for real estate agents?

It's specifically designed for real estate workflows. It helps agents stay on top of deals, log call notes, and manage property leads through natural conversation.

How do I get my CRM data into my AI agent?

By connecting this Connector, your AI agent gets a direct line to your Follow Up Boss data. It can then read, create, and update your leads, deals, and notes as you talk to it.

How do I get an API Key for Follow Up Boss?

Admins can generate API keys in the Follow Up Boss dashboard under Admin > API.

Can I see notes for a specific contact?

Yes, the 'list_person_notes' capability allows you to retrieve all notes associated with a specific person by their ID.

What are Smart Lists?

Smart Lists are saved filters in Follow Up Boss that automatically group leads based on specific criteria (e.g., 'Leads to call today').

Can I update a lead's status via the agent?

You can use the 'updateTask' or other modification capabilities to manage engagement. Status updates are pushed directly to the FUB core CRM.

How do I find my API Key in Follow Up Boss?

Log in as an Admin, navigate to Admin > API, and click Create API Key to generate your unique token.

Can I filter leads by their recent activity?

Yes! Use the list_recent_events capability to see who has registered or inquired lately across all your integrated channels.

How do I get a specific person's ID?

Use the list_leads capability to retrieve your contact list. Each result includes a unique id which you can use for granular details or notes.

One connection away

Give your agent a direct line to Follow Up Boss.

Connect Follow Up Boss once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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