Follow Up Boss Connector for AI agents.
12 live capabilities
Manage real estate leads and property deals through natural conversation.
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Why people use Follow Up Boss
Follow Up Boss CRM for Real Estate Lead Management
This Connector puts all that data into a single chat interface. You can ask your agent to pull up a lead's history, check your commissions, or see who needs a follow-up. You get a clear picture of your business without the tab-switching fatigue.
What Vinkius changes
You get a voice-activated command center for your real estate CRM.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick lead history check during a showing
An agent is at a property and needs to know the lead's history.
- Real-world use case 02
Monitoring the commission pipeline
A team leader needs to know if the team is hitting monthly targets.
- Real-world use case 03
Daily task triaging for ISAs
An ISA wants to make sure no one was forgotten.
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.
01—04
4 capabilities in this set.
Part of 12 available through Follow Up Boss.
- 01 Capability
Log lead activity
Log a new activity event to a lead's history. This keeps your records current without manual typing.
- 02 Capability
Add internal note
Post a note to a specific lead profile. It ensures your team sees the latest updates immediately.
- 03 Capability
Create new lead
Add a new person to your CRM. Just provide a name or email to get them into the system.
- 04 Capability
Create followup task
Create a new task for a lead. This helps you stay on top of your follow-up schedule.
05—08
4 capabilities in this set.
Part of 12 available through Follow Up Boss.
- 05 Capability
Get lead details
Pull up the full profile for a specific lead. Use this to get a quick summary before a call.
- 06 Capability
List calendar appointments
See all upcoming showings and meetings. It helps you keep your daily schedule organized.
- 07 Capability
List real estate deals
View your current transactions and deals. This gives you a bird's eye view of your commissions.
- 08 Capability
List recent events
See recent activity from your website and portals. It helps you identify hot leads fast.
09—12
4 capabilities in this set.
Part of 12 available through Follow Up Boss.
- 09 Capability
List person notes
Read all notes associated with a specific person. This prevents you from repeating information.
- 10 Capability
List leads
Get a full list of your people and leads. Use this to scan your database for specific segments.
- 11 Capability
List followup tasks
See all pending tasks in your CRM. This ensures no follow-up ever falls through the cracks.
- 12 Capability
List configured webhooks
View your active webhooks. This helps you manage how your CRM talks to other capabilities.
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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Follow Up Boss, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Follow Up Boss for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Follow Up Boss URL.
- Step 03
Save and start
Save the connection and enable Follow Up Boss in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"follow-up-boss-alternative": {
"url": "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Follow Up Boss
Open Agent mode in chat and ask: "Using Follow Up Boss, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"follow-up-boss-alternative": {
"url": "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Follow Up Boss
Ask Copilot: "Using Follow Up Boss, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"follow-up-boss-alternative": {
"url": "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Follow Up Boss
Open Cascade and ask: "Using Follow Up Boss, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"follow-up-boss-alternative": {
"url": "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Follow Up Boss
Ask Cline: "Using Follow Up Boss, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add follow-up-boss-alternative --transport http "https://edge.vinkius.com/vk_preview_F0t6sljByGZnOytMFPM4ACgzL6nMBVD1kIGhaOCR/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Follow Up Boss
Ask Claude: "Using Follow Up Boss, show me...". 12 tools are ready
Where the request belongs
Work Follow Up Boss can move forward.
For real estate agents who are drowning in leads and team leaders who need to see the pipeline without opening a dashboard.
Real Estate Agent
Logs field activity and retrieves lead details while on the move.
Team Leader
Monitors engagement and pipeline health across the whole office.
Inside Sales Agent (ISA)
Handles lead triaging and task management via quick AI queries.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Equip your AI agent to manage real estate leads, track properties, and monitor marketing campaigns via the DealMachine API.
Brokermint
Manage real estate back-office via Brokermint. track transactions, contacts, and commissions directly from any AI agent.
Close
Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.
Freshsales
Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.
Bring your own AI
Change the model, client or framework. Keep Follow Up Boss connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Follow Up Boss.
The practical details behind the request, access and result.
Can I use the Follow Up Boss MCP to see my Zillow leads?
Yes, the Connector lets your AI agent pull in recent events from integrated portals like Zillow and Realtor.com so you can see them in real time.
How does Follow Up Boss help my real estate team stay organized?
It allows your team to see internal notes and follow-up tasks through a chat interface, making sure no lead falls through the cracks.
Can I manage my property showings with this Connector?
You can list all your calendar appointments and property showings directly through your AI client to keep your schedule organized.
Will this Connector help me track my real estate commissions?
Yes, you can use it to list all your current transactions and deals to get a clear view of your pipeline and commissions.
Can I add new leads to Follow Up Boss using my AI agent?
You can create new leads by providing basic details like a name or email, which the agent will then add to your CRM automatically.
Is Follow Up Boss good for tracking team performance?
It lets team leaders monitor lead engagement and pipeline health without having to log into the full dashboard every time.
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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