# Follow Up Boss MCP > Follow Up Boss MCP connects your real estate CRM directly to your AI client. Manage every lead interaction and track deal progress using natural conversation. Get full visibility into contact history, upcoming showings, internal team notes, and pipeline health without opening the web dashboard. ## Overview - **Category:** real-estate - **Price:** Free - **Tags:** lead-routing, real-estate-crm, follow-up-automation, agent-performance, deal-tracking ## Description This connection lets you manage your entire real estate workflow through simple chat commands. You can ask your agent to find out who visited a property or see which leads need follow-up calls today. It gathers all that dispersed information—from website registrations to scheduled appointments and internal team notes—and presents it immediately. Instead of logging into the web portal and clicking through multiple tabs, you just talk to your AI client. You can review an entire lead's history, track deal status, or even set a follow-up task for yourself. By connecting this MCP via Vinkius, your agent acts as a dedicated real estate operations assistant that knows exactly what’s happening in your CRM. ## Tools ### log_lead_activity Records a new event or interaction on a specific lead's profile. ### add_internal_note Adds private notes to a lead’s file for team members to see later. ### create_new_lead Adds an entirely new contact or prospect into your CRM database. ### create_followup_task Sets a reminder task for yourself or the team to follow up later. ### get_lead_details Retrieves all known information about one specific lead, like contact info and history. ### list_calendar_appointments Shows a list of scheduled property showings and meetings. ### list_real_estate_deals Pulls a summary of active transactions, commissions, and deals currently in the pipeline. ### list_recent_events Displays recent activity like website visits or general lead interactions across integrated portals. ### list_person_notes Retrieves all existing private notes associated with a specific person's profile. ### list_leads Lists and summarizes profiles for multiple leads or people in your database. ### list_followup_tasks Shows a list of outstanding tasks and follow-up reminders set in the CRM. ### list_configured_webhooks Displays all currently active webhook settings for system synchronization. ## Prompt Examples **Prompt:** ``` List all my new leads from the last 24 hours. ``` **Response:** ``` Scanning your CRM... I've found 3 new leads from the last 24 hours: 'John Doe' (from Zillow), 'Sarah Smith' (Direct), and 'Acme Corp'. Would you like the full profile for any of them? ``` **Prompt:** ``` Add an internal note to lead 'p_123': 'Interested in 3-bedroom houses in North London'. ``` **Response:** ``` Note added! I've successfully posted your comment to lead p_123's activity feed. Your team will see this update in the Follow Up Boss dashboard immediately. ``` **Prompt:** ``` Show me my upcoming property showings for today. ``` **Response:** ``` Checking your calendar... You have 2 showings today: '123 Maple St' at 2 PM with Jane Doe, and '456 Oak Ave' at 4:30 PM. I can provide the lead details for either session if needed. ``` ## Capabilities ### Review lead profiles Get complete details on any person or lead, including their communication history and full activity feed. ### Manage tasks and follow-ups Create new reminder tasks for yourself or your team, ensuring no opportunity falls through the cracks. ### Capture real-time events Track automated activities like website visits or property inquiries from integrated portals. ### View deals and appointments See a summary of current real estate transactions, commissions, and scheduled property showings. ### Update notes and activity logs Quickly add internal team notes or log a new event to any lead's profile using natural language. ## Use Cases ### The Cold Lead Follow-Up A new lead, Sarah, signed up from Zillow last night. Instead of logging into the CRM to check her file, I just ask my agent: 'What's the status for Sarah Smith?' The agent uses `get_lead_details` and tells me she viewed three homes in the North End and needs a price comparison on Oak Street. ### The Busy Team Leader I need to check if my team remembered to follow up with Acme Corp. I ask: 'What tasks are outstanding for leads from Acme Corp?' The agent runs `list_followup_tasks` and reports back that three tasks were missed last week. ### The Post-Showing Update I just finished a showing at 123 Maple St. I don't want to forget the key details. I ask my agent to `add_internal_note` for that lead: 'Client loved the kitchen, need to send link to granite options.' Done in seconds. ### The Deal Pipeline Check It's month-end and I need a quick financial status report. I ask my agent to `list_real_estate_deals`, and it summarizes all pending transactions, showing which deals are ready for commission payout. ## Benefits - Never miss a follow-up. Use the `create_followup_task` tool to automatically set reminders for every lead who needs attention, keeping your pipeline moving smoothly. - Know exactly where every prospect stands. Running `get_lead_details` gives you an instant summary of their entire history—from first inquiry to latest note. - Stay organized without opening tabs. By listing leads with the `list_leads` tool, you can quickly filter and review multiple profiles in one chat window. - Track your team's activity in real-time. The `list_recent_events` capability shows who visited which property or registered on the site, giving instant visibility to managers. - See the whole picture of your business. Use `list_real_estate_deals` to monitor transaction status and commission details without leaving your chat interface. ## How It Works The bottom line is that you get instant access to all your real estate data without navigating complicated web dashboards or menus. 1. First, subscribe to the Follow Up Boss MCP and retrieve your API Key from the Follow Up Boss admin settings. 2. Next, connect this key to any compatible AI client (Claude, Cursor, etc.) within Vinkius. 3. Finally, ask your agent a question—like 'What's the status of the Smith deal?'—and it pulls the data directly from your CRM. ## Frequently Asked Questions **How do I find out what a specific lead did last week using Follow Up Boss MCP?** You can use the agent to check recent activity. Asking for the full profile or running `list_recent_events` summarizes website visits, inquiries, and general interactions for that lead. **Does Follow Up Boss MCP handle my appointments?** Yes. You can ask your agent to run `list_calendar_appointments`, which shows you a list of all upcoming showings or scheduled meetings in the system. **What if I need to add notes about a client meeting?** You simply tell your agent to `add_internal_note` for that lead. It posts the note directly onto their file, ensuring it's visible to the entire team. **Can I create tasks with Follow Up Boss MCP?** Absolutely. You can use the `create_followup_task` tool by asking your agent to set a reminder for yourself or your team, keeping track of follow-ups automatically. **How do I check my deal status with Follow Up Boss MCP?** Ask your agent to run `list_real_estate_deals`. It pulls a summary of all active transactions and commission details, giving you instant pipeline visibility.