# Follow Up Boss MCP > 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. ## Overview - **Category:** real-estate - **Price:** Free - **Tags:** lead-management, real-estate-crm, sales-pipeline, contact-management, follow-up-automation ## Description 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. ## Tools ### 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. ## Prompt Examples **Prompt:** ``` List the last 5 people added to my CRM. ``` **Response:** ``` Retrieving contacts... I found 5 recent people, including 'John Smith' and 'Jane Doe'. Would you like the full profile for any of them? ``` **Prompt:** ``` Create a task for John Smith (ID: 123) to 'Follow up on contract' for tomorrow. ``` **Response:** ``` Task created! I've added a follow-up reminder for John Smith for tomorrow. You'll see it in your FUB dashboard. ``` **Prompt:** ``` Add a note to Jane Doe (ID: 456): 'Interested in waterfront properties'. ``` **Response:** ``` Note added! I've successfully posted the update to Jane Doe's timeline. Your team will see this interest recorded. ``` ## Capabilities ### 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. ## Use Cases ### 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. ## Benefits - 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. ## How It 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. 1. Subscribe to this MCP on the Vinkius Marketplace. 2. Enter your Follow Up Boss API Key (found in Admin > API) into the connection settings. 3. Start chatting with your agent using Claude, Cursor, or any compatible client to manage leads and deals. ## Frequently Asked Questions **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.