Follow Up Boss

Follow Up Boss MCP Connector for Claude

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Manage real estate leads, track deals, and oversee follow-up tasks via AI agents with Follow Up Boss.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Follow Up Boss (FUB) account to any AI agent to automate your real estate lead management and sales pipelines through the Model Context Protocol (MCP). Follow Up Boss is the central hub for high-growth real estate teams to convert more leads into closings. This MCP server enables you to manage your contacts, track deals, and handle follow-up tasks directly through natural conversation.

What you can do

  • Lead Management — List all contacts, fetch detailed profile metadata, and create new leads or people instantly.
  • Deal Tracking — Monitor sales opportunities and pipelines by listing and retrieving specific deal metadata.
  • Task Oversight — Create and manage follow-up tasks and reminders to ensure no lead falls through the cracks.
  • Engagement Insights — Retrieve notes attached to contacts and add new updates to lead timelines from your chat interface.
  • Smart Filters — Access your 'Smart Lists' to quickly identify which leads require immediate attention.
  • Activity Tracking — Monitor website activity events such as property views and registrations.
  • Team Coordination — List all CRM users and agents to maintain full context of your team's assignments.

How it works

  1. Subscribe to this server through the Vinkius Marketplace
  2. Enter your Follow Up Boss API Key (found in Admin > API)
  3. Start managing your real estate leads from Claude, Cursor, or any MCP client

Who is this for?

  • Real Estate Agents — quickly pull contact details or add notes while on the go via simple AI commands.
  • Team Leaders — get an overview of team assignments and deal progress across the entire pipeline.
  • Lead Coordinators — automate the organization of new inquiries and follow-up tasks without switching apps.
lead-managementreal-estate-crmsales-pipelinecontact-managementfollow-up-automation

12 tools expose this connector's capabilities to your AI agent.

add_note

Add a note to a contact

create_person

Create a new contact

create_task

Add a new task

get_deal

Get deal details

get_person

Get contact details

list_deals

List sales opportunities (deals)

list_events

List website activity events

list_person_notes

List notes for a contact

list_people

List contacts (people)

list_smart_lists

List smart filters (Smart Lists)

list_tasks

List follow-up tasks

list_crm_users

List team members

See how to talk to your AI agent using Follow Up Boss.

List the last 5 people added to my CRM.

Retrieving contacts... I found 5 recent people, including 'John Smith' and 'Jane Doe'. Would you like the full profile for any of them?

Create a task for John Smith (ID: 123) to 'Follow up on contract' for tomorrow.

Task created! I've added a follow-up reminder for John Smith for tomorrow. You'll see it in your FUB dashboard.

Add a note to Jane Doe (ID: 456): 'Interested in waterfront properties'.

Note added! I've successfully posted the update to Jane Doe's timeline. Your team will see this interest recorded.

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

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