MCP For Claude Marketplace
Follow Up Boss

Follow Up Boss MCP Connector for Claude

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

12 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Follow Up Boss account to any AI agent and take full control of your real estate lead management and follow-up workflows through natural conversation.

What you can do

  • Lead Orchestration — List and manage your complete database of people and leads, including retrieving detailed contact profiles and communication history
  • Activity Monitoring — Track real-time events such as website registrations, property inquiries, and inquiries from integrated portals like Zillow or Realtor.com
  • Team Collaboration — Programmatically add internal team notes to lead profiles and manage follow-up tasks to ensure no opportunity falls through the cracks
  • Deal & Appointment Oversight — Monitor real estate transactions, commissions, and upcoming property showings directly through your agent
  • System Automation — List and manage configured webhooks and account settings to maintain high-fidelity synchronization with your other tools

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your Follow Up Boss admin settings (Admin > API)
  3. Start managing your real estate business from Claude, Cursor, or any MCP client

No more manual status checking or digging through CRM lists on the go. Your AI acts as your dedicated real estate operations assistant.

Who is this for?

  • Real Estate Agents — instantly retrieve lead details and log field activity using natural language commands
  • Team Leaders — monitor team-wide lead engagement and pipeline health without opening the web dashboard
  • Inside Sales Agents (ISAs) — automate lead triaging and task management through simple AI queries
lead-routingreal-estate-crmfollow-up-automationagent-performancedeal-tracking

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

create_followup_task

Create a new task

create_new_lead

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

get_lead_details

Get details for a specific lead

list_calendar_appointments

List showings and appointments

list_real_estate_deals

List transactions and deals

list_recent_events

List website and activity events

list_followup_tasks

List CRM tasks

list_person_notes

List notes for a specific person

add_internal_note

Add a note to a lead profile

list_configured_webhooks

List active webhooks

list_leads

List lead profiles (people)

log_lead_activity

Log a new activity event

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

List all my new leads from the last 24 hours.

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?

Add an internal note to lead 'p_123': 'Interested in 3-bedroom houses in North London'.

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.

Show me my upcoming property showings for today.

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.

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

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