Follow Up Boss MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Follow Up Boss MCP or direct API to manage contacts, track deals, update leads, and log activities through natural language.

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BasicOauth2

Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales.

99 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Follow Up Boss
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TOOLS

Supported Tools

Every Follow Up Boss action and event your agent gets out of the box.

Apply Action Plan to Person

Tool to apply an Action Plan to a person in Follow Up Boss.

Create Appointment

Tool to create a new appointment in Follow Up Boss.

Create appointment outcome

Tool to create an appointment outcome in Follow Up Boss.

Create Appointment Type

Tool to create a new appointment type in Follow Up Boss.

Create Call

Tool to add a call record to Follow Up Boss.

Create Custom Field

Tool to create a custom field in Follow Up Boss.

Create Deal Custom Field

Tool to create a custom field for deals in Follow Up Boss.

Create Deal

Tool to create a new deal in Follow Up Boss.

Create Email Marketing Campaign

Tool to create an email marketing campaign in Follow Up Boss.

Create Email Marketing Events

Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.

Create Events

Tool to send in a lead or an event related to a lead in Follow Up Boss.

Create Group

Tool to create a new Follow Up Boss group with specified members and distribution settings.

Create Pipeline

Tool to create a new pipeline in Follow Up Boss.

Create Ponds

Tool to create a new pond in Follow Up Boss.

Create Reactions

Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply.

Create Stage

Tool to create a new stage in Follow Up Boss.

Create Team

Tool to create a new team in Follow Up Boss.

Create email template

Tool to create a new email template in Follow Up Boss.

Create Text Message Template

Tool to create a text message template in Follow Up Boss.

Delete Appointment

Tool to delete an appointment by ID.

Delete Appointment Outcome

Tool to delete an appointment outcome by ID.

Delete Appointment Type

Tool to delete an appointment type by its ID.

Delete Custom Field

Tool to delete a custom field by its ID.

Delete Deal

Tool to delete a deal by its ID.

Delete Deal Custom Field

Tool to delete a deal custom field by ID.

Delete Group

Tool to delete a group by its ID.

Delete People Relationship

Tool to delete a people relationship by ID in Follow Up Boss.

Delete Pipeline

Tool to delete a pipeline by its ID from Follow Up Boss.

Delete Pond

Tool to delete a pond by its ID.

Delete Stage

Tool to delete a Follow Up Boss stage by ID.

Delete Team

Tool to delete a team by its ID.

Delete text message template

Tool to delete a text message template by ID.

Get Appointment

Tool to retrieve an appointment by its ID.

Get Appointment Outcome

Tool to retrieve an appointment outcome by ID.

Get Appointment Type

Tool to retrieve an appointment type by ID.

Get Call

Tool to retrieve a call by its ID from Follow Up Boss.

Get Deal

Tool to retrieve a deal by its ID from Follow Up Boss.

Get Deal Custom Field

Tool to retrieve a deal custom field by its ID from Follow Up Boss.

Get Event

Tool to retrieve a single event by its ID from Follow Up Boss.

Get Group

Tool to retrieve a group by its ID from Follow Up Boss.

Get Identity

Tool to retrieve identity and authentication information from Follow Up Boss.

Get Me

Tool to retrieve information about the currently authenticated user.

Get People Relationship

Tool to retrieve a people relationship by its ID from Follow Up Boss.

Get Pipeline

Tool to retrieve a pipeline by its ID from Follow Up Boss.

Get Ponds

Tool to retrieve a pond by its ID from Follow Up Boss.

Get Smart List

Tool to retrieve a Smart List by its ID from Follow Up Boss.

Get Stage

Tool to retrieve a stage by its ID from Follow Up Boss.

Get Team

Tool to retrieve a team by its ID from Follow Up Boss.

Get Template

Tool to retrieve an email template by its ID from Follow Up Boss.

Get Text Message

Tool to retrieve a text message by its ID from Follow Up Boss.

Get Text Message Template

Tool to retrieve a text message template by its ID from Follow Up Boss.

Get User

Tool to retrieve a user by its ID from Follow Up Boss.

List Action Plans

Tool to get a list of Action Plans from Follow Up Boss.

List Action Plans People

Tool to list Action Plans applied to a particular person or list people on a particular Action Plan.

List Appointment Outcomes

Tool to list all appointment outcomes from Follow Up Boss.

List Appointments

Tool to search for appointments in Follow Up Boss.

List Appointment Types

Tool to list all appointment types from Follow Up Boss.

List Calls

Tool to search for calls in Follow Up Boss.

List Custom Fields

Tool to list all custom fields in Follow Up Boss.

List Deal Custom Fields

Tool to list all deal custom fields in Follow Up Boss.

List Deals

Tool to search for and list deals from Follow Up Boss.

List Email Marketing Campaigns

Tool to list email marketing campaigns from Follow Up Boss.

List Email Marketing Events

Tool to retrieve email marketing events from Follow Up Boss.

List Events

Tool to search for and list events from Follow Up Boss.

List Groups

Tool to list all groups from Follow Up Boss.

List Groups Round Robin

Tool to list groups with round-robin data from Follow Up Boss.

List Inbox Apps

Tool to list all inbox app installations from Follow Up Boss.

List People Relationships

Tool to list all people relationships from Follow Up Boss.

List Pipelines

Tool to search for pipelines in Follow Up Boss.

List Ponds

Tool to list all ponds from Follow Up Boss.

List Smart Lists

Tool to list Smart Lists from Follow Up Boss.

List Stages

Tool to retrieve a list of stages from Follow Up Boss.

List Team Inboxes

Tool to list all shared team inboxes from Follow Up Boss.

List Teams

Tool to get a list of teams from Follow Up Boss.

List Templates

Tool to list all email templates from Follow Up Boss.

List Text Messages

Tool to list text messages for a person or phone number from Follow Up Boss.

List Text Message Templates

Tool to list all text message templates from Follow Up Boss.

List Timeframes

Tool to get a list of timeframes from Follow Up Boss.

List Users

Tool to search for and list users from Follow Up Boss.

List Webhooks

Tool to retrieve a list of webhooks from Follow Up Boss.

Merge Template

Tool to merge an email template with person data using Follow Up Boss API.

Merge Text Message Template

Tool to merge a text message template with person data.

Update Action Plan People Status

Tool to update the status of an Action Plan to Person relationship in Follow Up Boss.

Update Appointment

Tool to update an existing appointment in Follow Up Boss.

Update appointment outcome

Tool to update an existing appointment outcome in Follow Up Boss.

Update Appointment Type

Tool to update an existing appointment type in Follow Up Boss.

Update Call

Tool to update an existing call record in Follow Up Boss.

Update Custom Fields

Tool to update an existing custom field in Follow Up Boss by its ID.

Update Deal Custom Fields

Tool to update an existing deal custom field in Follow Up Boss.

Update Deal

Tool to update an existing deal in Follow Up Boss.

Update Email Marketing Campaign

Tool to update an existing email marketing campaign in Follow Up Boss.

Update Group

Tool to update an existing Follow Up Boss group with modified members and distribution settings.

Update People Relationships

Tool to update details of a specific people relationship in Follow Up Boss.

Update Pipeline

Tool to update an existing pipeline in Follow Up Boss.

Update Ponds

Tool to update an existing pond in Follow Up Boss.

Update Stage

Tool to update an existing stage in Follow Up Boss.

Update Team

Tool to update an existing team in Follow Up Boss.

Update email template

Tool to update an existing email template in Follow Up Boss.

Update Text Message Template

Tool to update an existing text message template in Follow Up Boss.

SETUP GUIDE

Connect Follow Up Boss MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Follow Up Boss
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'List all leads added this week'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Follow Up Boss API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Follow Up Boss Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Get all new leads assigned to me today'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Follow Up Boss actions with your Agent

Why Use Composio?

AI Native Follow Up Boss Integration

  • Supports both Follow Up Boss MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Follow Up Boss data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Follow Up Boss access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Follow Up Boss
  • Scoped, least privilege access to Follow Up Boss resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

Yes, Follow Up Boss requires you to configure your own Basic Auth credentials. Once set up, Composio handles secure credential storage and authentication for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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