App

Follow Up Boss integrations

Connect Follow Up Boss to any other app, or use it from your AI client over MCP. Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Connects with an API keyfollowupboss.com
8 triggers29 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Follow Up Boss?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

Follow Up Boss with the apps people pair it with most

Pair it

Connect Follow Up Boss with another app

What your agent can do with Follow Up Boss

Triggers and actions 8 triggers · 29 actions

  • Trigger
    Deal Stage Updated

    Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.

  • Trigger
    New Appointment

    Triggers when a new appointment is created in Follow Up Boss.

  • Trigger
    New Contact

    Triggers when a new contact is added in Follow Up Boss.

  • Trigger
    New Deal

    Triggers when a new deal is created in Follow Up Boss.

  • Trigger
    New task

    Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.

  • Trigger
    Person Stage Updated

    Triggers when a contact (person) in Follow Up Boss moves to a different stage.

  • Trigger
    Tag Added to Contact

    Triggers when one or more tags are added to a contact in Follow Up Boss.

  • Trigger
    Updated Contact

    Triggers when a contact is added or updated in Follow Up Boss.

  • Action
    Add appointment

    Creates an appointment in Follow Up Boss, optionally inviting users and contacts.

  • Action
    Add Collaborators

    Sets the collaborating users on a Follow Up Boss contact.

  • Action
    Add Tags to a Contact

    Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.

  • Action
    Apply an Action Plan to a Contact

    Applies an existing action plan to a Follow Up Boss contact.

  • Action
    Change Stage of a Contact

    Moves a contact (person) in Follow Up Boss to a different stage.

  • Action
    Create Contact Without Triggering Action Plans

    Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.

  • Action
    Create Deal

    Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.

  • Action
    Create Note

    Adds a note to a contact (person) in Follow Up Boss.

  • Action
    Create Task

    Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.

  • Action
    Delete contact

    Deletes a contact (person) from Follow Up Boss by its id.

  • Action
    Find a Contact

    Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.

  • Action
    Get Action Plan Assignment

    Returns one action plan assignment — which action plan is applied to which contact, and its status.

  • Action
    Get Appointment

    Returns a single Follow Up Boss appointment by its ID.

  • Action
    Get Call

    Returns a single call logged in Follow Up Boss, looked up by its ID.

  • Action
    Get contact

    Returns a Follow Up Boss contact (person) by ID, including custom fields.

  • Action
    Get deal

    Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.

  • Action
    Get Note

    Returns a single note by its id, including its subject, body and the contact it belongs to.

  • Action
    List Action Plan Assignments

    Returns the action plans applied to a contact, or the contacts on an action plan.

  • Action
    List tasks

    Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.

  • Action
    List users

    Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.

  • Action
    Log Call

    Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration.

  • Action
    Pause an Action Plan for a Contact

    Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.

  • Action
    Reassign Agent

    Reassigns a Follow Up Boss contact to a different agent, by user id or agent name.

  • Action
    Send Inquiry or Website Event

    Sends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.

  • Action
    Update appointment

    Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.

  • Action
    Update Contact

    Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.

  • Action
    Update deal

    Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.

  • Action
    Update note

    Edits an existing note's subject, content, or associated contact in Follow Up Boss.

  • Action
    Update task

    Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.

Reviews

What our customers say

Questions

Follow Up Boss, answered

Is there a Follow Up Boss MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Follow Up Boss. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Follow Up Boss actions on demand, or have APIANT build, test and run automations that use Follow Up Boss. Nothing to install.

What can start an automation from Follow Up Boss?

Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Follow Up Boss?

Any of Follow Up Boss's 29 actions, including Create Contact Without Triggering Action Plans, Create Deal, Create Note and Create Task. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Follow Up Boss directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Follow Up Boss two ways. Ask it to do something in Follow Up Boss once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Follow Up Boss API?

No. APIANT connects to the Follow Up Boss API for you, with your Follow Up Boss API key. Describe what you want in plain language and your agent builds it on the Follow Up Boss triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Follow Up Boss API documentation and adds it.

Which apps can Follow Up Boss connect to?

Any app in the catalog; the list on this page pairs Follow Up Boss with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.