--- title: "Follow Up Boss integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/follow-up-boss" --- # 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 key [followupboss.com](https://followupboss.com/) **8** triggers **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Follow Up Boss? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Follow Up Boss with the apps people pair it with most - [ **Follow Up Boss to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/follow-up-boss-to-hubspot) - [ **Follow Up Boss to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/follow-up-boss-to-salesforce) - [ **Follow Up Boss to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/follow-up-boss-to-slack) - [ **Follow Up Boss to Google Sheets** Google Sheets](https://apiant.ai/connect/follow-up-boss-to-google-sheets) - [ **Follow Up Boss to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/follow-up-boss-to-gmail) - [ **Follow Up Boss to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/follow-up-boss-to-google-calendar) - [ **Follow Up Boss to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/follow-up-boss-to-google-drive) - [ **Follow Up Boss to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/follow-up-boss-to-mailchimp) Pair it ## Connect Follow Up Boss with another app - [ **Follow Up Boss to HubSpot**](https://apiant.ai/connect/follow-up-boss-to-hubspot) - [ **Follow Up Boss to Salesforce**](https://apiant.ai/connect/follow-up-boss-to-salesforce) - [ **Follow Up Boss to Slack**](https://apiant.ai/connect/follow-up-boss-to-slack) - [ **Follow Up Boss to Google Sheets**](https://apiant.ai/connect/follow-up-boss-to-google-sheets) - [ **Follow Up Boss to Gmail**](https://apiant.ai/connect/follow-up-boss-to-gmail) - [ **Follow Up Boss to Google Calendar**](https://apiant.ai/connect/follow-up-boss-to-google-calendar) - [ **Follow Up Boss to Google Drive**](https://apiant.ai/connect/follow-up-boss-to-google-drive) - [ **Follow Up Boss to Mailchimp**](https://apiant.ai/connect/follow-up-boss-to-mailchimp) - [ **Follow Up Boss to Stripe**](https://apiant.ai/connect/follow-up-boss-to-stripe) - [ **Follow Up Boss to Shopify**](https://apiant.ai/connect/follow-up-boss-to-shopify) - [ **Follow Up Boss to QuickBooks Online**](https://apiant.ai/connect/follow-up-boss-to-quickbooks-online) - [ **Follow Up Boss to Pipedrive**](https://apiant.ai/connect/follow-up-boss-to-pipedrive) - [ **ActiveCampaign to Follow Up Boss**](https://apiant.ai/connect/activecampaign-to-follow-up-boss) - [ **Follow Up Boss to Notion**](https://apiant.ai/connect/follow-up-boss-to-notion) - [ **Airtable to Follow Up Boss**](https://apiant.ai/connect/airtable-to-follow-up-boss) - [ **Follow Up Boss to Trello**](https://apiant.ai/connect/follow-up-boss-to-trello) - [ **Asana to Follow Up Boss**](https://apiant.ai/connect/asana-to-follow-up-boss) - [ **Follow Up Boss to JIRA**](https://apiant.ai/connect/follow-up-boss-to-jira) - [ **ClickUp to Follow Up Boss**](https://apiant.ai/connect/clickup-to-follow-up-boss) - [ **Follow Up Boss to Zoom**](https://apiant.ai/connect/follow-up-boss-to-zoom) - [ **Discord to Follow Up Boss**](https://apiant.ai/connect/discord-to-follow-up-boss) - [ **Follow Up Boss to Twilio**](https://apiant.ai/connect/follow-up-boss-to-twilio) - [ **Follow Up Boss to SendGrid**](https://apiant.ai/connect/follow-up-boss-to-sendgrid) - [ **Follow Up Boss to Outlook**](https://apiant.ai/connect/follow-up-boss-to-outlook) - [ **Follow Up Boss to Intercom**](https://apiant.ai/connect/follow-up-boss-to-intercom) - [ **Follow Up Boss to Freshdesk**](https://apiant.ai/connect/follow-up-boss-to-freshdesk) - [ **Follow Up Boss to Klaviyo**](https://apiant.ai/connect/follow-up-boss-to-klaviyo) - [ **Brevo to Follow Up Boss**](https://apiant.ai/connect/brevo-to-follow-up-boss) - [ **Follow Up Boss to Typeform**](https://apiant.ai/connect/follow-up-boss-to-typeform) - [ **Follow Up Boss to JotForm**](https://apiant.ai/connect/follow-up-boss-to-jotform) - [ **Calendly to Follow Up Boss**](https://apiant.ai/connect/calendly-to-follow-up-boss) - [ **Follow Up Boss to PandaDoc**](https://apiant.ai/connect/follow-up-boss-to-pandadoc) - [ **Follow Up Boss to Webflow**](https://apiant.ai/connect/follow-up-boss-to-webflow) - [ **Follow Up Boss to Wix**](https://apiant.ai/connect/follow-up-boss-to-wix) - [ **Follow Up Boss to LinkedIn**](https://apiant.ai/connect/follow-up-boss-to-linkedin) - [ **Follow Up Boss to Facebook**](https://apiant.ai/connect/follow-up-boss-to-facebook) - [ **Follow Up Boss to Instagram**](https://apiant.ai/connect/follow-up-boss-to-instagram) - [ **Follow Up Boss to OpenAI**](https://apiant.ai/connect/follow-up-boss-to-openai) - [ **Follow Up Boss to Anthropic**](https://apiant.ai/connect/follow-up-boss-to-anthropic) - [ **Follow Up Boss to OneDrive**](https://apiant.ai/connect/follow-up-boss-to-onedrive) - [ **Follow Up Boss to Google Docs**](https://apiant.ai/connect/follow-up-boss-to-google-docs) - [ **Follow Up Boss to Ontraport**](https://apiant.ai/connect/follow-up-boss-to-ontraport) - [ **Follow Up Boss to Freshworks CRM**](https://apiant.ai/connect/follow-up-boss-to-freshworks-crm) - [ **Follow Up Boss to GoHighLevel**](https://apiant.ai/connect/follow-up-boss-to-gohighlevel) - [ **Capsule CRM to Follow Up Boss**](https://apiant.ai/connect/capsule-crm-to-follow-up-boss) - [ **Copper to Follow Up Boss**](https://apiant.ai/connect/copper-to-follow-up-boss) - [ **Follow Up Boss to Streak**](https://apiant.ai/connect/follow-up-boss-to-streak) - [ **Follow Up Boss to NetHunt CRM**](https://apiant.ai/connect/follow-up-boss-to-nethunt-crm) - [ **Follow Up Boss to MINDBODY**](https://apiant.ai/connect/follow-up-boss-to-mindbody) - [ **Follow Up Boss to Supabase**](https://apiant.ai/connect/follow-up-boss-to-supabase) - [ **Follow Up Boss to PostgreSQL**](https://apiant.ai/connect/follow-up-boss-to-postgresql) - [ **Follow Up Boss to MySQL**](https://apiant.ai/connect/follow-up-boss-to-mysql) - [ **Follow Up Boss to Vercel**](https://apiant.ai/connect/follow-up-boss-to-vercel) - [ **Follow Up Boss to ElevenLabs**](https://apiant.ai/connect/follow-up-boss-to-elevenlabs) - [ **Follow Up Boss to PagerDuty**](https://apiant.ai/connect/follow-up-boss-to-pagerduty) - [ **Follow Up Boss to Pushover**](https://apiant.ai/connect/follow-up-boss-to-pushover) - [ **Follow Up Boss to Gravity Forms**](https://apiant.ai/connect/follow-up-boss-to-gravity-forms) - [ **Follow Up Boss to HubSpot Enterprise**](https://apiant.ai/connect/follow-up-boss-to-hubspot-enterprise) - [ **Follow Up Boss to Google Forms**](https://apiant.ai/connect/follow-up-boss-to-google-forms) - [ **Follow Up Boss to monday.com**](https://apiant.ai/connect/follow-up-boss-to-monday-com) 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.