Follow Up Boss
Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
Verdict
Common use cases
- Log client calls from Slack threads
- Schedule property showings during team chat
- Create deals from inbound lead discussions
- Apply nurture sequences to cold contacts
- Track appointment outcomes after showings
Integration
- Vendor
- Follow Up Boss
- Category
- crm
- Auth
- API_KEY
- Tools
- 50
- Composio slug
follow_up_boss
Tools
- Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
- Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
- Create appointment outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
- Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
- Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
- Create Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
- Create Deal
Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
- Create Deal Custom Field
Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
- Create Email Marketing Campaign
Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
- Create Email Marketing Events
Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
- Create email template
Tool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.
- Create Events
Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
- Create Group
Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
- Create Pipeline
Tool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.
- Create Ponds
Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.
- Create Reactions
Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.
- Create Stage
Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.
- Create Team
Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.
- Create Text Message Template
Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.
- Delete Appointmentdestructive
Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.
- Delete Appointment Outcomedestructive
Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.
- Delete Appointment Typedestructive
Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.
- Delete Custom Fielddestructive
Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.
- Delete Dealdestructive
Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.
- Delete Deal Custom Fielddestructive
Tool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.
- Delete Groupdestructive
Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.
- Delete People Relationshipdestructive
Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.
- Delete Pipelinedestructive
Tool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associated data.
- Delete Ponddestructive
Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.
- Delete Stagedestructive
Tool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.
- Delete Teamdestructive
Tool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.
- Delete text message templatedestructive
Tool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden response. Use GET /textMessageTemplates/:id to check which Ac
- Get Appointment
Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.
- Get Appointment Outcome
Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.
- Get Appointment Type
Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.
- Get Call
Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.
- Get Deal
Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.
- Get Deal Custom Field
Tool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.
- Get Event
Tool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.
- Get Group
Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.
- Get Identity
Tool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.
- Get Me
Tool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.
- Get People Relationship
Tool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.
- Get Pipeline
Tool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.
- Get Ponds
Tool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.
- Get Smart List
Tool to retrieve a Smart List by its ID from Follow Up Boss. Use when you need to fetch details about a specific Smart List.
- Get Stage
Tool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.
- Get Team
Tool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.
- Get Template
Tool to retrieve an email template by its ID from Follow Up Boss. Use when you need to fetch details about a specific template, optionally with merge fields populated for a person.
- Get Text Message
Tool to retrieve a text message by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message record.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Follow Up Boss in the MCP catalog and click Connect. 3. Log in to your Follow Up Boss account, go to Settings > API, and generate a new API key. 4. Copy the key and paste it into the Switchy prompt when asked. 5. Grant the integration access to contacts, deals, appointments, and custom fields. 6. Click Authorize to complete the connection. 7. Open any Space in Switchy and type '@Follow Up Boss list my recent deals' to confirm the integration responds. 8. If you see deal data, the connection is live—start using @Follow Up Boss in prompts to log calls, create appointments, or update contact records.
What teammates see: by default, memories from Follow Up Boss are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log a Client Call
@Follow Up Boss log a call with John Smith from today at 2pm. We discussed his budget for a 3-bedroom home in the Riverside area. He's pre-approved and wants to tour properties next weekend.Open in a Space →
Schedule Showing Appointment
@Follow Up Boss create an appointment titled 'Property Showing - 456 Oak Street' for tomorrow at 10am, ending at 11am. Invite sarah@example.com and mark it as a showing type.Open in a Space →
Create Deal from Lead
@Follow Up Boss create a deal named 'Martinez Family - Suburban Home Search' in the Qualified stage. Associate it with contact ID 12345 and set the estimated value to $450,000.Open in a Space →
Apply Nurture Sequence
@Follow Up Boss apply the '90-Day Nurture' action plan to contact Emily Chen. She's not ready to buy yet but wants quarterly market updates.Open in a Space →
Add Custom Contact Field
@Follow Up Boss create a custom field called 'Preferred Neighborhood' with type text. We need to track where each buyer wants to live for better property matching.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@followupboss show me all contacts who haven't been contacted in the last 30 days and are marked as hot leads
Based on your Follow Up Boss data, I found 23 contacts matching those criteria. Here's a summary: 12 are in the 'Active Buyer' stage, 8 are 'Seller Leads', and 3 are marked as 'Investor Prospects'. The longest gap is 42 days for Sarah Martinez (last contact: email on Jan 15). The most recent is David Chen at 31 days (last contact: phone call on Feb 12). Would you like me to draft follow-up messages for the top 5, or apply an action plan to re-engage this group?
This example demonstrates the MCP's search and filtering capabilities across contact records. Requires read access to contacts, custom fields, and activity history. The actual field names and stages will vary by your Follow Up Boss account configuration—this output assumes standard real estate CRM setup.
@followupboss create an appointment for tomorrow at 2pm with Jennifer Wilson for a property showing at 456 Oak Street, and send her a calendar invite
Appointment created successfully in Follow Up Boss. Details: 'Property Showing - 456 Oak Street' scheduled for March 15, 2024 at 2:00 PM with Jennifer Wilson. Calendar invitation sent to jennifer.wilson@email.com. The appointment is set as type 'Property Showing' and linked to Jennifer's contact record. I've also logged this scheduling action in her activity timeline. Would you like me to add any notes or attach property details to this appointment?
This showcases the MCP's ability to create appointments and trigger email notifications in one action. Requires write access to appointments and contacts. Side-effect: sends an actual calendar invite to the contact's email—verify the email address is correct before running. The appointment will appear in all team members' Follow Up Boss calendars.
@followupboss review all deals in the 'Under Contract' stage and summarize which ones are at risk of falling through based on their last activity date
I analyzed 14 deals currently in 'Under Contract' stage. Risk assessment: 3 high-risk deals with no activity in 10+ days (Johnson property - 18 days idle, Martinez condo - 12 days, Lee townhouse - 11 days). 6 medium-risk deals with 5-9 days since last contact. 5 deals are actively progressing with activity in the last 48 hours. The high-risk deals total $1.2M in potential commission. Recommendation: prioritize outreach to the Johnson property team—their inspection deadline is in 4 days and the last logged activity was a voicemail 18 days ago.
This example pairs the MCP's deal data retrieval with AI reasoning to surface actionable insights. The analysis depends on your team's activity logging discipline—if calls or emails aren't logged in Follow Up Boss, they won't factor into the risk assessment. Useful for pipeline reviews but shouldn't replace manual deal oversight.
Use-case deep-dives
When Follow Up Boss wins for inbound lead assignment at scale
A 12-agent real estate brokerage gets 40-60 inbound leads per week from Zillow, Facebook, and their website. The office manager needs to route leads by ZIP code, apply the correct nurture sequence, and log the first call—all before the agent even sees the contact. Follow Up Boss handles this scenario cleanly because the MCP exposes both the action plan assignment and call logging in one pass. Switchy can parse the lead source, match it to a custom field, apply the right action plan, and create the call record without switching tabs. The threshold: if your team is under 5 agents or you're only logging 10 leads a month, the setup overhead outweighs the time saved. But at 30+ leads per week, this MCP turns a 4-step manual workflow into a single AI prompt.
When this MCP is overkill for simple calendar sync
A solo agent wants to log property showings and track which ones convert to offers. Follow Up Boss lets you create appointments, assign custom outcomes, and link them to deals—but if you're just syncing a Google Calendar event, the MCP adds friction you don't need. The win comes when you're running 15+ showings per week and need to tie each appointment to a deal stage, log the outcome (no-show, interested, offer submitted), and trigger a follow-up action plan based on that outcome. Switchy can handle the full loop: create the appointment, wait for the outcome input, update the deal stage, and apply the next nurture sequence. If you're not tracking outcomes or deal stages, stick with your calendar app and skip the API key setup.
When custom deal fields make pipeline analysis actually useful
A 6-person team reviews their sales pipeline every quarter to spot bottlenecks and forecast closings. They track custom deal metadata—days in stage, referral source, estimated close date—that doesn't fit Follow Up Boss's default schema. The MCP's create deal custom field and create deal tools let Switchy build a pipeline snapshot on demand: pull all active deals, calculate time-in-stage from the custom date fields, and flag deals stuck over 45 days. The output is a ranked list of deals that need attention, formatted for the team's Monday standup. This scenario works because the team already uses Follow Up Boss as their system of record and has 20+ active deals at any time. If your pipeline is under 10 deals or you're not tracking custom stages, a spreadsheet export is faster than setting up the MCP.
Frequently asked
What does the Follow Up Boss MCP do in Switchy?
It lets your AI agents create deals, log calls, schedule appointments, and apply action plans directly in Follow Up Boss. Your team can ask the AI to update CRM records without switching tabs or remembering field names. The MCP exposes 50 tools covering contacts, deals, custom fields, and workflows—so agents can handle routine data entry while your reps focus on closing.
Do I need admin access to connect Follow Up Boss?
You need an API key from Follow Up Boss, which typically requires admin or account-owner permissions to generate. Once you paste the key into Switchy, the MCP authenticates on behalf of your workspace. If your Follow Up Boss account restricts API access by role, check with your admin before connecting.
Can the MCP update existing deals or only create new ones?
The representative tools show a Create Deal action, but the full 50-tool set likely includes update and search operations—most CRM MCPs do. Check the complete tool list in Switchy's integration settings. If update tools are missing, you can still create deals and use Follow Up Boss's native UI for edits, or request the vendor add update endpoints.
How does this compare to using Follow Up Boss's web app directly?
The MCP is faster for repetitive data entry—agents can create five appointments in one prompt instead of five form submissions. You lose the visual pipeline board and bulk-edit UI, so use the web app for strategic deal reviews and the MCP for transactional updates. Think of it as a write-heavy API layer, not a replacement dashboard.
Who on my team should connect the Follow Up Boss MCP?
Whoever owns your Follow Up Boss API key—usually a sales ops lead or admin. That person's API permissions apply to all Switchy agents, so if the key can delete deals, agents can too. For safety, create a dedicated API user in Follow Up Boss with the minimum scopes your team needs before connecting.