# Follow Up Boss MCP for AI Agents | FlyMy.AI > Follow Up Boss MCP for Claude, Codex and Cursor through FlyMy.AI. Follow Up Boss real estate CRM: people and leads, events, notes, tasks, appointments... Page: https://flymy.ai/mcp/followupboss/ MCP / CRM and sales # Follow Up Boss MCP Follow Up Boss real estate CRM: people and leads, events, notes, tasks, appointments, calls, texts, emails, deals and smart lists. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Follow Up Boss](https://flymy.ai/mcp/followupboss/#connect) [What it can do](https://flymy.ai/mcp/followupboss/#actions) Your own API key, 85 actions, CRM and sales Ask your agent ``` List up to 10 Follow Up Boss deals in the pipeline I select, with their names and reported stages. ``` Paste it into an assistant connected to FlyMy.AI. The agent picks the actions. ## What Follow Up Boss MCP can do 85 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | `followupboss_apply_action_plan` | Apply an action plan to a person | | `followupboss_create_appointment` | Create an appointment | | `followupboss_create_call` | Log a call | | `followupboss_create_custom_field` | Create a custom field | | `followupboss_create_deal` | Create a deal | | `followupboss_create_deal_attachment` | Attach an externally hosted file to a deal | | `followupboss_create_deal_custom_field` | Create a deal custom field | | `followupboss_create_event` | Create an event to register a lead This is the recommended way to ingest leads: it creates / matches the person and runs lead routing and action plans. | | `followupboss_create_note` | Create a note on a person | | `followupboss_create_person` | Create a person To ingest a brand-new lead prefer followupboss_create_event instead (it runs lead routing and action plans). | | `followupboss_create_person_attachment` | Attach an externally hosted file to a person | | `followupboss_create_task` | Create a task | **Show all 60 actions** | Action | What it does | |---|---| | `followupboss_create_text_message` | Log a text message | | `followupboss_create_webhook` | Create a webhook | | `followupboss_delete_appointment` | Delete an appointment WRITE action | | `followupboss_delete_custom_field` | Delete a custom field WRITE action | | `followupboss_delete_deal` | Delete a deal WRITE action | | `followupboss_delete_deal_attachment` | Delete a deal attachment WRITE action | | `followupboss_delete_deal_custom_field` | Delete a deal custom field WRITE action | | `followupboss_delete_note` | Delete a note WRITE action | | `followupboss_delete_person` | Delete a person WRITE action | | `followupboss_delete_person_attachment` | Delete a person attachment WRITE action | | `followupboss_delete_task` | Delete a task WRITE action | | `followupboss_delete_webhook` | Delete a webhook WRITE action | | `followupboss_get_appointment` | Get one appointment | | `followupboss_get_automation` | Get one automation | | `followupboss_get_call` | Get one call | | `followupboss_get_custom_field` | Get one custom field | | `followupboss_get_deal` | Get one deal | | `followupboss_get_deal_attachment` | Get one deal attachment | | `followupboss_get_deal_custom_field` | Get one deal custom field | | `followupboss_get_email` | Get one email | | `followupboss_get_event` | Get one event | | `followupboss_get_group` | Get one group | | `followupboss_get_identity` | Get the account identity tied to the API key. | | `followupboss_get_me` | Get the current user for the API key. Returns the user object (id, name, email, role). | | `followupboss_get_note` | Get one note | | `followupboss_get_person` | Get one person | | `followupboss_get_person_attachment` | Get one person attachment | | `followupboss_get_pipeline` | Get one pipeline | | `followupboss_get_stage` | Get one stage | | `followupboss_get_task` | Get one task | | `followupboss_get_team` | Get one team | | `followupboss_get_text_message` | Get one text message | | `followupboss_get_user` | Get one user | | `followupboss_get_webhook` | Get one webhook | | `followupboss_list_action_plans` | List action plans (automated lead-nurture sequences). | | `followupboss_list_action_plans_people` | List action-plan-to-person assignments | | `followupboss_list_appointment_outcomes` | List appointment outcomes | | `followupboss_list_appointment_types` | List appointment types | | `followupboss_list_appointments` | List appointments | | `followupboss_list_automations` | List automations | | `followupboss_list_automations_people` | List automation-to-person pairings | | `followupboss_list_calls` | List calls | | `followupboss_list_custom_fields` | List custom fields | | `followupboss_list_deal_custom_fields` | List deal custom fields These are separate from person customFields. | | `followupboss_list_deals` | List deals | | `followupboss_list_email_templates` | List email templates | | `followupboss_list_emails` | List emails | | `followupboss_list_events` | List events (lead activity / inquiries) | And 25 more actions; [the docs](https://docs.flymy.ai/mcp/followupboss) lists every one. ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“List up to 10 Follow Up Boss deals in the pipeline I select, with their names and reported stages.”** uses `followupboss_list_deals` **“Read this Follow Up Boss deal and summarize its reported stage, value and associated person.”** uses `followupboss_get_deal` **“Read this Follow Up Boss person record and summarize their name, reported lead source and assigned agent.”** uses `followupboss_get_person` ## Connect Follow Up Boss in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Add your Followupboss api key Paste it into the Follow Up Boss [connection settings](https://app.flymy.ai/mcp-configs#followupboss) once; it stays with FlyMy.AI, never in a prompt or a chat. - **Followupboss api key** - From Follow Up Boss - see docs. [Get credentials ->](https://www.followupboss.com) 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Follow Up Boss account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More CRM and sales MCPs Contacts, companies, deals and prospecting. ### HubSpot HubSpot contacts/deals/tasks 22 actions / your API key Link: https://flymy.ai/mcp/hubspot/ ### Apollo hosted MCP Apollo.io people/companies search & enrich 57 actions / sign in Link: https://flymy.ai/mcp/apollo-mcp/ ### Acculynx AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business 8 actions / your API key Link: https://docs.flymy.ai/mcp/apps/acculynx ### ActiveCampaign ActiveCampaign CRM and marketing automation: contacts, lists, tags, custom fields, deals, pipelines and automations 47 actions / your API key Link: https://flymy.ai/mcp/activecampaign/ ### Aeroleads AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects 1 action / your API key Link: https://docs.flymy.ai/mcp/apps/aeroleads ### Affinity Affinity relationship CRM: persons, organizations, opportunities, lists, fields, notes, interactions 14 actions / your API key Link: https://flymy.ai/mcp/affinity/ ## Go to the source [Follow Up Boss in the docs →](https://docs.flymy.ai/mcp/followupboss), [Follow Up Boss connection settings →](https://app.flymy.ai/mcp-configs#followupboss), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-10-31: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.