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.
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 lists every one.
Ask your agent
Requests to paste as they are. Each one runs on the actions named under it.
followupboss_list_dealsfollowupboss_get_dealfollowupboss_get_personConnect Follow Up Boss in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 02
Add your Followupboss api key
Paste it into the Follow Up Boss connection settings once; it stays with FlyMy.AI, never in a prompt or a chat.
- Followupboss api key - From Follow Up Boss - see docs. Get credentials ->
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
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.
Go to the source
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.