Follow Up Boss Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Follow Up Boss MCP or direct API to manage contacts, track deals, update leads, and log activities through natural language.
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Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Apply Action Plan to PersonTool to apply an Action Plan to a person in Follow Up Boss.
Create AppointmentTool to create a new appointment in Follow Up Boss.
Create appointment outcomeTool to create an appointment outcome in Follow Up Boss.
Create Appointment TypeTool to create a new appointment type in Follow Up Boss.
Create CallTool to add a call record to Follow Up Boss.
Create Custom FieldTool to create a custom field in Follow Up Boss.
Create Deal Custom FieldTool to create a custom field for deals in Follow Up Boss.
Create DealTool to create a new deal in Follow Up Boss.
Create Email Marketing CampaignTool to create an email marketing campaign in Follow Up Boss.
Create Email Marketing EventsTool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
Create EventsTool to send in a lead or an event related to a lead in Follow Up Boss.
Create GroupTool to create a new Follow Up Boss group with specified members and distribution settings.
Create PipelineTool to create a new pipeline in Follow Up Boss.
Create PondsTool to create a new pond in Follow Up Boss.
Create ReactionsTool to add a reaction (emoji) to a Note, Call, or ThreadedReply.
Create StageTool to create a new stage in Follow Up Boss.
Create TeamTool to create a new team in Follow Up Boss.
Create email templateTool to create a new email template in Follow Up Boss.
Create Text Message TemplateTool to create a text message template in Follow Up Boss.
Delete AppointmentTool to delete an appointment by ID.
Delete Appointment OutcomeTool to delete an appointment outcome by ID.
Delete Appointment TypeTool to delete an appointment type by its ID.
Delete Custom FieldTool to delete a custom field by its ID.
Delete DealTool to delete a deal by its ID.
Delete Deal Custom FieldTool to delete a deal custom field by ID.
Delete GroupTool to delete a group by its ID.
Delete People RelationshipTool to delete a people relationship by ID in Follow Up Boss.
Delete PipelineTool to delete a pipeline by its ID from Follow Up Boss.
Delete PondTool to delete a pond by its ID.
Delete StageTool to delete a Follow Up Boss stage by ID.
Delete TeamTool to delete a team by its ID.
Delete text message templateTool to delete a text message template by ID.
Get AppointmentTool to retrieve an appointment by its ID.
Get Appointment OutcomeTool to retrieve an appointment outcome by ID.
Get Appointment TypeTool to retrieve an appointment type by ID.
Get CallTool to retrieve a call by its ID from Follow Up Boss.
Get DealTool to retrieve a deal by its ID from Follow Up Boss.
Get Deal Custom FieldTool to retrieve a deal custom field by its ID from Follow Up Boss.
Get EventTool to retrieve a single event by its ID from Follow Up Boss.
Get GroupTool to retrieve a group by its ID from Follow Up Boss.
Get IdentityTool to retrieve identity and authentication information from Follow Up Boss.
Get MeTool to retrieve information about the currently authenticated user.
Get People RelationshipTool to retrieve a people relationship by its ID from Follow Up Boss.
Get PipelineTool to retrieve a pipeline by its ID from Follow Up Boss.
Get PondsTool to retrieve a pond by its ID from Follow Up Boss.
Get Smart ListTool to retrieve a Smart List by its ID from Follow Up Boss.
Get StageTool to retrieve a stage by its ID from Follow Up Boss.
Get TeamTool to retrieve a team by its ID from Follow Up Boss.
Get TemplateTool to retrieve an email template by its ID from Follow Up Boss.
Get Text MessageTool to retrieve a text message by its ID from Follow Up Boss.
Get Text Message TemplateTool to retrieve a text message template by its ID from Follow Up Boss.
Get UserTool to retrieve a user by its ID from Follow Up Boss.
List Action PlansTool to get a list of Action Plans from Follow Up Boss.
List Action Plans PeopleTool to list Action Plans applied to a particular person or list people on a particular Action Plan.
List Appointment OutcomesTool to list all appointment outcomes from Follow Up Boss.
List AppointmentsTool to search for appointments in Follow Up Boss.
List Appointment TypesTool to list all appointment types from Follow Up Boss.
List CallsTool to search for calls in Follow Up Boss.
List Custom FieldsTool to list all custom fields in Follow Up Boss.
List Deal Custom FieldsTool to list all deal custom fields in Follow Up Boss.
List DealsTool to search for and list deals from Follow Up Boss.
List Email Marketing CampaignsTool to list email marketing campaigns from Follow Up Boss.
List Email Marketing EventsTool to retrieve email marketing events from Follow Up Boss.
List EventsTool to search for and list events from Follow Up Boss.
List GroupsTool to list all groups from Follow Up Boss.
List Groups Round RobinTool to list groups with round-robin data from Follow Up Boss.
List Inbox AppsTool to list all inbox app installations from Follow Up Boss.
List People RelationshipsTool to list all people relationships from Follow Up Boss.
List PipelinesTool to search for pipelines in Follow Up Boss.
List PondsTool to list all ponds from Follow Up Boss.
List Smart ListsTool to list Smart Lists from Follow Up Boss.
List StagesTool to retrieve a list of stages from Follow Up Boss.
List Team InboxesTool to list all shared team inboxes from Follow Up Boss.
List TeamsTool to get a list of teams from Follow Up Boss.
List TemplatesTool to list all email templates from Follow Up Boss.
List Text MessagesTool to list text messages for a person or phone number from Follow Up Boss.
List Text Message TemplatesTool to list all text message templates from Follow Up Boss.
List TimeframesTool to get a list of timeframes from Follow Up Boss.
List UsersTool to search for and list users from Follow Up Boss.
List WebhooksTool to retrieve a list of webhooks from Follow Up Boss.
Merge TemplateTool to merge an email template with person data using Follow Up Boss API.
Merge Text Message TemplateTool to merge a text message template with person data.
Update Action Plan People StatusTool to update the status of an Action Plan to Person relationship in Follow Up Boss.
Update AppointmentTool to update an existing appointment in Follow Up Boss.
Update appointment outcomeTool to update an existing appointment outcome in Follow Up Boss.
Update Appointment TypeTool to update an existing appointment type in Follow Up Boss.
Update CallTool to update an existing call record in Follow Up Boss.
Update Custom FieldsTool to update an existing custom field in Follow Up Boss by its ID.
Update Deal Custom FieldsTool to update an existing deal custom field in Follow Up Boss.
Update DealTool to update an existing deal in Follow Up Boss.
Update Email Marketing CampaignTool to update an existing email marketing campaign in Follow Up Boss.
Update GroupTool to update an existing Follow Up Boss group with modified members and distribution settings.
Update People RelationshipsTool to update details of a specific people relationship in Follow Up Boss.
Update PipelineTool to update an existing pipeline in Follow Up Boss.
Update PondsTool to update an existing pond in Follow Up Boss.
Update StageTool to update an existing stage in Follow Up Boss.
Update TeamTool to update an existing team in Follow Up Boss.
Update email templateTool to update an existing email template in Follow Up Boss.
Update Text Message TemplateTool to update an existing text message template in Follow Up Boss.
Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK for Python or TypeScript

Initialize Client and Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Import and initialize the Composio client, then create a Tool Router session for Follow Up Boss

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Follow Up Boss tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all leads added this week')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent (Anthropic Claude or Mastra)

Why Use Composio?

AI Native Follow Up Boss Integration

  • Supports both Follow Up Boss MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Follow Up Boss data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Follow Up Boss access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Follow Up Boss
  • Scoped, least privilege access to Follow Up Boss resources
  • Full audit trail of agent actions to support review and compliance

Use Follow Up Boss with any AI Agent Framework

Choose a Framework you want to connect Follow Up Boss with

Frequently Asked Questions

Do I need my own developer credentials to use Follow Up Boss with Composio?

Yes, Follow Up Boss requires you to configure your own Basic Auth credentials. Once set up, Composio handles secure credential storage and authentication for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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