Follow Up Boss with AutoGen

How to integrate Follow Up Boss MCP with Autogen

Introduction TL;DR What is AutoGen What is the Follow Up Boss MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Tool Router Step-by-step Guide Complete Code Conclusion How to build Follow Up Boss MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Follow Up Boss to AutoGen using the Composio tool router. By the end, you'll have a working Follow Up Boss agent that can list all leads added this week, update contact info for lead john doe, create a new deal for jane smith through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Follow Up Boss account through Composio's Follow Up Boss MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

TL;DR

Here's what you'll learn:

Get and set up your OpenAI and Composio API keys
Install the required dependencies for Autogen and Composio
Initialize Composio and create a Tool Router session for Follow Up Boss
Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
Configure an Autogen AssistantAgent that can call Follow Up Boss tools
Run a live chat loop where you ask the agent to perform Follow Up Boss operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

Multi-Agent Systems: Build collaborative agent workflows
MCP Workbench: Native support for Model Context Protocol tools
Streaming HTTP: Connect to external services through streamable HTTP
AssistantAgent: Pre-built agent class for tool-using assistants

What is the Follow Up Boss MCP server, and what's possible with it?

The Follow Up Boss MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Follow Up Boss account. It provides structured and secure access so your agent can perform Follow Up Boss operations on your behalf.

Supported Tools & Triggers

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.

What is the Composio tool router, and how does it fit here?

What is Tool Router?

Composio's Tool Router helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Tool Router

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Tool Router works

The Tool Router follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

You will need:

A Composio API key
An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
A Follow Up Boss account you can connect to Composio
Some basic familiarity with Autogen and Python async

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

bash

pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

composio connects your agent to Follow Up Boss via MCP
autogen-agentchat provides the AssistantAgent class
autogen-ext-openai provides the OpenAI model client
autogen-ext-tools provides MCP workbench support

Set up environment variables

bash

COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

COMPOSIO_API_KEY is required to talk to Composio
OPENAI_API_KEY is used by Autogen's OpenAI client
USER_ID is how Composio identifies which user's Follow Up Boss connections to use

Import dependencies and create Tool Router session

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Follow Up Boss session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["follow_up_boss"]
    )
    url = session.mcp.url

What's happening:

load_dotenv() reads your .env file
Composio(api_key=...) initializes the SDK
create(...) creates a Tool Router session that exposes Follow Up Boss tools
session.mcp.url is the MCP endpoint that Autogen will connect to

Configure MCP parameters for Autogen

python

# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

url points to the Tool Router MCP endpoint from Composio
timeout is the HTTP timeout for requests
sse_read_timeout controls how long to wait when streaming responses
terminate_on_close=True cleans up the MCP server process when the workbench is closed

Create the model client and agent

python

# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Follow Up Boss assistant agent with MCP tools
    agent = AssistantAgent(
        name="follow_up_boss_assistant",
        description="An AI assistant that helps with Follow Up Boss operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

OpenAIChatCompletionClient wraps the OpenAI model for Autogen
McpWorkbench connects the agent to the MCP tools
AssistantAgent is configured with the Follow Up Boss tools from the workbench

Run the interactive chat loop

python

print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Follow Up Boss related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

What's happening:

The script prompts you in a loop with You:
Autogen passes your input to the model, which decides which Follow Up Boss tools to call via MCP
agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Follow Up Boss and AutoGen:

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Follow Up Boss session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["follow_up_boss"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Follow Up Boss assistant agent with MCP tools
        agent = AssistantAgent(
            name="follow_up_boss_assistant",
            description="An AI assistant that helps with Follow Up Boss operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Follow Up Boss related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Follow Up Boss through Composio's Tool Router and MCP. From here you can:

Add more toolkits to the toolkits list, for example notion or hubspot
Refine the agent description to point it at specific workflows
Wrap this script behind a UI, Slack bot, or internal tool

Once the pattern is clear for Follow Up Boss, you can reuse the same structure for other MCP-enabled apps with minimal code changes.

How to build Follow Up Boss MCP Agent with another framework

OpenAI Agents SDK

Use Follow Up Boss MCP with OpenAI Agents SDK

Claude Agent SDK

Use Follow Up Boss MCP with Claude Agent SDK

Google ADK

Use Follow Up Boss MCP with Google ADK

LangChain

Use Follow Up Boss MCP with LangChain

Vercel AI SDK

Use Follow Up Boss MCP with Vercel AI SDK

Mastra AI

Use Follow Up Boss MCP with Mastra AI

LlamaIndex

Use Follow Up Boss MCP with LlamaIndex

CrewAI

Use Follow Up Boss MCP with CrewAI

Claude Code

Use Follow Up Boss MCP with Claude Code

Codex

Use Follow Up Boss MCP with Codex

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TOOLKIT MARKETPLACE

FAQ

What are the differences in Tool Router MCP and Follow Up Boss MCP?

With a standalone Follow Up Boss MCP server, the agents and LLMs can only access a fixed set of Follow Up Boss tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Follow Up Boss and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Autogen?

Yes, you can. Autogen fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Follow Up Boss tools.

Can I manage the permissions and scopes for Follow Up Boss while using Tool Router?

Yes, absolutely. You can configure which Follow Up Boss scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Follow Up Boss data and credentials are handled as safely as possible.

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

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Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Follow Up Boss MCP with Autogen

Table of Contents

Connect Follow Up Boss without Auth hassles

Introduction

TL;DR

What is AutoGen?

What is the Follow Up Boss MCP server, and what's possible with it?

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Tool Router?

How the Tool Router works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies and create Tool Router session

Configure MCP parameters for Autogen

Create the model client and agent

Run the interactive chat loop

Complete Code

Conclusion

How to build Follow Up Boss MCP Agent with another framework

OpenAI Agents SDK

Claude Agent SDK

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Claude Code

Codex

Explore Other Toolkits

Acculynx

Addressfinder

Affinity

FAQ

What are the differences in Tool Router MCP and Follow Up Boss MCP?

Can I use Tool Router MCP with Autogen?

Can I manage the permissions and scopes for Follow Up Boss while using Tool Router?

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability