How to integrate Follow Up Boss MCP with Claude Code

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Introduction

Manage your Follow Up Boss directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Follow Up Boss to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Follow Up Boss.

Rube connected successfully

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 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.

Connecting Follow Up Boss via Tool Router

Tool Router is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Follow Up Boss) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router follows a three-phase workflow:

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

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Follow Up Boss account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["follow_up_boss"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http follow_up_boss-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Follow Up Boss. This URL will be used to connect Claude Code to Follow Up Boss.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Follow Up Boss
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Follow Up Boss MCP to Claude Code

bash
claude mcp add --transport http follow_up_boss-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (follow_up_boss-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Follow Up Boss MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your follow_up_boss-composio entry in the list
  • This confirms that Claude Code can now access Follow Up Boss tools

If everything is wired up, you should see your follow_up_boss-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Follow Up Boss

The first time you try to use Follow Up Boss tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Follow Up Boss
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Follow Up Boss authorization flow
  • Return to the terminal and start using Follow Up Boss through Claude Code

Once authenticated, you can ask Claude Code to perform Follow Up Boss operations in natural language. For example:

  • "List all leads added this week"
  • "Update contact info for lead John Doe"
  • "Create a new deal for Jane Smith"

Complete Code

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

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["follow_up_boss"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http follow_up_boss-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Follow Up Boss with Claude Code using Composio's MCP server. Now you can interact with Follow Up Boss directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Follow Up Boss operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Follow Up Boss operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

How to build Follow Up Boss MCP Agent with another framework

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OpenAI Agents SDK

Use Follow Up Boss MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use Follow Up Boss MCP with Claude Agent SDK

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LangChain

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Use Follow Up Boss MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use Follow Up Boss MCP with Vercel AI SDK

Mastra AI

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Use Follow Up Boss MCP with Mastra AI

LlamaIndex

LlamaIndex

Use Follow Up Boss MCP with LlamaIndex

CrewAI

CrewAI

Use Follow Up Boss MCP with CrewAI

Codex

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Use Follow Up Boss MCP with Codex

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 Claude Code?

Yes, you can. Claude Code 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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