How to connect Follow Up Boss to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Follow Up Boss account to Cowork via Composio Connect, enabling it to list all leads added this week, update contact info for lead John Doe, create a new deal for Jane Smith, and more such actions on your behalf without compromising your account security.

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Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales.

99 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Follow Up Boss account to Cowork via Composio Connect, enabling it to list all leads added this week, update contact info for lead John Doe, create a new deal for Jane Smith, and more such actions on your behalf without compromising your account security.

Also integrate Follow Up Boss with

Connecting Follow Up Boss to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Follow Up Boss account

Back in Cowork, ask the agent to connect to Follow Up Boss or give it any Follow Up Boss-related task.

For example, ask Cowork to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Follow Up Boss account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Follow Up Boss through MCP without you sharing account credentials directly with the agent.

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.

TOOLS

Supported Tools

Every Follow Up Boss action and event your agent gets out of the box.

Apply Action Plan to Person

Tool to apply an Action Plan to a person in Follow Up Boss.

Create Appointment

Tool to create a new appointment in Follow Up Boss.

Create appointment outcome

Tool to create an appointment outcome in Follow Up Boss.

Create Appointment Type

Tool to create a new appointment type in Follow Up Boss.

Create Call

Tool to add a call record to Follow Up Boss.

Create Custom Field

Tool to create a custom field in Follow Up Boss.

Create Deal Custom Field

Tool to create a custom field for deals in Follow Up Boss.

Create Deal

Tool to create a new deal in Follow Up Boss.

Create Email Marketing Campaign

Tool to create an email marketing campaign in Follow Up Boss.

Create Email Marketing Events

Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.

Create Events

Tool to send in a lead or an event related to a lead in Follow Up Boss.

Create Group

Tool to create a new Follow Up Boss group with specified members and distribution settings.

Create Pipeline

Tool to create a new pipeline in Follow Up Boss.

Create Ponds

Tool to create a new pond in Follow Up Boss.

Create Reactions

Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply.

Create Stage

Tool to create a new stage in Follow Up Boss.

Create Team

Tool to create a new team in Follow Up Boss.

Create email template

Tool to create a new email template in Follow Up Boss.

Create Text Message Template

Tool to create a text message template in Follow Up Boss.

Delete Appointment

Tool to delete an appointment by ID.

Delete Appointment Outcome

Tool to delete an appointment outcome by ID.

Delete Appointment Type

Tool to delete an appointment type by its ID.

Delete Custom Field

Tool to delete a custom field by its ID.

Delete Deal

Tool to delete a deal by its ID.

Delete Deal Custom Field

Tool to delete a deal custom field by ID.

Delete Group

Tool to delete a group by its ID.

Delete People Relationship

Tool to delete a people relationship by ID in Follow Up Boss.

Delete Pipeline

Tool to delete a pipeline by its ID from Follow Up Boss.

Delete Pond

Tool to delete a pond by its ID.

Delete Stage

Tool to delete a Follow Up Boss stage by ID.

Delete Team

Tool to delete a team by its ID.

Delete text message template

Tool to delete a text message template by ID.

Get Appointment

Tool to retrieve an appointment by its ID.

Get Appointment Outcome

Tool to retrieve an appointment outcome by ID.

Get Appointment Type

Tool to retrieve an appointment type by ID.

Get Call

Tool to retrieve a call by its ID from Follow Up Boss.

Get Deal

Tool to retrieve a deal by its ID from Follow Up Boss.

Get Deal Custom Field

Tool to retrieve a deal custom field by its ID from Follow Up Boss.

Get Event

Tool to retrieve a single event by its ID from Follow Up Boss.

Get Group

Tool to retrieve a group by its ID from Follow Up Boss.

Get Identity

Tool to retrieve identity and authentication information from Follow Up Boss.

Get Me

Tool to retrieve information about the currently authenticated user.

Get People Relationship

Tool to retrieve a people relationship by its ID from Follow Up Boss.

Get Pipeline

Tool to retrieve a pipeline by its ID from Follow Up Boss.

Get Ponds

Tool to retrieve a pond by its ID from Follow Up Boss.

Get Smart List

Tool to retrieve a Smart List by its ID from Follow Up Boss.

Get Stage

Tool to retrieve a stage by its ID from Follow Up Boss.

Get Team

Tool to retrieve a team by its ID from Follow Up Boss.

Get Template

Tool to retrieve an email template by its ID from Follow Up Boss.

Get Text Message

Tool to retrieve a text message by its ID from Follow Up Boss.

Get Text Message Template

Tool to retrieve a text message template by its ID from Follow Up Boss.

Get User

Tool to retrieve a user by its ID from Follow Up Boss.

List Action Plans

Tool to get a list of Action Plans from Follow Up Boss.

List Action Plans People

Tool to list Action Plans applied to a particular person or list people on a particular Action Plan.

List Appointment Outcomes

Tool to list all appointment outcomes from Follow Up Boss.

List Appointments

Tool to search for appointments in Follow Up Boss.

List Appointment Types

Tool to list all appointment types from Follow Up Boss.

List Calls

Tool to search for calls in Follow Up Boss.

List Custom Fields

Tool to list all custom fields in Follow Up Boss.

List Deal Custom Fields

Tool to list all deal custom fields in Follow Up Boss.

List Deals

Tool to search for and list deals from Follow Up Boss.

List Email Marketing Campaigns

Tool to list email marketing campaigns from Follow Up Boss.

List Email Marketing Events

Tool to retrieve email marketing events from Follow Up Boss.

List Events

Tool to search for and list events from Follow Up Boss.

List Groups

Tool to list all groups from Follow Up Boss.

List Groups Round Robin

Tool to list groups with round-robin data from Follow Up Boss.

List Inbox Apps

Tool to list all inbox app installations from Follow Up Boss.

List People Relationships

Tool to list all people relationships from Follow Up Boss.

List Pipelines

Tool to search for pipelines in Follow Up Boss.

List Ponds

Tool to list all ponds from Follow Up Boss.

List Smart Lists

Tool to list Smart Lists from Follow Up Boss.

List Stages

Tool to retrieve a list of stages from Follow Up Boss.

List Team Inboxes

Tool to list all shared team inboxes from Follow Up Boss.

List Teams

Tool to get a list of teams from Follow Up Boss.

List Templates

Tool to list all email templates from Follow Up Boss.

List Text Messages

Tool to list text messages for a person or phone number from Follow Up Boss.

List Text Message Templates

Tool to list all text message templates from Follow Up Boss.

List Timeframes

Tool to get a list of timeframes from Follow Up Boss.

List Users

Tool to search for and list users from Follow Up Boss.

List Webhooks

Tool to retrieve a list of webhooks from Follow Up Boss.

Merge Template

Tool to merge an email template with person data using Follow Up Boss API.

Merge Text Message Template

Tool to merge a text message template with person data.

Update Action Plan People Status

Tool to update the status of an Action Plan to Person relationship in Follow Up Boss.

Update Appointment

Tool to update an existing appointment in Follow Up Boss.

Update appointment outcome

Tool to update an existing appointment outcome in Follow Up Boss.

Update Appointment Type

Tool to update an existing appointment type in Follow Up Boss.

Update Call

Tool to update an existing call record in Follow Up Boss.

Update Custom Fields

Tool to update an existing custom field in Follow Up Boss by its ID.

Update Deal Custom Fields

Tool to update an existing deal custom field in Follow Up Boss.

Update Deal

Tool to update an existing deal in Follow Up Boss.

Update Email Marketing Campaign

Tool to update an existing email marketing campaign in Follow Up Boss.

Update Group

Tool to update an existing Follow Up Boss group with modified members and distribution settings.

Update People Relationships

Tool to update details of a specific people relationship in Follow Up Boss.

Update Pipeline

Tool to update an existing pipeline in Follow Up Boss.

Update Ponds

Tool to update an existing pond in Follow Up Boss.

Update Stage

Tool to update an existing stage in Follow Up Boss.

Update Team

Tool to update an existing team in Follow Up Boss.

Update email template

Tool to update an existing email template in Follow Up Boss.

Update Text Message Template

Tool to update an existing text message template in Follow Up Boss.

FAQ

Frequently asked questions

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.

Yes, you can. Claude Cowork 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.

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.

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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