Follow Up Boss with CrewAI

How to integrate Follow Up Boss MCP with CrewAI

Introduction TL;DR What is CrewAI 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 CrewAI 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 CrewAI 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 a Composio API key and configure your Follow Up Boss connection
Set up CrewAI with an MCP enabled agent
Create a Tool Router session or standalone MCP server for Follow Up Boss
Build a conversational loop where your agent can execute Follow Up Boss operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

Agent Roles: Define specialized agents with specific goals and backstories
Task Management: Create tasks with clear descriptions and expected outputs
Crew Orchestration: Combine agents and tasks into collaborative workflows
MCP Integration: Connect to external tools through Model Context Protocol

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

Before starting, make sure you have:

Python 3.9 or higher
A Composio account and API key
A Follow Up Boss connection authorized in Composio
An OpenAI API key for the CrewAI LLM
Basic familiarity with Python

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 crewai crewai-tools[mcp] python-dotenv

What's happening:

composio connects your agent to Follow Up Boss via MCP
crewai provides Agent, Task, Crew, and LLM primitives
crewai-tools[mcp] includes MCP helpers
python-dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID scopes the session to your account
OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python

import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

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

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")

What's happening:

CrewAI classes define agents and tasks, and run the workflow
MCPServerHTTP connects the agent to an MCP endpoint
Composio will give you a short lived Follow Up Boss MCP URL

Create a Composio Tool Router session for Follow Up Boss

python

composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["follow_up_boss"])

url = session.mcp.url

What's happening:

You create a Follow Up Boss only session through Composio
Composio returns an MCP HTTP URL that exposes Follow Up Boss tools

Initialize the MCP Server

python

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )

What's Happening:

Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python

print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

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

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

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")

What's Happening:

Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

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

python

from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["follow_up_boss"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

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

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

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Follow Up Boss through Composio's Tool Router. The agent can perform Follow Up Boss operations through natural language commands.

Next steps:

Add role-specific instructions to customize agent behavior
Plug in more toolkits for multi-app workflows
Chain tasks for complex multi-step operations

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

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 CrewAI?

Yes, you can. CrewAI 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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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 CrewAI

Table of Contents

Connect Follow Up Boss without Auth hassles

Introduction

TL;DR

What is CrewAI?

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

Create a Composio Tool Router session for Follow Up Boss

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

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

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 CrewAI?

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