How to integrate Follow Up Boss MCP with Mastra AI

This guide walks you through connecting Follow Up Boss to Mastra AI 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 Mastra AI 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.

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Follow Up Boss

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Introduction

This guide will help you understand how to give your Mastra AI 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.

Also integrate Follow Up Boss with

ChatGPT OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenCode Cursor VS Code OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

Set up your environment so Mastra, OpenAI, and Composio work together
Create a Tool Router session in Composio that exposes Follow Up Boss tools
Connect Mastra's MCP client to the Composio generated MCP URL
Fetch Follow Up Boss tool definitions and attach them as a toolset
Build a Mastra agent that can reason, call tools, and return structured results
Run an interactive CLI where you can chat with your Follow Up Boss agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

MCP Client: Built-in support for Model Context Protocol servers
Toolsets: Organize tools into logical groups
Step Callbacks: Monitor and debug agent execution
OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

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.

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

What is Composio SDK?

Composio's Composio SDK 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 Composio SDK

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

How the Composio SDK works

The Composio SDK 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

Step by step09 STEPS

Prerequisites

Before starting, make sure you have:

Node.js 18 or higher
A Composio account with an active API key
An OpenAI API key
Basic familiarity with TypeScript

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key.
You need credits or a connected billing setup to use the models.
Store the key somewhere safe.

Composio API Key

Log in to the Composio dashboard.
Go to Settings and copy your API key.
This key lets your Mastra agent talk to Composio and reach Follow Up Boss through MCP.

Install dependencies

bash

npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

@composio/core is the Composio SDK for creating MCP sessions
@mastra/core provides the Agent class
@mastra/mcp is Mastra's MCP client
@ai-sdk/openai is the model wrapper for OpenAI
dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_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 your requests to Composio
COMPOSIO_USER_ID tells Composio which user this session belongs to
OPENAI_API_KEY lets the Mastra agent call OpenAI models

Import libraries and validate environment

typescript

import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});

What's happening:

dotenv/config auto loads your .env so process.env.* is available
openai gives you a Mastra compatible model wrapper
Agent is the Mastra agent that will call tools and produce answers
MCPClient connects Mastra to your Composio MCP server
Composio is used to create a Tool Router session

Create a Tool Router session for Follow Up Boss

typescript

async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["follow_up_boss"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Follow Up Boss MCP URL:", composioMCPUrl);

What's happening:

create spins up a short-lived MCP HTTP endpoint for this user
The toolkits array contains "follow_up_boss" for Follow Up Boss access
session.mcp.url is the MCP URL that Mastra's MCPClient will connect to

Configure Mastra MCP client and fetch tools

typescript

const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);

What's happening:

MCPClient takes an id for this client and a list of MCP servers
The headers property includes the x-api-key for authentication
getTools fetches the tool definitions exposed by the Follow Up Boss toolkit

Create the Mastra agent

typescript

const agent = new Agent({
    name: "follow_up_boss-mastra-agent",
    instructions: "You are an AI agent with Follow Up Boss tools via Composio.",
    model: "openai/gpt-5",
  });

What's happening:

Agent is the core Mastra agent
name is just an identifier for logging and debugging
instructions guide the agent to use tools instead of only answering in natural language
model uses openai("gpt-5") to configure the underlying LLM

Set up interactive chat interface

typescript

let messages: AiMessageType[] = [];

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

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        follow_up_boss: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});

What's happening:

messages keeps the full conversation history in Mastra's expected format
agent.generate runs the agent with conversation history and Follow Up Boss toolsets
maxSteps limits how many tool calls the agent can take in a single run
onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

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

typescript

import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["follow_up_boss"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      follow_up_boss: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "follow_up_boss-mastra-agent",
    instructions: "You are an AI agent with Follow Up Boss tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { follow_up_boss: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Follow Up Boss through Composio's Tool Router. You can extend this further by:

Adding other toolkits like Gmail, Slack, or GitHub
Building a web-based chat interface around this agent
Using multiple MCP endpoints to enable cross-app workflows

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.

FRAMEWORKS

How to build Follow Up Boss MCP Agent with another framework

ChatGPT

Use Follow Up Boss MCP with ChatGPT

OpenAI Agents SDK

Use Follow Up Boss MCP with OpenAI Agents SDK

Claude Agent SDK

Use Follow Up Boss MCP with Claude Agent SDK

Claude Code

Use Follow Up Boss MCP with Claude Code

Claude Cowork

Use Follow Up Boss MCP with Claude Cowork

Codex

Use Follow Up Boss MCP with Codex

Cursor

Use Follow Up Boss MCP with Cursor

OpenClaw

Use Follow Up Boss MCP with OpenClaw

Hermes

Use Follow Up Boss MCP with Hermes

CLI

Use Follow Up Boss MCP with CLI

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

LlamaIndex

Use Follow Up Boss MCP with LlamaIndex

CrewAI

Use Follow Up Boss MCP with CrewAI

OpenCode

Use Follow Up Boss MCP with OpenCode

VS Code

Use Follow Up Boss MCP with VS Code

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Hubspot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

Pipedrive

Oauth2Api Key

Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.

Salesforce

Oauth2S2s Oauth2

Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.

Apollo

Api Key

Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.

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. Mastra AI 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.

Start with Follow Up Boss.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Follow Up Boss tool your agent needs.Free to start.

Start building

Customer stories

Teams ship real agents on Composio

GET STARTED FOR FREE BOOK A DEMO

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

Harsha Gaddipati

Co-founder, Slashy

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's immensely helped keep new users on the platform.

Abhi Arya

Co-founder, Opennote

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

Nirman Dave

CEO, Zams

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

Ryan Yu

Founder, Extra Thursday

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

Tomisin Jenrola

Founder & CEO, SwarmZero

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.

Jerome Leclanche

Co-Founder, Ingram Technologies

How to integrate Follow Up Boss MCP with Mastra AI

Connect Follow Up Boss without auth hassles

Introduction

Also integrate Follow Up Boss with

TL;DR

What is Mastra AI?

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

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

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import libraries and validate environment

Create a Tool Router session for Follow Up Boss

Configure Mastra MCP client and fetch tools

Create the Mastra agent

Set up interactive chat interface

Complete Code

Conclusion

Supported Tools

How to build Follow Up Boss MCP Agent with another framework

ChatGPT

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

Cursor

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

LlamaIndex

CrewAI

OpenCode

VS Code

Explore Other Toolkits

Hubspot

Pipedrive

Salesforce

Apollo

Frequently asked questions

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

Can I use Tool Router MCP with Mastra AI?+

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

How safe is my data with Composio Tool Router?+

Start with Follow Up Boss.It takes 30 seconds.

Teams ship real agents on Composio