Follow Up Boss with Pydantic AI

How to integrate Follow Up Boss MCP with Pydantic AI

Introduction TL;DR What is Pydantic AI 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 Pydantic 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 Pydantic 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.

TL;DR

Here's what you'll learn:

How to set up your Composio API key and User ID
How to create a Composio Tool Router session for Follow Up Boss
How to attach an MCP Server to a Pydantic AI agent
How to stream responses and maintain chat history
How to build a simple REPL-style chat interface to test your Follow Up Boss workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

Type Safety: Built on Pydantic for automatic data validation
MCP Support: Native support for Model Context Protocol servers
Streaming: Built-in support for streaming responses
Async First: Designed for async/await patterns

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 with an active API key
Basic familiarity with Python and async programming

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 pydantic-ai python-dotenv

Install the required libraries.

What's happening:

composio connects your agent to external SaaS tools like Follow Up Boss
pydantic-ai lets you create structured AI agents with tool support
python-dotenv loads your environment variables securely from a .env file

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

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates your agent to Composio's API
USER_ID associates your session with your account for secure tool access
OPENAI_API_KEY to access OpenAI LLMs

Import dependencies

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

What's happening:

We load environment variables and import required modules
Composio manages connections to Follow Up Boss
MCPServerStreamableHTTP connects to the Follow Up Boss MCP server endpoint
Agent from Pydantic AI lets you define and run the AI assistant

Create a Tool Router Session

python

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Follow Up Boss
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["follow_up_boss"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

What's happening:

We're creating a Tool Router session that gives your agent access to Follow Up Boss tools
The create method takes the user ID and specifies which toolkits should be available
The returned session.mcp.url is the MCP server URL that your agent will use

Initialize the Pydantic AI Agent

python

# Attach the MCP server to a Pydantic AI Agent
follow_up_boss_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[follow_up_boss_mcp],
    instructions=(
        "You are a Follow Up Boss assistant. Use Follow Up Boss tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)

What's happening:

The MCP client connects to the Follow Up Boss endpoint
The agent uses GPT-5 to interpret user commands and perform Follow Up Boss operations
The instructions field defines the agent's role and behavior

Build the chat interface

python

# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Follow Up Boss.\n")

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", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()

What's happening:

The agent reads input from the terminal and streams its response
Follow Up Boss API calls happen automatically under the hood
The model keeps conversation history to maintain context across turns

Run the application

python

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

What's happening:

The asyncio loop launches the agent and keeps it running until you exit

Complete Code

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

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Follow Up Boss
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["follow_up_boss"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    follow_up_boss_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[follow_up_boss_mcp],
        instructions=(
            "You are a Follow Up Boss assistant. Use Follow Up Boss tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Follow Up Boss.\n")

    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", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

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

Conclusion

You've built a Pydantic AI agent that can interact with Follow Up Boss through Composio's Tool Router. With this setup, your agent can perform real Follow Up Boss actions through natural language. You can extend this further by:

Adding other toolkits like Gmail, HubSpot, or Salesforce
Building a web-based chat interface around this agent
Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Follow Up Boss for workflow automation)

This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.

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 Pydantic AI?

Yes, you can. Pydantic 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.

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 Pydantic AI

Table of Contents

Connect Follow Up Boss without Auth hassles

Introduction

TL;DR

What is Pydantic AI?

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 Tool Router Session

Initialize the Pydantic AI Agent

Build the chat interface

Run the application

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 Pydantic 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?

Used by agents from

Never worry about agent reliability