How to connect Follow Up Boss MCP with VS Code

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How to connect Follow Up Boss MCP with VS Code

VS Code is the most popular code editor out there. With its recent AI makeover, it can do more than just help you write code. You can connect your applications to it and let LLMs automate many of the mundane tasks in your workflow.

In this guide, I will explain how to connect Follow Up Boss with VS Code in the most secure and robust way possible via Composio.

Also integrate Follow Up Boss with

Why use Composio?

Composio provides:

  • Access to 1,000+ managed apps from a single MCP endpoint. This makes it convenient for agents to run cross-app workflows.
  • Programmatic tool calling. Allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool response handling outside the LLM context. This minimizes context bloat from large tool responses.
  • Dynamic just-in-time access to thousands of tools across hundreds of apps. Composio loads the tools your agent needs, so LLMs are not overwhelmed by tools they do not need.

Integrate Follow Up Boss MCP with VS Code

1. Install with one click

Click the button below to add Composio to VS Code. You will be prompted to authorize. This requires VS Code 1.99+ with GitHub Copilot.

+Install in VS Code

2. Or add manually

Open or create .vscode/mcp.json in your project root and add the following configuration:

bash
{
  "servers": {
    "composio": {
      "type": "http",
      "url": "https://connect.composio.dev/mcp"
    }
  }
}

3. Authorize

Click the install button to authorize VS Code to connect to Composio. VS Code will detect OAuth and prompt you to sign in.

VS Code MCP server install screen for Composio

A browser window will open to authorize.

Composio authorization browser window

4. Authenticate Follow Up Boss and start working

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

For example, ask it 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 to Follow Up Boss.

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

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.

Way Forward

Now that Follow Up Boss is connected, extend your setup by connecting the other apps you already use every day, so your agent can run true cross-app workflows end to end.

  • Connect Calendar to turn threads into scheduled meetings automatically.
  • Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
  • Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
  • Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.
  • Connect HubSpot or Salesforce to log customer context, update records, and draft follow-ups.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single MCP endpoint, your agent can coordinate multiple tools safely and reliably in one conversation.

How to build Follow Up Boss MCP Agent with another framework

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 VS Code?

Yes, you can. VS 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.

Used by agents from

Context
Letta
glean
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Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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