Claude · Plugin

The Follow Up Ace plugin for Claude.

One install gives Claude the Ace connector for Follow Up Boss and the playbooks to use it well: a morning briefing, call prep, pipeline and closing reviews, new-lead response, and drafts you approve before anything sends. It works in Claude Code, the Claude desktop app and claude.ai.

Before you start: The Claude / ChatGPT connector needs an Ace Pro seat, and the plugin uses that connector. Sign up free first. Then, if your team pays for your seat, ask your admin to move you to Ace Pro from the Seats page; if you pay for your own seat, upgrade it yourself. Each agent also connects their own Follow Up Boss login in Ace once, so Claude only sees what Follow Up Boss lets you see. Already added Ace as a custom connector? Keep it or remove it — you only need one.

  1. Install the plugin.

    Claude Code: run these two commands in a session.

    /plugin marketplace add https://followupace.com/claude-plugin/marketplace.json
    /plugin install ace@follow-up-ace

    Claude desktop app or claude.ai: download the plugin file, then open Customize → Plugins → Add → Upload plugin and choose it.

    Download the plugin (.zip)

  2. Connect Follow Up Ace and sign in.

    The plugin adds the Follow Up Ace connector. In Claude Code, run /mcp and choose it; in the desktop app and claude.ai, open the plugin’s Connectors tab and connect it. Sign in with the email on your Ace Pro seat (normally the work email you use in Follow Up Boss) and enter the 6-digit verification code mailed to that inbox.

  3. Connect your own Follow Up Boss login (one time).

    Open Ace inside Follow Up Boss (or, in the Ace workspace, Settings → Integrations) and click Connect as yourself, authorizing with your own Follow Up Boss login. The connector answers through it, so it only sees the contacts Follow Up Boss lets you see. Until you do, your first CRM request will ask you to connect.

  4. Run /ace:setup.

    It confirms who you are signed in as, or tells you the one thing left to do. Then try /ace:today.

What you can ask for

CommandWhat you get
/ace:todayYour start-of-day plan: who to call first and why, alerts, calendar and deals to watch.
/ace:prepA one-screen brief on one contact before a call or meeting.
/ace:pipelineEvery active deal graded, with the next move for the ones that need it.
/ace:new-leadsNew leads ranked by how long they have waited, with a first message ready to use.
/ace:draftA text, email or call script written from the contact’s record and checked before you see it.
/ace:checkA Fair Housing and compliance check of any message or listing copy, with a clean rewrite.
/ace:closingsContract-to-close status: deadlines, overdue items and who is waiting on whom. Part of Ace Trove.
/ace:sellersLikely sellers in your sphere, or a read on one contact or address. Seller reads are part of Ace Trove; value and equity are estimates.
/ace:teamFor team leads: production, response time, deals at risk and lead sources across the team.
/ace:setupChecks the connection and names the next step if something is missing.

You do not have to use the commands. Ask in plain words — “who should I call first today?” — and Claude picks the matching playbook.

How it behaves

Your book only. An agent sees their own contacts and deals; team-wide reports are for account admins. Nothing sends without you. Claude shows the exact draft and waits for your yes. Emails go out through your connected Gmail or as a stored Ace draft, and Ace never sends text messages — you get the text to send yourself. No made-up data. If a read fails, or a report needs Ace Trove, Claude says so instead of showing an empty result.

Just want the connector? Claude · Claude Desktop · ChatGPT · Cursor · VS Code