Connect Follow Up Boss to the AI tools you already use.
On an Ace Pro seat, Ace exposes up to 189 MCP tools (scoped to your role) that let Claude, ChatGPT, and other AI assistants work inside Follow Up Boss — organized here by category, from contact management to Zillow lead workflows.
The Follow Up Boss MCP Server
Start here: paste one URL into Claude or ChatGPT, sign in with the email on your Ace Pro seat, connect your own Follow Up Boss login once, and your AI assistant can work your CRM. No API key, no developer setup.
Set up MCP → ToolsContact Management
Search, create, update, and organize Follow Up Boss contacts through natural language.
Read the guide → ToolsDeal Pipeline
Create and track deals and move them through your pipeline by conversation.
Read the guide → ToolsAction Plans
Enroll contacts in drip campaigns, pause and resume sequences, and monitor enrollment.
Read the guide → ToolsSmart Lists
Preview and deploy Ace’s curated Smart Lists into Follow Up Boss — 9 on every account, 15 with Ace Trove.
Read the guide → ToolsTask Automation
Create, manage, and bulk-assign tasks across your team without touching the task interface.
Read the guide → ToolsEmail Automation
Draft with AI and send through your own connected Gmail account, with templates and merges.
Read the guide → DataMarket Intelligence
Federal Reserve FRED indicators — mortgage rates, housing data, employment — inside your workflow.
Read the guide → PlaybookZillow Automation
Purpose-built speed-to-lead and lifecycle management for Zillow leads.
Read the guide → VoiceVoice Commands
Talk to your CRM hands-free — Ace Voice on the Pro seat.
Read the guide → SetupClaude Desktop (DXT)
Install Ace as a native Claude Desktop extension using the DXT format.
Read the guide →