Action Plans
Enroll contacts in Follow Up Boss follow-up sequences, pause and resume them, and see who is enrolled — all through conversation. Follow Up Boss runs sequences as Automations 2.0 or as legacy Action Plans; Ace works with whichever your account uses and checks that an enrollment actually started.
Available MCP Tools
Search or browse the tools in this category.
fetch_sequences
List your follow-up sequences (drip campaigns) with their IDs and names. It works on both Automations 2.0 and legacy Action Plans and says which system answered.
Show me all my follow-up sequences
enroll_in_sequence
Enroll one person in a sequence by personId and sequenceId. Ace verifies the enrollment actually started and tells you when it did not, instead of calling it a success.
Put Sarah Chen on the 90-day buyer nurture sequence
fetch_sequence_enrollments
See a person’s enrollments, or who is enrolled in one sequence, with each enrollment’s status and ID.
Who is currently enrolled in our new listing announcement sequence?
update_sequence_enrollment
Pause or resume one enrollment. Takes the enrollment ID and the status: Paused or Running. Use it when a contact asks for a break or you want to halt a sequence for a while.
Pause the sequence for David Park — he said he’s on vacation for two weeks
How to Get Started
Build your sequences in Follow Up Boss with the emails, texts and tasks you want
Connect Follow Up Boss to Claude or ChatGPT (Ace Pro) — Ace sees the sequences your own Follow Up Boss login can see
Enroll contacts one at a time through natural language and check that each enrollment is confirmed
Review enrollments, then pause or resume them through conversation
Real-World Applications
Post-Event Follow-Up
After an open house or seminar, tag the attendees, then ask Ace to enroll each of them in your follow-up sequence and report any enrollment that did not confirm.
Sequence Audit
Use fetch_sequence_enrollments to see exactly who is in each sequence. Spot contacts stuck in old sequences or enrollments that need pausing.
Lifecycle-Based Enrollment
When a contact changes stage — from Lead to Qualified, or from Active to Under Contract — enroll them in the sequence for that stage in the same conversation.
Pause and Resume
When a contact goes on vacation or asks for a break from emails, pause their enrollment with one command and resume it when they are ready.
Frequently Asked Questions
What is the difference between a sequence and a task?
A task is a single to-do item assigned to an agent. A sequence is a multi-step follow-up (emails, texts and tasks) that runs on a schedule over days or weeks once a contact is enrolled. Follow Up Boss runs sequences as Automations 2.0 or as legacy Action Plans; Ace works with whichever your account uses.
Can I enroll a whole list at once?
enroll_in_sequence enrolls one person per call and checks that the enrollment actually started. For a list, ask your AI client to run it for each contact; if an enrollment does not confirm, Ace reports the warning instead of saying it worked (a common cause is a trigger tag the automation needs on the contact first).
What happens when I pause an enrollment?
Pausing stops the remaining steps from firing while the contact stays enrolled at their current position. When you resume it (status Running), the sequence continues. Steps that already ran are not affected. Use update_sequence_enrollment with the enrollment ID from fetch_sequence_enrollments.
Can I see which sequences a contact is in?
Yes. fetch_sequence_enrollments with a person shows that person's enrollments and their status, or with a sequence shows who is enrolled in it.