Model Context Protocol

The Follow Up Boss
MCP Server

Ace AI exposes Follow Up Boss as an MCP server — letting you control your CRM from Claude, Cursor, Windsurf, or ChatGPT using plain language. 189 tools, scoped to your role. Zero code, no API keys.

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Get connected

Install in your AI client

Pick your AI assistant. Each takes under 5 minutes — mostly copy-paste.

Claude (web) — Connector setup

The recommended path for most users. Runs in claude.ai — no software to install.

  1. 1Sign up at followupace.com and copy your MCP connector URL
  2. 2In Claude, open Settings → Connectors → Add → Add custom connector
  3. 3Name it Ace, paste your connector URL and authenticate with your FUB email
  4. 4Start a new chat and ask Claude anything about your pipeline
Full Claude install guide →

ChatGPT — MCP plugin connection

Works in chatgpt.com through Developer mode. OpenAI makes availability dependent on your account and workspace policy.

  1. 1In ChatGPT, open Settings → Security and login and enable Developer mode
  2. 2Open ChatGPT Plugins and select the plus button
  3. 3Add Follow Up Ace with https://followupace.com/mcp?tools=full
  4. 4Complete the browser sign-in with your Ace-seat email and one-time code
Full ChatGPT install guide →

Cursor — MCP settings

Add the Ace MCP server to Cursor's model context for real-estate-aware code and CRM queries.

  1. 1Sign up at followupace.com and copy your MCP connector URL
  2. 2Open Cursor → Settings → MCP → Add Server
  3. 3Enter server name "Follow Up Ace" and paste your connector URL
  4. 4Authenticate and start using FUB context in your Cursor prompts
Full Cursor install guide →

Windsurf — MCP configuration

Add Ace to Windsurf's MCP config file to bring Follow Up Boss context into Cascade flows.

  1. 1Sign up at followupace.com and copy your MCP URL
  2. 2Open Windsurf → Settings → Cascade → MCP Servers
  3. 3Add a new server entry with your Ace connector URL
  4. 4Authenticate and use FUB data in Cascade AI flows
Full Windsurf install guide →

Claude Desktop — a native install of the same connector

A different install path, not a different toolset. The DXT extension proxies this same production connector, so Claude Desktop gets the identical role-scoped surface (up to 189 tools) that claude.ai and ChatGPT get. Pick it if you want a native desktop install; pick the web connector if you want no install at all.

  1. 1Open Follow Up Ace Settings → Integrations → MCP, generate a signed MCP token, and download followupace-crm-v1.2.0.dxt
  2. 2In Claude Desktop, open Settings → Extensions and install the DXT file
  3. 3Paste the token into FollowUpAce MCP Token and leave MCP Server URL set to https://followupace.com/api/mcp
  4. 4Test with a read-only CRM query; revoke or replace the signed token from Ace settings whenever access should end
Full Claude Desktop install guide →

Why Ace, not just any wrapper

Built like a product, not a wrapper

Follow Up Boss's API is the same no matter who wraps it, and a tool count alone won't tell you which connector is better — anyone can wrap an API. Follow Up Boss does not publish an MCP server of its own; the third-party ones that exist are local wrappers over the same public REST API, driven by an API key you paste into a config file. Ace's edge is the AI layer on top of the CRUD — plus OAuth sign-in, role-scoped tools, and safety annotations, which is the part an auto-generated wrapper structurally can't ship.

A FUB CRUD wrapper

A third-party API-key wrapper

  • Raw CRUD tools — read and write the same FUB records
  • One pasted API key, one permission level — every teammate sees the same tools
  • No memory across chats or surfaces
  • No lead scoring or GCI-at-risk signals
  • No pipeline reasoning — one API call per tool
  • No Fair-Housing compliance scanning
  • No playbooks, guided workflows, or safety annotations — your AI gets a raw API dump
Follow Up Ace Connector

The CRUD surface — plus the AI layer on top

  • Cross-surface memory — the Session Dock carries pending actions and your brief from Claude to ChatGPT to the FUB embed
  • Ace Trove — lead scoring and GCI revenue-at-risk on your pipeline
  • OAuth sign-in with your FUB email and role-scoped tools — an agent seat is never shown a team-lead tool
  • Fair-Housing compliance scanning on automated sends
  • Speed-to-lead playbooks that track timing and advise the next move — you stay in control of every send
  • Knowledge graph + KB search, per-contact memory facts, and the daily brief
  • Every tool annotated read-only or destructive, 15 guided workflows, 28 resources, structured outputs, self-correcting errors

Connector craft: the difference between a raw API dump and a tool built for an AI to use well

An auto-generated wrapper hands your assistant a pile of endpoints and hopes for the best. Ace's 189 tools are shaped for an AI to reason with — so it picks the right action, knows the consequences, and recovers when something goes sideways.

  • Every tool annotated — the AI knows what's safe to read vs. what's destructive and needs your OK before it runs.
  • 28 resources — 17 playbooks and reference docs the AI can read for how to actually run a real-estate workflow, plus 11 interactive dashboards it can render.
  • 15 guided workflows — one-prompt entry points for triage, follow-up, listing copy, and pipeline review.
  • Structured outputs — typed results the assistant can parse and chain, not loose text it has to guess at.
  • Self-correcting error guidance — actionable messages that tell the AI how to fix the call and retry.

What you can do

189 tools, every corner of FUB — scoped to your role

The Ace MCP server covers the full Follow Up Boss API surface — plus the Ace layer on top: scoring, memory, seller intent, commissions, compliance. The categories below are representative groupings of that surface; the list you receive is a subset matched to your Follow Up Boss role.

Notes, Tasks & Appointments

Create tasks, log notes, schedule appointments, record outcomes and types.

25 tools

Market, Property & Economic Data

Federal Reserve indicators, mortgage rates, migration, property lookup, mortgage math.

17 tools

People & Contacts

Search, create, update, tag, de-duplicate, and map relationships across your book.

17 tools

Ace Memory & Continuity

Facts that persist across sessions, queued actions you confirm, threads you resume.

15 tools

Team & Revenue Analytics

Production by agent, funnel, source ROI, You vs Market, Revenue Guard. Team leads only.

14 tools

Zillow & Portal Leads

Speed-to-lead checks, qualification, lifecycle reports, follow-up generation.

15 tools

Calls, Texts, Email & Events

Activity counts and timestamps across every channel, plus Follow Up Boss's last text on record — draft and send your own.

11 tools

Templates & Merge

Email and text templates — create, edit, and merge with live contact data.

12 tools

Daily Brief, NOW Queue & Alerts

Your ranked queue, morning triage, alerts, appointment debriefs, notification settings.

15 tools

Scores, Prediction & Seller Intent

Contact scores, close-probability, next-action recommendations, seller-intent signals.

6 tools

Deals, Pipelines & Stages

Create and move deals, read pipelines and stages, work deal custom fields.

8 tools

Knowledge Base & Graph

Your team's own knowledge base, plus the relationship graph around any contact.

6 tools

Lead Magnets, Forms & Ace Pages

Your live capture pages, open-house forms and public profile page — and who filled them out.

6 tools

Client Packets, Referrals & Home Almanac

Your packets and who opened them, your ambassadors and referral pipeline, the homes on your Almanac, and a value-touch draft you review before it sends.

6 tools

Action Plans & Sequences

Enroll contacts, pause and resume sequences, monitor who is in which plan.

4 tools

Support Desk

Search the help centre, file a ticket, and check your own open tickets.

3 tools

Back Office & Transactions

Your own closings, cap progress and transaction rooms; the team ledger for leads. Ace Trove add-on.

4 tools

Ace Smart Lists

Plan the account's curated lists, then deploy them into FUB — confirmation required.

2 tools

Compliance Scanning

Scan any drafted message for Fair Housing risk before it goes out.

1 tool

189 tools advertised in total. What you actually receive is scoped to your Follow Up Boss sign-in: the full 189 for an admin who also holds a seat, 168 for an individual agent seat, 161 for an admin with no seat. Without the Ace Trove add-on, the Trove-gated tools drop out (178 / 162 / 153). After you connect, ask your AI to list its tools — that answer is authoritative.

See the full tool catalog in /llms-full.txt →

Works with

Every major AI client

One MCP endpoint. Every modern AI client speaks it.

Claude ChatGPT Cursor Windsurf Claude Desktop VS Code Cline Continue Goose Zed

Common questions

FAQ

  • The Ace AI MCP (Model Context Protocol) server exposes your Follow Up Boss CRM to any AI assistant that supports MCP — including Claude, ChatGPT, Cursor, and Windsurf. Once connected, your AI can search contacts, update deals, draft messages, run Zillow workflows, and analyze your pipeline using plain language commands. No code required.
  • 189 tools are advertised on the Connector surface, and the list you receive is scoped to your Follow Up Boss role: the full 189 for an admin who also holds a seat, 168 for an individual agent seat, 161 for an admin with no seat. Without the Ace Trove add-on, the Trove-gated tools drop out (178 / 162 / 153). The Claude Desktop DXT extension proxies this same connector, so it is the same role-scoped surface rather than a larger one.
  • Yes. Enable Developer mode under ChatGPT Settings → Security and login, open ChatGPT Plugins, and add https://followupace.com/mcp?tools=full as the public HTTPS MCP endpoint. Complete the Follow Up Ace browser authorization with your Ace-seat email and one-time code. Availability depends on your ChatGPT account and workspace policy. Full step-by-step guide at followupace.com/install/chatgpt.
  • Follow Up Boss does not publish an MCP server of its own, so there is nothing native to be the same as. Ace AI is an independent MCP server. Beyond core CRM tools it adds: contact scoring and seller-intent signals, AceMemory (context that follows you across sessions), daily brief generation, compliance-checked message drafting, Zillow workflow automation, Back Office commissions, and a live dashboard for your whole team — plus OAuth sign-in and role-scoped tools, so no one is shown a tool their Follow Up Boss role can't run.
  • MCP integrations require an Ace Pro seat. The free surface remains available for onboarding and the included dashboard features, but it does not issue customer MCP access. Review the current plan matrix before upgrading.

Connect your AI to Follow Up Boss today

Create your free Ace account with no credit card; MCP activates when the seat is upgraded to Ace Pro.

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