Connecting Ace to Claude, ChatGPT & Other AI Tools (MCP)

Updated July 3, 2026

Follow Up Ace supports the Model Context Protocol (MCP) — the open standard for connecting AI assistants directly to external tools and data. Connect Claude, ChatGPT, or another MCP client and it can search your CRM, create tasks, send emails, pull market data, and more, all through natural conversation. This is an Ace Pro feature; an active Ace Pro seat is required.

Integrations page with connect cards for Claude and ChatGPT, copy-paste server URLs, and an available-tools panel showing 227 tools — *The Integrations page has step-by-step cards for Claude and ChatGPT, your exact server URL, and every available tool by category.*

What your AI can do once connected

With Follow Up Ace connected, you can ask your assistant things like:

"Find all my hot buyers in Austin and create a follow-up task for each one."
"Send a personalized text to leads who haven't been contacted in 30 days."
"Pull today's mortgage rates and draft an email to my fence-sitter clients."
"Give me a briefing on the five contacts most likely to transact this month."
"Enroll all leads from Zillow in my nurture action plan."

You get 90+ CRM tools covering contacts, tasks, appointments, email, SMS, deals, pipelines, bulk operations, Zillow speed-to-lead workflows, Federal Reserve market data, and AI briefings.

Find your setup instructions in-app

The fastest path is the built-in Integrations page — it shows your exact server URL, live connection status, and every tool. Go to Integrations in the left sidebar of the admin dashboard (agents reach the same instructions from the Ace embed). The steps below mirror what you'll see there.

Connect Claude

Claude connects through its Connectors feature. Server URL:

https://followupace.com/mcp

Open claude.ai → Settings → Connectors → Add custom connector.
Paste the URL above and click Add.
Sign in with your Follow Up Boss email — a verification code is sent to that inbox.
Enter the code. Claude now acts with your Follow Up Boss permissions.

Enable the connector per conversation from the + menu → Connectors. On Team and Enterprise plans, an Owner adds the connector once under Organization settings → Connectors, then members connect individually with their own Follow Up Boss email. Claude Desktop uses the same remote URL — Anthropic brokers the connection from its cloud, so no local config file is needed.

Connect ChatGPT

ChatGPT connects through its custom MCP support. Server URL:

https://followupace.com/mcp

In ChatGPT, open Settings → Apps → Advanced settings and turn Developer mode on.
Add a custom MCP connector and paste the URL above.
Sign in with your Follow Up Boss email and enter the verification code.

Note: ChatGPT requires Developer mode before it will accept a custom MCP endpoint — that's the only step that differs from the Claude flow. Read/fetch vs. read+write access depends on your ChatGPT plan.

Other MCP clients

Any MCP-compatible client — Cursor, VS Code, Cline, Windsurf, Zed, Continue, and others — can connect to Follow Up Ace using the same endpoint (https://followupace.com/mcp). The Integrations page includes one-click installers for common clients and a universal config snippet you can drop into your client's config file.

Authentication

Follow Up Ace uses a verification-code flow — no separate API key or password:

Your assistant opens the Follow Up Ace authorization page.
Enter your Follow Up Boss email and request a code.
Enter the one-time code from your inbox to complete the connection.

You can revoke access any time from the Integrations page.

Available tools (90+)

Category	What you can do
Contacts & Leads	Search, create, update, tag, merge, bulk-manage; check duplicates; manage relationships
Bulk Operations	Tag, re-stage, assign, and enroll hundreds of contacts at once
Notes	Log call summaries, meeting notes, and AI briefings
Email	Send via Gmail, draft with AI, manage templates
SMS / Text	Send texts through your Follow Up Boss number, manage SMS templates
Tasks	Create, assign, and track all Follow Up Boss task types
Deals & Pipeline	Create deals, manage stages, track pipeline value
Appointments	Schedule showings and meetings; manage the calendar
Action Plans	Enroll in action plans, pause and resume them
Smart Lists	Run saved filters and process entire lists with AI
Team & Organization	Manage teams, ponds, and lead-routing rules
Zillow Speed-to-Lead	Qualify, score, and build follow-up sequences for Zillow leads
Federal Reserve Data	Mortgage rates, housing market, employment, affordability, forecasts
AI Intelligence	Briefings, timeline analysis, and AI message drafts
Custom Fields & Config	Manage custom fields, webhooks, and CRM configuration

Troubleshooting

Can't see the Integrations page?
Integrations requires an active Ace Pro seat. Confirm your Pro seat is assigned and your subscription is active in Billing.

Verification code not arriving?
Check your spam folder. Codes expire after a few minutes — request a new one if needed.

Connected but the assistant isn't using it?
In Claude, enable the connector per conversation via the + menu → Connectors. In ChatGPT, confirm Developer mode is on.

"Server not reachable" error?
The Follow Up Ace MCP server is publicly hosted — no VPN or firewall setup is needed on your end. If it persists, contact support.

Last updated: July 2026

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