The Follow Up Ace Plugin for Claude: Install It and What It Does

The Follow Up Ace plugin for Claude is the fastest way to use Ace from Claude. One install adds the Ace connector and a set of ready-made playbooks, so you can type /ace:today for your morning plan or just ask “who should I call first?” and Claude knows how to work your Follow Up Boss book.

It works in Claude Code, the Claude desktop app and claude.ai. It is the same connector described in Connecting Ace to Claude, ChatGPT & Other AI Tools — if you already added Ace as a custom connector you can keep it or remove it; you only need one.

What you need

• An Ace Pro seat. The Claude / ChatGPT connector needs an Ace Pro seat, and the plugin uses that connector. If your team pays for your seat, ask your Ace account admin to move you to Ace Pro. If you pay for your own seat, upgrade in the Ace workspace under Settings → Subscription.
• Your own Follow Up Boss login connected to Ace. Open Ace inside Follow Up Boss, or the Ace workspace under Settings → Integrations, and choose Connect as yourself. Claude then sees only what Follow Up Boss lets you see.

Install it

Claude Code

Run these two commands in a Claude Code session:

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

Claude desktop app or claude.ai

1. Download the plugin file: follow-up-ace-claude-plugin.zip.
2. In Claude, open Customize → Plugins → Add → Upload plugin and choose the file.

Then connect and sign in

1. Connect the Follow Up Ace connector the plugin adds. In Claude Code, run /mcp and choose it. In the desktop app and claude.ai, open the plugin’s Connectors tab.
2. Sign in with the email on your Ace Pro seat and the 6-digit code sent to that inbox.
3. Run /ace:setup. It confirms who you are signed in as, or names the one thing left to do.

The same steps, with copy buttons, are on the plugin setup guide, in the Ace workspace under Settings → Integrations, and on the admin dashboard’s Integrations page.

What you can ask for

Command	What you get
/ace:today	Your start-of-day plan: who to call first and why, alerts, calendar and deals to watch.
/ace:prep	A one-screen brief on one contact before a call or meeting.
/ace:pipeline	Every active deal graded, with the next move for the ones that need it.
/ace:new-leads	New leads ranked by how long they have waited, with a first message ready to use.
/ace:draft	A text, email or call script written from the contact’s record and checked before you see it.
/ace:check	A Fair Housing and compliance check of any message or listing copy, with a clean rewrite.
/ace:closings	Contract-to-close status: deadlines, overdue items and who is waiting on whom. Part of Ace Trove.
/ace:sellers	Likely 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:team	For team leads: production, response time, deals at risk and lead sources across the team.
/ace:setup	Checks the connection and names the next step if something is missing.

You do not have to use the commands. Ask in plain words 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. Ace never sends text messages — you get the text to send yourself.
• No made-up data. If a read fails, Claude says so. Home value, home equity and GCI at risk are estimates and are labelled “(est.)”.

If something is in the way

What Claude says	What to do
An Ace Pro seat is required	If your team pays for your seat, ask your Ace account admin to move you to Ace Pro. If you pay for your own, upgrade in the Ace workspace under Settings → Subscription.
Connect your own Follow Up Boss login	Open Ace inside Follow Up Boss, or the Ace workspace under Settings → Integrations, and choose Connect as yourself.
A report needs Ace Trove	That report is locked on your account, not empty. An account admin can add Ace Trove from the Billing page. Everything else keeps working.
A report is for team leads	Team-wide reports are limited to account admins. Ask for your own numbers instead, or ask your team lead to run it.

Last updated: November 2026