Use Follow Up Boss from Claude
Add the Follow Up Boss connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorFollow Up Boss
Follow Up Boss integration for Claude and Codex
Create a Follow Up Boss connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Follow Up Boss from Codex
Add the Follow Up Boss connection to a Space that runs Codex, then use it from every channel in that Space.
Use Follow Up Boss from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Follow Up Boss connector can do
Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
One connection, many Spaces
Connect Follow Up Boss once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
- Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
- Create appointment outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
- Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
- Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
Connection
API and auth details
Follow Up Boss provides a REST API for real-estate CRM workflows. Integrations can synchronize people, leads, contacts, appointments, calls, notes, tags, action plans, stages, users, SMS templates, and other sales follow-up data, with documented rate limits and API-key based access.
- Source
- Type catalog metadata
- Auth schemes
- API key, OAuth
- Official site
- https://www.followupboss.com/
FAQ
Questions people ask before connecting Follow Up Boss
Can Claude use Follow Up Boss?
Yes. Add a Follow Up Boss connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Follow Up Boss through Type?
Yes. Add a Follow Up Boss connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Follow Up Boss MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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