Use Follow Up Boss from Claude Code
Bring Follow Up Boss context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationFollow Up Boss
Follow Up Boss integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Follow Up Boss never means pasting credentials into a prompt.
CategorySales & CRM
Automate Follow Up Boss with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Follow Up Boss integration exposes
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 teammates
Connect Follow Up Boss once, then decide which teammates can use it for threads, automations, skills, 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 Code use Follow Up Boss?
Yes. Type lets an AI teammate use connected Follow Up Boss actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Follow Up Boss through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Follow Up Boss catalog entry includes public integration details and example capabilities where available.
Is this the same as a Follow Up Boss MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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