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.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Follow Up Boss connector can do
Follow Up Boss is a CRM built for real estate teams to track leads, appointments, and calls in one pipeline. A brokerage running type.com can ask Claude to assign a new lead to a follow-up sequence, log a showing on the calendar, or record a call outcome, keeping agents and admins looking at the same activity feed.
One connection, many Spaces
Connect Follow Up Boss once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Follow Up Boss in type.com
Start a lead on the right sequence
Assign a newly captured lead to an existing action plan so the right follow-up emails and tasks kick off automatically.
Apply the New Buyer Lead action plan to contact Maria Chen in Follow Up Boss.
Schedule a property showing
Book a showing or meeting directly on a client's record, with invites sent to everyone involved.
Create a Follow Up Boss appointment for a showing at 123 Oak St tomorrow at 2pm with buyer John Diaz.
Log how a call went
Record a call against a contact right after it happens so the team's activity history stays current.
Log a call with Follow Up Boss for contact Sarah Lin, 15 minutes, she's interested in a second viewing.
Representative actions
- Apply Action Plan to Person
Assigns an existing action plan workflow to a contact in Follow Up Boss.
- Create Appointment
Schedules a meeting or showing on a contact's record, with optional email invites.
- Create appointment outcome
Adds a new outcome type for tracking how appointments are categorized after they happen.
- Create Appointment Type
Defines a new category of appointment that can be scheduled going forward.
- Create Call
Logs a phone call interaction against a specific contact.
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.com catalog metadata
- Auth schemes
- API key, OAuth
- Official site
- https://www.followupboss.com/
FAQ
Questions people ask before connecting Follow Up Boss
Can Claude manage Follow Up Boss leads and appointments?
Yes. Once a Follow Up Boss connection is shared with a type.com Space, agents can apply action plans, schedule appointments, and log calls from a thread.
How do I connect Follow Up Boss to type.com?
Follow Up Boss supports an API key or OAuth. An admin sets up the credential once when creating the connection, then shares it with the right Spaces.
Can type.com track Follow Up Boss activity on a schedule?
Yes. A daily or weekly automation can check recent calls and appointments and summarize them for the team in a channel.
Is this the same as a Follow Up Boss MCP server?
Not exactly. type.com 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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