CONNECT APP

Build with Follow Up Boss

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.

CRM

API key

Visit Follow Up Boss ↗ Start building

MCP

Give your agent Follow Up Boss tools

Every Follow Up Boss action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Follow Up Boss account for each tool call — you store no tokens.

Pipedream Connect

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "follow_up_boss",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()
// Every tool arrives with its own input schema — run one with mcp.callTool().

# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
    "Authorization": f"Bearer {access_token}",
    "x-pd-project-id": "{project_id}",
    "x-pd-environment": "production",
    "x-pd-external-user-id": "{external_user_id}",  # any stable ID for this user in your system
    "x-pd-app-slug": "follow_up_boss",
}

async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
    async with ClientSession(read, write) as session:
        await session.initialize()
        tools = await session.list_tools()
        # Every tool arrives with its own input schema — run one with call_tool().

MCP guide →

API PROXY

Call the Follow Up Boss API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Follow Up Boss API with the connected user's credentials attached. You store no tokens and write no refresh logic.

Pipedream Connect

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.followupboss.com/v1/me",
})

// Any allowed Follow Up Boss endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

# The path segment is the target URL, URL-safe base64 encoded:
# https://api.followupboss.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZm9sbG93dXBib3NzLmNvbS92MS9tZQ?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"

API proxy guide →

SDK

Run Follow Up Boss actions from your backend

Connect a user's Follow Up Boss account once, then discover and run its tools on their behalf from your own code — TypeScript, Python, or plain HTTP.

Pipedream Connect

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const tools = await pd.components.list({
  app: "follow_up_boss",
  componentType: "action",
})

from pipedream import Pipedream

pd = Pipedream(
    client_id="{oauth_client_id}",
    client_secret="{oauth_client_secret}",
    project_id="{project_id}",
    project_environment="production",
)

tools = pd.components.list(
    app="follow_up_boss",
    component_type="action",
)

curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=follow_up_boss&component_type=action" \
  -H "X-PD-Environment: production" \
  -H "Authorization: Bearer {access_token}"

Managed auth guide → Tools guide →

TOOLS