Use Follow Up Boss from Claude and ChatGPT

Ask your AI about any lead in plain English. Search contacts, read a lead's full history, see who is overdue, create tasks, add notes, update stages and tags, and start action plans, without leaving the chat.

Connect in about a minute

1. Copy the connector URL: https://connect.realestateaisociety.com/mcp
2. Claude: Settings > Connectors > Add custom connector. ChatGPT: Settings > Apps & Connectors > Advanced, turn on Developer mode, then Create.
3. Paste the URL, sign in with your own Follow Up Boss login, and approve.

Safe by design

• It sees only what your own Follow Up Boss login can see.
• It cannot delete anything.
• We never store your contacts, notes or messages. We keep only encrypted access tokens.
• Disconnect any time at Connected apps.

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