Follow Up Boss MCP integration
Books and reschedules appointments, logs calls and inbound events, moves deals through pipeline stages, and starts the action plan that follows up.
99actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create appointment
Lyro creates new appointments in Follow Up Boss directly from customer conversations. Sales teams book follow-ups instantly without switching to the appointment system.
Merge template
Lyro merges email templates with customer data and sends personalized messages. Sales teams execute templated outreach with real-time personalization in one action.
Create email marketing events
Lyro logs email marketing events (opens, clicks, bounces) to Follow Up Boss for complete campaign tracking. Marketing teams build accurate pipeline attribution without manual data entry.
How businesses use Follow Up Boss + Lyro
Each card is one request a support team gets, and the Follow Up Boss actions Lyro runs to close it.
Book the showing while the lead is on the line
Lyro checks the appointment types the team uses, creates the appointment in the right one, and records the outcome afterwards, so a showing is on the calendar before the caller hangs up.
List Appointment TypesCreate AppointmentCreate Appointment OutcomeLog what came in so nothing is lost
Lyro records the inbound enquiry as an event, logs the call that went with it, and reads the event history back, so an agent picking the lead up sees where it came from.
Create EventsCreate CallList EventsMove the deal to the stage it reached
Lyro reads the pipelines and stages the team configured, updates the deal to the stage it belongs in, and sets the custom fields that reporting depends on.
List PipelinesList StagesUpdate DealStart the follow-up sequence automatically
Lyro applies the action plan that owns the next few touches, updates a person's status inside it as they respond, and pulls the text message template the team already approved.
Apply Action Plan to PersonUpdate Action Plan People StatusGet Text Message Template
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Follow Up Boss actions it has and picks the ones a request needs.
Connect Follow Up Boss
Authorize the Follow Up Boss account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Follow Up Boss actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Follow Up Boss · Lyro
What can you do in Follow Up Boss without me setting anything up?
These, right away:
- Create appointment
- Get appointment
- Delete appointment
Great, let's start with the first one.
FAQ
Everything else about Follow Up Boss
Setup, permissions, and the limits of what Lyro can do inside Follow Up Boss.
Not directly. There is no create-person action in this toolkit; new people arrive through Create Events, which is how Follow Up Boss records an inbound enquiry, while Update People Relationships and Get People Relationship manage the links between people who already exist.
Every action available in Follow Up Boss
All 99 actions your agent can call on Follow Up Boss, straight from the live MCP connection.
Apply action plan to person
Apply an Action Plan to a person in Follow Up Boss.
Create appointment
Create a new appointment in Follow Up Boss.
Create appointment outcome
Create an appointment outcome in Follow Up Boss.
Create appointment type
Create a new appointment type in Follow Up Boss.
Create call
Add a call record to Follow Up Boss.
Create custom field
Create a custom field in Follow Up Boss.
Create deal custom field
Create a custom field for deals in Follow Up Boss.
Create deal
Create a new deal in Follow Up Boss.
Create email marketing campaign
Create an email marketing campaign in Follow Up Boss.
Create email marketing events
Notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
Create events
Send in a lead or an event related to a lead in Follow Up Boss.
Create group
Create a new Follow Up Boss group with specified members and distribution settings.
Create pipeline
Create a new pipeline in Follow Up Boss.
Create ponds
Create a new pond in Follow Up Boss.
Create reactions
Add a reaction (emoji) to a Note, Call, or ThreadedReply.
Create stage
Create a new stage in Follow Up Boss.
Create team
Create a new team in Follow Up Boss.
Create email template
Create a new email template in Follow Up Boss.
Create text message template
Create a text message template in Follow Up Boss.
Delete appointment
Delete an appointment by ID.
Delete appointment outcome
Delete an appointment outcome by ID.
Delete appointment type
Delete an appointment type by its ID.
Delete custom field
Delete a custom field by its ID.
Delete deal
Delete a deal by its ID.
Delete deal custom field
Delete a deal custom field by ID.
Delete group
Delete a group by its ID.
Delete people relationship
Delete a people relationship by ID in Follow Up Boss.
Delete pipeline
Delete a pipeline by its ID from Follow Up Boss.
Delete pond
Delete a pond by its ID.
Delete stage
Delete a Follow Up Boss stage by ID.
The tools Follow Up Boss sits next to
Same connection, same setup. Pick the next one your team already uses.
Affinity
Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.
Centralstationcrm
Finds the person behind an inbound message, logs the conversation as a protocol, files email against the right deal, and merges duplicate contacts and companies.
Firmao
Answers billing questions from live invoices, raises invoices from accepted offers, and reports task owners and due dates.
Kommo
Creates leads, contacts, and companies as a conversation qualifies, files the follow-up task, and keeps the Kommo AI knowledge base stocked.
Pipeline crm
Opens deals and company records, corrects account details, and reads the booked follow-up straight from the live pipeline.
Simla.com
Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.
Ready to connect Follow Up Boss?
Authorize the account and your agent has all 99 actions from the first conversation.