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Axel Rivera

Free Private Beta

Follow Up Boss, Inside Claude or ChatGPT

I built an MCP service so I could work with Follow Up Boss from Claude Desktop. I use it every day, and I think it's useful to other agents too.

What You Can Ask

Things It Can Actually Answer

  • Who did I not follow up with this week?
  • What did this person actually ask about?
  • Which of my tasks are overdue?
  • Log a note on that contact about the call.
  • Create a follow-up task for Thursday.

I'm sharing it as a free private beta because I run Follow Up Boss in a solo account. A team uses it differently, and I need feedback from agents working that way to know it holds up in a full team environment.

So I'm looking for a few agents who'll try it, tell me what breaks, and say what's missing. That's what turns this into a finished product instead of a cool demo.

How to Get In

It's invitation only.

It's free while the beta lasts, and I want to talk to everybody using it.

By submitting this form you agree to be contacted about your enquiry, by email or phone. See the privacy policy.

You'll need a Follow Up Boss account and an API key. The service is called MCP Spider, which is the name you will see when you sign in.

What It Will Not Do

You're letting software touch the database your business runs on. None of these is a setting you can switch off by accident.

  • It Can't Delete Anything

    There's no way for it to remove a contact, a note or a deal.

  • It Asks Before It Writes

    Questions it answers on its own. Anything that changes your CRM stops and waits for you.

  • Your Data Is Not Copied Anywhere

    It reads Follow Up Boss and hands you the answer. Nothing about your contacts is stored on my side.

  • One Contact at a Time

    There's no bulk update. It can't change a hundred records because it misread one instruction.

Not on Follow Up Boss?

I can build one of these for the CRM or the third-party service you already run, as long as it has an API. Tell me what you use.

Writing CMAs or reviewing offers? See the Claude skills.

Follow Up Boss is a trademark of its respective owner. This service is not affiliated with, endorsed by, or sponsored by Follow Up Boss.