Free Private Beta
Follow Up Boss, Inside Claude or ChatGPT.
I'm building an MCP service to help me communicate with Follow Up Boss from Claude Desktop. It's still a work in progress, and it's already good enough to be useful to other people.
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 only use part of Follow Up Boss myself. I work mostly in email and automations, so the features around calls and texts are the ones I can't test properly. I need feedback from agents who use them.
So I'm looking for a few agents who'll try it, tell me what breaks, and say what's missing.
How to Get In
It's invitation only.
It's free while the beta lasts, and I want to talk to everybody using it.
Request Received.
I'll reply by email. If it's a fit, that reply has your invitation and what to do next.
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.
Follow Up Boss is a trademark of its respective owner. This service is not affiliated with, endorsed by, or sponsored by Follow Up Boss.