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Follow Up Boss

Use Follow Up Boss with AI apps and agents through Vercel Connect. Follow a complete setup guide for secure runtime access.

Create Connector
  1. Install the skill

    $ npx skills add vercel/vercel-plugin --skill vercel-connect
  2. Connect to Follow Up Boss

    $ vercel connect create follow-up-boss --name acme-follow-up-boss
  3. Use its data in agents(opens in new tab) and apps(opens in new tab)

    import { getToken } from '@vercel/connect';
    const token = await getToken('follow-up-boss/acme-follow-up-boss');

Use Follow Up Boss in apps and agents

Manage real estate contacts, leads, follow-up activities, and sales workflows.

Why use Vercel Connect with Follow Up Boss?

  • Credentials on demand

    Request Follow Up Boss credentials only when your application or agent needs them instead of copying secrets into application code.

  • Access for the right subject

    Keep app-scoped Follow Up Boss access behind a reusable connector controlled by your team.

  • Centralized credential management

    Manage Follow Up Boss credentials in one place and retrieve them through a consistent runtime API.

  • Vercel-native controls

    Bind connections to the projects and environments that need them while Vercel OIDC authenticates each runtime request.

Use Follow Up Boss with your stack

Follow a complete setup for the Connect SDK or a supported agent framework.

Add Follow Up Boss to an existing Vercel application with the Connect SDK.

  1. Install the Connect SDK

    npm install @vercel/connect
  2. Create the Follow Up Boss connector

    Run these commands from the project that will use the connection.

    vercel link
    vercel connect create follow-up-boss --name acme-follow-up-boss
    vercel env pull
  3. Request Follow Up Boss credentials

    app/api/route.ts
    import { getToken } from '@vercel/connect';
    const token = await getToken('follow-up-boss/acme-follow-up-boss');
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