Agent skill · marketing growth · membranedev
follow-up-boss
Follow Up Boss integration. Manage Persons, Organizations, Leads, Deals, Pipelines, Activities and more. Use when the user wants to interact with Follow Up Boss data.
Why this skill is useful
Provides specific commands and workflows for integrating with Follow Up Boss that the AI wouldn't reliably generate on its own.
What it needs
Requires @membranehq/cli installed locally. Requires membrane account access. About 5k tokens when loaded. Last updated 2026-04-28. 253 stars on the source repository.
What this skill does
Follow Up Boss Follow Up Boss is a CRM platform designed for real estate professionals. It helps agents and teams manage leads, automate follow-up communication, and track deal progress. Real estate agents, brokers, and teams use it to streamline their sales processes and improve client relationships. Official docs: https://developers.followupboss.com/ Follow Up Boss Overview Person Appointment Email Note Task Company Deal Smart List Use action names and parameters as needed. Working with Follow Up Boss This skill uses the Membrane CLI to interact with Follow Up Boss. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing. Install the CLI Install the Membrane CLI so you can run membrane from the terminal: Authentication This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available. Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with: Add --json to any command for machine-readable JSON output. Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness Connecting to Follow Up Boss Use membrane connection ensure to find or create a connection by app URL or domain: The user completes authentication in the browser. The output contains the new connection id. This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically. If the returned connection has state: "READY", skip to Step 2. 1b. Wait for the connection to be ready If the connection is in BUILDING state, poll until it's ready: The --wait flag long-polls (up to --timeout seconds, default 30) until the state changes. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills membranedev/follow-up-boss