# HighLevel MCP for AI Agents AI Agent Connect > HighLevel MCP. Automate your CRM and marketing workflows by letting your AI agent manage contacts, sales pipelines, and calendar bookings directly. It turns your HighLevel account into a conversational workspace where you can handle leads without leaving your chat interface. ## Overview - **Category:** growth-engine - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ostJyDyKSpK2W6LFLzFanXrHcQItuwEF17CMYteD/ai-agent-connect - **Tags:** crm, sales-pipeline, contact-management, appointment-scheduling, lead-nurturing, agency-tools ## Description Managing a busy sales funnel usually means jumping between different tabs to check lead statuses, find open calendar slots, and manually log follow-up tasks. This Connector changes that by letting you handle your entire HighLevel account through natural conversation. Instead of hunting for data in a complex dashboard, you can just ask your agent to find a specific lead, check their history, or see what's currently in your sales pipeline. It handles the heavy lifting of moving opportunities forward and keeping your team on track with assigned tasks. By connecting this to your workflow through the Vinkius catalog, you give your agent the ability to act as a dedicated sales operations lead. It can pull up full contact profiles, book appointments on your calendars in real-time, and keep your data organized with custom tags. You get to stay focused on closing deals while your agent manages the repetitive data entry and scheduling work. ## Tools ### create_appointment Book a new meeting on a specific calendar. This makes it easy to schedule calls without manual checking. ### create_contact Add a new lead or contact to your HighLevel account. You just provide the basic details and the Connector handles the rest. ### create_contact_task Assign a specific follow-up task to a contact. This ensures your team never misses a promised touchpoint. ### get_contact_details Pull up a full profile for any lead in your CRM. Use this to get a quick history of a customer before a call. ### get_calendar_free_slots Check which times are open on a specific calendar. This helps your agent find the best time for a meeting instantly. ### list_calendars See all available calendars for a specific location. This is useful for finding the right booking window for a client. ### list_contact_tasks View all tasks currently assigned to a specific contact. This gives you a clear view of what needs to happen next for a lead. ### list_pipelines See all the different sales pipelines for a location. Use this to understand how different products or services are being sold. ### list_location_tags Get a list of all custom tags for a specific location. This helps you organize and filter your data more accurately. ### search_contacts Find specific leads based on your search criteria. This lets you quickly pull up data for a particular customer. ### search_opportunities Look for specific deals within a sales pipeline. This helps you monitor your revenue flow and active sales. ## Prompt Examples **Prompt:** ``` Find a lead named Sarah Jenkins and see if she has any tasks. ``` **Response:** ``` I've located Sarah Jenkins in your CRM. She currently has 1 pending task: * **Follow-up on contract** (Due: Tomorrow) Would you like me to mark this as complete or assign a new task? ``` **Prompt:** ``` Check if there's anything open on the 'Consultation' calendar this Friday at 2pm. ``` **Response:** ``` Checking the 'Consultation' calendar for this Friday... **Availability:** 2:00 PM is currently **Open**. Would you like me to book that slot for a specific contact? ``` **Prompt:** ``` Show me all the active deals in the 'New Leads' pipeline. ``` **Response:** ``` I've pulled the active opportunities from your 'New Leads' pipeline: | Deal Name | Value | Status | | :--- | :--- | :--- | | Acme Corp | $12,000 | Proposal Sent | | Globex | $5,500 | Discovery | | Stark Ind | $20,000 | Negotiation | That's 3 active deals totaling $37,500. ``` ## Capabilities ### Book calendar appointments Your agent finds open slots and reserves new meetings on your calendars. ### Add new CRM contacts Create new lead records instantly by providing basic contact details. ### Assign follow-up tasks Create and assign specific tasks to contacts to ensure no lead is forgotten. ### Check real-time availability Look up free time slots on any of your calendars before booking a meeting. ### Search sales pipelines Find specific deals and opportunities across your different sales funnels. ### Retrieve contact profiles Pull up complete history and details for any lead in your database. ## Use Cases ### Agency Lead Management An agency owner asks the agent to find all new leads from a specific client and create follow-up tasks for each using search_contacts and create_contact_task. ### Instant Booking A sales rep asks the agent to find a free slot for a consultation next Tuesday and book it for a high-value prospect using get_calendar_free_slots and create_appointment. ### Pipeline Audit A business owner asks for a summary of all active deals in the Product Sales pipeline to check revenue targets using list_pipelines and search_opportunities. ### Contact Enrichment A rep finds a lead via search and asks the agent to pull their full profile to prepare for a discovery call using search_contacts and get_contact_details. ## Benefits - Stop clicking through complex dashboards. Use list_pipelines and search_opportunities to see your sales status in seconds. - Book meetings faster. Your agent can check availability with get_calendar_free_slots and then call create_appointment to lock it in. - Keep leads organized. Use create_contact to add new people and list_location_tags to keep your data clean. - Never miss a follow-up. Use create_contact_task to automate your reminders and list_contact_tasks to stay on top of your to-do list. - Get instant context. Use get_contact_details to see a lead's full history before you pick up the phone. - Faster lead research. Use search_contacts to find exactly who you need to talk to without scrolling through endless rows. ## How It Works The bottom line is you get a way to manage your entire HighLevel sales funnel through natural conversation instead of manual data entry. 1. Subscribe to the HighLevel MCP on the Vinkius Marketplace. 2. Input your HighLevel API v2 Access Token to link your account. 3. Start asking your agent to book meetings, search leads, or update your CRM. ## Frequently Asked Questions **Can the HighLevel MCP book meetings for me?** Yes, it can check for free slots on your calendars and book appointments automatically based on your instructions. **Does the HighLevel MCP work with Claude?** Yes, it works with Claude and any other MCP-compatible client like Cursor or Windsurf. **Can I use the HighLevel MCP to manage multiple clients?** Yes, it can access different pipelines and calendars across your HighLevel account to help manage multiple workflows. **How do I connect my HighLevel account?** You just need your HighLevel API v2 Access Token to link your account to the Connector. **Can the HighLevel MCP create new leads?** Yes, it can add new contacts to your CRM using details like their name, email, or phone number. **Can I see my sales pipeline status?** Yes, the agent can list your pipelines and search for specific opportunities within them to give you a quick status update. **How do I find my HighLevel API v2 Access Token?** You can obtain an API v2 Access Token by creating an application in the **HighLevel Developer Portal** (marketplace.gohighlevel.com) and performing the OAuth 2.0 handshake. Ensure you grant the necessary scopes for contacts and opportunities. **Can I check calendar availability in real-time?** Yes! Use the `get_calendar_free_slots` tool by providing the calendar ID and a date range. The agent will return all available appointment slots for that period. **Does the integration support creating new opportunities?** Yes, you can use the `create_opportunity` tool. You must provide a JSON string containing the pipeline ID, stage ID, and contact details to add a new deal to your sales funnel. **Is the integration secure for CRM data?** Absolutely. The integration uses official HighLevel API v2 OAuth 2.0 Bearer tokens over HTTPS. Your credentials and customer data are encrypted and stored securely within the Vinkius Cloud infrastructure.