Bring Crm
to LlamaIndex

Empower your AI agent to orchestrate your entire marketing and sales ecosystem with GoHighLevel (GHL), the all-in-one sales and marketing platform. By connecting GHL to your agent, you transform complex CRM management into a natural conversation. Your agent can instantly list your contacts, audit sales opportunities, and manage daily tasks without you ever touching a dashboard. Whether you are running a small business or a large agency, your agent acts as a real-time CRM operator, ensuring your leads are always nurtured and your pipeline is healthy.

What you can do

• Contact Management — List, retrieve, create, and update contact profiles to maintain a deep understanding of your audience.
• Opportunity Oversight — Query pipelines and audit specific sales opportunities to stay on top of your revenue funnel.
• Task & Appointment Tracking — Monitor daily tasks and upcoming appointments to ensure no lead is forgotten.
• User Administration — List all users in the location to maintain organizational control and audit access.
• Location Auditing — Quickly retrieve location-wide metadata to understand your account status in real-time.

How it works

1. Subscribe to this server
2. Enter your GHL Location API Key
3. Start managing your CRM data through Claude, Cursor, or any MCP-compatible client

Who is this for?

• Sales Managers — monitor lead flow and opportunity statuses straight from your workflow.
• Account Executives — verify if new contacts have been correctly created and assigned to pipelines.
• Marketing Leads — perform rapid audits of contact lists and check task completion without manual dashboard logins.
• Agency Owners — automate CRM querying to orchestrate cross-functional client teams smoothly.