• CRM UPDATES
  • CONTACT INFO
  • TASK LISTS
  • HUMAN ACTION

How to automate lead follow up tasks with your AI

Connect HighLevel to your AI client once. After that, you can manage your CRM tasks through simple chat commands.

Ask AI about this page

Short answer

How can I automate lead follow up tasks with my AI?

Your AI uses HighLevel to find specific contacts and assign them new tasks. You'll get a clean, updated CRM without manual data entry. This setup handles the heavy lifting of task creation and contact lookups.

Where your work lands.

Task outcomes.

The AI organizes your CRM actions into these four outcomes.

CRM UPDATES

New tasks assigned

The AI creates specific follow-up items for your leads. Your HighLevel dashboard stays current automatically.

CONTACT INFO

Specific contact details

The AI pulls the exact contact you need from your list. You get the info required to act immediately.

TASK LISTS

Current task status

The AI checks what is already on the schedule. You'll see exactly what needs attention and what is finished.

HUMAN ACTION

Manual follow up

The AI handles the organization, but you still make the calls. You decide when to execute the tasks the AI creates.

The workflow

What your AI does when the task arrives.

The AI handles the CRM navigation so you can focus on the conversation.

  1. Find the lead

    The AI looks through your HighLevel database to locate the right person.

    search_contacts

  2. Check existing work

    The AI reviews what tasks are already assigned to that contact.

    list_contact_tasks

  3. Set the reminder

    The AI adds a new follow-up requirement to the contact's profile.

    create_contact_task

  4. Verify the update

    The AI confirms the contact was found and the task was logged.

    search_contactslist_contact_tasks

Try it

Copy these to start.

Use these prompts to trigger actions in HighLevel.

Starting points

Swap out the bracketed info for your actual contact names or task descriptions.

HighLevel Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ostJyDyKSpK2W6LFLzFanXrHcQItuwEF17CMYteD/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — HighLevel capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "highlevel-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ostJyDyKSpK2W6LFLzFanXrHcQItuwEF17CMYteD/mcp"
    }
  }
}
Copy into chat04

  • Find the contact named [Name] in HighLevel and tell me their current tasks.

  • Create a follow up task for [Name] to call them tomorrow morning.

  • Search for [Email Address] and list all their pending tasks.

  • Check if [Name] has any tasks assigned to them in HighLevel.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect HighLevel once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start managing tasks immediately.

Connect HighLevel to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts from my HighLevel account?

    No. The AI can only search for contacts and manage tasks.

  • 02

    Will the AI send emails to my leads automatically?

    No. This MCP is limited to searching contacts and managing tasks.

  • 03

    Can I see the tasks the AI creates in my CRM?

    Yes. Every task the AI creates appears directly in your HighLevel contact records.

  • 04

    Does the AI need me to provide the contact ID?

    No. You can just use the contact's name or email, and the AI will find them.

  • 05

    Can the AI update contact phone numbers?

    No. The current tools only allow for searching contacts and managing tasks.

  • More questions about HighLevel? See everything the HighLevel Connector can do

Connect HighLevel to Claude, Cursor, ChatGPT & more