# HighLevel MCP > HighLevel MCP connects your sales and marketing platform to any AI agent, giving you full control over your entire customer lifecycle from a single chat window. Manage leads, book appointments, track deal progress, and assign follow-up tasks without ever leaving your conversation. ## Overview - **Category:** growth-engine - **Price:** Free - **Tags:** crm, sales-pipeline, contact-management, appointment-scheduling, lead-nurturing, agency-tools ## Description Your agent now acts like an embedded Sales Operations lead for your business. Instead of manually navigating complex dashboards, you talk to the system and it executes actions directly in HighLevel. You can search for existing leads or pull up full contact profiles instantly. Need to schedule a client meeting? Your agent checks real-time calendar availability and books the appointment immediately. Furthermore, if you need to follow up on a potential deal, your agent finds all active opportunities within specific sales pipelines, giving you an immediate view of revenue flow. This MCP lets you coordinate contacts, appointments, tasks, and deals seamlessly right through any MCP-compatible client connection via Vinkius. ## Tools ### create_appointment Books a new appointment on a specified calendar for a user. ### create_contact Adds a new contact or lead to the platform using necessary identifying information like email or phone number. ### create_contact_task Assigns and logs a specific follow-up task for an existing contact. ### get_contact_details Pulls up all detailed information associated with a single, specific contact record. ### get_calendar_free_slots Checks and returns available time slots for booking on a given calendar. ### list_calendars Retrieves a list of all calendars associated with the user's account location. ### list_contact_tasks Shows every task that has been assigned to a specific contact record. ### list_pipelines Retrieves a list of all sales pipelines available for the account location. ### list_location_tags Gets a complete list of custom tags applied to a specific geographic location. ### search_contacts Searches for and finds contacts using defined criteria like name or email address. ### search_opportunities Finds and pulls up specific potential deals that exist within a given sales pipeline. ## Prompt Examples **Prompt:** ``` Search for contact 'John Doe' and show his pending tasks. ``` **Response:** ``` I've found John Doe (ID: contact_123). He currently has 2 pending tasks: 'Follow-up on quote' (Due tomorrow) and 'Send welcome kit'. Would you like to create a new task for him? ``` **Prompt:** ``` Find free slots on the 'Sales Consultation' calendar for next Monday. ``` **Response:** ``` Checking availability... For next Monday (April 12th), I found 3 free slots: 10:00 AM, 02:30 PM, and 04:00 PM. Should I book an appointment for a specific contact? ``` **Prompt:** ``` Show me all opportunities in the 'Product Sales' pipeline. ``` **Response:** ``` Accessing pipeline... I found 5 active opportunities in 'Product Sales', totaling $12,500 in potential value. 2 deals are in 'Discovery' and 3 are in 'Proposal Sent'. Would you like to see the details for the largest deal? ``` ## Capabilities ### Booking Appointments Check available times on specific calendars and book new meetings for clients. ### Managing Leads and Contacts Search for existing contacts, view their full details, or create brand-new leads within the system. ### Tracking Deals and Opportunities List sales pipelines and search for specific opportunities to monitor potential revenue value. ### Handling Follow-ups View all assigned tasks for a contact, or assign new follow-up actions to ensure no lead falls through the cracks. ## Use Cases ### Onboarding a new client requires immediate lead setup. A new marketing agency needs to add five clients. Instead of going into the dashboard and running find/create for each, they prompt their agent with 'Create 5 contacts' using create_contact. The agent handles all the required data inputs, saving minutes per contact. ### A sales rep needs to book a meeting but isn't sure of availability. The rep asks their agent, 'What time are you free next Tuesday?' using get_calendar_free_slots. The agent lists the available slots, and if the client confirms one, the agent books the appointment instantly with create_appointment. ### Investigating a cold lead's history is tedious. A user asks their agent to check on 'Sarah Smith.' The agent pulls all her data using get_contact_details and then lists any pending tasks using list_contact_tasks, giving the full context needed for the next call. ### Reviewing a quarter's worth of deals is overwhelming. The owner wants to see how many high-value opportunities are stuck in 'Discovery.' They ask their agent to search_opportunities within the specific pipeline, getting an immediate count and value total. ## Benefits - Stop toggling between tabs. You can find contact details or create a new lead simply by asking your agent, eliminating manual data entry. - Scheduling appointments is instant. Instead of checking multiple calendar views, just ask to check availability; the agent uses get_calendar_free_slots and books it with one prompt. - Never lose track of revenue flow again. You can list pipelines and search for opportunities, getting a real-time view of potential deals using search_opportunities. - Maintain clean follow-up records. Assigning tasks or listing contact tasks ensures that every lead gets the attention they need without jumping to task managers. - The agent handles complex data filtering. You can list location tags and then use those details to filter your contacts, making sure you only focus on relevant leads. ## How It Works The bottom line is you manage all sales and marketing activities by talking to it, not by clicking through dashboards. 1. Subscribe to this MCP and provide your HighLevel API v2 Access Token. 2. Connect your agent—whether it's Claude, Cursor, or another compatible client—to Vinkius. 3. Simply ask your agent a natural language question like, 'What are John Doe's pending tasks?' and get the answer instantly. ## Frequently Asked Questions **How do I use HighLevel MCP to find a contact's full profile?** You use get_contact_details by providing the contact's unique identifier or email address. The agent then returns all associated data, giving you everything from their last interaction notes to their current tags. **Can I list available appointments using HighLevel MCP?** Yes, use get_calendar_free_slots and provide the calendar name. The agent checks real-time availability and gives you a clean list of open slots for booking. **What if I need to track my deals in HighLevel MCP?** You can search for specific deals using search_opportunities. This tool lets you pull up active opportunities within any pipeline, showing the potential value and current stage of the deal. **Does HighLevel MCP help me manage follow-up tasks?** Absolutely. You can list all pending actions with list_contact_tasks or create a new task for a contact using create_contact_task, ensuring no follow-up is forgotten. **How do I add a brand new lead to the system?** You simply ask your agent to create a new contact. By providing the name and email, it uses create_contact to log the lead into HighLevel automatically.