Standard Operating Procedure
Set up the GoHighLevel MCP server inside Claude Desktop, then build scheduled agents that automate your CRM operations every day.
Purpose
Connect GoHighLevel's MCP server to Claude Desktop Co-Work so you can query, automate, and manage your CRM directly from Claude using scheduled agents.
Who This Is For
Founders and operators using GoHighLevel as their CRM who want AI-driven daily operations, lead monitoring, and automated follow-ups.
Tools Needed
Claude Desktop app (with Co-Work access), an active GoHighLevel account with at least one sub-account.
IMPORTANT
This SOP uses the Anthropic OAuth version of the GHL MCP endpoint. This is the version designed for Claude Desktop and is different from the Private Integration Token (PIT) flow used with Cursor, n8n, or custom agents. GoHighLevel is actively expanding the MCP's available scopes and tools, so capabilities will grow over time.
Launch the Claude Desktop application on your computer. From the top-level navigation, click on Home, then navigate to the Co-Work tab.
This is where all your connectors, scheduled tasks, and agents live. If you have not set up Claude Co-Work before, you will see an empty workspace ready for configuration.
A form will appear asking for the connector name and the remote MCP server URL. Leave this window open for the next step.
The endpoint for the Anthropic (Claude Desktop) version of the MCP server is published on the GoHighLevel marketplace documentation page. At the time of writing, use this URL:
You can also confirm the latest endpoint on the official documentation page:
WARNING
GoHighLevel updates MCP endpoint URLs as they release new versions. Always check the official docs page linked above for the latest URL before pasting. If your connection stops working after an update, revisit this step and replace the URL.
After selecting your sub-account, GoHighLevel will display a list of all available scopes (permissions) that the MCP connection can access. These determine what Claude can read and write inside your CRM.
Review the list and click Allow and Install to grant all scopes. The connection will install into your selected sub-account.
TIP
Grant all available scopes during setup. This gives Claude the widest range of automation capabilities. You can always adjust individual tool permissions later. If you restrict scopes now, some agents and tasks will not function when you build them.
The current scope categories include:
| Category | Permissions |
|---|---|
| Contacts | View and edit contacts, tags, tasks |
| Conversations | View and edit conversations, messages |
| Calendars | View and edit calendars, events, appointment notes |
| Opportunities | View and edit opportunities, pipelines |
| Payments | View orders and transactions |
| Social Media | View and edit posts, accounts, statistics |
| Blogs | View and create blog posts, authors, categories |
| Email Templates | View, create, and update email templates |
| Locations | View sub-account details and custom fields |
Once authentication completes, Claude will bring you back to the Co-Work interface.
If the connector does not appear, go back to Step 2 and repeat the process. Ensure you are using the correct (Anthropic version) endpoint URL from the GHL docs page.
Now that the connection is live, ask Claude to audit what is available. Open a new conversation in Co-Work and send a prompt like this:
I just connected my GoHighLevel MCP. Go in and tell me what
tools and capabilities you have available. Help me identify
tasks and agents I can run on a schedule to optimize my
CRM operations.
Claude will query the MCP server and return a categorized list of everything it can do: contact management, conversation search, calendar events, pipeline monitoring, payment lookups, social media posting, blog management, and email template creation.
TIP
Switch your model to Opus and set effort to High for this discovery step. It will give you a more thorough breakdown of available capabilities and better agent suggestions tailored to your business.
Start with the highest-value daily task: a conversation sweep that catches unanswered messages and drafts responses for you.
Do a sweep of my GoHighLevel conversations right now.
Find any unanswered messages or unread replies. Draft a
response for each one. Then fold this check into my
9:00 AM daily brief. Real conversations only.
Claude will search your conversations, identify gaps, draft responses, and then add the recurring task to your scheduled brief. Every morning at 9:00 AM, you will have drafted replies waiting for your review.
Once your daily sweep is working, ask Claude to suggest additional agents based on what it knows about your business and the tools available through the MCP. High-value agents to consider:
| Agent | What It Does | Frequency |
|---|---|---|
| Lead Nurture Gap Catcher | Finds contacts who entered a pipeline but have not received a follow-up within a set window. Drafts personalized follow-up messages. | Weekly |
| No-Show Recovery | Checks calendar events for missed appointments and sends a re-booking prompt to the contact. | Daily |
| Weekly Pipeline Report | Pulls all opportunities, groups them by stage, and summarizes movement, stalls, and revenue at risk. | Weekly |
| Weekly Social Report | Retrieves social media posting statistics and engagement data, then provides a performance summary. | Weekly |
| Content Queue Check | Reviews scheduled social media posts and blog drafts, flagging any gaps in the publishing calendar. | Weekly |
You know my business and you know what the GHL MCP can do.
Suggest the next 5 scheduled agents that would have the
highest impact on closing gaps and recovering revenue.
Then let's build the first one together.
To create each agent as a scheduled task, navigate to Scheduled Tasks inside Co-Work and either add new tasks directly or ask Claude to create them for you within the conversation.
Reference
The GoHighLevel MCP server currently exposes 36 tools across 9 categories. These are the building blocks for every agent and scheduled task you create.
| Category | Tools |
|---|---|
| Contacts | Get contacts, get contact, create contact, update contact, upsert contact, get all tasks, add tags, remove tags |
| Conversations | Search conversation, get messages, send a new message |
| Calendars | Get calendar events, get appointment notes |
| Opportunities | Search opportunity, get pipelines, get opportunity, update opportunity |
| Payments | Get order by ID, list transactions |
| Social Media | Create post, edit post, get post, get posts, get social media accounts, get social media statistics |
| Blogs | Get blogs, get blog post, create blog post, update blog post, get all blog authors, get blog categories, check URL slug existence |
| Get email templates, create email template | |
| Location | Get location, get custom fields |
NOTE
GoHighLevel's roadmap targets expanding to 250+ tools across the full platform. OAuth support and an npx package for additional clients are also planned. As new scopes become available, your existing connection will gain new capabilities automatically after re-authorizing.
Alternative Method
If you are connecting to the GHL MCP from tools other than Claude Desktop (Cursor, Windsurf, n8n, OpenAI Playground, or a custom LangGraph agent), you will use a Private Integration Token instead of the OAuth flow above.
{
"mcpServers": {
"ghl-mcp": {
"url": "https://services.leadconnectorhq.com/mcp/",
"headers": {
"Authorization": "Bearer pit-YOUR-TOKEN-HERE",
"locationId": "YOUR-LOCATION-ID"
}
}
}
}
The locationId header is optional. You can also pass it as part of your prompts or set it in the system prompt of your LLM node.
Frequently Asked Questions
The GHL MCP currently supports 36 tools across contacts, conversations, calendars, opportunities, payments, social media posting, blogs, email templates, and location data. You can search, create, update, and manage records directly from Claude. It cannot yet access workflows, funnels, forms, or phone system features, but GoHighLevel is expanding scope coverage.
No. The Claude Desktop Co-Work connector uses the Anthropic OAuth version of the MCP endpoint. You authenticate by logging into your GoHighLevel account directly through the connection flow. PIT tokens are for direct API integrations with tools like Cursor, n8n, or custom agents.
Yes. Each team member can install the connector on their own Claude Desktop and connect it to the same or different GHL sub-accounts. For centralized control, consider setting up agents on one account first and distributing outputs and drafted responses to associates.
GoHighLevel updates endpoint URLs as they release new server versions. If your connection stops working, go to the GHL MCP docs page, copy the latest Anthropic endpoint URL, delete your existing connector, and re-add it with the updated URL. Your scopes and authentication will be re-established during the new connection flow.
Yes. You can add multiple custom connectors inside Claude Co-Work, each pointing to a different sub-account. Name them distinctly (for example, "GHL MCP - Agency" and "GHL MCP - Client A") so Claude can differentiate between them when running agents.
Troubleshooting
Confirm you are using the Anthropic-version endpoint URL, not the generic MCP URL. Clear your browser cache, then retry. If your GoHighLevel account has IP-based access restrictions, ensure Claude's authentication request is not being blocked.
Some tools require specific scopes. If you restricted scopes during setup, go back to GoHighLevel Settings, find the integration, and expand the granted scopes. Then disconnect and reconnect the MCP connector in Claude Co-Work.
Ensure Claude Desktop is running (not just the browser version) and that Co-Work scheduled tasks are enabled. Check that the task is listed under Scheduled Tasks with the correct time and recurrence. If the task references a connector that was disconnected, reconnect it first.