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HighLevel MCP connector

HighLevel is an all-in-one sales and marketing platform that helps agencies and businesses manage customer relationships, sales pipelines, and marketing campaigns. The HighLevel MCP connector allows AI agents to manage contacts and their associated notes, create and update sales opportunities, and track customer interactions across the platform. It also supports retrieving contact details, monitoring opportunity progress, and organizing customer data for marketing and sales workflows.

Authentication type

  • OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the HighLevel MCP connector to perform the following actions:

  • Capture and organize lead information automatically into HighLevel contacts
  • Convert sales opportunities to closed deals by updating deal stages and tracking progress
  • Schedule and manage team tasks to keep sales workflows on track
  • Create calendar events and send meeting invitations directly from HighLevel
  • Add notes to contacts to maintain a complete interaction history with prospects
  • Build targeted campaigns using custom fields and contact segmentation
  • Sync contact and opportunity data between HighLevel and external business systems

Example prompts

Use the following example prompts to invoke HighLevel MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Create a new contact in HighLevel for the lead I just captured from the form.
  • Show me all open opportunities in HighLevel that are stuck in the proposal stage.
  • Add a note to the contact record saying they requested a demo on Tuesday.
  • Create a calendar event for a client call next Thursday at 2 PM in HighLevel.
  • Update the opportunity status to closed-won for the Acme Corp deal.
  • List all tasks assigned to me in HighLevel that are due this week.
  • Delete the duplicate contact record for John Smith in HighLevel.
  • Get the custom fields available in HighLevel so I can map my data correctly.
  • Create a task reminder to follow up with the prospect tomorrow morning.
  • What timezone should I use when scheduling HighLevel calendar events for my team in London?

HighLevel MCP connector tools

The HighLevel MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
listContactsRetrieves a list of all contacts in the system.
createContactCreates a new contact with the provided information.
getContactRetrieves detailed information for a specific contact.
updateContactModifies the information for an existing contact.
deleteContactRemoves a contact from the system.
createContactNoteAdds a note to a contact's record.
listOpportunitiesRetrieves a list of all opportunities in the system.
createOpportunityCreates a new sales opportunity with specified details.
getOpportunityRetrieves detailed information for a specific opportunity.
updateOpportunityModifies the information for an existing opportunity.
deleteOpportunityRemoves an opportunity from the system.
listTasksRetrieves a list of all tasks in the system.
createTaskCreates a new task with the provided details.
getTaskRetrieves detailed information for a specific task.
updateTaskModifies the information for an existing task.
deleteTaskRemoves a task from the system.
listCalendarsRetrieves a list of all available calendars.
listCalendarEventsRetrieves a list of events from a calendar.
createCalendarEventCreates a new event on a calendar.
getCalendarEventRetrieves detailed information for a specific calendar event.
updateCalendarEventModifies the information for an existing calendar event.
deleteCalendarEventRemoves an event from a calendar.
listCustomFieldsRetrieves a list of all custom fields in the system.
listTimezonesRetrieves a list of available timezones.
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