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HighLevel MCP connector

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HighLevel is an all-in-one sales and marketing platform that helps agencies and businesses manage clients, campaigns, and communications in one place. The HighLevel MCP connector allows AI agents to manage contacts and track opportunities throughout the sales pipeline. It also supports adding notes to contact records, updating deal stages, and organizing customer information to keep marketing and sales workflows aligned.

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:

  • Track and nurture leads through centralized contact management in HighLevel
  • Build sales pipelines by creating and updating opportunities across deal stages
  • Schedule client appointments directly into HighLevel calendars
  • Assign and monitor follow-up tasks for sales and support teams
  • Log detailed notes on customer interactions to preserve conversation history
  • Coordinate calendar events across multiple team members and locations
  • Standardize data collection using custom fields tailored to the business
  • Automate timezone-aware scheduling for global customer appointments

Example prompts

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

  • Add a new contact named Sarah Johnson to HighLevel with her phone number.
  • Show me all opportunities currently in the negotiation stage in HighLevel.
  • Create a follow-up task for tomorrow to call John Smith in HighLevel.
  • Schedule a consultation call with a client on my HighLevel calendar.
  • Find the contact details for Mike Davis in HighLevel.
  • Update the deal value for our biggest opportunity in HighLevel.
  • List every calendar event happening next week in HighLevel.
  • Delete the outdated contact record for a former client in HighLevel.
  • What custom fields do we have set up in HighLevel?
  • Add a note to a contact summarizing our last phone call in HighLevel.

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
listContactsList contacts
createContactCreate a contact
getContactGet a contact
updateContactUpdate a contact
deleteContactDelete a contact
createContactNoteCreate a contact note
listOpportunitiesList opportunities
createOpportunityCreate an opportunity
getOpportunityGet an opportunity
updateOpportunityUpdate an opportunity
deleteOpportunityDelete an opportunity
listTasksList tasks
createTaskCreate a task
getTaskGet a task
updateTaskUpdate a task
deleteTaskDelete a task
listCalendarsList calendars
listCalendarEventsList calendar events
createCalendarEventCreate a calendar event
getCalendarEventGet a calendar event
updateCalendarEventUpdate a calendar event
deleteCalendarEventDelete a calendar event
listCustomFieldsList custom fields
listTimezonesList timezones
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