GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T07 · SAAS MODE & SNAPSHOTS
AUTHOR: DANIEL HALLMAN
KEYWORD: MCP
PLAYBOOK T07 · SaaS Mode & Snapshots KEYWORD: MCP

How do you connect Claude Code or Cursor to GoHighLevel using MCP?

Answer: Add the ghl-crm-mcp server to your .mcp.json with a location-scoped Private Integration Token so Claude Code or Cursor can inspect your sub-account schema and build workflows, forms, and funnels directly.

Tags: #mcp #claude-code #cursor #api-tokens #workflows
STEP-BY-STEP INSTRUCTIONS + ANNOTATED GHL SCREENSHOTS

Steps in GoHighLevel

  1. STEP 1
    Register ghl-crm-mcp in .mcp.json: In .mcp.json (or ~/.claude.json), add the ghl-crm-mcp server command with your sub-account's GHL_LOCATION_ID.
    REAL GHL SCREEN · AGENCY VIEW > ACCOUNT SNAPSHOTS ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Agency Account Snapshots screenshot showing Account Snapshots menu, My/Imported/Shared snapshots tabs, and + Create snapshot button
    1Open Account Snapshots in Agency View 2Browse My, Imported & Shared Snapshots 3Click + Create Snapshot or Refresh Account
  2. STEP 2
    Query the Sub-Account Schema: In Claude Code or Cursor, run audit_location, workflows_inspect_graph, and funnels_inspect to load existing custom fields, calendars, and workflow triggers.
    REAL GHL SCREEN · SETTINGS > CUSTOM FIELDS ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Custom Fields screenshot showing Settings > Custom Fields menu, Contact/Opportunity/Company object filters, and + Create field button
    1Open Settings > Custom Fields 2Filter by Contact or Opportunity Object 3Click + Create Field
  3. STEP 3
    Create or Update Workflows and Pages: In Claude Code or Cursor, call workflows_create_from_recipe, forms_create, or funnels_update_page to build and update sub-account assets directly from your editor.
    REAL GHL SCREEN · AUTOMATION > WORKFLOWS ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Automation Workflows screenshot showing Automation sidebar item, + Create Workflow button, and Global Workflow Settings
    1Click Automation in Left Menu 2Click + Create Workflow or Build with AI 3Check Global Workflow Settings
MODE: AGENT PROMPT
PASTE INTO CLAUDE CODE, CURSOR, CHATGPT, OR GOHIGHLEVEL ASK AI AGENT PROMPT 
Connect to our GoHighLevel sub-account via MCP and audit the active configuration:
1. Run audit_location to inspect DNS deliverability, Voice AI prompts, call-screening IVRs, and workflow triggers.
2. List any broken triggers, missing custom fields, or unlinked calendars.
3. Update the affected workflows and calendar settings directly using the ghl-crm MCP tools.
Cause
  • GoHighLevel's official hosted MCP (services.leadconnectorhq.com/mcp) wraps public v2 CRM record CRUD (contacts, conversations, opportunities
  • and appointments)
  • which does not expose workflow node graphs, funnel/website page builders, DNS/SSL verification
  • or snapshot diffs.
GoHighLevel Configuration
  • Pair Official HighLevel MCP (for standard contact and conversation lookups) with ghl-tools MCP (ghl-crm-mcp, ghl-agency-mcp
  • and ghl-onboard-mcp) for builder and agency operations: inspecting and creating workflow graphs, building forms and funnel pages, verifying DNS/BIMI/A2P 10DLC
  • and diffing snapshots.
MENU PATH REFERENCE

GoHighLevel Menu Paths

Step Menu Path in GHL Action
Step 1 .mcp.json Add the ghl-crm-mcp server command with your sub-account's GHL_LOCATION_ID.
Step 2 Claude Code Run audit_location, workflows_inspect_graph, and funnels_inspect to load existing custom fields, calendars, and workflow triggers.
Step 3 Claude Code Call workflows_create_from_recipe, forms_create, or funnels_update_page to build and update sub-account assets directly from your editor.
Connecting Claude Code or Cursor to GoHighLevel via MCP
VISUAL PLAYBOOK · PLAYBOOK T07 (SAAS MODE & SNAPSHOTS) Back to Annotated GHL Screenshots ↑
DEFAULT SETUP VS. AUTOMATED WORKFLOW

Operational Comparison

Manual Admin Work Per Client
Manual Clicking Across Tabs: 45 min
Automated HighLevel Setup: 2 min
Lead-to-Booked-Job Conversion
Untracked Follow-Up: 18%
Automated GHL Pipeline: 74%

Related Questions

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