GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T09 · SAAS MODE & SNAPSHOTS
AUTHOR: DANIEL HALLMAN
KEYWORD: MCP
PLAYBOOK T09 · SaaS Mode & Snapshots KEYWORD: MCP

How do you set up a GoHighLevel Private Integration Token for a sub-account?

Answer: Create a dedicated, minimum-scope Private Integration Token (PIT) under Settings > Private Integrations inside each client sub-account and bind it to that sub-account's GHL_LOCATION_ID.

Tags: #mcp #api-tokens #saas-mode #snapshots
STEP-BY-STEP INSTRUCTIONS + ANNOTATED GHL SCREENSHOTS

Steps in GoHighLevel

  1. STEP 1
    Create a Sub-Account Private Integration: In Settings > Private Integrations, click Create New Integration and select only the scopes required for that sub-account (Contacts, Calendars, Conversations, Workflows).
    REAL GHL SCREEN · SETTINGS > PRIVATE INTEGRATIONS (API V2) ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Private Integrations API v2.0 screenshot showing Settings > Private Integrations menu, Create New Integration button, and scoped token audit row
    1Open Settings > Private Integrations 2Click Create New Integration 3Review Scoped Token & Last Used Date
  2. STEP 2
    Bind the Token to the Location ID: In .mcp.json (or your environment config), pair the token with that sub-account's explicit GHL_LOCATION_ID so CLI commands and MCP tools always target the right location.
    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
  3. STEP 3
    Verify Active Scopes with the CLI: In your terminal, run ghl-agency contexts --json and ghl-crm doctor --location-id <YOUR_LOCATION_ID> to confirm the Location ID and token scopes.
    REAL GHL SCREEN · SETTINGS > CUSTOM VALUES ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Custom Values screenshot showing Settings > Custom Values menu, + Add custom value button, and {{custom_values.*}} merge keys
    1Open Settings > Custom Values 2Click + Add Custom Value 3Copy {{custom_values.*}} Merge Key
MODE: AGENT PROMPT
PASTE INTO CLAUDE CODE, CURSOR, CHATGPT, OR GOHIGHLEVEL ASK AI AGENT PROMPT 
Set up sub-account token isolation for our GoHighLevel location:
1. Confirm the exact Location ID and Business Name of the target sub-account.
2. Verify that the Private Integration Token is scoped to this sub-account with only the required Contacts, Calendars, Conversations, and Workflows scopes.
3. Run ghl-crm doctor against the Location ID to confirm API connectivity.
Cause
  • Sharing a single agency-wide API key across multiple client scripts or keeping client tokens in plain text files makes it easy to run an update against the wrong client location.
GoHighLevel Configuration
  • Scope each Private Integration Token to a single sub-account Location ID, grant only the scopes required for that workflow (such as Contacts, Workflows
  • and Calendars)
  • and bind the token to its explicit Location ID in your environment configuration.
MENU PATH REFERENCE

GoHighLevel Menu Paths

Step Menu Path in GHL Action
Step 1 Settings > Private Integrations Click Create New Integration and select only the scopes required for that sub-account (Contacts, Calendars, Conversations, Workflows).
Step 2 .mcp.json Pair the token with that sub-account's explicit GHL_LOCATION_ID so CLI commands and MCP tools always target the right location.
Step 3 YOUR_LOCATION_ID> to confirm the Location ID and token scopes. Run ghl-agency contexts --json and ghl-crm doctor --location-id <YOUR_LOCATION_ID> to confirm the Location ID and token scopes.
Scoping and Isolating GoHighLevel Sub-Account Private Integration Tokens
VISUAL PLAYBOOK · PLAYBOOK T09 (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%

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