SPEC.md file or structured Knowledge Base document so the agent never guesses scope mid-run.
3 windows per day) instead of an open-ended 24-hour loop.
ghl-tools MCP (danielhallman.com/mcp) with a location-scoped token, let the agent complete research and stage drafts automatically, and send a mobile Internal Notification so you can approve public posts or live workflow changes in 30 seconds.
Configure a scheduled AI agent workflow with scoped MCP access for sub-account <YOUR_LOCATION_ID>: 1. Create a written task specification defining input filters, allowed GHL MCP tools, and stop conditions. 2. In Automation > Workflows, configure Inbound Webhook triggers for live lead triage and fixed schedule windows for batch audits. 3. Connect ghl-tools MCP using a location-scoped Private Integration token and send a mobile notification when staged updates are ready for review.
# Check sub-account health and active workflows via ghl-agency and ghl-crm ghl-agency doctor --context <YOUR_CONTEXT> ghl-crm workflows list --context <YOUR_CONTEXT> --location <YOUR_LOCATION_ID>
Official GHL MCP vs. ghl-tools: HighLevel’s official hosted MCP (services.leadconnectorhq.com/mcp) covers public v2 CRM records (contacts, opportunities, appointments, conversations). ghl-tools MCP complements it with workflow graph inspection & recipes, funnel/form builders, DNS/BIMI checks, and ghl-crm doctor audits.
| Step | Menu Path in GHL | Action |
|---|---|---|
| Step 1 | AI Agents > Knowledge Base | Write a locked task spec before running the agent: Define the exact input sources, allowed tools, output format, and explicit stop conditions in a SPEC.md file or structured Knowledge Base document so the agent never guesses scope mid-run. |
| Step 2 | Automation > Workflows | Replace infinite polling loops with event webhooks and fixed cron windows: Trigger customer-facing tasks immediately on Inbound Webhook or Customer Replied, and run batch research or CRM audits on a fixed schedule (3 windows per day) instead of an open-ended 24-hour loop. |
| Step 3 | Settings > Private Integrations | Scope tool permissions to the target sub-account: Connect your agent through ghl-tools MCP (danielhallman.com/mcp) with a location-scoped token, let the agent complete research and stage drafts automatically, and send a mobile Internal Notification so you can approve public posts or live workflow changes in 30 seconds. |
Connect Claude Code, Cursor, or OpenAI Codex to our ghl-tools MCP Server & Rust CLI to build workflows, forms, and funnels from your editor, or start your GoHighLevel plan through our partner link to unlock $612+ in ready-to-import kits (including AI Agent & MCP Operator Pack) and weekly live clinics.