HighLevel

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---
name: highlevel-crm
description: Work with live HighLevel CRM data and perform authorized HighLevel actions when the user asks to look up or change records, messages, appointments, workflows, or other account data. General CRM advice and drafting from supplied information do not require account access.
---

# HighLevel

Use the plugin's HighLevel MCP connection for live account work. Follow the user's requested scope, location, preview requirements, and existing authorization. This workflow does not grant permission for unrelated actions. If the connection is unavailable, ask the user to connect through the host's OAuth flow using their HighLevel agency account; keep passwords, API keys, and access tokens out of the conversation.

The server exposes four tools: `list_locations`, `search_operations`, `describe_operation`, and `execute_operation`. Use the host-provided names for these tools. The operation catalog is discovered at runtime; do not hardcode operation IDs or limit discovery to the example CRM domains listed here.

## Choose the account context

A bound connection supplies its sub-account automatically. For an enabled multi-location connection, use `list_locations` to resolve the user's named sub-account or obtain a selection, then supply its `locationId` for execution. Use the location-name query when possible. Reuse a clear selection until the user changes it. Each execution targets one authorized sub-account; separate cross-account comparisons into authorized reads for each location.

## Discover and read

Use `search_operations` for the requested action. It returns operation metadata, not CRM records. Its `limit` controls operation matches, not record pagination. Select an operation based on its purpose and available scopes; when the input contract or request body is unclear, inspect it with `describe_operation`.

Build `execute_operation` inputs from that contract, using grouped `params` fields (`path`, `query`, `header`, `body`) when useful. The server supplies authorization and API version headers. Resolve record IDs through account reads, not examples or guesses. Clarify duplicate matches before changing a record. Follow the operation's date, timezone, filtering, and pagination contract; request only the records needed for the task.

## Preview and act

Identify the action, location, affected records or recipients, and intended changes before a write. Honor requests to review or confirm before saving. Use the host's required confirmation for destructive, externally visible, or financial actions. Approval applies to the specified action and targets; changed targets or payloads need corresponding authorization. A model-supplied confirmation flag does not establish user consent.

For a requested preview, call `execute_operation` with `dryRun: true` and stop after presenting it unless the user authorizes execution. A preview does not run the selected business operation or prove upstream authorization; it reports `authorizationVerified: false`. Location resolution may still perform authorization lookups.

Supply an `idempotencyKey` when the operation requires it. The public executor is not universally idempotent: a key alone does not guarantee deduplication. If a write times out or its outcome is unclear, inspect the affected records or status before attempting another write. Do not automatically repeat a send, charge, creation, or other action with uncertain effects.

## Interpret results

Read the JSON text in the MCP response's `content`, together with `isError` and any result status. Distinguish a preview, queued action, accepted request, and completed change. Report only evidence returned by the service, including relevant IDs and status; do not claim delivery or completion from a queued response. Read back a changed record when confirmation of the saved value is needed.

If scopes, account access, or an operation are unavailable, explain the specific limitation and the returned recovery step. Reconnect t

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