CRM · HighLevel Agency + Claude
HighLevel Agency MCP with Claude: Run Agency Accounts Through Plain-English Requests
The short answer
Claude works with HighLevel Agency through the Model Context Protocol (MCP), an open standard that lets Claude securely read information and take actions in the tool. Once connected with OAuth sign-in, Claude can manage agency users, review company data, create snapshots and install custom menus from plain-English requests, within permissions your organisation sets.
What is HighLevel Agency?
HighLevel Agency is a platform for managing agency-level company data, users, snapshots and custom menus. Agencies use it to keep central control over many HighLevel accounts without needing access to each individual location. Typical users include agency owners, account managers, operations leads and IT administrators who look after several client accounts at once. Snapshots let teams reuse a tested setup across new accounts, saving time on repeated configuration.
How Claude connects to HighLevel Agency through MCP
The Model Context Protocol, or MCP, is an open standard that acts like a universal adapter between Claude and other software. It lets Claude use a tool securely, reading information and taking actions, with permissions the organisation controls. For HighLevel Agency, the connection can run through the tool's MCP server or a direct API, and sign-in uses OAuth, so your team logs in with its own account rather than sharing passwords.
Once connected, Claude can typically review company data across your agency, look up users, help prepare snapshots, and suggest or install custom menus. Your team describes the outcome in ordinary language, such as asking which client accounts need a new user added, and Claude carries out the steps the connection allows. Access can be limited to agency-level functions, so location-level data stays outside the scope unless you choose otherwise.
Permissions and approvals keep people in charge. Access is granted at the least level needed for each job. Consequential actions, such as changing user roles, deploying a snapshot to live accounts or installing a menu, can be set to require a named person's approval before they run. Every action is logged, so managers can see what was done, when and by whom.
What you can automate
Onboarding new users across client accounts
When a new team member joins, an operations lead asks Claude to add them to the right agency-level roles. Claude checks existing users, proposes the correct access level and waits for approval before creating the account. This reduces missed steps and keeps access consistent with company policy across the agency.
Reviewing company data before a monthly client call
An account manager asks Claude to summarise company data for each client due for review that week. Claude pulls the relevant agency-level details and presents key points in a short brief. The manager spends less time switching between screens and more time preparing useful recommendations for the client.
Rolling out a proven snapshot to new accounts
When a marketing team finishes a well-tested setup, it can be saved as a snapshot. Claude can help prepare and check the snapshot, then support its rollout to new client accounts under an approval step. This makes launches faster and more uniform, which helps quality stay high as the agency grows.
Installing custom menus for different teams
An agency that serves sales, support and billing teams may need different menus for each group. Claude can suggest a menu layout based on the team's role and install it once the operations manager confirms the choice. Staff then see only the options relevant to their work, which typically reduces confusion and training time.
Auditing agency settings for consistency
An IT administrator can ask Claude to compare settings and user lists across several accounts and flag differences. Claude gathers the findings into a clear list, grouped by severity, so the administrator can decide what to correct. Regular checks like this help agencies keep standards steady across a growing client base.
An end-to-end workflow: New client onboarding from signed contract to live accounts
TriggerA new client contract is marked as signed in the CRM.
The CRM sends the client's details and package type to Claude through MCP.
Claude selects the matching snapshot and checks it against the package requirements.
Claude proposes the users to add and the custom menu for the client's team, and sends the plan to the account manager for approval.
After approval, Claude creates the agency-level user records and installs the approved menu through HighLevel Agency.
Claude posts a summary to the team's ticketing system and notifies the account manager that the account is ready for handover.
OutcomeTypically, new clients go live faster and with fewer manual steps, while each consequential action is still reviewed and logged for the operations team.
How we set it up
Book a free automation audit
We review how your agency manages accounts today and identify the workflows worth automating, such as onboarding, reporting and snapshot rollouts. There is no cost and no obligation.
Connect Claude to HighLevel Agency
We link Claude to HighLevel Agency using its MCP server or direct API, with OAuth sign-in so each person uses their own authorised account. Access is set at the least level each workflow needs.
Design the end-to-end workflow
We map the process across HighLevel Agency and your other systems, such as Microsoft 365, your CRM, your ticketing tool or your ERP, and decide which actions need a named approver.
Test against real past cases and launch
We run the workflow against past onboarding and reporting cases to confirm accuracy, then launch with monitoring and audit logs turned on.
Train your team and hand over
We train account managers, operations staff and administrators on how to use Claude with HighLevel Agency, and set out clear guidance on approvals, escalation and ongoing support.
Who benefits
- Agency owner
- Gains central visibility over every client account and can see how the agency is run without chasing updates.
- Operations manager
- Cuts repetitive setup work for onboarding and snapshot rollouts, with approvals kept in their hands.
- Account manager
- Gets quick, accurate summaries of client data before reviews, so more time goes to client strategy.
- IT administrator
- Can check settings and user access across accounts, with logs that support internal audits.
Security and control
- Least-privilege access: each person and workflow gets only the permissions the job requires.
- OAuth sign-in so access runs through each user's own authorised account, not shared passwords.
- Human approval for consequential actions such as changing user roles, deploying snapshots or installing menus.
- Audit logs recording every action Claude takes, with time and the approving person.
- Agency-level scope that keeps location-level data outside the connection unless you decide otherwise.
For teams in the US, UK, India and the Middle East
Agencies in the United States and the United Kingdom can connect HighLevel Agency to Claude with data handled under their local privacy frameworks, including UK GDPR. Organisations in India can align the workflow with the Digital Personal Data Protection Act, 2023. Businesses in the UAE and Saudi Arabia can meet local data protection laws with suitable hosting and access controls. We choose the hosting region for each deployment, in India, the United States, the United Kingdom or the European Union, to meet your specific requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the HighLevel Agency MCP server do?
The HighLevel Agency MCP server acts as a secure bridge between Claude and your agency account. It lets Claude read agency-level company data and users, and carry out supported actions such as preparing snapshots and installing custom menus. The server is set up so that only the permissions you grant are available, and actions are logged for review.
Is connecting HighLevel Agency to Claude secure?
Security depends on the setup, and we design it carefully. Sign-in uses OAuth, so each person authorises access through their own account. Permissions are kept to the minimum needed, consequential actions can require approval, and audit logs record activity. We also test the connection before launch to confirm it behaves as intended.
What can Claude do with HighLevel Agency once connected?
Typically, Claude can review company data across your agency, look up users, help prepare and roll out snapshots, and install custom menus. You describe what you need in plain English and Claude performs the steps the connection allows. Which actions are available depends on the permissions you set during setup.
How long does setup take?
Many agencies are ready within a few weeks. The timeline depends on how many workflows you want to automate, how many other systems need to be connected, and how much testing is needed. We begin with a free automation audit, so you get a realistic plan before any work starts.
Which plan or permissions do I need?
You need an account with agency-level access in HighLevel Agency that allows the actions you want to automate, since Claude can only do what the signed-in account is permitted to do. The exact requirements depend on your agreement with HighLevel and your internal policies, so we confirm them during the free audit.