CRM · HighLevel MCP + Claude
HighLevel MCP with Claude: Automate Contacts, Messages and Appointments
The short answer
Claude works with HighLevel through the Model Context Protocol (MCP), a secure standard that lets Claude read and act inside your HighLevel account. Once connected, Claude can look up contacts, send SMS and email messages, schedule appointments and create opportunities from natural language instructions, within permissions you set.
What is HighLevel MCP?
HighLevel is a location-scoped CRM and marketing platform. It keeps contacts, conversations, appointments and sales opportunities in one place for each business location. Agencies, service firms, clinics and sales teams typically use it to follow up with leads, confirm bookings and track deals through a pipeline. Because access is scoped to each location, teams working across several branches or client accounts can keep their data separate.
How Claude connects to HighLevel MCP through MCP
The Model Context Protocol is an open standard that lets Claude securely use other software. Think of it as a universal adapter between Claude and the tool. Once HighLevel is connected this way, Claude can work with your CRM data in the same way a trained team member would, but through a simple conversation.
Once connected, Claude can typically read contacts, review conversation history, check appointment availability, create or update opportunities and send messages. Requests such as "find every lead from last week who has not replied" can be answered directly, and follow-up actions can be drafted or carried out.
Access is controlled by the organisation. HighLevel connects using an API key, and the key is granted only the permissions the business chooses. Sensitive actions, such as bulk messaging, can be set to require a person's approval before they run, so your team stays in charge of what goes out.
What you can automate
Lead follow-up for sales teams
Claude can review new enquiries, identify leads that have not been contacted within a set time and draft personalised SMS or email follow-ups. Sales staff review the drafts and approve them in bulk. This helps prevent good leads from going cold while reps focus on conversations that need a human touch.
Appointment booking and reminders
For clinics, salons, consultancies and service firms, Claude can check availability, schedule appointments from a customer's request and send confirmation messages. Reminders can be queued ahead of each booking. Front-desk staff spend less time on repetitive calls and more time with the people in front of them.
Pipeline updates and opportunity tracking
Account managers can ask Claude to create an opportunity after a discovery call, move deals between stages or summarise which opportunities are stalled. Claude can prepare a short weekly pipeline overview for the team meeting, saving the manager an hour of manual reporting.
Contact data clean-up
Over time, contact lists collect duplicates, missing fields and outdated details. Claude can scan records, flag likely duplicates and suggest corrections for review. Staff approve changes before anything is updated, so the CRM stays accurate without a large one-off project.
Client communication for agencies
Agencies managing several locations or client accounts can use Claude to draft updates, summarise conversation activity for each location and prepare monthly review notes. Because access is scoped to each location, the right data reaches the right team.
An end-to-end workflow: Web enquiry to booked consultation
TriggerA new enquiry arrives from the website form and is recorded as a contact in HighLevel.
Claude reads the enquiry and checks the contact's details against existing records to avoid duplicates.
Claude creates an opportunity in the sales pipeline and tags it by service type.
Claude checks the calendar in HighLevel for open consultation slots and offers the prospect three times by SMS.
When the prospect replies with a preferred time, Claude books the appointment and sends a confirmation email.
Claude posts a summary to the sales team's ticketing or Microsoft 365 channel so the account owner knows the meeting is set.
OutcomeEnquiries are answered quickly, consultations are booked without manual back-and-forth, and the sales team has a clear record of every lead. Typical results vary by business and volume.
How we set it up
Book a free automation audit
We review how enquiries, bookings and follow-ups currently flow through your HighLevel account and your other business systems. We identify the workflows worth automating first.
Connect HighLevel with an API key
We connect Claude to HighLevel using an API key issued for your location. The key is granted least-privilege access, meaning only the permissions the agreed workflows need.
Design the end-to-end workflow
We map the workflow across HighLevel and your other systems such as Microsoft 365, CRM or ticketing tools. We agree which actions run automatically and which need a person's approval.
Test against real cases and launch
We test the workflow using past enquiries, bookings and pipeline records. Once results are satisfactory, we launch with monitoring and audit logs turned on.
Train your team
We train staff on how to make requests to Claude, review drafts, approve actions and handle exceptions. We stay available for adjustments as your volumes change.
Who benefits
- Sales and business development leads
- Faster follow-up on enquiries and a pipeline that stays up to date without manual data entry.
- Practice, clinic or studio managers
- Fewer missed appointments and less time spent on booking calls and reminders.
- Agency and multi-location operations heads
- Consistent reporting and communication across locations, with each location's data kept separate.
- IT and data owners
- Controlled, auditable access with an API key limited to the permissions the business agrees on.
Security and control
- Access uses an API key limited to the permissions each workflow needs.
- Consequential actions such as bulk messages or record changes can require human approval before they run.
- Audit logs record what Claude reads and does inside HighLevel, so every action can be reviewed.
- Test environments and staged rollouts reduce the risk of errors reaching customers.
- Staff remain responsible for customer communication, and Claude's drafts are reviewed before sending where required.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can have workflows designed to align with their privacy and consumer communication rules. Indian businesses must consider the Digital Personal Data Protection Act, 2023, and businesses in the UAE and Saudi Arabia must follow their local data protection laws. Custom applications built by Claude Automation can be hosted in India, the United States, the United Kingdom or the European Union, and the hosting region is chosen to meet your legal and contractual requirements. Compliance outcomes depend on your own policies and practices.
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 MCP server do?
The HighLevel MCP server is the bridge that lets Claude work with your HighLevel account. It lets Claude manage contacts, conversations, appointments and opportunities, and send SMS and email messages, using natural language requests. It only exposes the actions that the connection's permissions allow.
Is connecting HighLevel to Claude secure?
Security depends on how the connection is set up. The link uses an API key, which we limit to the permissions your workflows need. Human approval can be required for sensitive actions, and audit logs record activity. We also test and monitor the setup before and after launch.
What can Claude do with HighLevel once it is connected?
Typically, Claude can look up contacts, review conversations, create and update opportunities, check and book appointments, and send messages. It can also summarise activity and prepare reports. The exact actions depend on the permissions you grant and the workflows we design together.
How long does setup take?
Simple connections can be completed in a few days, while multi-step workflows across several systems usually take longer. Timing depends on the complexity of your processes, the quality of your data and how quickly approvals are given. The free automation audit gives you a clearer estimate.
Which plan or permissions do I need?
Generally, you need an active HighLevel account for the location you want to automate, and an API key issued with the permissions your workflows require. Plan requirements are set by HighLevel and can change, so please confirm your current plan with your account administrator before we begin.