Highlevel
HighLevel provides a marketing automation and CRM platform for agencies, featuring funnels, appointment scheduling, two-way texting, and other tools to drive client success
Verdict
Common use cases
- Check pipeline stage for a prospect
- Log meeting notes to a contact record
- Pull this week's campaign performance metrics
- Schedule a follow-up SMS sequence
- List overdue tasks for the sales team
Integration
- Vendor
- Highlevel
- Category
- other
- Auth
- OAUTH2
- Composio slug
highlevel
Tools
Setup
Setup guide
- 11. Open your Switchy workspace settings and navigate to the Integrations tab. 2. Click 'Add Integration' and select Highlevel from the list. 3. You'll be redirected to Highlevel's OAuth consent screen — log in with an account that has admin permissions for your sub-account or agency. 4. Grant the requested scopes: contacts.read, contacts.write, opportunities.read, opportunities.write, calendars.read, and conversations.write. 5. After authorizing, Switchy will confirm the connection and display your connected Highlevel sub-account name. 6. Return to any Space and type '@Highlevel' followed by a request like 'show me open deals in the pipeline' to verify the integration responds. 7. If the MCP returns an error, revisit settings to confirm the OAuth token hasn't expired and that your Highlevel account still has API access enabled.
What teammates see: by default, memories from Highlevel are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Pipeline Health Check
@Highlevel show me all open opportunities grouped by pipeline stage, including deal value and last activity date for each.Open in a Space →
Contact Quick Lookup
@Highlevel find the contact record for john.doe@example.com and summarize their last three interactions with our team.Open in a Space →
Campaign Performance Summary
@Highlevel pull performance stats for all email campaigns sent in the last seven days, including open rate, click rate, and total conversions.Open in a Space →
Log Client Meeting Notes
@Highlevel add a note to the contact record for Acme Corp: 'Discussed Q2 renewal pricing, they want a 10% discount, follow up Friday.'Open in a Space →
Trigger Follow-Up Sequence
@Highlevel enroll sarah.lee@startup.io in the 'Demo Follow-Up' SMS sequence starting tomorrow at 10 AM.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Highlevel show me all contacts added in the last 7 days with their lead source and current pipeline stage
Found 23 contacts added since January 8th. Top lead sources: Facebook Ads (9), Website Form (7), Referral (4), Cold Outreach (3). Pipeline breakdown: 12 in 'New Lead', 8 in 'Contacted', 3 in 'Qualified'. Most recent: Sarah Chen (Facebook Ads, added 2 hours ago, stage: New Lead), Marcus Williams (Website Form, added yesterday, stage: Contacted). This data reflects your main CRM pipeline; contacts in archived pipelines are excluded.
Highlevel organizes contacts across pipelines and custom fields. This example assumes standard lead-tracking fields are configured. If your account uses custom pipeline names or lead source values, the MCP will return those instead. Requires read access to contacts and opportunities.
@Highlevel create a new contact for jamie.parker@example.com, tag them 'webinar-jan-2025', and add them to the Q1 nurture campaign
Contact created: Jamie Parker (jamie.parker@example.com). Applied tag 'webinar-jan-2025' and enrolled in 'Q1 Nurture Campaign' workflow. The campaign will send the first email in 15 minutes. Contact ID: con_8x3kL9mP2qR. Note: If this email already exists in your account, Highlevel will update the existing record instead of creating a duplicate.
This example triggers a workflow enrollment, which starts automated emails or SMS sequences. Confirm the campaign is active and has available sending capacity before bulk operations. Requires write access to contacts and workflows. The MCP cannot preview campaign steps before enrollment.
@Highlevel summarize this week's appointment activity: total scheduled, no-shows, and which service types are booking most
Week of January 6-12: 47 appointments scheduled, 6 no-shows (12.7% rate). Service type breakdown: 'Strategy Call' (18 bookings), 'Onboarding Session' (14), 'Support Call' (10), 'Demo' (5). Busiest day: Thursday with 12 appointments. No-show rate is up 3% from last week. All data pulled from your main calendar; appointments in team member calendars not linked to the CRM are excluded.
Highlevel tracks appointments tied to calendar integrations and booking forms. This synthesis requires the MCP to aggregate across multiple API endpoints (appointments, contacts, calendar events). If your account has multiple sub-accounts or locations, specify which one to query. Read access to calendars and appointments required.
Use-case deep-dives
When Highlevel MCP fits multi-client agency workflows
A 6-person marketing agency manages 20 clients across Highlevel's CRM and funnel builder. The team uses Switchy to draft client status updates by pulling contact activity, pipeline stages, and campaign metrics without switching tabs. Because Highlevel uses OAuth2, each team member authenticates once and the workspace inherits read access to shared client accounts. This works when your agency already lives in Highlevel and needs quick context during client calls or weekly reports. The MCP becomes less useful if your team only touches Highlevel for billing or if clients use different CRMs—at that point you're authenticating for data you rarely query. If 60% of your client work references Highlevel objects, connect this MCP and let Switchy surface the context on demand.
Using Highlevel MCP for daily deal visibility
A 4-person sales team runs morning standups where each rep walks through their top 5 deals. With the Highlevel MCP in Switchy, the team lead asks the AI to summarize pipeline changes overnight—new leads, stage movements, overdue follow-ups—without opening the Highlevel dashboard. OAuth2 means the connection persists across sessions, so the query runs in 3 seconds instead of the 90-second tab dance. This scenario wins when your deal data lives exclusively in Highlevel and your team checks it multiple times a day. If your pipeline spans Salesforce, HubSpot, and Highlevel, the MCP adds auth overhead without consolidating the view. Connect this MCP when Highlevel is your single source of truth for revenue ops and you want standups under 15 minutes.
When Highlevel MCP speeds up support response time
A 3-person support team fields 40 tickets a day from customers whose purchase history, subscription tier, and past interactions live in Highlevel. The team uses Switchy to query a customer's full timeline while drafting a reply in Intercom or Zendesk. OAuth2 authentication means the MCP stays connected across the workday, and the AI pulls contact notes, tag history, and funnel completion status in one prompt. This works when your support load is under 100 tickets daily and Highlevel holds the canonical customer record. If your support volume is higher or customer data spans three systems, the MCP becomes one more auth step that doesn't eliminate the tab shuffle. Connect this MCP when Highlevel is your customer data backbone and your team writes 20+ personalized replies per day.
Frequently asked
What does the Highlevel MCP do in Switchy?
The Highlevel MCP connects your Highlevel CRM to Switchy's AI workspace so your team can query contact data, update pipeline stages, and retrieve campaign metrics without leaving the chat interface. It uses OAuth2 to authenticate, so you authorise once and the entire workspace can reference your Highlevel account in prompts. No tools are exposed yet, so expect read-only queries until the integration matures.
Do I need agency-level access to connect Highlevel?
You need OAuth2 permissions for the Highlevel account you want to connect. If you're on a sub-account, you'll authenticate against that sub-account's scope. Agency admins can connect at the agency level to pull cross-location data, but most teams connect a single location. Check your Highlevel role before starting the OAuth flow — viewer roles may fail to authorise.
Can the Highlevel MCP send emails or SMS on my behalf?
Not yet. The current integration focuses on reading data — contacts, opportunities, calendars. Write operations like sending campaigns or updating custom fields aren't exposed until Highlevel publishes stable tool definitions. If you need to trigger sends, use Highlevel's UI or API directly for now.
How is this different from using Highlevel's API directly?
The MCP wraps Highlevel's API so your team can ask natural-language questions instead of writing code. You skip the OAuth boilerplate and JSON parsing. The trade-off is you're limited to whatever tools the MCP exposes — if you need a niche endpoint, the raw API gives you more control. For routine queries, the MCP is faster.
Who on the team should connect the Highlevel account?
Whoever owns the Highlevel login and is comfortable granting OAuth access. Once connected, everyone in the Switchy workspace can query that account. If you rotate credentials or revoke access in Highlevel, you'll need to reconnect. One connection per workspace is typical — you don't need every user to authenticate separately.