For Paul · from Max

Plug GoHighLevel into your AI.

15 minutes, no code. Then you just talk to your CRM.

What is this

Your AI, inside your CRM

A connector (called an MCP) lets ChatGPT or Claude see and work in your GoHighLevel. Once it's on, it can:

Setup

Connect it

  1. Open ChatGPT. Click your name or picture (bottom left) → Settings.
  2. Find Connectors (or Apps). Turn on Developer mode, then click Create. Needs Plus or above. OpenAI move this menu a lot, have a poke.
  3. Paste this as the address:
    https://services.leadconnectorhq.com/mcp/openai/v2/
  4. A GoHighLevel login pops up. Sign in, pick your business account (not "agency").
  5. Start a new chat. Click + (left of the message box) → Connectors → switch GoHighLevel on.
  6. Test it: "How many contacts do I have in GoHighLevel?" An answer means you're in.
Personal ChatGPT plans can only read. To have it act, use Claude or ChatGPT Business.
  1. Open claude.ai. Click your name (bottom left) → Settings → Connectors.
  2. Click Add custom connector. Paste this as the address:
    https://services.leadconnectorhq.com/mcp/anthropic/v2
  3. Click Connect. Sign into GoHighLevel, pick your business account.
  4. Start a new chat. Click + → Connectors → switch it on.
  5. Test it: "How many contacts do I have in GoHighLevel?"
Asked for a token instead? GoHighLevel → Settings → Private Integrations → Create. Tick contacts, conversations, calendar, opportunities. Paste the token.
Then ask

Things to try

Tap one, copy, paste into a chat with GoHighLevel switched on.

Who's due an annual review?

Look in GoHighLevel and list every client whose annual review is due this month or overdue. Show name, last review (or last meeting) date, and when we last spoke. Oldest first. If there's no review date field, tell me what you used instead. Don't change anything.

Who never finished their portal invite?

Search my GoHighLevel contacts, notes, tags and conversations for anyone I invited to my client portal in the last 60 days who hasn't completed it. Show name, invite date and our last message. Then draft a short, friendly nudge for each. Don't send anything.

Which leads have gone quiet?

Show leads in my GoHighLevel pipeline with no messages, calls or notes in the last 14 days. Group them by pipeline stage and suggest the next step for each. Don't change anything.

Follow up my networking leads

Find contacts added to GoHighLevel in the last 7 days (or tagged networking). For each, draft a warm, plain follow-up under 80 words, using what we know about them. Show me the drafts. Don't send.

Brief me before a call

Brief me on [CLIENT NAME] from GoHighLevel before my call: who they are, our conversation history, open opportunities, anything I promised, and 3 good questions to ask. Keep it to one page.

Plan my week

Using GoHighLevel, give me my plan for this week: appointments, replies I owe, follow-ups due, and deals that have stalled. Most urgent first, one line each.

Find duplicate contacts

Find likely duplicate contacts in GoHighLevel (same email, same phone, or near-identical names). List them in pairs and say which record looks more complete. Don't merge anything yet.

Best trick

Don't type. Ramble.

Voice note everything on your mind. Paste it in. Say: "Read this twice, then make me a plan."

Two rules

Stay safe

01Tell it: "check with me before sending or changing anything."
02Keep medical and policy detail out until compliance says OK.