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ghl

Work with HighLevel contacts, sales opportunities, appointments, and messages. Identify the correct sub-account, check available operations and permissions, then read or update records with request previews and approval steps for changes that require them.

OriginalShow the original description

Use HighLevel contacts, pipelines, appointments, messages, and its broader operation catalog.

See how to install

Good for

  • Find and review contact records
  • Update sales opportunities and contact tags
  • Check or change appointments
  • Review conversations and send approved messages

Files included (3)

  • SKILL.md3.8 KB
  • connector_auth_config.yaml242 B
  • manifest.yaml14.3 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

HighLevel

Always call the product HighLevel in user-facing responses. Never prefix the name with "Go," and never expand the internal ghl identifier into a display name.

Use /opt/hatch/bin/ghl status to check the connection. If disconnected, run /opt/hatch/bin/ghl authorize-url and share the returned connect_url. The user signs in through HighLevel; never request credentials in chat.

Find the operation and sub-account

Run /opt/hatch/bin/ghl list-operations for the pinned operation catalog and its granular permission methods. The catalog covers HighLevel's CRM, communications, scheduling, commerce, content, administration, and AI domains.

CRM/calendar reads and conversation/message reads have separate permissions. Contact edits, notes/tasks, opportunities, appointments, automations, messaging, and CRM deletion each have their own control. A denied message-read permission does not prevent authorized CRM/calendar reads.

Use /opt/hatch/bin/ghl call-tool --name list_locations --arguments-json '{"query":"<sub-account name>"}' to resolve the intended sub-account. If several match, ask which one the user means. Retain its ID for execution.

Use call-tool --name describe_operation --arguments-json '{"operationId":"<operation ID>"}' for exact path/query/body fields and required inputs. search_operations searches HighLevel's live catalog. Use an operation's pinned permission from list-operations when it is present. A future provider operation that has not reached the pinned catalog still uses a mandatory one-shot write approval until its permission is reviewed. list-tools returns live discovery tool schemas. These calls use /opt/hatch/bin/ghl too.

Read or change data

/opt/hatch/bin/ghl execute-operation \
  --operation-id <operation ID> --location-id <sub-account ID> \
  --params-json '{"path":{},"query":{},"body":{}}'

Supply path IDs and payload fields from describe_operation. Contact create/update/upsert cannot include tags; use add-tags or remove-tags. Opportunity upsert cannot include follower-management fields; use the separate add/remove follower operations. Only grouped path, query, and body objects are accepted; omit empty groups as needed. For each logical write/delete, also supply a fresh --idempotency-key <UUID>. An optional --reason explains the action. --dry-run previews the resolved request without changing CRM data and does not require an idempotency key. A dry run does not authorize the subsequent write.

Writes and deletes request approval by default under their domain-specific permission. Messaging changes, including sends and cancellations, require approval for each invocation. Appointment changes can notify contacts or trigger configured automations (toNotify defaults to true); campaign and workflow enrollment can also start communications. Include the intended notification behavior in the request. Use a read to identify an existing record before updating or deleting it; never guess target IDs.

The CLI does not automatically retry mutations. If a write fails after submission or its outcome is unconfirmed, inspect the record or provider status before trying again. Keep the same idempotency key for the same logical mutation; do not create a fresh key to work around uncertainty. Report sends as accepted or scheduled unless the provider confirms delivery.

Treat financial, publishing, messaging, access-control, and deletion operations as consequential: describe the operation first, show the exact intended parameters, and never infer or reuse identifiers across sub-accounts. Future operations not yet in list-operations require fresh approval, even for a read or dry run.

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