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GoHighLevel MCP Server

CURSOR_SETUP_GUIDE.md8.26 kB
# 🚀 GoHighLevel MCP Server - Cursor Setup Guide ## 📋 Prerequisites Before setting up the ghlmcp2 MCP server in Cursor, ensure you have: 1. **GoHighLevel Account** with API access 2. **Private Integrations API Key** (not a regular API key) 3. **Location ID** from your GoHighLevel account 4. **Node.js 18+** installed on your system 5. **Cursor** installed and configured ## 🔑 Getting Your GoHighLevel Credentials ### Step 1: Get Your Private Integrations API Key 1. **Login to your GoHighLevel account** 2. **Navigate to Settings** → **Integrations** → **Private Integrations** 3. **Create New Private Integration:** - **Name**: `MCP Server Integration` (or your preferred name) - **Webhook URL**: Leave blank (not needed) 4. **Select Required Scopes** based on tools you'll use: - ✅ **contacts.readonly** - View contacts - ✅ **contacts.write** - Create/update contacts - ✅ **conversations.readonly** - View conversations - ✅ **conversations.write** - Send messages - ✅ **opportunities.readonly** - View opportunities - ✅ **opportunities.write** - Manage opportunities - ✅ **calendars.readonly** - View calendars/appointments - ✅ **calendars.write** - Create/manage appointments - ✅ **locations.readonly** - View location data - ✅ **locations.write** - Manage location settings - ✅ **workflows.readonly** - View workflows - ✅ **campaigns.readonly** - View campaigns - ✅ **blogs.readonly** - View blog content - ✅ **blogs.write** - Create/manage blog posts - ✅ **users.readonly** - View user information - ✅ **custom_objects.readonly** - View custom objects - ✅ **custom_objects.write** - Manage custom objects - ✅ **invoices.readonly** - View invoices - ✅ **invoices.write** - Create/manage invoices - ✅ **payments.readonly** - View payment data - ✅ **products.readonly** - View products - ✅ **products.write** - Manage products 5. **Save Integration** and copy the generated **Private API Key** ### Step 2: Get Your Location ID 1. **Go to Settings** → **Company** → **Locations** 2. **Copy your Location ID** (it's a string like `abc123def456`) ## ⚙️ Cursor MCP Configuration ### Step 1: Update the MCP Configuration The MCP configuration file has been created at `.cursor/mcp.json`. You need to update it with your actual credentials: ```json { "mcpServers": { "ghlmcp2": { "command": "node", "args": ["/Users/nicodelgadob/Documents/development/mcp-servers/ghlmcp2/dist/server.js"], "env": { "GHL_API_KEY": "your_actual_private_integrations_api_key", "GHL_BASE_URL": "https://services.leadconnectorhq.com", "GHL_LOCATION_ID": "your_actual_location_id", "NODE_ENV": "production" } } } } ``` ### Step 2: Replace Placeholder Values Replace the following placeholders in `.cursor/mcp.json`: - `"your_actual_private_integrations_api_key"` → Your Private Integrations API Key - `"your_actual_location_id"` → Your Location ID ### Step 3: Restart Cursor After updating the configuration: 1. **Save the file** 2. **Restart Cursor** completely 3. **Open a new chat** to test the integration ## 🧪 Testing the Integration ### Test 1: Basic Connectivity Ask Cursor to test the GoHighLevel connection: ``` "Test the GoHighLevel MCP server connection by listing available tools" ``` ### Test 2: Contact Operations Try a simple contact operation: ``` "Search for contacts in GoHighLevel with the tag 'VIP'" ``` ### Test 3: Available Tools Ask about available tools: ``` "What GoHighLevel tools are available through the MCP server?" ``` ## 🛠️ Troubleshooting ### Common Issues **1. "Server not found" error** - Ensure the path to `server.js` is correct - Verify Node.js is installed and accessible - Check that the `dist` folder exists in the ghlmcp2 directory **2. "Authentication failed" error** - Verify you're using a Private Integrations API key (not regular API key) - Check that the API key has the required scopes - Ensure the Location ID is correct **3. "Permission denied" error** - Make sure the `server.js` file has execute permissions - Check that Cursor has permission to access the file **4. "Environment variables not found"** - Verify all environment variables are set in the MCP configuration - Check for typos in variable names ### Debug Commands Run these commands in your terminal to debug: ```bash # Test Node.js installation node --version # Test the server directly cd /Users/nicodelgadob/Documents/development/mcp-servers/ghlmcp2 node dist/server.js # Check file permissions ls -la dist/server.js # Test API connectivity (replace with your actual credentials) curl -H "Authorization: Bearer YOUR_API_KEY" \ https://services.leadconnectorhq.com/locations/YOUR_LOCATION_ID ``` ## 📚 Available Tools The ghlmcp2 MCP server provides **269+ tools** across 19 categories: ### 🎯 Contact Management (31 Tools) - `create_contact`, `search_contacts`, `get_contact`, `update_contact` - `add_contact_tags`, `remove_contact_tags`, `get_contact_tasks` - `create_contact_task`, `get_contact_notes`, `create_contact_note` ### 💬 Messaging & Conversations (20 Tools) - `send_sms`, `send_email`, `search_conversations` - `get_conversation`, `create_conversation`, `get_message` ### 💰 Sales & Revenue (10 Tools) - `search_opportunities`, `create_opportunity`, `update_opportunity` - `get_pipelines`, `add_opportunity_followers` ### 🗓️ Calendar & Appointments (14 Tools) - `get_calendar_events`, `create_appointment`, `get_appointment` - `get_free_slots`, `create_block_slot` ### 📧 Email Marketing (5 Tools) - `get_email_campaigns`, `create_email_template` - `get_email_templates`, `update_email_template` ### 🏢 Location Management (24 Tools) - `search_locations`, `get_location`, `create_location` - `get_location_tags`, `create_location_tag` ### 📱 Social Media Management (17 Tools) - `search_social_posts`, `create_social_post`, `get_social_post` - `get_social_accounts`, `upload_social_csv` ### 🛒 E-commerce (18 Tools) - `ghl_create_shipping_zone`, `ghl_list_shipping_zones` - `ghl_create_product`, `ghl_list_products` ### 💳 Payments Management (20 Tools) - `list_orders`, `get_order_by_id`, `list_transactions` - `list_subscriptions`, `create_coupon` ### 🧾 Invoices & Billing (39 Tools) - `create_invoice`, `list_invoices`, `get_invoice` - `create_estimate`, `list_estimates` ## 🎯 Usage Examples ### Customer Communication ``` "Search for contacts tagged 'VIP' who haven't been contacted in 30 days, then send them a personalized SMS about our new premium service offering" ``` ### Sales Pipeline Management ``` "Create an opportunity for contact John Smith for our Premium Package worth $5000, add it to the 'Enterprise Sales' pipeline, and schedule a follow-up appointment for next Tuesday" ``` ### Business Intelligence ``` "Get all invoices from the last quarter, analyze payment patterns, and create a report of our top-paying customers with their lifetime value" ``` ### E-commerce Operations ``` "List all products with low inventory, create a restock notification campaign, and send it to contacts tagged 'inventory-manager'" ``` ## 🔒 Security Best Practices 1. **Never commit API keys** to version control 2. **Use environment variables** for all sensitive data 3. **Regular API key rotation** for security 4. **Monitor API usage** to avoid rate limits 5. **Implement proper error handling** and logging ## 📞 Support If you encounter issues: 1. **Check the troubleshooting section** above 2. **Verify your credentials** are correct 3. **Test API connectivity** directly 4. **Check Cursor logs** for error messages 5. **Restart Cursor** after configuration changes ## 🚀 Next Steps Once configured, you can: 1. **Explore all available tools** by asking Cursor 2. **Create custom workflows** combining multiple tools 3. **Automate repetitive tasks** in GoHighLevel 4. **Build AI-powered CRM operations** with Claude's assistance --- **🎉 Congratulations! You've successfully configured the ghlmcp2 MCP server in Cursor!** Now you have access to 269+ powerful GoHighLevel tools directly through Claude's AI assistance.

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