highlevel · MCP Server

From HighLevel to AI Agent — Improvado MCP

Improvado gives your AI agent direct access to HighLevel data through an MCP server. Query contacts, pipeline stages, campaign performance, and automation results — all in plain English. Works with Claude, ChatGPT, Cursor, and any MCP-compatible tool.

46K+ metrics ·Read & Write access ·500+ platforms ·<60s setup

Read

Read: Pull CRM and Funnel Metrics Instantly

Stop clicking through pipelines and sub-accounts. Ask your AI agent for lead counts, funnel conversion rates, and campaign results across all your GHL workspaces. The MCP server handles the API calls.

Example prompts

"How many leads entered each pipeline stage this week? Show conversion rates between stages."

30 min → 45 sec

"Which sub-accounts have the lowest appointment show rates this month?"

20 min → 30 sec

"Show me email campaign open rates and reply rates for the last 30 days by campaign."

15 min → 20 sec

Works with Claude ChatGPT Cursor +5

Write

Write: Update Contacts and Pipelines via Chat

Your AI agent doesn't just read GHL data — it acts on it. Move contacts through pipeline stages, add tags, update custom fields, and trigger automations directly from the conversation.

Example prompts

"Tag all contacts who booked a call this week but didn't show up as 'no-show-follow-up'."

45 min → 2 min

"Move all leads in the 'Proposal Sent' stage with no activity for 7 days to 'Needs Follow-Up'."

20 min → 1 min

"Add the custom field 'lead_source_detail' value 'webinar-march' to all contacts created this week."

1 hr → 3 min

Every action logged · Fully reversible · SOC 2 certified

Monitor

Monitor: Funnel Health and Pipeline Alerts

Know when your funnels drop off before revenue suffers. Your AI agent watches HighLevel for pipeline stalls, automation failures, and conversion drops — and alerts you the moment something is off.

Example prompts

"Alert me if appointment booking rate drops below 15% for any sub-account."

Manual → auto

"Notify me when a pipeline stage accumulates more than 50 contacts with no movement for 3+ days."

Manual → auto

"Every Friday: send a summary of leads added, appointments booked, and deals closed by sub-account."

3 hrs → auto

Alerts sent to Slack, email, or your AI agent

Full cycle

The Closed Loop: Read → Decide → Write → Monitor

Your AI agent doesn't just surface data — it acts. Adjust pricing, update product descriptions, manage inventory, apply discounts — all through natural language. The MCP server translates intent into API operations.

Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.

Ideate

Launch

Measure

Analyze

Report

Iterate

One conversation. All six phases. Every platform.

The daily grind

Common problems. Direct answers.

Challenge 1

Reporting Across 50+ Sub-Accounts Is a Full-Time Job

The problem

Agencies managing dozens of GHL sub-accounts spend hours every week compiling performance data. Each sub-account is separate. Aggregating pipeline metrics, campaign results, and contact activity into one view means manual exports and spreadsheet work.

How MCP solves it

Improvado's MCP server aggregates data across all sub-accounts in a single query. Ask your AI agent for a cross-account performance summary in seconds — no exports, no spreadsheets, no manual reconciliation.

Try asking

Compare pipeline conversion rates across all 40 sub-accounts this month. Which three are underperforming?

Answer in seconds

All data sources, one query

Challenge 2

Automation Failures Go Unnoticed Until Leads Are Lost

The problem

GHL automations break silently. A missed trigger, a failed webhook, or a paused workflow means leads fall through the cracks — and nobody finds out until a client asks why their numbers are down.

How MCP solves it

The AI agent monitors automation health and flags workflows with abnormal drop-off rates or zero triggers. Get notified immediately when an automation stops firing so no lead gets lost.

Try asking

Which automations haven't triggered in the last 48 hours despite active leads in their entry conditions?

Full detail preserved

No data loss on export

Challenge 3

Attribution Is Missing Across the Full Funnel

The problem

HighLevel captures leads and manages pipelines, but connecting those contacts back to ad spend, traffic sources, and closed revenue requires data from multiple platforms. Agencies end up guessing which channels actually drive ROI.

How MCP solves it

Improvado normalizes HighLevel contact data alongside ad platform and web analytics data. The MCP server lets your AI agent trace a lead from first click to closed deal across platforms — in one conversation.

Try asking

For contacts who closed this month, what was the original lead source and average time to close?

Unified data model

Compare anything side by side

👥 Teams

One Framework. Five Roles. Zero Setup.

Same MCP connection, different workflows for every team member. Each role asks in natural language — the MCP server handles the complexity (rate limits, auth, schema normalization, governance) behind the scenes.

Agency CEO

Portfolio health. Client risk. Revenue signals.

Media Strategist

70% strategy, not 70% ops. Auto campaign QA.

Marketing Analyst

Zero wrangling. Cross-platform. AI narratives.

Account Manager

QBR decks auto-generated. Call prep in 30s.

Creative Director

Performance-to-brief. Predict winners before spend.

FAQ

Common questions

What is a HighLevel MCP server?

A HighLevel MCP server is a Model Context Protocol integration that lets AI agents like Claude query your GHL workspace data in natural language. Improvado's hosted MCP server connects to HighLevel's API, handles authentication, and exposes contacts, pipelines, and campaign data to your AI tool.

Does this work with agency accounts managing multiple sub-accounts?

Yes. Improvado's MCP server is designed for agency-scale HighLevel use. It aggregates data across all sub-accounts and supports cross-account queries — so you can ask about all clients at once without switching between accounts.

Which AI tools work with the HighLevel MCP server?

Any MCP-compatible tool: Claude Desktop, Cursor, Windsurf, ChatGPT, and custom MCP clients. Claude is most commonly used for CRM analysis due to its strong reasoning about pipeline stages and funnel metrics — all through Improvado's hosted MCP server.

Can the AI agent update contact records in HighLevel?

Yes. With write permissions enabled, the AI agent can update custom fields, add tags, move contacts between pipeline stages, and trigger automations. All write operations are logged and can be scoped to specific sub-accounts.

Is my HighLevel data secure through the MCP server?

Yes. Improvado is SOC 2 Type II certified. Your GHL API credentials are stored in an encrypted vault and never shared with AI clients. All queries run through Improvado's secure proxy.

How does this differ from HighLevel's built-in reporting?

HighLevel's reporting is confined to its own interface with fixed report formats. The MCP server lets you ask any question, combine HighLevel data with ad platform data, and get analysis that crosses sub-account boundaries — all through a natural language interface — all through Improvado's hosted MCP server.

Stop Reporting. Start Executing.

Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.

SOC 2 Type II GDPR 500+ Platforms