HighLevel
 · MCP Server

HighLevel MCP — Your CRM and Funnels, One Question Away

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.

Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.

Example prompts
"Show anomalies across all accounts" 2h → 40s
"CPL in New York vs. California?" 1h → 30s
"ROAS by campaign type, last 30 days" 45m → 15s
Works with Claude ChatGPT Cursor +5
Write actions
"Launch A/B test, $5K budget" 5 days → 20m
"Shift 20% of Display to PMax" 2h → 1m
"Pause all ad groups with CPA > $50" 30m → 10s
🛡 Every action logged · Fully reversible · SOC 2 certified
🚀 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.

250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II 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.

Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.

Monitor prompts
"Flag ad groups over 120% budget" 3h → 1m
"Weekly report: spend, CPA, anomalies" 3h → auto
"Which creatives are fatiguing?" 2h → 30s
Alerts sent to Slack, email, or your AI agent
💡
Ideate
🚀
Launch
📈
Measure
🔍
Analyze
📝
Report
🔄
Iterate
One conversation. All six phases. Every platform.
🔄 Full Cycle

The Closed Loop: Read → Decide → Write → Monitor

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.

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

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
"Show ROAS across all 120 accounts"
Answer in seconds
All data sources, one query
Try asking
"What's my CPL in New York vs. California?"
🔍
Full detail preserved
No data loss on export
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.

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
"PMax vs. Search ROAS for Q1?"
⚖️
Unified data model
Compare anything side by side
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.
👥 Teams

One Framework. Five Roles. Zero Setup.

Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.

Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.

Frequently Asked 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.

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.

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.
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.

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
46K+ Metrics