Automation library · CRM

AI-powered HighLevel CRM automation with MCP

Started by an event in a connected app, and works across GoHighLevel. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 19 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

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19 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Service 14

The steps in the order they run, from what starts it.

  1. 1Create or update a contact in HighLevelHigh Level ToolService
  2. 2Get many contacts in HighLevelHigh Level ToolService
  3. 3Update a contact in HighLevelHigh Level ToolService
  4. 4Delete a contact in HighLevelHigh Level ToolService
  5. 5Get many opportunities in HighLevelHigh Level ToolService
  6. 6Create an opportunity in HighLevelHigh Level ToolService
  7. 7Get an opportunity in HighLevelHigh Level ToolService
  8. 8Update an opportunity in HighLevelHigh Level ToolService
  9. 9Book appointment in a calendar in HighLevelHigh Level ToolService
  10. 10Get free slots of a calendar in HighLevelHigh Level ToolService
  11. 11Create a task in HighLevelHigh Level ToolService
  12. 12Delete a task in HighLevelHigh Level ToolService
  13. 13Get a task in HighLevelHigh Level ToolService
  14. 14Update a task in HighLevelHigh Level ToolService
  15. 15OpenAI Chat Model1Lm Chat Open AiModel
  16. 16Postgres Chat Memory1Memory Postgres ChatModel
  17. 17MCP Client GHLMcp Client ToolModel
  18. 18GHL MCP serverMcp triggerStarts it
  19. 19AI Agent1AgentModel

How it's built

Starts on
An event in a connected app
Steps
19
Size
Medium: a working afternoon
Connects to
GoHighLevel
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own GoHighLevel account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.