# How to Setup and Use the GHL Customer Care MCP Server > Connect AI agents to GHL Customer Care tools with MCP Server. Learn setup, scopes, authentication, supported clients, and examples for secure automation today. - Source: https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/how-to-setup-and-use-the-ghl-customer-care-mcp-server - Section: AI Employee / MCP Server - Reading time: 8 min - Images: 7, each explained below - Modified on Thu, 9 Jul at 11:28 AM --- The GHL Customer Care MCP Server lets AI agents and MCP-compatible clients connect securely to GHL Customer Care tools and services. With MCP, AI assistants can retrieve records, update data, send messages, search opportunities, access calendar information, and automate tasks through a standardized HTTP connection. --- **TABLE OF CONTENTS** - [What is GHL Customer Care MCP Server?](#what-is-ghl-customer-care-mcp-server)[](#key-benefits-of-ghl-customer-care-mcp-server) - [Key Benefits of GHL Customer Care MCP Server](#key-benefits-of-ghl-customer-care-mcp-server)[](#example-of-supported-mcp-clients) - [Example of Supported MCP Clients](#example-of-supported-mcp-clients)[](#prerequisites) - [Prerequisites](#prerequisites)[](#how-to-setup-the-ghl-customer-care-mcp-server) - [How To Setup the GHL Customer Care MCP Server](#how-to-setup-the-ghl-customer-care-mcp-server)[](#recommended-scopes) - [Recommended Scopes](#recommended-scopes)[](#example-of-some-available-mcp-tools) - [Example of Some Available MCP Tools](#example-of-some-available-mcp-tools) [](#example-tool-call) - [Example Tool Call](#example-tool-call)[](#example-mcp-workflows) - [Example MCP Workflows](#example-mcp-workflows)[](#how-users-can-use-the-mcp-tool) - [How Users can Use the MCP Tool](#how-users-can-use-the-mcp-tool)[](#security-and-authentication) - [Security and Authentication](#security-and-authentication)[](#best-practices) - [Best Practices](#best-practices)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- # **What is GHL Customer Care MCP Server?** The GHL Customer Care MCP Server uses the Model Context Protocol, or MCP, to let AI agents securely interact with GHL Customer Care services. MCP acts as a bridge between an AI client and GHL Customer Care, allowing the AI client to discover available tools, query data, and perform approved actions. The MCP Server can be used with supported AI clients and developer tools to interact with GHL Customer Care services such as Contacts, Conversations, Calendars, Opportunities, Payments, Locations, and Custom Fields. **GHL Customer Care MCP Endpoint:** [https://services.leadconnectorhq.com/mcp/](https://services.leadconnectorhq.com/mcp/) --- ## **Key Benefits of GHL Customer Care MCP Server** - **Centralized AI Access:** Connect AI agents to multiple GHL Customer Care services through one MCP endpoint. - **Secure Authentication:** Use Private Integration Tokens and scoped permissions to control access. - **Natural Language Automation:** Let AI assistants perform supported actions from plain-language prompts. - **Multi-Service Connectivity:** Work with contacts, conversations, calendars, opportunities, payments, locations, and more. - **MCP-Compatible Flexibility:** Connect supported clients such as Cursor, Windsurf, OpenAI Playground, Claude-compatible clients, and custom MCP applications. - **No SDK Required:** Use a standardized HTTP-based MCP connection instead of building a full custom integration. --- ## **Example of Supported MCP Clients** MCP-compatible clients allow AI agents to discover and run GHL Customer Care tools through a connected server. Support depends on whether the client can connect to HTTP-based MCP servers and pass the required authentication headers. Supported client examples include: - Cursor - Windsurf - OpenAI Playground - Claude-compatible MCP clients - Custom MCP-compatible applications - Other HTTP-based MCP clients --- ## **Prerequisites** A correct setup helps ensure the AI client can access only the GHL Customer Care data and actions it needs. Before connecting to the GHL Customer Care MCP Server, make sure you have: - Access to the desired GHL Customer Care sub-account/location - A Private Integration Token - Required scopes enabled for the token - The sub-account/location ID - An MCP-compatible client --- ## **How To Setup the GHL Customer Care MCP Server** Connecting an MCP client requires a Private Integration Token, the GHL Customer Care MCP endpoint, and the location ID. Once connected, the AI client can discover available tools based on the scopes granted to the token. ### **Step 1:** Create a Private Integration Token Private Integration Tokens allow your MCP client to authenticate securely with GHL Customer Care. 1. Log in to GHL Customer Care. 2. Open the desired sub-account/location. 3. Go to **Settings**. 4. Select **Private Integrations**. 5. Click **Create New Integration**. 6. **Choose** the **required** **scopes**. 7. Click **Create Integration**. ![Step 7 of 8: Click Create Integration](https://jumpshare.com/share/7gA8UGKPR4X2jWsBJUWv+/GIF+Recording+2026-07-09+at+21.22.25.gif) **Step 7 of 8: Click Create Integration** This animation accompanies step 7 of 8 in the "Step 1: Create a Private Integration Token" section of "How to Setup and Use the GHL Customer Care MCP Server". At this point in the walkthrough you click Create Integration. For context, this section explains: Private Integration Tokens allow your MCP client to authenticate securely with GHL Customer Care. The next step is to copy the generated token. - What to click: Click Create Integration. - Controls: Create Integration, Settings, Private Integrations, Create New Integration, Choose, required, scopes, Copy, token - Next: Copy the generated token. Full procedure: 1. Log in to GHL Customer Care. 2. Open the desired sub-account/location. 3. Go to Settings. 4. Select Private Integrations. 5. Click Create New Integration. 6. Choose the required scopes. 7. Click Create Integration. <- this image 8. Copy the generated token. 8. **Copy** the generated **token**. ![Step 8 of 8: Copy the generated token](https://jumpshare.com/share/rcYMQpvMn05fORecK54M+/Screen+Shot+2026-07-09+at+21.23.11.png) **Step 8 of 8: Copy the generated token** This screenshot accompanies step 8 of 8 in the "Step 1: Create a Private Integration Token" section of "How to Setup and Use the GHL Customer Care MCP Server". At this point in the walkthrough you copy the generated token. For context, this section explains: Private Integration Tokens allow your MCP client to authenticate securely with GHL Customer Care. - What to copy: Copy the generated token. - Controls: Copy, token, Settings, Private Integrations, Create New Integration, Choose, required, scopes, Create Integration Full procedure: 1. Log in to GHL Customer Care. 2. Open the desired sub-account/location. 3. Go to Settings. 4. Select Private Integrations. 5. Click Create New Integration. 6. Choose the required scopes. 7. Click Create Integration. 8. Copy the generated token. <- this image ### **Step 2:** Add the MCP Server to Your Client Add the MCP endpoint and authentication headers to your MCP-compatible client. ```json {  "mcpServers": {    "prod-GHL Customer Care-mcp": {      "url": "https://services.leadconnectorhq.com/mcp/",      "headers": {        "Authorization": "Bearer ",        "locationId": ""      }    }  } } ``` Replace: - `` with your Private Integration Token - `` with the GHL Customer Care sub-account/location ID ### **Step 3:** Select the Required Tools After the client connects, available tools appear based on the scopes assigned to the Private Integration Token. Select only the tools your AI agent needs for the workflow. ![Step 3: Select the Required Tools (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074666241/original/Le5L74qHHBhJnDdLhrvb88MjkZmvN8Rlew.png) **Step 3: Select the Required Tools (image 3 of 7)** This screenshot appears in the "Step 3: Select the Required Tools" section of "How to Setup and Use the GHL Customer Care MCP Server". The text alongside this image reads: After the client connects, available tools appear based on the scopes assigned to the Private Integration Token. Select only the tools your AI agent needs for the workflow. Immediately after, the guide continues: Scopes control which GHL Customer Care resources the MCP client can read or modify. Grant only the permissions required for your workflow. - What to choose: After the client connects, available tools appear based on the scopes assigned to the Private Integration Token. Select only the tools your AI agent needs for the workflow. - Next: Scopes control which GHL Customer Care resources the MCP client can read or modify. Grant only the permissions required for your workflow. --- ## **Recommended Scopes** Scopes control which GHL Customer Care resources the MCP client can read or modify. Grant only the permissions required for your workflow. Recommended scopes may include: - **Contacts:** View Contacts, Edit Contacts - **Conversations:** View Conversations, Edit Conversations - **Conversation Messages:** View Conversation Messages, Edit Conversation Messages - **Opportunities:** View Opportunities, Edit Opportunities - **Calendars:** View Calendars, Edit Calendars - **Calendar Events:** View Calendar Events, Edit Calendar Events - **Payments:** View Payment Orders, View Payment Transactions - **Other:** View Custom Fields, View Forms, View Locations --- ## **Example of Some Available MCP Tools**  The GHL Customer Care MCP Server includes tools across core GHL Customer Care services. The tools available to your client depend on the permissions granted through the Private Integration Token.

#

Tool

Endpoint

Description

1

Get Calendar Events

calendars_get-calendar-events

Get calendar events using userId, groupId, or calendarId.

2

Get Appointment Notes

calendars_get-appointment-notes

Retrieve notes for a specific appointment.

3

Get All Tasks

contacts_get-all-tasks

Retrieve all tasks for a contact.

4

Add Tags

contacts_add-tags

Add tags to a contact.

5

Remove Tags

contacts_remove-tags

Remove tags from a contact.

6

Get Contact

contacts_get-contact

Fetch contact details.

7

Update Contact

contacts_update-contact

Update a contact.

8

Upsert Contact

contacts_upsert-contact

Update or create a contact.

9

Create Contact

contacts_create-contact

Create a new contact.

10

Get Contacts

contacts_get-contacts

Fetch all contacts.

11

Search Conversation

conversations_search-conversation

Search/filter/sort conversations.

12

Get Messages

conversations_get-messages

Retrieve messages by conversation ID.

13

Send a New Message

conversations_send-a-new-message

Send a message to a conversation thread.

14

Get Location

locations_get-location

Get location details by ID.

15

Get Custom Fields

locations_get-custom-fields

Retrieve custom field definitions for a location.

16

Search Opportunity

opportunities_search-opportunity

Search for opportunities by criteria.

17

Get Pipelines

opportunities_get-pipelines

Fetch all opportunity pipelines.

18

Get Opportunity

opportunities_get-opportunity

Fetch opportunity details by ID.

19

Update Opportunity

opportunities_update-opportunity

Update opportunity details.

20

Get Order by ID

payments_get-order-by-id

Retrieve payment order details.

21

List Transactions

payments_list-transactions

Fetch paginated list of transactions.

22

Check Blog URL Slug

blogs_check-url-slug-exists

Check the blog slug which is needed before publishing any blog post.

23

Update Blog Post

blogs_update-blog-post

Update blog post for any given blog site

24

Create Blog Post

blogs_create-blog-post

create blog post for any given blog site

25

Get Blog Authors

blogs_get-all-blog-authors-by-location

get blog authors for a given location ID

26

Get Blog Categories

blogs_get-all-categories-by-location

get blog categories for a given location ID

27

Get Blog Posts by Blog ID

blogs_get-blog-post

get blog posts for any given blog site using blog ID

28

Get Blogs by Location

blogs_get-blogs

get blogs using Location ID

29

Create Email Template

emails_create-template

Create a new template

30

Get Email Templates

emails_fetch-template

Fetch email templates by location id

31

Get Social Media Accounts

socialmediaposting_get-account

Get list of accounts and groups

32

Get Social Media Statistics

socialmediaposting_get-social-media-statistics

Retrieve analytics data for multiple social media accounts

33

Create Social Media Post

socialmediaposting_create-post

Create posts for all supported platforms

34

Get Social Media Post

socialmediaposting_get-post

Get social media post

35

Get Social Media Posts

socialmediaposting_get-posts

Get social media posts

36

Update Social Media Post

socialmediaposting_edit-post

Edit social media post

### **Calendar Tools** Calendar tools help AI agents retrieve scheduling information and appointment details. - `calendars_get-calendar-events` - `calendars_get-appointment-notes` ### **Contact Tools** Contact tools allow AI agents to find, create, update, and manage contact records. - `contacts_get-all-tasks` - `contacts_add-tags` - `contacts_remove-tags` - `contacts_get-contact` - `contacts_update-contact` - `contacts_upsert-contact` - `contacts_create-contact` - `contacts_get-contacts` ![Contact Tools (image 4 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074666188/original/ho3sEKy2qIzUvXOux5z_vsgsMOD01qdZAA.png) **Contact Tools (image 4 of 7)** This screenshot appears in the "Contact Tools" section of "How to Setup and Use the GHL Customer Care MCP Server". The text alongside this image reads: contacts_get-all-tasks contacts_add-tags contacts_remove-tags contacts_get-contact contacts_update-contact contacts_upsert-contact contacts_create-contact contacts_get-contacts. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Conversation tools allow AI agents to search conversations, review message history, and send supported messages. - What this covers: contacts_get-all-tasks contacts_add-tags contacts_remove-tags contacts_get-contact contacts_update-contact contacts_upsert-contact contacts_create-contact contacts_get-contacts - Fields: contacts_update-contact - Controls: Conversation Tools - Next: Conversation tools allow AI agents to search conversations, review message history, and send supported messages. Full procedure: 1. contacts_get-all-tasks 2. contacts_add-tags 3. contacts_remove-tags 4. contacts_get-contact 5. contacts_update-contact 6. contacts_upsert-contact 7. contacts_create-contact 8. contacts_get-contacts **Conversation Tools** Conversation tools allow AI agents to search conversations, review message history, and send supported messages. - `conversations_search-conversation` - `conversations_get-messages` - `conversations_send-a-new-message` ![Contact Tools (image 5 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074666229/original/R4S_QOX4AKG3CbpIyuQkU4MXJMjnmCjmmA.png) **Contact Tools (image 5 of 7)** This screenshot appears in the "Contact Tools" section of "How to Setup and Use the GHL Customer Care MCP Server". The text alongside this image reads: conversations_search-conversation conversations_get-messages conversations_send-a-new-message. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Location tools allow AI agents to retrieve location details and custom field information. - What this covers: conversations_search-conversation conversations_get-messages conversations_send-a-new-message - Fields: contacts_update-contact - Controls: Conversation Tools - Next: Location tools allow AI agents to retrieve location details and custom field information. Full procedure: 1. contacts_get-all-tasks 2. contacts_add-tags 3. contacts_remove-tags 4. contacts_get-contact 5. contacts_update-contact 6. contacts_upsert-contact 7. contacts_create-contact 8. contacts_get-contacts ### **Location Tools** Location tools allow AI agents to retrieve location details and custom field information. - `locations_get-location` - `locations_get-custom-fields` ### **Opportunity Tools** Opportunity tools allow AI agents to search, retrieve, and update pipeline opportunities. - `opportunities_search-opportunity` - `opportunities_get-pipelines` - `opportunities_get-opportunity` - `opportunities_update-opportunity` ![Opportunity Tools (image 6 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074666227/original/3FwqFMZ9rdYkj6-JAJ2DcRF8cXQNSquFmw.png) **Opportunity Tools (image 6 of 7)** This screenshot appears in the "Opportunity Tools" section of "How to Setup and Use the GHL Customer Care MCP Server". The text alongside this image reads: opportunities_search-opportunity opportunities_get-pipelines opportunities_get-opportunity opportunities_update-opportunity. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Payment tools allow AI agents to retrieve order and transaction data. - What this covers: opportunities_search-opportunity opportunities_get-pipelines opportunities_get-opportunity opportunities_update-opportunity - Fields: opportunities_update-opportunity - Next: Payment tools allow AI agents to retrieve order and transaction data. Full procedure: 1. opportunities_search-opportunity 2. opportunities_get-pipelines 3. opportunities_get-opportunity 4. opportunities_update-opportunity ### **Payment Tools** Payment tools allow AI agents to retrieve order and transaction data. - `payments_get-order-by-id` - `payments_list-transactions` --- ## **Example Tool Call** Python example: import requests headers = {     "Authorization": "Bearer YOUR\_PIT\_TOKEN",     "locationId": "YOUR\_LOCATION\_ID" } data = {     "tool": "contacts\_get-contact",     "input": {         "contactId": "abc123"     } } response = requests.post(     "https://services.leadconnectorhq.com/mcp/",     headers=headers,     json=data ) print(response.json()) --- ## **Example MCP Workflows** MCP allows AI agents to interact with GHL Customer Care using natural language while executing approved tools in the background. Common workflows include: - Searching for a contact by name, email, or phone number - Creating or updating a contact - Adding or removing contact tags - Searching conversation history - Sending a message to a contact - Retrieving calendar events - Searching opportunities - Updating opportunity details - Reviewing payment order or transaction data --- ## **How Users can** **Use the MCP Tool** Users can use the GHL Customer Care MCP Server to complete actions inside GHL Customer Care. After the MCP server is connected, the user can call available tools based on the user’s prompt and the token’s scopes. **For example, a user could ask:** Check if I have a contact named Bruce Wayne. The AI client can use contact tools to search GHL Customer Care and return matching records. **Another example:** Search for available opportunities in my account. The AI client can call opportunity tools and summarize the results. ![How Users can Use the MCP Tool (image 7 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074666214/original/j9eaNrvwsy5Qk0G0iWxFwq7L6LOzRcWQGw.png) **How Users can Use the MCP Tool (image 7 of 7)** This screenshot appears in the "How Users can Use the MCP Tool" section of "How to Setup and Use the GHL Customer Care MCP Server". The text alongside this image reads: The AI client can call opportunity tools and summarize the results. Immediately after, the guide continues: The MCP Server uses token-based authentication to protect access to GHL Customer Care data. Each request must include a valid Private Integration Token and location ID. - What this covers: The AI client can call opportunity tools and summarize the results. - Next: The MCP Server uses token-based authentication to protect access to GHL Customer Care data. Each request must include a valid Private Integration Token and location ID. --- ## **Security and Authentication** The MCP Server uses token-based authentication to protect access to GHL Customer Care data. Each request must include a valid Private Integration Token and location ID. Required authentication details: - Private Integration Token - `locationId` - Required scopes for the requested tools Keep tokens private and never expose them in public repositories, screenshots, shared prompts, or client-side code. --- ## **Best Practices** Following MCP best practices helps keep AI workflows secure, reliable, and easier to manage. - **Use least-privilege access:** Enable only the scopes required for the AI workflow. - **Store tokens securely:** Keep Private Integration Tokens in secure storage and avoid sharing them publicly. - **Review write permissions carefully:** Grant edit permissions only when the AI agent needs to create or update data. - **Test before production use:** Confirm the AI client calls the correct tools and returns expected results. - **Monitor AI activity:** Review AI-driven actions when enabling write access. - **Rotate tokens periodically:** Replace tokens regularly or when access should be revoked. - **Use clear prompts:** Give the AI agent specific instructions about when it should read data, update records, or ask for confirmation. --- ## **Frequently Asked Questions** **Q: What does MCP stand for?** MCP stands for Model Context Protocol. It is a standardized protocol that allows AI agents and copilots to connect with external tools and services. **Q: What does the GHL Customer Care MCP Server do?** It allows MCP-compatible AI clients to securely access supported GHL Customer Care tools, retrieve data, and perform approved actions. **Q: Can I use this with OpenAI Playground or Claude?** Yes! Any client supporting HTTP requests can integrate with MCP. **Q: Do I need to install an SDK?** No SDK is required — MCP uses a standard HTTP protocol. **Q: Is my data secure?** Yes. Data access is fully scoped via Private Integration Tokens and secured through HTTPS. **Q: Which GHL Customer Care services are supported?** The MCP Server supports tools for contacts, conversations, calendars, opportunities, payments, locations, and custom fields. **Q: How do I authenticate with the MCP Server?** Authentication requires a Private Integration Token and a valid location ID added to the MCP client configuration headers. **Q: Can AI agents update GHL Customer Care data through MCP?** Yes. AI agents can update data when the connected token includes the required edit scopes. **Q: Can I limit what an AI client can access?** Yes. Access is controlled through the scopes assigned to the Private Integration Token. **Q: Can I use MCP with Cursor or Windsurf?** Yes. MCP-compatible clients such as Cursor and Windsurf can connect when they support the required HTTP MCP configuration. **Q: Can I use MCP with OpenAI Playground?** Yes. OpenAI Playground can connect to remote MCP servers when configured with the endpoint and required headers. **Q: Is OAuth supported?** OAuth support is planned for a future release. Use Private Integration Tokens for the current setup. **Q: Can I connect custom AI agents to the GHL Customer Care MCP Server?** Yes. Custom applications can connect if they support MCP over HTTP and can send the required authentication headers. --- ## **Related Articles** - [How to Use the MCP Server within Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-the-mcp-server-within-ask-ai) - [Automate Workflows with GHL Customer Care MCP and N8N](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/automate-workflows-with-ghl-mcp-and-n8n) - [Connect External MCP Servers to AI Agents in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/connect-external-mcp-servers-to-ai-agents-in-workflows) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com