AI-powered HighLevel CRM automation with GPT and MCP for contact and task management

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

HighLevel MCP Full CRM Automation With the HighLevel MCP Automation Workflow , you unlock the full potential of AI driven CRM management inside n8n. This setup turns your HighLevel account into a f...

Best for

CRM automation workflows
Multimodal AI automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.highleveltool, @n8n/n8n-nodes-langchain.mcptrigger, n8n-nodes-base.stickynote, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.memorypostgreschat, @n8n/n8n-nodes-langchain.mcpclienttool

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Paul.

Original n8n.io source

1.1 Workflow description

Title: AI-powered HighLevel CRM automation with GPT and MCP for contact and task management
Workflow name: AI-powered HighLevel CRM automation with GPT and MCP for contact and task management

HighLevel MCP Full CRM Automation

With the HighLevel MCP Automation Workflow, you unlock the full potential of AI-driven CRM management inside n8n.
This setup turns your HighLevel account into a fully orchestrated MCP-powered system, capable of executing contact management, opportunity tracking, task handling, and calendar scheduling automatically — all from a single intelligent trigger.

Every action is performed through the MCP layer, ensuring seamless integration, instant execution, and real-time synchronization without manual effort.
Whether you need to create a contact, update an opportunity, fetch available appointment slots, or close a task, the MCP workflow manages it end-to-end with precision.

This is more than an automation — it’s a dedicated MCP agent for HighLevel that runs 24/7, keeping your CRM up-to-date, your pipeline organized, and your operations moving without delays.
Harness the MCP framework to eliminate repetitive CRM work and maintain a perfectly optimized sales and operations flow.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Create or update a contact in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 2 - Get many contacts in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 3 - Update a contact in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 4 - Delete a contact in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 5 - Get many opportunities in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 6 - Create an opportunity in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 7 - Get an opportunity in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 8 - Update an opportunity in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 9 - Book appointment in a calendar in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 10 - Get free slots of a calendar in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 11 - Create a task in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 12 - Delete a task in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 13 - Get a task in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 14 - Update a task in HighLevel

Type / Role: n8n-nodes-base.highLevelTool - highLevelTool
Config choices: Version 2

Block 15 - GHL MCP server

Type / Role: @n8n/n8n-nodes-langchain.mcpTrigger - mcpTrigger
Config choices: Version 2

Block 16 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - AI Agent1

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.2

Block 18 - OpenAI Chat Model1

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 19 - Postgres Chat Memory1

Type / Role: @n8n/n8n-nodes-langchain.memoryPostgresChat - memoryPostgresChat
Config choices: Version 1.3

Block 20 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 21 - MCP Client GHL

Type / Role: @n8n/n8n-nodes-langchain.mcpClientTool - mcpClientTool
Config choices: Version 1.1

3. Summary Table

Workflow	AI-powered HighLevel CRM automation with GPT and MCP for contact and task management
Complexity	advanced
Nodes	21
Categories	CRM, Multimodal AI
Author	Paul
Published	13 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/7342/7342.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows Multimodal AI workflows

Frequently asked questions

What does AI-powered HighLevel CRM automation with GPT and MCP for contact and task management do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, Multimodal AI use case.

Paul

21 workflows

Nodes

n8n-nodes-base.highleveltool @n8n/n8n-nodes-langchain.mcptrigger n8n-nodes-base.stickynote @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.memorypostgreschat @n8n/n8n-nodes-langchain.mcpclienttool

Complexity

advanced

Published 13 Aug 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/7342/7342.json

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AI-powered HighLevel CRM automation with GPT and MCP for contact and task management

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

HighLevel MCP Full CRM Automation

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Create or update a contact in HighLevel

Block 2 - Get many contacts in HighLevel

Block 3 - Update a contact in HighLevel

Block 4 - Delete a contact in HighLevel

Block 5 - Get many opportunities in HighLevel

Block 6 - Create an opportunity in HighLevel

Block 7 - Get an opportunity in HighLevel

Block 8 - Update an opportunity in HighLevel

Block 9 - Book appointment in a calendar in HighLevel

Block 10 - Get free slots of a calendar in HighLevel

Block 11 - Create a task in HighLevel

Block 12 - Delete a task in HighLevel

Block 13 - Get a task in HighLevel

Block 14 - Update a task in HighLevel

Block 15 - GHL MCP server

Block 16 - Sticky Note3

Block 17 - AI Agent1

Block 18 - OpenAI Chat Model1

Block 19 - Postgres Chat Memory1

Block 20 - Sticky Note4

Block 21 - MCP Client GHL

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions