GHL CRM Mastery — GoHighLevel API v2 Skill

What This Does

Gives your agent full operational access to GoHighLevel — read, write, and real-time conversation management. Designed for CRM automation agents (appointment setting, lead qualification, pipeline management).

Contact Operations

• contacts list — List contacts with pagination
• contacts get — Full contact record by ID (name, email, phone, company, tags, custom fields)
• contacts search — Find contact by email
• contacts search-phone — Find contact by phone number
• contacts update — Update any contact field (company, tags, custom fields, etc.)
• contacts add-tags — Apply tags to a contact
• contacts remove-tag — Remove a tag from a contact

Conversation Operations (Real-Time)

• conversations list — List recent conversations
• conversations get — Full conversation history for a contact (last 20 messages with direction, type, timestamp)
• conversations send — Send SMS, email, or DM reply through GHL. This is how the agent responds to leads.

Notes

• notes add — Add research notes, call summaries, or interaction logs to a contact record
• notes list — Read existing notes for a contact

Pipeline & Opportunities

• opportunities list — List pipeline items
• opportunities get — Full opportunity details
• opportunities update — Move opportunity to a different pipeline stage

Calendars

• calendars list — List available calendars
• calendars events — List events for a calendar

Tags, Forms, Workflows

• tags list — List all tags in the location
• forms list — List forms
• forms submissions — Get submissions for a specific form
• workflows list — List workflows (read-only)
• workflows trigger — Trigger a workflow for a contact (NEVER create/edit/delete)

System

• health — Test GHL API connection

Real-Time Conversation Pattern

The agent uses this skill for instant lead response. The pattern:

First touch (new lead, no prior research):

1. contacts search-phone or contacts search — find the contact
2. contacts get — pull full record
3. notes list — check for existing research
4. If no research notes → run identity verification (separate skill/process)
5. conversations get — read conversation history
6. Craft personalized response
7. conversations send — reply via GHL
8. notes add — log research findings + what was sent

Follow-up messages (contact already researched):

1. contacts get — pull record (already has research in notes)
2. conversations get — read latest messages
3. Craft contextual reply (15-30 second target)
4. conversations send — reply
5. notes add — brief log of interaction

Key principle: Research happens ONCE per contact. After that, the agent reads its own notes and the conversation history, then replies fast. The goal is real-time chat feel — under 30 seconds for follow-ups.

Prerequisites