MCP server for AI agents to manage contacts, deals, and

This automation template sets up an MCP server using n8n, enabling AI agents to securely interact with HighLevel CRM without direct API calls. It acts as a middleware layer, receiving requests from AI and executing operations on contacts, deals, tasks, and calendar entries.

## Who it´s for
- Developers building AI agents for sales automation
- Sales managers using AI to streamline CRM workflows
- Companies integrating AI assistants into HighLevel
- Integrators needing secure AI-to-CRM connectivity

## What the automation does
- Receives AI agent requests via the ai_tool trigger
- Performs CRUD operations on contacts in HighLevel
- Manages deal (opportunity) status and data
- Creates and updates tasks and reminders
- Retrieves free calendar slots and schedules appointments
- Handles duplicates and deletes obsolete records when needed

## What´s included
- Ready-to-use n8n workflow
- Logic for processing ai_tool triggers
- Integration with HighLevel CRM via official API
- Support for core operations: contacts, deals, tasks, calendar
- Basic text instructions for setup and adaptation

## Requirements for setup
- HighLevel account with API access
- n8n instance (self-hosted or cloud)
- Configured MCP server capable of handling HTTP requests
- Environment variables with API keys and integration URLs

## Benefits and outcomes
- Simplifies AI-CRM integration without deep API knowledge
- Reduces risk of errors from manual data entry
- Increases AI agent responsiveness to business events
- Enables centralized control over HighLevel operations
- Supports scaling AI usage across sales teams
- Improves data consistency between AI and CRM
- Frees employee time by automating routine tasks

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.