Getting Started
The integration with Go High Level (GHL) uses GHL's MCP server through an Private Integration Token/API key that is created in GHL. The user setting up the integration must have a role in GHL that allows them to create a private integration and API key. This integration needs to be configured by each user in Hatz that wants to make tool calls from GHL.
Follow the below steps to create your Private Integration Token/API key in GHL and setup the integration with Hatz.
Integration Process
1) Create a Private Integration and API key in GHL
Login to your GHL account and select "Settings" at the bottom of the left menu
In Settings select "Private Integrations" towards the bottom of the left menu
Select the "Create new integration" button
Input a name and description and select "Next"
Select the scopes/permissions you would like Hatz to have access to. Below is the full list of permissions need to make all tool calls that are available in GHL. You can choose to limit these permissions which will also limit the tool calls that can be made in Hatz
View/Edit Contacts
View/Edit Conversations
View/Edit Conversation Messages
View/Edit Opportunities
View Calendars & Calendar Events
View Locations
View Payment Orders & Transactions
View Custom Fields
View Forms
Check Blog Post Slug
Update Blog Post
Create Blog Post
View Blog Authors
View Blog Categories
blogspostsreadonly
blogslistreadonly
Create, Update and Delete Email Templates
View Email Templates
View Social Media Accounts
View Social Media Statistics
Edit Social Media Posts
View Social Media Posts
Select "Create" and copy your API key and save it in a safe place
2) Get your Location ID in GHL
While logged into your GHL account, check the URL in your browser for your location ID
This is an alphanumeric code that will come after "/location/" in the URL
Copy this and save it to be used in Hatz for the integration
3) Integrate Hatz and GHL
Login to Hatz, select the "Workshop" tab at the top and select "Connections" on the left menu
Find the Go High Level integration and select "Add"
Input your Location ID from Step 2 and your Private Integration Token/API key from Step 1 and select "Connect"
Confirm that GHL was integrated successfully
Available Tools with GHL Integration
Below are the tools that are available once GHL is integrated.
Tool | Endpoint | Description |
Get Calendar Events | calendars_get-calendar-events | Get calendar events using userId, groupId, or calendarId |
Get Appointment Notes | calendars_get-appointment-notes | Retrieve notes for a specific appointment |
Get All Tasks | contacts_get-all-tasks | Retrieve all tasks for a contact |
Add Tags | contacts_add-tags | Add tags to a contact |
Remote tags | contacts_remove-tags | Remove tags from a contact |
Get Contact | contacts_get-contact | Fetch contact details |
Update Contact | contacts_update-contact | Update or create a contact |
Create Contact | contacts_create-contact | Create a new contact |
Get Contacts | contacts_get-contacts | Fetch all contacts |
Search Conversation | conversations_search-conversation | Search/filter/sort conversations |
Get Messages | conversations_get-messages | Retrieve message by conversation ID |
Send a New Message | conversations_send-a-new-message | Send a message to a conversation thread |
Get Location | locations_get-location | Get location details by ID |
Get Custom Fields | locations_get-custom-fields | Retrieve custom field definitions for a location |
Search Opportunity | opportunities_search-opportunity | Search for opportunities by criteria |
Get Pipelines | opportunities_get-pipelines | Fetch all opportunity pipelines |
Get Opportunity | opportunities_get-opportunity | Fetch opportunity details by ID |
Update Opportunity | opportunities_update-opportunity | Update opportunity details |
Get Order by ID | payments_get-order-by-id | Retrieve payment order details |
List Transactions | payments_list-transactions | Fetch paginated list of transactions |
Check Blog URL Slug | blogs_check-url-slug-exists | Check the blog slug which is needed before publishing any blog post |
Update Blog Post | blogs_update-blog-post | Update blog post for any given blog site |
Create Blog Post | blogs_create-blog-post | create blog post for any given blog site |
Get Blog Authors | blogs_get-all-blog-authors-by-location | get blog authors for a given location ID |
Get Blog Categories | blogs_get-all-categories-by-location | get blog categories for a given location ID |
Get Blog Posts by Blog ID | blogs_get-blog-post | get blog posts for any given blog site using blog ID |
Get Blogs by Location | blogs_get-blogs | get blogs using Location ID |
Create Email Template | emails_create-template | Create a new template |
Get Email Templates | emails_fetch-template | Fetch email templates by location id |
Get Social Media Accounts | socialmediaposting_get-account | Get list of accounts and groups |
Get Social Media Statistics | socialmediaposting_get-social-media-statistics | Retrieve analytics data for multiple social media accounts |
Create Social Media Post | socialmediaposting_create-post | Create posts for all supported platforms |
Get Social Media Post | socialmediaposting_get-post | Get social media post |
Get Social Media Posts | socialmediaposting_get-posts | Get social media posts |
Update Social Media Post | socialmediaposting_edit-post | Edit social media post |