ghl-workflow-toolkit

GHL Workflow Toolkit — Claude Code plugin

A Claude Code plugin that turns any Claude session into a fully-equipped operator for GoHighLevel — managing contacts, calendars, opportunities, conversations, and especially workflows (where the public MCP descriptions are stale and produce broken automations).

Works with any GHL account, no vertical assumed.

Bundles:

• GHL MCP server (BusyBee3333 fork, patched for correct workflow chaining) — 834 tools across contacts, workflows, calendars, opportunities, messaging.
• Canonical workflow schemas as an auto-loaded skill — the MCP's own tool descriptions are incomplete; this skill has the verified-working JSON for wait (time + appointment), if_else 3-node branching, sms, email, add_tag.
• API quirks reference — MONETARY → MONETORY, what's UI-only (forms, pipelines, snapshots, SMS templates), rate limits, the Firebase auth flow.
• /ghl-workflow-toolkit:start — interactive setup wizard that captures your credentials step-by-step. No technical knowledge needed.
• /ghl-workflow-toolkit:refresh-firebase-token — to update the Firebase token when it expires (every few weeks).

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Installation

Step 1 — Tell Claude to install the plugin

Open Claude Code (any directory) and paste:

Instalá el plugin ghl-workflow-toolkit desde
https://github.com/Luis24M/ghl-workflow-toolkit. Cuando termines de
instalarlo, corré /ghl-workflow-toolkit:start para arrancar el wizard.

Claude will run:

1. /plugin marketplace add https://github.com/Luis24M/ghl-workflow-toolkit
2. /plugin install ghl-workflow-toolkit@ghl-workflow-toolkit
3. /ghl-workflow-toolkit:start

The first two complete in seconds and don't require any credentials (the userConfig prompts are all optional — you can hit Enter on all of them).

Step 2 — Follow the wizard

The /ghl-workflow-toolkit:start wizard will walk you through:

1. PIT (Private Integration Token) — it tells you exactly where to click in GHL to create one.
2. Location ID — it tells you how to read it from the URL.
3. Firebase API key + refresh token — it gives you a JS snippet to paste in DevTools and copy 2 lines back.
4. Agency PIT (optional) — skip if you don't have one.

At the end, the wizard writes everything to ~/.ghl-workflow-toolkit/credentials.env (mode 600) and tells you to restart Claude Code.

Step 3 — Restart Claude Code

Close and reopen.

The first start after credentials are set takes ~3 min: the MCP server self-bootstraps once (clones the upstream MCP, npm installs, applies the workflow-chaining patch, builds). Subsequent startups are instant.

Step 4 — Test

In Claude Code:

Listame las locations de mi GHL.

If it returns your locations, everything is wired up. 🎉

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How to use

Once installed, any Claude session in any directory can:

• Manage contacts, opportunities, calendars, messaging via 834 MCP tools.
• Create workflows correctly the first time — the schemas skill ensures Claude uses the right JSON shape, not the MCP's stale descriptions.
• Avoid asking GHL for things it doesn't expose (forms creation, pipeline creation, snapshot creation — all UI-only and documented in the quirks skill).

Example prompts:

Create a contact ([email protected], +39 320 1234567), tag as lead-new, enroll in workflow Welcome.

Build a workflow that waits 48 hours after appointment booking, sends an SMS reminder, and if no response after 2 hours sends an email follow-up.

List all workflows referencing {{ custom_values.link_calendar }} and their last 5 executions.

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Re-configuring or recovering credentials

When	Command
Initial setup	/ghl-workflow-toolkit:start
Firebase token expired (401 errors)	/ghl-workflow-toolkit:refresh-firebase-token
Want to change PIT, Location, or anything else	Re-run /ghl-workflow-toolkit:start (overwrites the credentials file)

Both wizards write to the same file: ~/.ghl-workflow-toolkit/credentials.env. You can also edit it manually if you prefer.

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What works via API vs UI-only

Works via MCP (documented in skills/ghl-workflows/schemas.md):

• Contacts, custom fields, custom values, tags
• Calendars + appointments
• Opportunities + stage management
• Workflows: create + edit actions, enroll/remove contacts
• Email templates
• Conversations + messaging
• SMS / email / WhatsApp sending

UI-only (documented in skills/ghl-workflows/quirks.md):

• Forms creation (read works, write does not)
• Pipeline creation (stages can be edited, but new pipelines must be created in the UI)
• Snapshot creation
• Reliable snapshot push (the UI path is the supported one)
• SMS templates (use Custom Values + workflow actions instead)
• Workflow start triggers (create the actions via API, attach the trigger in the UI — ~10 seconds per workflow)

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