@elitedcs/ghl-mcp 3.66.1 → 3.67.0

package/guide/guide.html

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 <meta name="viewport" content="width=device-width, initial-scale=1">
 <title>GHL Command — User Guide</title>
-<!-- guides-hash: a156991f1141b0d5 -->
+<!-- guides-hash: 3942652f2f21c41b -->
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 /* Deliberately light in every environment, including a dark-mode OS. This is a
    reference document people read at length, print, and save to PDF, and a page
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   <p class="eyebrow">GHL Command</p>
   <h1>What do you want to get done?</h1>
   <p class="sub">Every guide is a job, in plain English: open one, copy a prompt, paste it to Claude. A job is not a button, so one guide usually puts a dozen of GHL Command's tools to work at once. Every prompt marked "Proven live" was run against a real GoHighLevel account before it shipped.</p>
-  <div class="badges"><span class="badge on">28 guides</span><span class="badge">10 categories</span><span class="badge">Updates with the product</span></div>
+  <div class="badges"><span class="badge on">29 guides</span><span class="badge">10 categories</span><span class="badge">Updates with the product</span></div>
 </div></section>
 <div class="shell">
 <main>
@@ -247,10 +247,10 @@ body.app.reading #indexview{display:none}
 <a class="card pub" href="#g-invoices-and-payments" data-k="invoice bill billing payment paid product price coupon promo code discount transactions orders revenue estimate"><h3>Bill a client and see what you were paid</h3><p>Products, invoices, coupons, and the money reads, without opening the billing screen.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-stand-up-a-pipeline" data-k="pipeline stages create new client setup opportunity sales process deal stages"><h3>Stand up a pipeline</h3><p>Stages, fields, and tags for a new client in one conversation.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-track-and-move-opportunities" data-k="opportunities deals move stage track stuck value won lost pipeline board"><h3>Track and move opportunities</h3><p>Move deals between stages, update values, and see what is stuck.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a></div></div>
-<div class="catsec" id="cat-client-builds-and-pages"><h2>Client builds and pages</h2><div class="cards"><a class="card pub" href="#g-snapshots-and-reusing-a-build" data-k="snapshot template reuse clone account new client share link import rollout onboarding"><h3>Reuse a build across client accounts</h3><p>Find your snapshots, share one, and know exactly what does not travel with it.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
+<div class="catsec" id="cat-client-builds-and-pages"><h2>Client builds and pages</h2><div class="cards"><a class="card pub" href="#g-clone-and-rebrand-a-site" data-k="clone site copy rebrand landing page existing url duplicate make one like this mirror"><h3>Clone and rebrand a site</h3><p>Rebuild an existing page for a new client, with a rights check and a review report.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~30 minutes</span><span class="open">Open guide &#8594;</span></div></a>
+<a class="card pub" href="#g-snapshots-and-reusing-a-build" data-k="snapshot template reuse clone account new client share link import rollout onboarding"><h3>Reuse a build across client accounts</h3><p>Find your snapshots, share one, and know exactly what does not travel with it.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
 <button class="card locked" type="button" data-k="blueprint client account build intake onboarding new complete template" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="The Blueprint: build a client account. Coming in a product update."><h3>The Blueprint: build a client account</h3><p>From intake form to a complete, reviewed account build you approve before it runs.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 hour</span><span class="applabel">Coming in an update</span></div></button>
-<button class="card locked" type="button" data-k="page studio compose website landing pages funnel" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Page Studio: pages and sites. Coming in a product update."><h3>Page Studio: pages and sites</h3><p>Compose landing pages and full sites that render correctly in GHL.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~20 min</span><span class="applabel">Coming in an update</span></div></button>
-<button class="card locked" type="button" data-k="clone site copy rebrand landing page existing url" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Clone and rebrand a site. Coming in a product update."><h3>Clone and rebrand a site</h3><p>Rebuild an existing page for a new client, with a rights check and a review report.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~30 min</span><span class="applabel">Coming in an update</span></div></button></div></div>
+<button class="card locked" type="button" data-k="page studio compose website landing pages funnel" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Page Studio: pages and sites. Coming in a product update."><h3>Page Studio: pages and sites</h3><p>Compose landing pages and full sites that render correctly in GHL.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~20 min</span><span class="applabel">Coming in an update</span></div></button></div></div>
 <div class="catsec" id="cat-booking-and-calendars"><h2>Booking and calendars</h2><div class="cards"><a class="card pub" href="#g-see-and-manage-appointments" data-k="appointments today schedule upcoming who is booked list no show cancel reschedule diary"><h3>See and manage appointments</h3><p>Who is booked today, this week, or for a specific client, in one ask.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-set-up-a-booking-calendar" data-k="calendar create booking consult slots availability buffer appointment types schedule daily limit notice same day"><h3>Set up a booking calendar</h3><p>A consult calendar with the right slots, buffers, and the right person attached.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a></div></div>
 <div class="catsec" id="cat-email-and-sms"><h2>Email and SMS</h2><div class="cards"><a class="card pub" href="#g-build-email-templates" data-k="email template design create campaign builder reusable branded rename archive"><h3>Build email templates</h3><p>Reusable, branded templates created and edited without the GHL editor.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
@@ -262,7 +262,7 @@ body.app.reading #indexview{display:none}
 <div class="catsec" id="cat-forms-and-reviews"><h2>Forms and reviews</h2><div class="cards"><a class="card pub" href="#g-create-forms-and-read-submissions" data-k="form create intake survey fields submissions responses questions who filled in"><h3>Create forms and read submissions</h3><p>Intake forms built to spec, and submissions pulled into a clean summary.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-trigger-links" data-k="trigger links tracking click automations tracked link who clicked interest"><h3>Trigger links</h3><p>Create tracked links that fire automations when clicked.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-watch-your-reviews" data-k="reviews reputation ratings google stars new review negative feedback review link"><h3>Watch your reviews</h3><p>See new reviews across clients without logging into each account.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~30 seconds</span><span class="open">Open guide &#8594;</span></div></a></div></div>
-<div class="catsec" id="cat-account-admin"><h2>Account admin</h2><div class="cards"><a class="card pub" href="#g-account-admin-basics" data-k="users phone numbers media export snapshot webhooks admin settings who has access compare"><h3>Account admin basics</h3><p>Users, phone numbers, media, and account exports without hunting through menus.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
+<div class="catsec" id="cat-account-admin"><h2>Account admin</h2><div class="cards"><a class="card pub" href="#g-account-admin-basics" data-k="users phone numbers media export snapshot admin settings who has access compare offboarding offboard a client client is leaving exit package handoff who owns the domain asset ownership transfer an account cancel a client rotate keys"><h3>Account admin basics</h3><p>Users, phone numbers, exports, and the whole exit package the day a client leaves.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-custom-fields-and-objects" data-k="custom fields objects records associations create field dropdown date field niche"><h3>Custom fields and objects</h3><p>The fields and records your niche needs, created correctly the first time.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a></div></div>
   <div class="noresults" id="noresults"><p><b>No guides match that yet.</b> Try a different word, like "contacts" or "workflow".</p></div>
 </main>
@@ -273,7 +273,7 @@ body.app.reading #indexview{display:none}
   <div class="hero"><div class="hero-in">
     <p class="eyebrow">GHL Command User Guide</p>
     <h1>Account admin basics</h1>
-    <p class="sub">Users, phone numbers, media, and account exports without hunting through menus.</p>
+    <p class="sub">Users, phone numbers, exports, and the whole exit package the day a client leaves.</p>
     <div class="badges"><span class="badge on">Full license</span><span class="badge">~1 minute</span><span class="badge">Account admin</span></div>
   </div></div>
   <div class="shell"><main class="gview">
@@ -317,6 +317,39 @@ Do not change anything. This is a read.</p></div>
 <div class="gsec"><h2>Where people go wrong</h2>
 <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;Workflow notifications go to nobody.&quot;</td><td>They point at a user who has gone. List the users, then ask Claude to repoint the notification.</td></tr><tr><td>&quot;Texts fail on a new client account.&quot;</td><td>The account has no number, or is not registered for texting yet. The number list shows you in seconds.</td></tr><tr><td>&quot;The export is huge.&quot;</td><td>Ask for the part you care about: &quot;just the workflows and pipelines by name&quot;.</td></tr><tr><td>&quot;The comparison says the other account is empty.&quot;</td><td>Each account's key only works on that account, so the other one could not be read at all. Save its key once and compare again. Claude now says &quot;unavailable&quot; rather than showing zeros, so you can tell the two apart.</td></tr></table></div>
 </div>
+<div class="gsec"><h2>When a client leaves</h2>
+<p class="gpara">Most agencies have an onboarding checklist and no offboarding one, so the day a</p>
+<p class="gpara">client goes turns into a week of hunting for logins and exports. One ask</p>
+<p class="gpara">assembles the whole exit package.</p>
+<div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">Build the offboarding kit for my [MCP Testing] account.
+I want the full contact export, everything the account contains, every person and connected account that can still get into it, and a handoff document the next person can follow.
+Tell me plainly if the contact export is short, and list anything nobody has recorded an owner for.
+Do not change anything. This is a read.</p></div>
+<p class="gpara">Everything in [brackets] is yours to change. Run it the day you take a client on,</p>
+<p class="gpara">not the day they leave, and the answers are already there when you need them.</p>
+<ul>
+<li><b>The contact export is the part that matters.</b> It says how many it exported</li>
+</ul>
+<p class="gpara">  and what GoHighLevel's own index says, side by side. Those two numbers are</p>
+<p class="gpara">  counted differently, so a small gap is normal. If the export stopped early it</p>
+<p class="gpara">  says INCOMPLETE in the document itself, not in small print.</p>
+<ul>
+<li><b>Ownership is the one thing GoHighLevel cannot tell you.</b> It stores nothing</li>
+</ul>
+<p class="gpara">  about who paid for the domain or who keeps the logo. So the kit asks once, and</p>
+<p class="gpara">  the answers are saved inside the client's own account where they survive you.</p>
+<p class="gpara">  Answer them at setup and every later run is instant.</p>
+<ul>
+<li><b>Keys are never printed.</b> No tool can read them, including this one. You get</li>
+</ul>
+<p class="gpara">  a list of every place a key lives so you can rotate them, which is what you</p>
+<p class="gpara">  actually needed.</p>
+<ul>
+<li><b>A section that could not be read says so.</b> It never shows an empty list for</li>
+</ul>
+<p class="gpara">  something it simply could not see.</p>
+<div class="prompt"><q>Record who owns what for this account: the domain is the client's, the logo is mine.</q><button class="copy" type="button">Copy</button></div>
+</div>
 <div class="gsec"><h2>The rest of the account</h2>
 <p class="gpara">One ask covers the things you only look at when something is wrong.</p>
 <div class="prompt"><q>Who has access to this account?</q><button class="copy" type="button">Copy</button></div>
@@ -817,6 +850,67 @@ Do not change any contact, and do not delete any list that is already there.</p>
   </main></div>
 </section>
 
+<section class="gpage" id="g-clone-and-rebrand-a-site">
+  <div class="hero"><div class="hero-in">
+    <p class="eyebrow">GHL Command User Guide</p>
+    <h1>Clone and rebrand a site</h1>
+    <p class="sub">Rebuild an existing page for a new client, with a rights check and a review report.</p>
+    <div class="badges"><span class="badge on">Full license</span><span class="badge">~30 minutes</span><span class="badge">Client builds and pages</span></div>
+  </div></div>
+  <div class="shell"><main class="gview">
+  <a class="back" href="#top">&#8592; All guides</a>
+  <div class="gsec"><h2>What you'll get</h2>
+<ul>
+<li>A page rebuilt for your client from a page you point at, with their name, colours, contact details, and copy.</li>
+<li>A rights question at the start that decides how the rebuild is done, and an honest answer either way.</li>
+<li>A review report at the end listing everything that still belongs to whoever owned the original.</li>
+</ul>
+</div>
+<div class="gsec"><h2>Say this</h2>
+<div class="prompt"><q>Clone this page for my client: [paste the URL].</q><button class="copy" type="button">Copy</button></div>
+<div class="prompt"><q>Rebuild this landing page for Radiance Med Spa.</q><button class="copy" type="button">Copy</button></div>
+<div class="prompt"><q>What is left over from the original on this clone?</q><button class="copy" type="button">Copy</button></div>
+</div>
+<div class="gsec"><h2>The pro prompt</h2>
+<div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">Clone [https://example.com/their-landing-page] for my client [Radiance Med Spa].
+My rights to that page: [I built it for a previous client of mine and reuse the layout].
+Rebrand it: company name [Radiance Med Spa], phone [512-555-0100], email [hello@radiance.example], colours [deep green and cream].
+Leave the page's words alone for now. I will ask for a rewrite separately.
+Point the form and any booking button at my [MCP Testing] account, not at whatever it points at now.
+When you are done, give me the review list of everything still belonging to the original owner: names, testimonials, photos of their people, any claim I cannot back up, and anywhere a lead or a payment would still go to them.</p></div>
+<p class="gpara">Everything in [brackets] is yours to change. Answer the rights question honestly. It changes what gets built, and getting it wrong is your problem, not the tool's.</p>
+</div>
+<div class="gsec"><h2>What happens when you ask</h2>
+<ol class="steps">
+<li>Claude asks what rights you have to the page, and records your answer.</li>
+<li>With rights, it makes a faithful rebuild. Without them, it takes the design system, meaning the layout logic, spacing, and type scale, and builds a fresh page on it instead of copying the original.</li>
+<li>It swaps in your client's brand: name, contact details, colours. It does NOT rewrite the page's words.</li>
+<li>It hands you a review list: everything it found that still belongs to the original owner and everything it could not be sure about.</li>
+</ol>
+</div>
+<div class="gsec"><h2>Good to know</h2>
+<ul>
+<li><b>Changing the colours is riskier than it sounds.</b> A palette is a set of relationships, not a list of hex codes. Swap a dark background for a light one and text that was white for the dark background is now white on light, and invisible. Nothing checks this for you. After any colour change, look at the page before you show anyone.</li>
+<li><b>A clone copies. It does not rewrite.</b> When it finishes, the layout and brand are your client's and every word is still the original's, so the page still reads as the other business. Rewriting is a second ask, on purpose: a clone that paraphrases as it copies is the one that comes back &quot;not even close&quot;.</li>
+<li>Read the review list. It exists because some things cannot be caught by find and replace: a brand name split across styled text, a logo inside an image, branding baked into a booking widget, another business's testimonials.</li>
+<li>Lead and payment destinations are the dangerous ones. A cloned page that still posts leads to the original owner is worse than no page.</li>
+<li>Regulated claims travel with the copy. If the original made a medical or income claim, it is now on your client's page and it is now your client's liability.</li>
+<li>Needs the full license.</li>
+</ul>
+</div>
+<div class="gsec"><h2>Where people go wrong</h2>
+<div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;The clone still has the other company's name in one spot.&quot;</td><td>That is what the review list catches, usually a name split across styled text. Fix the items it names before you show the client.</td></tr><tr><td>&quot;A booking button still goes to the original business.&quot;</td><td>Say which account and which calendar the buttons should point at, in the ask. Then check every button on the live page.</td></tr><tr><td>&quot;The new colours made half the page unreadable.&quot;</td><td>Text colours were not swapped alongside the backgrounds they sit on. Caught live: a navy-to-cream background left white headings invisible. Change colours only if you will check the result by eye, or leave them alone and clone exactly.</td></tr><tr><td>&quot;The header still showed the old brand after a clean replace.&quot;</td><td>A two-tone brand mark is split across markup, so no find-and-replace can reach it. It is caught and listed for a hand edit. The proving run had exactly two.</td></tr><tr><td>&quot;The logo still says the other company.&quot;</td><td>The brand is inside the image file. Pixels cannot be substituted; the review list names the files so you can swap the artwork.</td></tr><tr><td>&quot;It refused to make an exact copy.&quot;</td><td>You said you have no rights to the page. That answer routes you to a rebuild on the design system instead, which is the version you can actually ship.</td></tr></table></div>
+</div>
+<div class="gsec"><h2>Related guides</h2>
+<ul>
+<li>page-studio-pages-and-sites</li>
+<li>create-forms-and-read-submissions</li>
+</ul>
+</div>
+  <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
+  </main></div>
+</section>
+
 <section class="gpage" id="g-count-and-report-contacts">
   <div class="hero"><div class="hero-in">
     <p class="eyebrow">GHL Command User Guide</p>

package/package.json

@@ -1,8 +1,8 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.66.1",
+  "version": "3.67.0",
   "mcpName": "io.github.drjerryrelth/ghl-command",
-  "description": "GoHighLevel MCP Server for Claude. 239 tools \u2014 full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
+  "description": "GoHighLevel MCP Server for Claude. 241 tools \u2014 full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
   "main": "dist/index.js",
   "bin": {
     "ghl-mcp": "dist/index.js"