@elitedcs/ghl-mcp 3.66.2 → 3.68.0

package/guide/guide.html

@@ -4,7 +4,7 @@
 <meta charset="utf-8">
 <meta name="viewport" content="width=device-width, initial-scale=1">
 <title>GHL Command — User Guide</title>
-<!-- guides-hash: eb1eef4169720b47 -->
+<!-- guides-hash: 7f826dbb2043ea00 -->
 <style>
 /* 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
@@ -226,12 +226,13 @@ body.app.reading #indexview{display:none}
   <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">29 guides</span><span class="badge">10 categories</span><span class="badge">Updates with the product</span></div>
+  <div class="badges"><span class="badge on">30 guides</span><span class="badge">10 categories</span><span class="badge">Updates with the product</span></div>
 </div></section>
 <div class="shell">
 <main>
   <nav class="catnav" aria-label="Guide categories"><a href="#cat-getting-set-up">Getting set up</a><a href="#cat-contacts-and-leads">Contacts and leads</a><a href="#cat-automations">Automations</a><a href="#cat-pipelines-and-sales">Pipelines and sales</a><a href="#cat-client-builds-and-pages">Client builds and pages</a><a href="#cat-booking-and-calendars">Booking and calendars</a><a href="#cat-email-and-sms">Email and SMS</a><a href="#cat-content-and-social">Content and social</a><a href="#cat-forms-and-reviews">Forms and reviews</a><a href="#cat-account-admin">Account admin</a></nav>
   <div class="catsec" id="cat-getting-set-up"><h2>Getting set up</h2><div class="cards"><a class="card pub" href="#g-install-ghl-command" data-k="install connect setup start windows mac workflow builder browser login step 2 full version"><h3>Install GHL Command</h3><p>One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~6 minutes</span><span class="open">Open guide &#8594;</span></div></a>
+<a class="card pub" href="#g-run-a-checkup" data-k="checkup check up health is it working am i using it all broken what am i missing audit the tool ghl update broke review my setup everything working"><h3>Give your setup a checkup</h3><p>One command answers both questions: is everything still working, and what am I not using yet?</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
 <a class="card pub" href="#g-switch-between-client-accounts" data-k="switch subaccount sub-account location client account change which account wrong account"><h3>Switch between client accounts</h3><p>Point Claude at any of your sub-accounts by name, and confirm which one is active.</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></div></div>
 <div class="catsec" id="cat-contacts-and-leads"><h2>Contacts and leads</h2><div class="cards"><a class="card pub" href="#g-bulk-tag-and-clean-up" data-k="bulk tag untag update clean duplicates many contacts segment mass smart list saved list view"><h3>Bulk tag and clean up</h3><p>Tag, untag, or update hundreds of contacts in one instruction, then save the group as a list.</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-count-and-report-contacts" data-k="count how many contacts report number leads week month total added"><h3>Count and report your contacts</h3><p>Ask for a number, get the real number, with the date range printed next to it.</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>
@@ -262,7 +263,7 @@ 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 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 +274,7 @@ 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 +318,39 @@ 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>
@@ -1322,6 +1356,55 @@ Do not reply to anyone. This is a read.</p></div>
   </main></div>
 </section>
 
+<section class="gpage" id="g-run-a-checkup">
+  <div class="hero"><div class="hero-in">
+    <p class="eyebrow">GHL Command User Guide</p>
+    <h1>Give your setup a checkup</h1>
+    <p class="sub">One command answers both questions: is everything still working, and what am I not using yet?</p>
+    <div class="badges"><span class="badge on">Free plan</span><span class="badge">~1 minute</span><span class="badge">Getting set up</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 plain-English answer to &quot;is my GHL Command still working properly?&quot; Every capability is read live, right now, not from a list somebody typed once.</li>
+<li>A separate, honest answer to &quot;am I using all of this?&quot;, measured from what your GHL account actually contains.</li>
+<li>The exact sentence to paste back to Claude for each thing you are not using yet.</li>
+</ul>
+</div>
+<div class="gsec"><h2>Say this</h2>
+<div class="prompt"><q>Run a checkup on my GHL Command.</q><button class="copy" type="button">Copy</button></div>
+<div class="prompt"><q>Give me a checkup from the neckup.</q><button class="copy" type="button">Copy</button></div>
+<div class="prompt"><q>Is everything still working, and what am I not using?</q><button class="copy" type="button">Copy</button></div>
+</div>
+<div class="gsec"><h2>What the three sections mean</h2>
+<p class="gpara"><b>1. Connection.</b> The plumbing: your license, your API key, whether the account is reachable, whether the Workflow Builder login is still good. Same checks as &quot;run a health check&quot;, included so you only have to run one thing.</p>
+<p class="gpara"><b>2. What still works.</b> Every capability area (contacts, pipelines, calendars, workflows, funnels, forms, invoices, social, and the rest) gets one real read against your account. This is the section that matters most, and it turns on one distinction:</p>
+<div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What it says</th><th>What it means</th></tr><tr><td>WORKING, you have none yet</td><td>The feature is fine. Your account just has none of these.</td></tr><tr><td>BROKEN</td><td>GoHighLevel rejected a read that should work. Almost always a GHL change on their end, not something you did.</td></tr><tr><td>NO-ACCESS</td><td>Your API key's permissions do not cover that area. Fixable in GHL in two minutes.</td></tr><tr><td>UNAVAILABLE</td><td>That feature is not switched on for your GHL plan. Normal.</td></tr><tr><td>INCONCLUSIVE</td><td>GHL was slow, rate-limited, or having a moment. Says nothing. Run it again.</td></tr></table></div>
+<p class="gpara"><b>3. What you are not using yet.</b> Ranked by what it is costing you, each with the sentence to paste.</p>
+</div>
+<div class="gsec"><h2>Good to know</h2>
+<ul>
+<li>Everything it does is a read. It is safe to run on a live client account, and safe on the Free plan.</li>
+<li>Nothing about your usage leaves your machine. Section 3 is worked out from what is in your GHL account, not from any record of what you have clicked.</li>
+<li>If anything comes back BROKEN, send the whole report to support@ghlcommand.com. That report is exactly what we need, and it usually means GoHighLevel shipped a change we have not caught yet.</li>
+<li>Run it monthly, and any time GHL feels off after one of their updates.</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;It says I have no forms, but I do.&quot;</td><td>Check the verdict, not the count. BROKEN or NO-ACCESS means it could not read them, not that they are gone.</td></tr><tr><td>&quot;Half of it says UNAVAILABLE.&quot;</td><td>That is a GHL plan thing, not a fault. Those features are not switched on for that sub-account.</td></tr><tr><td>&quot;It says NO-ACCESS on several areas.&quot;</td><td>Your Private Integration key was created with only some scopes ticked. Make a new one in GHL with every scope selected, then run setup again.</td></tr><tr><td>&quot;I ran it on the wrong client.&quot;</td><td>It checks whichever sub-account is active. Say &quot;switch to [client name]&quot; first, then run the checkup.</td></tr></table></div>
+</div>
+<div class="gsec"><h2>Related guides</h2>
+<ul>
+<li>install-ghl-command</li>
+<li>audit-your-workflows</li>
+<li>switch-between-client-accounts</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-see-and-manage-appointments">
   <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": "3.66.2",
+  "version": "3.68.0",
   "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. 242 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"

package/templates/action-schemas.json

@@ -103,10 +103,10 @@
         "userType": "user",
         "redirectPage": "contact",
         "type": "send_notification",
-        "selectedUser": ""
+        "selectedUser": "USER_ID"
       }
     },
-    "notes": "Nested 'notification' object REQUIRED. selectedUser empty string for all users, or specific user ID. EMAIL CHANNEL (verified live 2026-07-20, PWDJ workflow e91f28da): attributes.type is 'email' (NOT 'notification'), nested key is 'email' (NOT 'notification'), body field is 'html' (NOT 'body'), selectedUser is an ARRAY of user IDs, include attachments:[] and isCloned:false. A 'send_email' discriminator inside a 'notification' object saves but silently never sends.",
+    "notes": "Nested 'notification' object REQUIRED. selectedUser MUST be a real user ID — GHL now REJECTS an empty string (live-verified 2026-08-06; the old 'empty = all users' behavior is gone). Use get_users to find IDs. EMAIL CHANNEL (verified live 2026-07-20, PWDJ workflow e91f28da): attributes.type is 'email' (NOT 'notification'), nested key is 'email' (NOT 'notification'), body field is 'html' (NOT 'body'), selectedUser is an ARRAY of user IDs, include attachments:[] and isCloned:false. A 'send_email' discriminator inside a 'notification' object saves but silently never sends.",
     "emailChannelExample": {
       "type": "email",
       "email": {