GHL Claude Read Token SOP

Creates a read-only access token in a client's GoHighLevel sub-account so the AI agent can look up calendars, contacts, conversations, and media files for that client. Takes about 2 minutes per client. Done once per client (and again if Sean asks for a "rotation").

The token is like a password. It can only READ data (the scopes below have no Edit permissions), but treat it as private anyway.

Steps

1. Log in to GoHighLevel.
2. Switch into the client's sub-account (click the account name at the top left, pick the client).
3. Go to Settings (bottom of the left menu).
4. Scroll the settings menu and click Private Integrations. - If you do not see "Private Integrations": go to Labs in the same settings menu, turn ON "Private Integrations", then look again.
5. Click Create new Integration.
6. Name: type exactly: Claude Agent — read
7. Description: type: Read-only access for AI agent. Created [today's date]. Do not delete without asking Sean.
8. On the permissions (scopes) screen, check ONLY these — every one says "View", none say "Edit":
9. View Calendars
10. View Calendar Events (if shown)
11. View Contacts
12. View Conversations
13. View Conversation Messages (if shown separately)
14. View Medias
15. View Custom Fields (if shown)
16. View Custom Values
17. Double-check: nothing with the word Edit, Write, or Send is checked.
18. Click Create / Save.
19. GoHighLevel now shows the token ONE TIME. Copy it right away.
20. Send the token to Sean by Discord direct message (DM) only — never in any group channel.
    • In the same DM, include the client's name and the Location ID (Settings → Business Profile → copy the Location ID field).
21. After Sean replies "got it", delete your DM that contained the token.

If something goes wrong

• Closed the token screen before copying? You cannot see it again. Delete that integration (trash icon) and start over from step 5.
• A scope from the list in step 8 doesn't exist? Check the ones that do exist, finish the steps, and tell Sean which one was missing.
• Sub-account has no Settings access for you? Tell Sean — your user permissions need a bump for that client.