GHL Private Integration Token (PIT) SOP

🎬 This guide includes videos.

Creates the access token in a client's GoHighLevel sub-account that our automation uses for that client. Takes about 3 minutes per client. Done once per client — this scope list is final (Sean, Aug 2026): set it once and nothing needs to be added later.

Watch Sean do it start to finish: Scope walkthrough video (Loom, 3 min) · Checklist doc

The token is like a password. Treat it as private.

WARNING

This replaces the old "read-only" version of this page (June 2026). The old 8-scope read-only list is retired — use the 20 scopes below for every new token, and when you touch an old integration, update its scopes to this list.

The 20 scopes

View (12):

1. View Conversations
2. View Conversation Messages
3. View Contacts
4. View Calendars
5. View Calendar Events
6. View Custom Fields
7. View Custom Values
8. View Opportunities
9. View Forms
10. View Surveys
11. View Locations
12. View Tags

Edit (8):

1. Edit Contacts
2. Edit Calendars
3. Edit Calendar Events
4. Edit Custom Fields
5. Edit Custom Values
6. Edit Opportunities
7. Edit Forms
8. Edit Tags

When you finish, the counter at the bottom should say 20 / 157. If it says anything else, re-check against the list.

Careful: we do NOT want Edit Conversations. Conversations and Conversation Messages are View only.

Speed trick (from the video)

Type the first letters in the scope search box and the ones you need come to the top:

• CON → Conversations (View), Conversation Messages (View), Contacts (View + Edit)
• CAL → Calendars and Calendar Events (View + Edit both)
• CUS → Custom Fields and Custom Values (View + Edit both)
• OP → Opportunities (View + Edit)
• FORM → Forms (View + Edit)
• SURVEY → Surveys (View)
• LOCATION → Locations (View)
• TAG → Tags (View + Edit)

Steps — new client

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
7. Description: type: Access for our automation. Created [today's date]. Do not delete without asking Sean.
8. On the permissions (scopes) screen, check the 20 scopes from the list above — use the speed trick.
9. Double-check the counter says 20 / 157 and that Conversations has NO Edit.
10. Click Create / Save.
11. GoHighLevel shows the token ONE TIME. Copy it right away.
12. 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).
13. After Sean replies "got it", delete your DM that contained the token.

Steps — fixing an existing client

Old integrations were made with fewer scopes. You do not need a new token:

1. Open the client's sub-account → Settings → Private Integrations.
2. Open the existing integration and edit its scopes to match the 20 above.
3. Save. The token stays the same — nothing to send.

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 doesn't exist in that account? 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.
• Stuck late at night? Do not stay up for it. Set the scopes you can, DM Sean the token, and it gets fixed when you are back.