Bridging Client Research and HighLevel Sub-Account Setup
Agencies often research a client's business in Perplexity, copy the findings into a Google Doc, and then spend two hours manually typing hex colors, brand voices, FAQs, and custom values into HighLevel.
Research -> Plan -> Apply Directly from Perplexity
- Includes a validated `perplexity-connector.json` and `mcp.json` package (`docs/publishing/generated/perplexity/`).
- Lets Perplexity push researched brand colors and typography directly into `ghl-agency brand-boards`.
- Populates Voice AI receptionist knowledge bases (`ghl-crm knowledge-bases`) and Custom Values (`ghl-agency custom-values sync`) from cited research.
- Protected by `--policy no-deletes` and mandatory `--dry-run` previews.
Side-by-Side Technical & Pricing Comparison
| Capability / Requirement | Perplexity Without MCP | Basic CRM Connector | HighLevel Agency & Builder MCP |
|---|---|---|---|
| Push Researched Brand Kits & Voices to GHL | ❌ Manual copy-paste to GHL | ❌ No `brand-boards` endpoint | ✅ Direct `ghl_agency_brand_boards` sync |
| Populate Custom Values & Voice AI FAQs | ❌ Manual spreadsheet entry | ❌ No manifest validation | ✅ Batch `custom-values sync` + merge-tag check |
CLI & MCP Configuration
# Generate Perplexity MCP configuration
ghl-agency init-config --client perplexity --http
# Hosted Streamable HTTP Endpoint:
https://ghlagencymcp.com/mcp
Copy-Paste AI Prompt
Research `[Client Website]` to extract their brand hex colors, core services, booking URL, and top 15 customer FAQs, then generate a dry-run plan to sync their HighLevel Brand Board and Custom Values in location <LOCATION_ID>.
Frequently Asked Questions
Can Perplexity accidentally delete client data?
Not when connected with `--policy read-only` or `--policy no-deletes`, and every write requires explicit `yes: true` confirmation.
Does Perplexity support OAuth 2.1 discovery on `ghlagencymcp.com`?
Yes. `/.well-known/oauth-protected-resource` and `/.well-known/oauth-authorization-server` serve standard RFC 9728 / RFC 8414 metadata.