HighLevel SaaS Pro Agency API Guide

---
name: highlevel-agency-control
description: Use when auditing or operating multiple HighLevel sub-accounts through agency-level API access, MCP tools, or approved scripts.
---

# HighLevel Agency Control

Use this skill when inspecting, comparing, or managing multiple HighLevel locations or SaaS sub-accounts.

## Rules
- Read before write. Never modify HighLevel data until the user approves the proposed action.
- Confirm which agency, location, and environment are in scope.
- Identify the API endpoint, OAuth scope, credential source, and rate-limit risk before any call.
- Summarize findings by account, risk, recommended action, and owner.
- For destructive changes, create a rollback note and wait for explicit approval.

## Output
Return a table with Account, Finding, API Evidence, Risk, Recommended Next Step, and Approval Needed.

---
name: highlevel-saas-plan-auditor
description: Use when reviewing HighLevel SaaS plans, subscription status, SaaS Configurator data, or account upgrade opportunities.
---

# HighLevel SaaS Plan Auditor

Use this skill to help the agency understand which clients are on which SaaS plan and where plan setup, billing, or packaging needs attention.

## Workflow
1. Confirm the SaaS plans and accounts in scope.
2. Pull or request plan, subscription, and account data from approved HighLevel API/MCP tools.
3. Compare each account against the intended package rules.
4. Flag missing features, mismatched plans, inactive subscriptions, and upgrade candidates.
5. Produce a client-safe summary and an internal operations summary.

## Safety
- Do not change plan assignment or subscription state without explicit approval.
- Keep billing-impacting actions in a separate approval list.

---
name: highlevel-workflow-governor
description: Use when reviewing HighLevel workflows, triggers, automation risks, naming conventions, and proposed workflow changes.
---

# HighLevel Workflow Governor

Use this skill before creating, editing, or debugging HighLevel workflows.

## Review Checklist
- What business process does the workflow support?
- What triggers it?
- What contacts, opportunities, calendars, pipelines, or messages can it affect?
- What duplicate-send, missed-send, or wrong-recipient risks exist?
- What test account or sandbox can verify it?

## Required Output
Return: workflow purpose, risk rating, affected objects, test plan, rollback plan, and approval prompt.

---
name: highlevel-pipeline-qa
description: Use when auditing HighLevel pipelines, opportunities, stages, lead follow-up, contact fields, or sales process hygiene.
---

# HighLevel Pipeline QA

Use this skill to inspect whether leads are moving cleanly through HighLevel pipelines.

## Audit Steps
1. Confirm which locations, pipelines, and date range are in scope.
2. Pull or request opportunities, contacts, stages, owners, and last activity data from approved tools.
3. Identify stuck opportunities, missing owners, stale leads, missing phone/email fields, and stage mismatches.
4. Separate operational issues from automation issues.
5. Recommend follow-up, field cleanup, automation fixes, or pipeline redesign.

## Output
Return a table with Location, Pipeline, Issue, Evidence, Revenue Risk, and Recommended Action.

---
name: highlevel-agency-dashboard
description: Use when designing HighLevel API-backed dashboards, agency reports, SaaS account reviews, or client operating scorecards.
---

# HighLevel Agency Dashboard

Use this skill to turn HighLevel API data into an agency operating dashboard or report plan.

## Dashboard Planning
- Confirm the audience: agency owner, account manager, client, or implementation team.
- Define the decisions the dashboard should support.
- Identify required HighLevel objects: locations, contacts, opportunities, calendars, workflows, SaaS plans, or subscriptions.
- Map each metric to an API source, refresh cadence, owner, and alert threshold.
- Flag metrics that require Agency Pro / Advanced API access.

## Output
Return dashboard sections, metrics, API objects, refresh cadence, risk notes, and next build steps.