Live walkthrough of Hermes as a sales ops assistant running GoHighLevel CRM via MCP on Slack. Morning triage loop, lead research automation, email triage, pipeline management, and end-of-day briefs. Pattern applies to any CRM with an API.
The Core Pattern
Instead of logging into GHL while on the road, you query Hermes in Slack (or Telegram/Discord) and it does everything on your behalf. Same pattern works for HubSpot, Pipedrive, Salesforce - all have CLIs or MCPs ready for agent use.
Nemanja prefers CLIs over MCPs generally (more native to agents), but the GHL MCP works well specifically.
Setup: Least-Privilege Access
Go to GoHighLevel private integrations. Create a new integration. Assign only the scopes the agent needs. If it only needs to read conversations, only grant that scope. Principle: least privilege. Give it only what it needs to complete its job.
Morning Triage Loop (Scheduled)
The agent runs on schedule every morning:
- Check all pipeline stages for new leads and opportunities
- Check unread email inbox for all unread conversations
- Research each new lead: business background, social media, LinkedIn
- Generate morning brief: what needs immediate action, which emails to forward, which leads are hottest
- Rank leads by quality - referrals flagged as top priority automatically
Output: one morning message with everything you need. Saves at least 1 hour per day. GHL is slow to navigate manually; this eliminates the overhead.
Live Operations
Email triage
"Use your GHL skill to check all unread conversations and do email triage. What do I need to do?"Returns email content and suggested reply drafts. Can send replies directly or prepare drafts.
Pipeline query
"Go to the Hermes opportunities pipeline and tell me what calls we have."Returns a table with lead details.
Adding notes (voice input friendly)
"I just had a call with [client]. Add a note that we'll be meeting on Friday for lunch."Note appears in GHL immediately.
Email sequences Can draft email campaigns and sequences. Useful for testing promotional sequences.
What the Agent Cannot Do
Automations with visual canvas and drag-and-drop connection builders are outside practical scope. Everything else in GHL's data layer is accessible via the MCP.
End-of-Day Brief
Close the loop: how many leads were closed, how much revenue generated, pending items for tomorrow. Scheduled as a cron job.
Lead Research Automation
When a new lead enters the pipeline, Hermes automatically researches them before the sales call: company background, social media presence, LinkedIn, news mentions. The sales rep walks into every call with a pre-built dossier on the prospect.
Applying to Other CRMs
Same pattern applies to HubSpot, Pipedrive, Salesforce, or any CRM with an API, CLI, or MCP:
- Morning triage: check pipeline, check inbox
- On-demand queries: current leads, call schedule, revenue
- Notes and stage updates: voice-input friendly
- Lead research: automated on every new entry
- End-of-day brief: scheduled cron report