Operate and customize one tenant-isolated LocalTry CRM from any MCP client.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
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Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Capabilities & Tool Schemas (12)
Inspect callable tools, capabilities, and parameters exposed to AI agents by LocalTry AI CRM.
get_workspace_overviewInspect the connected business's pages, modules, fields, workflows, integrations, and customization history.
search_localtry_featuresFind the exact registered LocalTry page, action, agent, integration, or tenant addition before acting.
search_crmSearch tenant-scoped CRM records without exposing raw SQL.
create_or_update_crm_recordCreate or update a validated CRM record.
create_workflow_agentDescribe and save a tenant-owned AI agent for use in Flow Studio workflows.
request_workspace_customizationSubmit the same tenant-scoped engineering request as the Customize Workspace prompt.
Documentation Overview
LocalTry MCP
Use LocalTry from ChatGPT and other MCP clients while keeping every business strictly isolated.
LocalTry MCP is a remote Model Context Protocol server for operating a LocalTry CRM with plain-language instructions. It runs on Cloudflare Workers, uses OAuth 2.1, and binds every connection to one verified LocalTry user, business, role, and permission set.
What it enables
- Search customers, companies, contacts, leads, jobs, estimates, and invoices.
- Create and update validated CRM records.
- Create tenant-owned AI agents that become available in Flow Studio.
- Inspect the complete tenant workspace architecture.
- Search every registered page, action, agent, integration, and tenant addition.
- Submit tenant-only workspace customizations through LocalTry Builder.
- Run saved workflows.
- Ask LocalTry Command to carry out multi-step business operations.
- Review customization versions and restore an earlier version.
- Read a tenant-scoped activity and audit history.
Available tools
| Tool | Purpose |
|---|---|
get_workspace_overview | Inspect the connected business's pages, modules, fields, workflows, integrations, and customization history. |
search_localtry_features | Find the exact registered LocalTry page, action, agent, integration, or tenant addition before acting. |
search_crm | Search tenant-scoped CRM records without exposing raw SQL. |
create_or_update_crm_record | Create or update a validated CRM record. |
create_workflow_agent | Describe and save a tenant-owned AI agent for use in Flow Studio workflows. |
request_workspace_customization | Submit the same tenant-scoped engineering request as the Customize Workspace prompt. |
get_workspace_customization_status | Read the latest customization conversation, progress, questions, and result. |
list_workspace_versions | Review the workspace's customization history. |
restore_workspace_version | Restore an approved earlier version for the connected workspace. |
run_workflow | Run one of the business's saved workflows. |
run_social_research | Start one public social or web research search and save it in the connected workspace. |
run_localtry_command | Use LocalTry Command for verified, multi-step CRM and business operations. |
get_recent_activity | Review recent CRM, workflow, and customization activity. |
The tenant boundary
There is one shared MCP service, but every authorization is logically private. The client cannot supply or change a tenant identifier.
The MCP Worker does not receive a database binding. It can reach LocalTry only
through the private service contract in
docs/localtry-bridge-contract.md.
Remote endpoint
The production endpoint is live:
Health check:
Clients discover OAuth 2.1 metadata automatically. Authorization supports PKCE, dynamic client registration, short-lived access tokens, and refresh tokens. Users sign in to LocalTry and approve one visible workspace; no LocalTry API key is copied into the MCP client.
Local development
Requirements: Node.js 20 or newer and a Cloudflare account.
Create an OAuth KV namespace and replace the placeholder namespace ID in
wrangler.jsonc:
The LOCALTRY_API service binding must point to the named
LocalTryMcpBridge WorkerEntrypoint exported by the LocalTry CRM deployment.
See the bridge contract for the exact trust boundary.
ChatGPT
ChatGPT supports remote MCP apps through developer mode. See
docs/chatgpt.md for the connection flow and current plan
requirements. Creating a private custom app connects this server to a ChatGPT
account or workspace; publishing in the public ChatGPT app directory is a
separate OpenAI review process.
The non-secret public-review listing, starter prompts, test cases, and release
notes are maintained in
docs/openai-submission.md.
Design principles
- No raw SQL tool.
- No tenant ID tool argument.
- No secret-reading tool.
- Goal-oriented tools instead of mirroring the entire API.
- Explicit approval for consequential workspace changes.
- Versioning, audit events, and restore support.
- Permission checks in both the MCP Worker and the CRM domain layer.
Status
Production is deployed at mcp.localtry.com. OAuth authorization, refresh
tokens, MCP initialization, tool discovery, tenant binding, and a live workspace
read have been verified end to end. The public Worker reaches the CRM only
through a private Cloudflare service binding and has no database binding.
License
MIT
Related MCP Servers
Adoption & maintenance
Factual signals from GitHub, npm, and our automated checks — not a rating.
Last commit
8d ago
Most recent push to the default branch.
Tools exposed
12
Callable tools this server registers over MCP.
Reviews
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Frequently Asked Questions about LocalTry AI CRM
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Verified ownership10/20
Documentation & tools24/30
Adoption & activity4/15
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