LocalTry AI CRM
About
Operate and customize a tenant-isolated AI CRM for customers, sales, jobs, marketing, reviews, workflows, documents, and workspace pages.
Details
- Author
- philly88r
- Categories
- Marketing, Other, Automation
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Setup
Install LocalTry AI CRM in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/philly88r/localtry-mcp
Follow the installation instructions in the repository README, then restart your MCP client.
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.
- 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.
There is one shared MCP service, but every authorization is logically private. The client cannot supply or change a tenant identifier.
MCP client -> LocalTry OAuth consent -> token bound to user + business + role + scopes -> LocalTry MCP Worker -> private Cloudflare service binding -> LocalTry domain services -> business-scoped data and workspace runtime
The MCP Worker does not receive a database binding. It can reach LocalTry only through the private service contract indocs/localtry-bridge-contract.md.
Requirements: Node.js 20 or newer and a Cloudflare account.
npm install npm run types npm run check npm run dev
Create an OAuth KV namespace and replace the placeholder namespace ID inwrangler.jsonc:
npx wrangler kv namespace create OAUTH_KV
TheLOCALTRY_APIservice binding must point to the namedLocalTryMcpBridgeWorkerEntrypoint exported by the LocalTry CRM deployment.
See thebridge contractfor the exact trust boundary.
ChatGPT supports remote MCP apps through developer mode. Seedocs/chatgpt.mdfor 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 indocs/openai-submission.md.
- 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.
Production is deployed atmcp.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.
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