LocalTry AI CRM
Overview
Description from the maker (original English)
Operate and customize one tenant-isolated LocalTry CRM. ChatGPT plugin coming soon.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
- UsageiVery new★ –
What you can do with it
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
- Connection: Runs in the cloud
- Transport: Streamable HTTP
- Category: Marketing & social media
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 1 of 1 passed
- Runs on the maker’s server: what you ask it goes through their server.
- The registry lists no key to fill in.
You need
- Runs in the cloudNothing to install; it connects over the internet
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
- Open Settings → Connectors
- Press Add custom connector
- Paste the address below and press Add
- If it asks you to sign in, sign in with the maker
https://mcp.localtry.com/mcpRun this in your terminal
claude mcp add --transport http localtry https://mcp.localtry.com/mcpOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"localtry": {
"url": "https://mcp.localtry.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"localtry": {
"type": "http",
"url": "https://mcp.localtry.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
- Open ChatGPT on the web → Settings → Connectors (Apps)
- Press Create or Add (some plans need Developer mode under Advanced first)
- Paste the address below, give it a name and save
- If it asks you to sign in, sign in with the maker
https://mcp.localtry.com/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
What it can do
We have not read this server’s tool list yet; we check endpoints in rotation.
Basic checksi
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 9, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account philly88r, which owns the repo
- … Not checked yet
Still maintained
We have not read this repo from GitHub yet
- … Not checked yet
Has a licence
We have not read this repo from GitHub yet
- … Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
- … Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
- … Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint
Compared with others in Marketing & social mediai
- More stars than 0% of the other 3620 servers in this category
- Published to the registry more recently than 25% of the other 3620 servers in this category
- Basic checks equal to or better than 100% of the other 3620 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is LocalTry AI CRM safe?
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
Is it still maintained?
The GitHub repo last changed –, and the latest version (1.0.1) reached the registry 3 months ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
What can I use instead?
In the same category: MCP YouTube Transcript, Google Analytics MCP, BibiGPT YouTube Video Summarizer
Alternatives
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
Google Analytics MCP
GA4 MCP server for AI agents: schema discovery, server-side aggregation, analysis-ready defaults.
BibiGPT YouTube Video Summarizer
AI video summarizer: summarize and transcribe YouTube, Bilibili, TikTok and podcast videos.
README from the maker
Open the README
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
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.
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 in docs/localtry-bridge-contract.md.
Remote endpoint
The production endpoint is live:
https://mcp.localtry.com/mcp
Health check:
https://mcp.localtry.com/health
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.
npm install
npm run types npm run check npm run dev
Create an OAuth KV namespace and replace the placeholder namespace ID in wrangler.jsonc:
npx wrangler kv namespace create OAUTH_KV
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