LocalTry AI CRM MCP server

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

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

Shortened. The full README is on GitHub.