GoLegally CRM

io.github.golegallyPublished by GitHub account golegallyv1.0.7Updated Nov 1, 2026

Contacts, companies, deals, tasks, notes and conversations in GoLegally CRM.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowCommunication & CollaborationBusiness & Commerce

Overview

AI-generated overview

Hosted GoLegally CRM MCP server that lets an assistant read and manage contacts, companies, deals, tasks, notes, inbox conversations and marketing data.

What you can do
  • List, create and edit contacts, companies, deals, pipelines, tasks, notes, tags and custom properties
  • View dashboard KPIs, pipeline summaries and deal files
  • Work the inbox: list conversations, read messages, see tickets and hand off
  • Run marketing: sites, campaigns, funnels, audiences, traffic, visitors, recordings, conversions and ad platform destinations
  • Handle billing and commerce: invoices, payment links, orders, billing connections and SMS markets
  • Manage automations, message templates, lead forms, short links, event webhooks and support requests
When to use it
Useful when an assistant should work inside a GoLegally CRM account: looking up or updating sales records, checking pipeline and dashboard numbers, triaging inbox conversations, or reviewing marketing and billing data without leaving the chat.
Requirements
Remote hosted MCP server at golegally-crm.mcp.pretuned.ai; nothing runs locally. Requires OAuth sign-in to the GoLegally CRM account before the server can reach its data. Network access to the hosted endpoint is needed.
Before you install
Many tools write, send or delete data, including creating and editing records, issuing and sending invoices, connecting billing services with their keys, connecting ad platforms, deleting recordings, funnels and short links, and sending failed conversions again. Actions such as invoicing, payment links and ad platform connections can move money or reach third parties. Requests and returned CRM data pass through the hosted server.

Installation

In SourceWeft

  1. Open GoLegally CRM in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.golegally%2Fcrm-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "golegally-crm": {
      "type": "http",
      "url": "https://golegally-crm.mcp.pretuned.ai/mcp"
    }
  }
}

README

GoLegally CRM

Contacts, companies, deals, tasks, notes and conversations in GoLegally CRM.

How it works

This package connects your AI assistant to one hosted MCP server at https://golegally-crm.mcp.pretuned.ai/mcp. It runs nothing on your computer. Your requests and the data they return go between your assistant and that server, and you sign in before it can reach your account.

Skills

  • crm-activities: Activities: List activities, List activities for a company, List activities for a contact, List activities for a deal
  • crm-agentconfig: AgentConfig: Agent config list, Agent config create, Agent config get by id, Agent config update
  • crm-audiences: Audiences: Audiences, Keep a segment on an ad platform, Where audiences can go, Stop keeping it
  • crm-automations: Automations: List all automations, What an automation can be built from, Ready-made sequences, Get run detail with per-action logs
  • crm-automations-builder: Automations builder: Create an automation workflow, Edit automation (replaces actions if provided), Test a draft of an automation
  • crm-billing: Billing: The billing connection, and what can be connected, Disconnect billing, Connect a billing service with its keys
  • crm-channel-links: Channel links: List a site's short links, Add a short link, Change a short link, Delete a short link
  • crm-channelconfig: ChannelConfig: Channel config list, Channel config create, Channel config get by id, Channel config update
  • crm-companies: Companies: List companies, Create a company, Get company by ID, Edit a company
  • crm-contacts: Contacts: List possible duplicate contacts, Mark two contacts as not duplicates, List contacts with pagination, search and their company, Create a contact
  • crm-dashboard: Dashboard: Compact KPI metrics for dashboard cards, Full dashboard summary — metrics, leads, tasks, activities, pipeline
  • crm-deals: Deals: List deals with pagination and search, Create a deal, Get pipeline summary (every stage, with its deal count and value), List a deal's files
  • crm-email-marketing: Email marketing: List addresses never mailed, Add an address never mailed, Take an address off the list, List newsletters
  • crm-event-notifications: Event Notifications: List event notifications, Create an event notification (webhook subscription)
  • crm-inbox: Inbox: Inbox list conversations, Inbox get conversation messages, Inbox list conversation tickets, Inbox hand off
  • crm-invoices: Invoices: A deal's invoices, newest first, Issue an invoice for a deal through the billing service, and send it, What a deal needs to be invoiced
  • crm-lead-forms: Lead forms: List a site's lead forms, Add a lead form, Get how a site's lead forms are drawn, Change a lead form
  • crm-marketing-attribution: Marketing attribution: Get the attribution report
  • crm-marketing-campaigns: Marketing campaigns: List campaigns, Add a campaign, Get a campaign, Change a campaign
  • crm-marketing-catalogue: Marketing catalogue: List ad platforms and conversion triggers
  • crm-marketing-channel-rules: Marketing channel rules: List channel rules, Save channel rules
  • crm-marketing-contact-links: Marketing contact links: Get a contact reference for a link
  • crm-marketing-conversions: Marketing conversions: List conversions sent to ad platforms, Get a conversion with its calls, Send a failed conversion again
  • crm-marketing-destinations: Marketing destinations: List connected ad platforms, Connect an ad platform, Disconnect an ad platform, Set an ad platform's conversion rules
  • crm-marketing-events: Marketing events: List the events the site sends
  • crm-marketing-funnels: Marketing funnels: List funnels, Add a funnel, Change a funnel, Delete a funnel
  • crm-marketing-home: Marketing home: Marketing at a glance
  • crm-marketing-identify: Marketing identify: Identify a website visitor as a contact
  • crm-marketing-insight: Marketing insight: Get a page's clicks and scroll, Get a page's script errors, Get a page's forms, List pages with insight
  • crm-marketing-internal-traffic: Marketing internal traffic: Get the team's own addresses, Save the team's own addresses, Leave out the caller's own visits
  • crm-marketing-recordings: Marketing recordings: List visit recordings, Get a visit recording, Delete a visit recording, Get a part of a recording
  • crm-marketing-sale-signal: Marketing sale signal: Get what counts as a sale
  • crm-marketing-sites: Marketing sites: List tracked websites, Add a tracked website, Change a tracked website, Remove a tracked website
  • crm-marketing-spend: Marketing spend: List spend imports
  • crm-marketing-touchpoints: Marketing touchpoints: Record a marketing touch
  • crm-marketing-traffic: Marketing traffic: Break traffic down, Who is on the site now, Get traffic totals, List the pages viewed
  • crm-marketing-visitors: Marketing visitors: List visitors, Get a visitor, Link a visitor to a contact, Unlink a visitor from its contact
  • crm-messagetemplates: MessageTemplates: Message templates download, Message templates list, Message templates create, Message templates update
  • crm-notes: Notes: List notes by filter, Create a note, List notes for a contact, Get note by ID
  • crm-orders: Orders: List orders, Record an order, Get an order, Attach an order to a company
  • crm-payment-links: Payment links: List payment links, newest first, What can be sold, read from the billing service now, What the send dialog needs, The billing service's total for a sale
  • crm-pipelines: Pipelines: List all active pipelines, Create a pipeline with optional stages, Get pipeline with stages, Edit pipeline metadata
  • crm-properties: Properties: List property definitions by object type, Create a property definition, List property groups by object type, Create a property group
  • crm-segments: Segments: Lead score rules, Add a score rule, Change a score rule, Remove a score rule
  • crm-settings: Settings: Team alerts and the marketing summary, Set team alerts and the marketing summary, When this organization may send marketing messages, Set when this organization may send marketing messages
  • crm-smsconnect: SmsConnect: Sms connect connect, Sms connect markets, Sms connect save market, Sms connect remove market
  • crm-supportrequests: SupportRequests: Support requests list, Support requests create, Support requests get by ticket ref, Support requests get by id
  • crm-tags: Tags: List all tags, Create a tag, Tag an entity (contact/deal/company), List tags for a specific entity
  • crm-tasks: Tasks: List tasks, Create a task, Get task by ID, Edit a task

Publisher

Published by Vadavision Private Limited.

Support: https://golegally.com/contact

Privacy: https://golegally.com/privacy

Terms: https://golegally.com/terms

Source: README.md at commit 5940469

Tools

0
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Version history

1
  1. v1.0.7LatestNov 1, 2026

Score

75% of the applicable checks met

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  • Tools listed15 pts

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  • Documentation15 pts
  • License10 pts

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