LocalTry AI CRM

io.github.philly88r由 GitHub 账号 philly88r 发布v1.0.1更新于 Oct 25, 2026

Operate and customize one tenant-isolated LocalTry CRM. ChatGPT plugin coming soon.

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

一个远程 MCP 服务器，用自然语言操作单个 LocalTry CRM 工作区，通过 OAuth 绑定实现租户隔离的记录、工作流与定制访问。

可以做什么
搜索租户范围内的 CRM 记录，如客户、公司、联系人、线索、工单、报价和发票，并在不暴露原始 SQL 的前提下创建或更新经过校验的记录。查看工作区架构，查找已注册的页面、操作、智能体、集成和租户新增项。为 Flow Studio 创建租户自有 AI 智能体，运行已保存的工作流或多步 LocalTry Command 操作。提交工作区定制请求、查看进度、审阅版本历史并恢复较早版本。读取近期活动与审计历史，并发起一次保存到工作区的公开社交或网络研究搜索。
适用场景
适合让助手在已有的 LocalTry CRM 账户内工作：查询和更新业务记录、运行已保存的工作流，或提交并跟踪工作区定制，同时保持各业务相互隔离。
运行要求
远程 streamable HTTP 端点 mcp.localtry.com，无需本地运行时或安装包。需要通过 OAuth 2.1 登录 LocalTry，支持 PKCE、动态客户端注册以及短期访问令牌和刷新令牌；用户需批准一个可见工作区。LocalTry API 密钥不会复制到客户端。
安装前请注意
该服务器可创建和更新 CRM 记录、运行工作流、提交工作区定制并恢复较早的工作区版本，因此更改会影响真实业务数据。恢复版本和定制请求属于影响较大的工作区变更。访问权限绑定到已批准的用户、业务、角色和权限，客户端无法自行选择租户。研究搜索会保存到所连接的工作区。

安装

在 SourceWeft 中

  1. 打开 控制台中的 LocalTry AI CRM，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.philly88r%2Flocaltry-mcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

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

README

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

ToolPurpose
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.
get_workspace_customization_statusRead the latest customization conversation, progress, questions, and result.
list_workspace_versionsReview the workspace's customization history.
restore_workspace_versionRestore an approved earlier version for the connected workspace.
run_workflowRun one of the business's saved workflows.
run_social_researchStart one public social or web research search and save it in the connected workspace.
run_localtry_commandUse LocalTry Command for verified, multi-step CRM and business operations.
get_recent_activityReview 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.

text
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:

text
https://mcp.localtry.com/mcp

Health check:

text
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.

bash
npm installnpm run typesnpm run checknpm run dev

Create an OAuth KV namespace and replace the placeholder namespace ID in wrangler.jsonc:

bash
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

来源：README.md，提交 6384213

工具

0
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版本历史

1
  1. v1.0.1最新Sep 16, 2026

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