LocalTry AI CRM

io.github.philly88r由 GitHub 帳號 philly88r 發布v1.0.1更新於 Oct 25, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

一個遠端 MCP 伺服器，用自然語言操作單一 LocalTry CRM 工作區，透過 OAuth 綁定提供租戶隔離的記錄、工作流程與自訂存取。

可以做什麼
搜尋租戶範圍內的 CRM 記錄，例如客戶、公司、聯絡人、潛在客戶、工作、報價與發票，並在不暴露原始 SQL 的前提下建立或更新經驗證的記錄。檢視工作區架構，尋找已註冊的頁面、動作、代理、整合與租戶新增項目。為 Flow Studio 建立租戶專屬的 AI 代理，執行已儲存的工作流程或多步驟 LocalTry Command 操作。提交工作區自訂請求、查看進度、檢閱版本歷程並還原較早版本。讀取近期活動與稽核歷程，並發起一次儲存到工作區的公開社群或網路研究搜尋。
適用情境
適合讓助理在既有的 LocalTry CRM 帳戶內工作：查詢與更新業務記錄、執行已儲存的工作流程，或提交並追蹤工作區自訂，同時讓各業務彼此隔離。
執行需求
遠端 streamable HTTP 端點 mcp.localtry.com，不需要本機執行環境或安裝套件。需以 OAuth 2.1 登入 LocalTry，支援 PKCE、動態用戶端註冊以及短期存取權杖與更新權杖；使用者需核准一個可見工作區。LocalTry API 金鑰不會複製到用戶端。
安裝前請注意
此伺服器可建立與更新 CRM 記錄、執行工作流程、提交工作區自訂並還原較早的工作區版本，因此變更會影響真實業務資料。還原版本與自訂請求屬於影響較大的工作區變更。存取權限綁定於已核准的使用者、業務、角色與權限，用戶端無法自行選擇租戶。研究搜尋會儲存到所連接的工作區。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 LocalTry AI CRM，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.philly88r%2Flocaltry-mcp/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源：README.md，提交 6384213

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.1最新Sep 16, 2026

評分

已滿足適用檢查項的 85%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具15 分

    請讓伺服器在無憑證時回應 tools/list，或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分