# LocalTry AI CRM
ID: 07-localtry-ai-crm
Page: https://gtmmcps.com/tools/07-localtry-ai-crm
JSON: https://gtmmcps.com/data/tools/07-localtry-ai-crm.json
Documentation references: https://gtmmcps.com/docs/07-localtry-ai-crm/
Category: MCP Layer
MCP support: community
Testing: RESEARCHED
API access: unknown
Last checked: 2026-09-12
Endpoint check: not-probed; date: Not recorded

We built LocalTry after years of CRM hopping and a $20,000-plus custom-build estimate. Start with a complete CRM, then shape the workspace around your business.

## MCP links
- https://github.com/philly88r/localtry-mcp

## Sources
- https://localtry.com/mcp
- https://localtry.com/docs
- https://localtry.com/developers
- https://github.com/philly88r/localtry-mcp

## Research notes
mcp_status=community from official-mcp-registry listing; not an invented official vendor MCP. mcp_url is the registry/listing or product MCP URL from staging. api_gate unknown with dated probe 2026-09-12; free/paid not inferred from HTTP status alone. Promote wave S 2026-09-12.

## Named capabilities
Tool names below are reported by sources. Their presence is not a successful call.
- create_or_update_crm_record: Create or update a validated CRM record.; evidence: readme; party: third-party
- create_workflow_agent: Describe and save a tenant-owned AI agent for use in Flow Studio workflows.; evidence: readme; party: third-party
- get_recent_activity: Review recent CRM, workflow, and customization activity.; evidence: readme; party: third-party
- get_workspace_customization_status: Read the latest customization conversation, progress, questions, and result.; evidence: readme; party: third-party
- get_workspace_overview: Inspect the connected business's pages, modules, fields, workflows, integrations, and customization history.; evidence: readme; party: third-party
- list_workspace_versions: Review the workspace's customization history.; evidence: readme; party: third-party
- request_workspace_customization: Submit the same tenant-scoped engineering request as the Customize Workspace prompt.; evidence: readme; party: third-party
- restore_workspace_version: Restore an approved earlier version for the connected workspace.; evidence: readme; party: third-party
- run_localtry_command: Use LocalTry Command for verified, multi-step CRM and business operations.; evidence: readme; party: third-party
- run_social_research: Start one public social or web research search and save it in the connected workspace.; evidence: readme; party: third-party
- run_workflow: Run one of the business's saved workflows.; evidence: readme; party: third-party
- search_crm: Search tenant-scoped CRM records without exposing raw SQL.; evidence: readme; party: third-party
- search_localtry_features: Find the exact registered LocalTry page, action, agent, integration, or tenant addition before acting.; evidence: readme; party: third-party

## CLI evidence
Status: none-found

Read current vendor documentation before configuring or running commands.