MCP Overview

• View and update business information, hours, and service areas
• Search, view, and manage customer contacts
• Review AI receptionist conversation history
• View appointments across your calendars
• Configure your AI receptionist (FAQs, services, personality, rules)
• Access invoices, estimates, and jobs
• Run automation functions
• Work with custom objects (vehicles, pets, etc.)

1. Open Claude Desktop and click your profile icon (bottom-left)
2. Go to Settings > Connectors
3. Click Add Connector
4. Enter the MCP Server URL above
5. Click Connect — a browser window opens automatically
6. Log in with your Local Business Pro email and password
7. Click Authorize to grant access
8. Return to Claude Desktop — the status should show Connected

• "What are my business hours?"
• "Show me my upcoming appointments for this week"
• "List my recent customer conversations"

npm install -g @anthropic-ai/claude-code

claude mcp add local-business-pro https://mcp.localbusiness.pro/mcp/server

# Verify connection
claude mcp list

# Use it
claude "What appointments do I have scheduled for tomorrow?"

1. Go to chat.openai.com
2. Click your profile picture > Settings > Connectors
3. If you don't see custom connectors, enable Developer Mode under Settings > Connectors > Advanced
4. Click Add Connector and enter the MCP Server URL
5. Click Connect, log in with your Local Business Pro credentials, and authorize
6. Start asking about your business in any conversation

• get_system_context — Get current date/time in UTC and business timezone

• get_business_info — Get business details (name, address, phone, hours, etc.)
• upsert_business_info — Update business information

• get_contacts — Search and list contacts with filters
• get_contact — Get full details for a specific contact
• upsert_contact — Create or update a contact

• get_conversations — List AI receptionist conversations
• get_conversation — Get full conversation messages
• get_contact_conversations — Get all conversations for a contact

• get_calendars — List all calendars
• get_appointments — Get appointments within a date range

• get_receptionist — Get AI receptionist settings
• get_services / upsert_service — Manage offered services
• get_faqs / upsert_faq — Manage FAQ entries
• get_objections / upsert_objection — Manage objection handling
• get_rules_to_follow / upsert_rules_to_follow — Manage business rules
• get_personality_traits / upsert_personality_trait — Manage personality traits

• get_invoices / get_invoice — List or view invoices
• get_work_orders / get_work_order — List or view jobs
• get_estimates / get_estimate — List or view estimates

• list_automation_functions — List available automation functions
• execute_automation_function — Run a pre-configured automation function (only functions you’ve set up in your account can be executed)
• list_custom_objects — List custom object types
• get_custom_object_records — Get custom object records for a contact
• upsert_custom_object_record — Create or update a custom object record

• OAuth 2.0 — Industry-standard secure authentication, handled automatically by your AI client
• No password sharing — Your password is never shared with the AI assistant
• Scoped access — Connections only have access to the scopes you authorize
• HTTPS only — All data transmitted over encrypted connections
• Rate limited — API requests are rate-limited to protect your account. Excessive requests may be temporarily blocked
• Revocable — Disconnect the MCP server at any time from your AI assistant or from Settings > Connected Apps in Local Business Pro
• Verify before you authorize — Always confirm the authorization page URL shows localbusiness.pro in your browser address bar before entering credentials