People

6 paid seats · guests are free and only see the records shared with them.

Invite people

Separate addresses with commas or spaces.

Members

Jane Moorejane@locally.inc · Workspace admin
Active 4:10 PMOwner
Veronica Hanveronica@locally.inc · Sales lead
Active 2:10 PM
John Harryjohn@locally.inc · Account manager
Active 12:10 PM
Lily Sinh Kattylily@locally.inc · Customer success
Active 10:10 AM
James Karen Bakerjames@locally.inc · Finance
Active 8:10 AM
Priya Lindqvistpriya@northwind.studio · Agency partner
Active Oct 21
marco@locally.incPendingInvited Oct 25

Roles

What each role can do. Change the details in Security & Permissions.

OwnerFull access, including billing and deleting the workspace

AdminManage people, settings and integrations

MemberWork with customers, contracts, money and tasks

GuestView the records shared with them

Applications/Stripe MCP

Stripe MCP on CRM

stripe.com/apps/mcp

AccountingFinancePaymentPayoutCustomerSubscription

Details

Enhance the efficiency of your Stripe integrations with AI-powered support integrated directly into our CRM through Stripe MCP (Model Context Protocol).

By connecting to the Stripe MCP (Model Context Protocol) server, you will elevate our CRM’s agent functionalities, enabling seamless access to your Stripe data and the ability to execute actions on your Stripe account from within our CRM.

Features

Read Stripe Data

Explore your Stripe data thoroughly to uncover vital insights that can shape your business strategies.

Analyze Recent Events

Regularly reviewing this information allows you to adapt swiftly and maintain your industry edge.

Suggest Possible Actions

Identify practical steps you can take based on your recent Stripe activities.

Perform Actions On Your Behalf

Take advantage of automated tasks that can optimize your Stripe operations.