mcpField
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Hecher CRM

Hecher CRM

Remote
hecher.appBusiness & Marketing0Updated 27w ago

About Hecher CRM

Hecher CRM's official MCP server connects AI assistants to Hecher accounts to manage donors, donations, activities, and reports across Mosads. It runs as a remote service and uses OAuth 2.1, with no installation or self-hosting required.

Key features

  1. 01Search and manage donors across Mosads
  2. 02Record and manage donations
  3. 03Create and complete activity tasks
  4. 04View dashboard stats and run reports
  5. 05Select the active Mosad

Use cases

  1. 01Find donors and update profiles
  2. 02Record a new donation
  3. 03Track calls, meetings, or tasks
  4. 04Review organization metrics or run saved reports

MCP support

The remote MCP server connects over Streamable HTTP and uses OAuth 2.1, exposing Hecher CRM tools to compatible clients.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://api.hecher.app/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

Details

From the project README

Hecher MCP Server

The official Model Context Protocol (MCP) server for Hecher — the multi-tenant CRM for Chabad shluchim by Grow Gelt.

Connect Claude Desktop, ChatGPT, Cursor, or any other MCP‑compatible AI assistant to your Hecher account and let it search donors, record donations, run reports, and manage tasks for you — across all of your organizations (mosads).

Heads up: This repository is the public listing and documentation for the Hecher MCP server. The server itself runs as a managed remote service at https://api.hecher.app/mcp — there is nothing to install or self-host.


Quick start

  1. In your MCP‑compatible client (Claude Desktop, ChatGPT, Cursor, etc.), add a new remote MCP server with this URL:

    https://api.hecher.app/mcp
    
  2. The first time you use it, your browser will open and ask you to sign in to Hecher and approve the connection.

  3. Once approved, the assistant can act on your account.

You can review and revoke connected assistants anytime under Settings → AI Connections inside Hecher.


What it can do

The server exposes 20 tools that wrap the Hecher API. Every call runs as you, in whichever Mosad you've selected as active — RLS, billing gates, and audit logging all apply exactly as in the web app.

Organizations (Mosads)
  • list_tenants — list the Mosads you have access to
  • set_active_tenant — choose which Mosad subsequent calls operate on
  • get_active_tenant — show the currently active Mosad
Donors
  • search_donors — search by name, email, phone, tag, or status
  • get_donor — full profile with stats and contact info
  • create_donor / update_donor / delete_donor
  • add_donor_tag / remove_donor_tag / bulk_tag_donors
Donations
  • list_donations — optionally filtered by donor or date
  • create_donation / update_donation / delete_donation
Activities & tasks
  • list_activities — optionally filtered by donor, status, or assignee
  • create_activity — task, call, meeting, or note
  • complete_activity
Reporting
  • get_dashboard_stats — KPIs for the active Mosad
  • run_report — execute a saved report

Authentication

The server speaks OAuth 2.1 with dynamic client registration, so any compliant MCP client can connect with no manual API keys.

EndpointURL
Discoveryhttps://api.hecher.app/.well-known/oauth-authorization-server
Authorizationhttps://api.hecher.app/oauth/authorize
Tokenhttps://api.hecher.app/oauth/token
Dynamic registrationhttps://api.hecher.app/oauth/register

Each authorization issues an access token bound to your user account and the Mosad you pick during the consent flow. Tokens can be revoked at any time from Settings → AI Connections.


Permissions & limits

  • Tools act with the permissions of the signed‑in user in the active Mosad — no privilege escalation.
  • All write operations honor Hecher's billing gates and audit log.
  • Per‑user rate limits from the Hecher API gateway apply.
  • Bulk mutations (e.g. bulk_tag_donors) flow through Hecher's background operation queue, the same as in the web UI.

Compatible clients

Any MCP client that supports remote servers over Streamable HTTP with OAuth 2.1, including:


Support

  • Product: hecher.app
  • Issues with this listing or the MCP server: open an issue in this repository
  • General Hecher support: through the in‑app feedback button

License

MIT © Grow Gelt Solutions

Comments

Markdown supported

New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.