Hecher CRM

io.github.growgeltsolutionsPublished by GitHub account growgeltsolutionsv1.12.01Updated Oct 24, 2026

Hecher CRM for Chabad shluchim — donors, donations, activities, and reports across your Mosads

Overview

AI-generated overview

Hecher CRM's remote MCP server lets an AI assistant search donors, record donations, run reports and manage tasks across your Chabad mosads.

What you can do
List, choose and show the active Mosad (organization) for subsequent calls, with each call running under your own permissions and audit logging. Search donors by name, email, phone, tag or status, read full profiles with stats, and create, update or delete donors. Add, remove and bulk-apply donor tags through Hecher's background operation queue. List activities filtered by donor, status or assignee, create tasks, calls, meetings or notes, and mark them complete. Read dashboard KPIs for the active Mosad and run saved reports.
When to use it
Useful for Chabad shluchim already working in Hecher who want an assistant to look up donor details, log donations and activities, tag donors in bulk, or pull dashboard figures and saved reports without opening the web app.
Requirements
A remote MCP server at a managed endpoint; nothing to install or self-host. An MCP client that supports remote servers over Streamable HTTP with OAuth 2.1, such as Claude Desktop, ChatGPT, Cursor, Cline or Continue. A Hecher account, signed in through the browser consent flow, with a Mosad selected. Network access to the Hecher API.
Before you install
The assistant acts as your signed-in user and can create, update and delete donors, change tags in bulk, and create or complete activities, all subject to Hecher's billing gates and audit log. Bulk tagging runs through a background queue. Access tokens are bound to your account and the chosen Mosad and can be revoked under Settings, AI Connections. Per-user rate limits apply.

Installation

In SourceWeft

  1. Open Hecher CRM in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.growgeltsolutions%2Fhecher-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "hecher-crm": {
      "type": "http",
      "url": "https://api.hecher.app/mcp"
    }
  }
}

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

Source: README.md at commit 790e7a5

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.12.01LatestSep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts