
Hecher CRM
io.github.growgeltsolutions由 GitHub 账号 growgeltsolutions 发布v1.12.01更新于 Oct 24, 2026
Hecher CRM for Chabad shluchim — donors, donations, activities, and reports across your Mosads
概览
Hecher CRM 的远程 MCP 服务器,让 AI 助手在你的各个 Chabad mosad 中搜索捐赠者、记录捐款、运行报表并管理任务。
- 可以做什么
- 列出、切换并显示当前生效的 Mosad(组织),后续调用均以你的身份在该组织内执行,并受权限与审计日志约束。按姓名、邮箱、电话、标签或状态搜索捐赠者,查看含统计与联系方式的完整档案,并创建、更新或删除捐赠者。添加、移除捐赠者标签,或通过 Hecher 后台操作队列批量打标签。按捐赠者、状态或负责人筛选活动,创建任务、通话、会议或备注,并标记完成。查看当前 Mosad 的仪表盘关键指标,并运行已保存的报表。
- 适用场景
- 适合已在 Hecher 中工作的 Chabad shluchim,希望让助手在不打开网页应用的情况下查询捐赠者信息、记录捐款与活动、批量打标签,或获取仪表盘数据和已保存报表。
- 运行要求
- 托管在远程端点的 MCP 服务器,无需安装或自托管。需要支持 Streamable HTTP 与 OAuth 2.1 远程服务器的 MCP 客户端,如 Claude Desktop、ChatGPT、Cursor、Cline 或 Continue。需要 Hecher 账户,通过浏览器授权流程登录并选择 Mosad。需要能访问 Hecher API 的网络。
安装
在 SourceWeft 中
- 打开 控制台中的 Hecher CRM,将其添加到工作区。
- 连接 所需的 凭据。它们会被私密存储,绝不会在公开页面上展示。
- 为需要使用其工具的对话启用该服务。
Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
交给智能体安装
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/io.github.growgeltsolutions%2Fhecher-mcp/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。其他 MCP 客户端
把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。
{
"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
-
In your MCP‑compatible client (Claude Desktop, ChatGPT, Cursor, etc.), add a new remote MCP server with this URL:
-
The first time you use it, your browser will open and ask you to sign in to Hecher and approve the connection.
-
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 toset_active_tenant— choose which Mosad subsequent calls operate onget_active_tenant— show the currently active Mosad
Donors
search_donors— search by name, email, phone, tag, or statusget_donor— full profile with stats and contact infocreate_donor/update_donor/delete_donoradd_donor_tag/remove_donor_tag/bulk_tag_donors
Donations
list_donations— optionally filtered by donor or datecreate_donation/update_donation/delete_donation
Activities & tasks
list_activities— optionally filtered by donor, status, or assigneecreate_activity— task, call, meeting, or notecomplete_activity
Reporting
get_dashboard_stats— KPIs for the active Mosadrun_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.
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
来源:README.md,提交 790e7a5
工具
0版本历史
1- v1.12.01最新Sep 16, 2026
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