
Hecher CRM
io.github.growgeltsolutions由 GitHub 帳號 growgeltsolutions 發布v1.12.01更新於 Oct 24, 2026
Hecher CRM for Chabad shluchim — donors, donations, activities, and reports across your Mosads
概覽
Hecher CRM 的遠端 MCP 伺服器,讓 AI 助理在你的各個 Chabad mosad 中搜尋捐款人、記錄捐款、執行報表並管理任務。
- 可以做什麼
- 列出、切換並顯示目前作用中的 Mosad(組織),後續呼叫都以你的身分在該組織內執行,並受權限與稽核記錄約束。依姓名、電子郵件、電話、標籤或狀態搜尋捐款人,查看含統計與聯絡資訊的完整檔案,並建立、更新或刪除捐款人。新增、移除捐款人標籤,或透過 Hecher 背景作業佇列批次標記。依捐款人、狀態或負責人篩選活動,建立任務、通話、會議或備註,並標記完成。查看目前 Mosad 的儀表板關鍵指標,並執行已儲存的報表。
- 適用情境
- 適合已在 Hecher 中作業的 Chabad shluchim,希望讓助理在不開啟網頁應用的情況下查詢捐款人資訊、記錄捐款與活動、批次標記,或取得儀表板數據與已儲存的報表。
- 執行需求
- 託管於遠端端點的 MCP 伺服器,無需安裝或自行架設。需要支援 Streamable HTTP 與 OAuth 2.1 遠端伺服器的 MCP 用戶端,例如 Claude Desktop、ChatGPT、Cursor、Cline 或 Continue。需要 Hecher 帳號,透過瀏覽器授權流程登入並選擇 Mosad。需要能連線至 Hecher API 的網路。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Hecher CRM,將其新增到工作區。
- 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
- 為需要使用其工具的對話啟用該服務。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
交給代理程式安裝
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/io.github.growgeltsolutions%2Fhecher-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。其他 MCP 客戶端
把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。
{
"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
來源:README.md,提交 790e7a5
工具
0版本歷史
1- v1.12.01最新Sep 16, 2026
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