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Hecher CRM

السجل الرسمي التسويق والمبيعات

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

الشيفرة المصدرية الموقع التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http hecher-crm 'https://api.hecher.app/mcp'
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "hecher-crm": {
            "type": "http",
            "url": "https://api.hecher.app/mcp"
        }
    }
}

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. Hecher MCP Server
  2. Quick start
  3. What it can do
  4. Authentication
  5. Permissions & limits
  6. Compatible clients
  7. Support
  8. License

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

الأسئلة الشائعة

ما هو Hecher CRM؟

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

كيف أثبّت Hecher CRM؟

يعمل كخادم بعيد. في Claude Code: claude mcp add --transport http hecher-crm 'https://api.hecher.app/mcp'. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج Hecher CRM إلى مفتاح API؟

لا يذكر إدراجه في السجل أي مفتاح أو سر إلزامي. قد تتطلب بعض الميزات حسابًا لدى الخدمة التي يتصل بها.

هل Hecher CRM مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون Hecher CRM؟

ينشره growgeltsolutions. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.