Heffl MCP server

Heffl covers a lot of the day-to-day CRM and business operations ground — contacts, companies, deals, tasks, quotations, projects, and forms — and this connection puts all of it inside your AI client. Ask for a deal's current status, create a new task, or check how a project is progressing without switching over to Heffl directly.

• Manage contacts, companies, deals, tasks, quotations, projects, and forms from your AI client
• Pull a deal's status or a project's progress on request
• Create a new task without leaving the conversation

What you can automate

• Heffl MCP server - Heffl lets you manage CRM and business operations data, including contacts, companies, deals, tasks, quotations, projects, and forms, from your AI client. You can ask it to pull a deal's status, create a new task, or check a project's progress.

Real workflows

Check on a deal without opening Heffl

Ask "what's the status of the Meridian deal" and the agent pulls the current stage and details directly from Heffl.

Add a task on the fly

Tell the agent to create a follow-up task on a specific project, and it writes that directly into Heffl.

Frequently asked questions

What kinds of records can it work with?

Contacts, companies, deals, tasks, quotations, projects, and forms — the core CRM and business operations data Heffl manages.

Can it create records, or only read them?

Both — for example, you can ask it to create a new task in addition to pulling status on existing deals or projects.

Plans

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