Heffl MCP server

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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.