Hermit CRM

Name: Hermit CRM
Author: Hermit-CRM

by Hermit-CRMversion 1.1.0i★ 3iRuns on your computer

Registry nameio.github.Hermit-CRM/hermit-crm

How to install

Overview

Description from the maker (original English)

A local CRM as Markdown files in git: read and update pipeline, contacts and interactions.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio
Category: Marketing & social media
You need to fill in: HERMITCRM_DATA

Install

Pick the AI app you use, then copy the settings.

Passed 3/3 checks · Runs on your computer

First: which AI do you use?

ClaudeWeb · app · phoneChatGPTWebClaude CodeTerminalCursorCode editorVS CodeCode editorOtherOther apps

Pick your app and the steps appear below.

Works with Claude, with some setup first

You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time) · Only the Claude desktop app (Windows or Mac), not the web or phone

Install Python (uv)
One time only; it works for every server that needs Python (uv)
Open the Python (uv) download page ↗
Done
Sign up and create a Hermit CRM key
Open the maker’s site, sign up and create an API key for the next step. It may cost money.
Open the Hermit CRM site ↗
Done
Open the Claude desktop app’s settings file
SettingsDeveloperEdit Config
Done

Paste these settings and save the file

{
  "mcpServers": {
    "hermit-crm": {
      "command": "uvx",
      "args": [
        "hermitcrm",
        "mcp"
      ],
      "env": {
        "HERMITCRM_DATA": "your-value"
      }
    }
  }
}

Paste the key only into the app’s field, never into a chat or to anyone

Done

Quit Claude and open it again
Done
Try it
Use Hermit CRM and tell me what you can do for me, then show me one thing
✓ If Claude says it is using Hermit CRM or shows a Hermit CRM tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

ChatGPT cannot connect Hermit CRM yet

Hermit CRM runs on your computer, but ChatGPT can only connect servers that run on the web

What you can do instead

A · Use an app that can connect Hermit CRM

Steps for Claude →You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time) · Only the Claude desktop app (Windows or Mac), not the web or phone
Steps for Claude Code →You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)
Steps for Cursor →You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)
Steps for VS Code →You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)

B · Others in Marketing & social media that work with ChatGPT

Picked from the most used in the same category, only ones that connect by address with no key

Cargo✓ ChatGPT
Google Ads + Meta Ads + SEO/GEO MCP✓ ChatGPT
NotFair✓ ChatGPT

Works with Claude Code, with some setup first

You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)

Install Python (uv)
One time only; it works for every server that needs Python (uv)
Open the Python (uv) download page ↗
Done
Sign up and create a Hermit CRM key
Open the maker’s site, sign up and create an API key for the next step. It may cost money.
Open the Hermit CRM site ↗
Done
Open Terminal
Mac: press Command+Space and type Terminal · Windows: open PowerShell
Done
4
Paste this command and press Enter
```
claude mcp add hermit-crm --env HERMITCRM_DATA=your-value -- uvx hermitcrm mcp
```
Replace “your-value” with your key before pressing Enter
Paste the key only into the app’s field, never into a chat or to anyone
Done
Type /mcp in Claude Code
You should see Hermit CRM listed as connected
Done
Try it
Use Hermit CRM and tell me what you can do for me, then show me one thing
✓ If Claude Code says it is using Hermit CRM or shows a Hermit CRM tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with Cursor, with some setup first

You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)

Install Python (uv)
One time only; it works for every server that needs Python (uv)
Open the Python (uv) download page ↗
Done
Sign up and create a Hermit CRM key
Open the maker’s site, sign up and create an API key for the next step. It may cost money.
Open the Hermit CRM site ↗
Done
Click this button to open Cursor
Open in Cursor
Cursor asks you to confirm; click Install
Done
Fill in your key
In the Hermit CRM settings, HERMITCRM_DATA is empty; add your key and save
Paste the key only into the app’s field, never into a chat or to anyone
Done
Open the AI chat in Cursor in Agent mode
Done
Try it
Use Hermit CRM and tell me what you can do for me, then show me one thing
✓ If Cursor says it is using Hermit CRM or shows a Hermit CRM tool in the answer, you are connected

Menu names checked against Cursor’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with VS Code, with some setup first

You need a Hermit CRM key (sign up on the maker’s site, may cost money) · Install Python (uv) on your computer first (one time)

Install Python (uv)
One time only; it works for every server that needs Python (uv)
Open the Python (uv) download page ↗
Done
Sign up and create a Hermit CRM key
Open the maker’s site, sign up and create an API key for the next step. It may cost money.
Open the Hermit CRM site ↗
Done
Click this button to open VS Code
Open in VS Code
VS Code asks you to confirm; click Install
Done
Fill in your key
In the Hermit CRM settings, HERMITCRM_DATA is empty; add your key and save
Paste the key only into the app’s field, never into a chat or to anyone
Done
Open the AI chat in VS Code in Agent mode
Done
Try it
Use Hermit CRM and tell me what you can do for me, then show me one thing
✓ If VS Code says it is using Hermit CRM or shows a Hermit CRM tool in the answer, you are connected

Menu names checked against VS Code’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Other apps that use MCP, such as Windsurf, Zed or Gemini CLI, each add servers differently. See how in the app list.

See every app that uses MCP →

JSON settings are under “For developers” below

Stuck? Ask people who use Hermit CRM💬 Discussion →

For developers: Terminal commands and JSON settings

Installed on your computer

Claude Code

claude mcp add hermit-crm --env HERMITCRM_DATA=your-value -- uvx hermitcrm mcp

Claude Desktop (claude_desktop_config.json)

{
  "mcpServers": {
    "hermit-crm": {
      "command": "uvx",
      "args": [
        "hermitcrm",
        "mcp"
      ],
      "env": {
        "HERMITCRM_DATA": "your-value"
      }
    }
  }
}

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "hermit-crm": {
      "command": "uvx",
      "args": [
        "hermitcrm",
        "mcp"
      ],
      "env": {
        "HERMITCRM_DATA": "your-value"
      }
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "hermit-crm": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "hermitcrm",
        "mcp"
      ],
      "env": {
        "HERMITCRM_DATA": "your-value"
      }
    }
  }
}

Values you fill in

HERMITCRM_DATA required env
Path to your Hermit CRM data folder (made with `hermitcrm init`).

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

At a glance

GitHub stars i: 3
Downloads per weeki: 27/wk
Licence i: Apache-2.0
Connection: Runs on your computer
Transport: stdio
Latest versioni: 1.1.0
Categoryi: Marketing & social media
Published to registryi: Nov 9, 2026
Code last changedi: Nov 11, 2026
Maker: Hermit-CRM
Packages: pypi: hermitcrm
Repo: Hermit-CRM/hermit-crm
Website: hermitcrm.io
Registry status: Active

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Run on your computer in

Claude Goose LM Studio Msty Studio Cherry Studio Cursor VS Code + GitHub Copilot Visual Studio Windsurf (Devin Desktop)Zed Kiro Cline Continue JetBrains AI Assistant Claude Code Codex CLI Gemini CLI OpenCode nodecode Warp LibreChat Raycast

All apps, with pros and cons →

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 11, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account Hermit-CRM, which owns the repo
✓ Pass
Still maintained
Code last changed yesterday
✓ Pass
Has a licence
Uses Apache-2.0
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Discussion

Ask, share a tip or report that it does not work. Sorted by what people marked helpful.

No posts yet. Be the first to ask or share.

Posts here are written by users, not the PopNx team.

User reviews

No reviews yet

Compared with others in Marketing & social mediai

More stars than 93% of the other 3784 servers in this category
Published to the registry more recently than 90% of the other 3784 servers in this category
Basic checks equal to or better than 100% of the other 3784 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Hermit CRM safe?

It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: HERMITCRM_DATA

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed yesterday, and the latest version (1.1.0) reached the registry 2 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.

What can I use instead?

In the same category: PostHog MCP Server, Openshorts, Google Ads + Meta Ads + SEO/GEO MCP

Alternatives

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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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Install

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Hermit CRM

A free, local CRM for solopreneurs. Your pipeline, contacts and conversations live as Markdown files in git on your own Mac, with a web app for you and a CLI and MCP server for your AI agent. No account, no cloud, Apache 2.0.

Install it with your AI coding agent. Paste this into Claude Code, Codex, Cursor or any other:

Read https://raw.githubusercontent.com/Hermit-CRM/hermit-crm/main/INSTALL.md and set up Hermit CRM for me.

Prefer to type the commands yourself? See Install.

Pipeline	A company	Calendar

Alpha software. Hermit CRM is incomplete, it changes without notice, and

it has bugs nobody has found yet. It is free and comes with **no warranty of

any kind** — nobody is on the hook if it loses your data. Keep your own

backups, and check that they restore. Read DISCLAIMER.md

before you put real work in it.

Your CRM is a folder of Markdown files in git. Every company, contact and conversation is a small text file you can read, grep, edit and diff; every change the app makes is a commit, so the previous version of a file stays in git log and most mistakes are one git revert away. A local web app gives you a pipeline board, a calendar of next steps, message drafts and reports, and because the data is plain files with a small CLI, AI agents (Claude Code, Codex and others) can read and update your pipeline as easily as you can. Hermit CRM is built for one person: a founder, a freelancer, someone doing their own sales.

How it compares

A modest, factual comparison (checked September 2026; corrections welcome):

	Hermit CRM	HubSpot Free	Twenty	Obsidian CRM plugin
Data as Markdown files	Yes	No	No (Postgres)	Yes
Git history of every change	Yes, one commit per write	No (activity log)	No	Only with a git plugin
Web app	Yes, local	Yes, hosted	Yes	No (inside Obsidian)
Email capture	BCC/forward via Gmail IMAP	Yes (BCC, inbox sync)	Yes (Gmail/Outlook sync)	Depends on the plugin
AI-agent friendly	Plain files, CLI, AGENTS.md	Via API	Via API	Plain files
Self-hosted without Docker	Yes (`git clone` + `pip`)	No (SaaS only)	No (Docker Compose)	n/a (desktop app)
Multi-user teams	No	Yes	Yes	No

If you need a team CRM, use one of the others. If you want your pipeline in files you own, Hermit CRM is for you.

Install

With an AI assistant. Paste the line at the top of this page into Claude Code, Codex, Cursor or another AI coding tool, or unpack the download, open the folder in one and send it one message:

Read INSTALL.md and set up Hermit CRM for me.

It checks the machine, installs the command, makes your data folder, asks your name and sending addresses, and starts the app. It will not ask you for an app password or a calendar URL: those you type into the Settings page yourself, so they stay on your machine. INSTALL.md is the script it follows.

Hermit CRM runs on macOS. Linux works but is less tested.

By hand. You need Python 3.11 or newer and git:

git clone https://github.com/Hermit-CRM/hermit-crm.git && cd hermit-crm

python3 -m venv .venv && source .venv/bin/activate pip install . hermitcrm init ~/crm # a new data folder; asks 3 questions hermitcrm --data ~/crm serve # http://127.0.0.1:8765 hermitcrm --data ~/crm schedule install --serve # daily sync, web app always on

On Debian and Ubuntu, python3 -m venv needs the python3-venv package, and Ubuntu 22.04's Python (3.10) is too old; uv (uv tool install . from the clone) brings its own Python and avoids both.

A download is hermitcrm- .tar.gz and unpacks to hermitcrm- /, with a .sha256 beside it. Check it before you unpack:

shasum -a 256 -c hermitcrm-<version>.tar.gz.sha256   # macOS

sha256sum -c hermitcrm- .tar.gz.sha256 # Linux

Hermit CRM is also on PyPI: uv tool install hermitcrm (or pipx install hermitcrm) replaces the first three lines and gives you a hermitcrm command that works without activating the virtualenv.

hermitcrm init asks three questions: you (your name and sending addresses), BCC capture (the tracking address and its app password) and an online copy (an optional private git remote; local backups start with schedule install or Settings > Backup). Skip any of them; rerun with hermitcrm setup or open the Settings page (/settings) in the web app. Add --demo for thirteen fictional companies, --no-setup to skip the questions. Instead of --data you can set HERMITCRM_DATA=~/crm or run commands from inside the folder.

hermitcrm doctor checks the whole installation in one go. Every page of the web app has a Help link; hermitcrm help [topic] prints the same pages.

Your first company

Want to see a worked account first? The empty home page offers Look at a sample account (or run hermitcrm sample add): one made-up company with its people, messages, a deal on the pipeline and tasks, plus a pinned dashboard and a paused routine to show what you can build. A bar on every page says it is there; Remove it deletes it again in one commit (hermitcrm sample remove), and never touches your own companies.

With the app running at http://127.0.0.1:8765, click New company, type a name and a country, and save. Or do the same from the terminal:

hermitcrm --data ~/crm add company "Acme BV" --country NL --website acme.example.com

company acme created: companies/acme/company.md

Either way one file now exists, and it is the whole record:

~/crm/companies/acme/company.md

name: Acme BV slug: acme website: https://acme.example.com country: NL source: other stage: prospect stage_changed: 2026-09-17 ...

and one commit records it, company: acme created. Open the company page and add a contact, then log the first email:

hermitcrm --data ~/crm add contact acme "Jane Roe" --title CTO --email jane@example.com

hermitcrm --data ~/crm add interaction acme --channel email --direction out \ --contact jane-roe --subject "Intro" --body "Hi Jane, ..."

The contact becomes companies/acme/contacts/jane-roe.md, the mail becomes a file under companies/acme/interactions/, and Acme moves from prospect to engaged because you have now spoken to them. Three files, three commits, git log for the history. hermitcrm show acme prints the lot.

That is the entire data model: a folder per company, a file per contact and a file per conversation. Everything below is convenience on top of it.

Features

Pipeline board with stages of your own. The defaults are prospect, engaged, discovery, offer, won, lost, disqualified and temporarily disqualified (with a requalify date); rename, add, reorder or remove them in Settings, each with a role (open, won, lost, closed or parked).
Companies and contacts tables with column filters and sorting.
Follow-up radar on the home page: the threads where somebody wrote to you and you have not answered, and the ones where you wrote and nothing came back. Also hermitcrm followups.
Tasks: as many as you like per company or person, one table with date buttons and a filter per column, done dates kept. A company's next step is its task due first.
Calendar: every task on a month grid, meetings this week and Google Calendar links.
Pre-meeting brief under every upcoming meeting: stage, open next step, contacts and the last three interactions. Also hermitcrm brief.
Extension: a bookmarklet that turns the page you are looking at into a filled-in form: a company page into a new company, a LinkedIn profile you are logged in to into a new contact, read in your own tab. Nothing to install.
Timeline per company: email, LinkedIn, call, WhatsApp and meeting interactions, in or out, with bodies kept byte for byte.
Generate outreach per contact: one button opens Outreach with that person ready, in English, German, Dutch or French (by country; for Belgium from mails, website, postcode and titles). What you know about them is kept as notes the draft is written from, with wording you control in messages.toml.
Messages tab: every outbound message with its outcome (successful on a reply, unsuccessful after a window, or set by hand; the choices are outcomes in config.toml).
Reports: activity per week, funnel and conversion, time in stage, outcomes, message results by language and channel, data hygiene.
BCC import: BCC or forward mail to a Gmail address and it is logged on the right contact; unmatched mail waits on Home under To file.
Calendar import: past meetings from a secret ICS feed (no OAuth).
Import companies or contacts from CSV, TSV or .xlsx.
Ask Hermit: a question box on every page. The AI answers from the page you are on, or reads the whole data folder (read only) when the page is not enough; retry on the strong model with one click.
Night mode (on, off or follow the system) and a sidebar with icons.
On your phone: hermitcrm serve --host 0.0.0.0 puts the app on your local network. It has no password, so use a network you trust or a private one (Tailscale, WireGuard).
Enrichment: free "fetch from URL" (website or LinkedIn page), or any AI CLI you already use (claude, codex, gemini, grok or a custom command).
Stage history per company, reconstructable from git.
MCP server (hermitcrm mcp): read and write the CRM from Claude Desktop, ChatGPT, Cursor or anything else that speaks MCP, with no terminal. Ten read tools and seven write tools (records, Make it yours, bulk changes, undo), over stdio, with no extra dependency.
Feedback form at /help/feedback: writes a report into your folder with the version, counts and feature flags attached, and shows it to you to send. Nothing leaves your machine on its own, and no names or paths go in the report.
PIPELINE.md: a generated one-page summary for you and your agents.
Unknown front-matter keys are preserved, so other tools can add fields.

Configuration

hermitcrm init writes config.toml with every key commented out at its default. Uncomment what you want to change.

Key	Default	What it does
`owner_name`	`""`	Your name; its first word signs outreach drafts ({owner_first_name}).
`owner_email`	`""`	Your main email address (informational).

| port | 8765 | Port of the web app on 127.0

Only the beginning is shown; read the rest in the repo

Hermit CRM

Overview

What you can do with it

Install

Install Python (uv)

Sign up and create a Hermit CRM key

Open the Claude desktop app’s settings file

Paste these settings and save the file

Quit Claude and open it again

Try it

What you can do instead

Install Python (uv)

Sign up and create a Hermit CRM key

Open Terminal

Paste this command and press Enter

Type /mcp in Claude Code

Try it

Install Python (uv)

Sign up and create a Hermit CRM key

Click this button to open Cursor

Fill in your key

Open the AI chat in Cursor in Agent mode

Try it

Install Python (uv)

Sign up and create a Hermit CRM key

Click this button to open VS Code

Fill in your key

Open the AI chat in VS Code in Agent mode

Try it

Installed on your computer

Values you fill in

At a glance

Which apps can use it

Related guides

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Discussion

User reviews

Compared with others in Marketing & social mediai

Common questions

Alternatives

PostHog MCP Server

Openshorts

Google Ads + Meta Ads + SEO/GEO MCP

README from the maker

Hermit CRM

How it compares

Install

Your first company

company acme created: companies/acme/company.md

Features

Configuration