Hermit CRM

Name: Hermit CRM
Author: Hermit-CRM

by Hermit-CRMversion 1.0.0i★ –iRuns on your computer

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

Install

Overview

Description from the maker (original English)

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

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: HERMITCRM_DATA

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

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

Run this in your terminal

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

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

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.

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 6, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account Hermit-CRM, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– 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

Compared with others in Marketing & social mediai

More stars than 0% of the other 2969 servers in this category
Published to the registry more recently than 76% of the other 2969 servers in this category
Basic checks equal to or better than 100% of the other 2969 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 1 of 1 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 –, and the latest version (1.0.0) reached the registry 10 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: MCP YouTube Transcript, Google Analytics MCP, BibiGPT YouTube Video Summarizer

Alternatives

Servers in the same category from other makers, sorted by stars.

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

MCP YouTube Transcript

by jkawamoto

An MCP server retrieving transcripts of YouTube videos

Runs on your computer★ 495MITUpdated 9 days ago

Install

Google Analytics MCP

by surendranb

GA4 MCP server for AI agents: schema discovery, server-side aggregation, analysis-ready defaults.

Runs on your computer★ 244MITUpdated 9 days ago

Install

BibiGPT YouTube Video Summarizer

by JimmyLv

AI video summarizer: summarize and transcribe YouTube, Bilibili, TikTok and podcast videos.

Runs in the cloud★ 137MITUpdated 10 days ago

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

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

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

Compared with others in Marketing & social mediai

Common questions

Alternatives

MCP YouTube Transcript

Google Analytics MCP

BibiGPT YouTube Video Summarizer

README from the maker

Hermit CRM

How it compares

Install

Your first company

company acme created: companies/acme/company.md

Features

Configuration