# Bloomerang MCP for AI Agents AI Agent Connect > Bloomerang MCP. Manage donors, donations, and fundraising campaigns directly from any AI agent. This Connector lets you pull donor profiles, check transaction histories, and track campaign progress without switching tabs or exporting CSV files. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TzeBOiOG8a99e1BaLZoNVjH2MhOZNhtPso3i57hR/ai-agent-connect - **Tags:** donor-management, fundraising, constituent-tracking, donation-processing, nonprofit-crm, pledge-management ## Description This Connector connects your Bloomerang donor management system to your AI client so you can handle non-profit fundraising and donor engagement through natural conversation. Instead of hunting through separate CRM tabs to find a specific foundation's history or a recurring payment status, you just ask your agent. It pulls up notes from past events, checks if a pledge is paid, or lists your active fundraising appeals in seconds. You can get a summary of a constituent's history while you're in the middle of a meeting or draft a personalized thank-you letter based on their specific giving patterns. It's designed to handle the heavy lifting of donor data management so you can focus on building relationships. By including this in the Vinkius catalog, you turn your static database into a conversational tool. You can see if a specific fund is hitting its goal or get a quick look at your organization's core CRM data without ever leaving your workspace. ## Tools ### list_campaigns See all your active fundraising campaigns at once. Use this to quickly check which initiatives are currently live. ### create_constituent Add a new individual donor to your database. This helps you keep your records current without manual data entry. ### list_constituents Get a full list of your donors and organizations. It's the fastest way to see who is in your system. ### list_tasks View all pending tasks associated with your constituents. This helps you stay on top of follow ups and outreach. ### list_transactions Pull a list of all donation transactions. You can use this to audit payments or check recent giving trends. ### get_constituent Look up the specific details of one donor. This provides a deep dive into an individual's history and profile. ### get_transaction View the specific details of a single transaction. This is useful for verifying payment amounts and dates. ### list_appeals See all your fundraising appeals. Use this to review the different ways you're asking for support. ### list_funds View all the different funds you're tracking. This helps you see how money is being allocated across your organization. ### list_notes Pull up all the notes associated with your constituents. This keeps your team's history and insights organized. ## Prompt Examples **Prompt:** ``` Who are our top donors in Bloomerang? ``` **Response:** ``` I've pulled the most recent donor profiles from your records: | Donor Name | ID | Status | | :--- | :--- | :--- | | Alice Johnson | con_1 | Active | | Global Foundation | con_2 | Active | | Mark Smith | con_3 | Active | Would you like to see the transaction history for any of these specifically? ``` **Prompt:** ``` List our active fundraising campaigns. ``` **Response:** ``` You have 2 active campaigns currently running: * **Annual Fund 2024** (ID: camp_1) * **Capital Building Project** (ID: camp_2) I can also pull the details for your specific fundraising appeals if you'd like. ``` **Prompt:** ``` What was the last transaction for the Global Foundation? ``` **Response:** ``` I found the most recent transaction for the **Global Foundation**: * **Amount:** $1,000.00 * **Type:** Pledge Payment * **Date:** 2026-07-10 Would you like me to list all other transactions for this organization? ``` ## Capabilities ### Pull donor profiles Get detailed information on individuals and organizations in your database. ### Check transaction history View donation records, pledge payments, and recurring gift details. ### Track fundraising campaigns Monitor your active appeals and funds to see your progress. ### Access constituent notes Retrieve all notes and tasks associated with your donors. ### Monitor fund allocations See how money is distributed across your different fundraising funds. ### Create donor records Add new individual constituents to your CRM using plain text. ## Use Cases ### Checking a foundation's pledge history A development director needs to know if a foundation reached their pledge. They ask the agent to check the transaction history for that specific organization using get_transaction. ### Preparing for a donor call A donor relations team member is preparing for a call. They ask the agent to find all notes and tasks for a specific individual donor using list_notes and list_tasks. ### Auditing recent donations An operations manager needs to verify the last five payments. They ask the agent to pull the list of transactions using list_transactions. ### Adding a new donor on the fly A fundraiser meets a new donor and wants to record it immediately. They tell the agent the donor's name and details and use create_constituent to add them. ## Benefits - Stop switching tabs between your CRM and your workspace by using list_constituents and get_constituent to pull data instantly. - Audit donation history faster by using list_transactions and get_transaction to see payment details without manual searching. - Keep your outreach organized by using list_tasks and list_notes to see what needs to be done for specific donors. - Track your progress in real time using list_campaigns and list_appeals to see which fundraising efforts are performing. - Manage your organization's money better by using list_funds to see exactly where donations are being allocated. - Add new donors quickly by using create_constituent to put new information into your system via a simple chat command. ## How It Works The bottom line is you get a conversational interface for your entire Bloomerang donor database. 1. Subscribe to the Bloomerang MCP on Vinkius. 2. Enter your Bloomerang API Key in the configuration settings. 3. Ask your AI client to find donors, check transactions, or list campaigns. ## Frequently Asked Questions **Can I use Bloomerang MCP to see my donor notes?** Yes, you can pull up all notes associated with your constituents. This helps you keep your team's history and insights organized in one place. **Does Bloomerang MCP work with Claude?** Yes, it works with Claude and any other MCP-compatible client. You can connect it to your preferred workspace and start asking questions. **Can I add new donors using this?** You can create new individual constituents directly through your AI client. Just provide the donor's details and the agent will handle the entry. **How do I see my campaign progress?** You can ask your agent to list your active campaigns or fundraising appeals. It will pull the current status and IDs directly from Bloomerang. **Can I check specific donation amounts?** Yes, you can query specific transaction details or list all transactions to see your recent giving trends and payment histories. **Is my donor data safe with Bloomerang MCP?** Your data remains secure. The Connector uses your Bloomerang API key to connect your account to your AI client, ensuring only authorized actions occur. **Can I check the total donation history for a specific donor?** Yes! Use the `get_constituent` tool with the Constituent ID to see their core profile, and use `list_transactions` to audit their individual gifts and pledges recorded in Bloomerang. **How do I list all active fundraising campaigns?** Simply ask the agent to `list_campaigns`. It will retrieve all fundraising campaigns configured in your Bloomerang CRM for your review. **Does the integration allow creating new donation transactions?** Currently, the toolset focuses on querying and auditing (listing constituents, checking transactions). For processing active payments and creating complex financial records, we recommend using the Bloomerang web interface or official forms.