# Evergiving Fundraising MCP for AI Agents AI Agent Connect > Evergiving Fundraising MCP lets your AI agent manage the heavy lifting of non-profit fundraising. It pulls donation records, tracks campaign progress, and monitors field marketing schedules directly from the Evergiving API. Use it to get real-time updates on recurring pledges or see where your field staff are stationed without switching tabs. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_gOg16EyTkEW42Zh2gZwSDmft0YgT5g0vbs1Yua0R/ai-agent-connect - **Tags:** donation-management, fundraising-campaigns, field-marketing, recurring-donations, donor-tracking ## Description Managing a non-profit's funds usually means jumping between different tabs to see how a campaign is actually doing. You might have one tab for your donation records, another for your field team's locations, and a third one for your campaign goals. Copy-pasting these numbers into a report is a tedious cycle that eats up your day. This Connector changes that by letting your AI client handle the data retrieval for you. Instead of hunting for specific donation statuses or trying to calculate conversion rates manually, you can just ask your agent to pull those numbers. It gives you a clear view of your donation volume and the health of your recurring pledges in plain English. You can also keep tabs on your field marketing operations, checking where your team is scheduled to be and what they're working on. By connecting this to the Vinkius catalog, you get a reliable way to keep your fundraising strategy moving without the administrative overhead of manual data entry. It turns your AI into a functional member of your operations team that knows your donation history and campaign goals inside out. You can get updates on donor history, track new pledges, and see your field staff's locations without ever leaving your chat window. ## Tools ### get_evergiving_account_metadata Get your account limits and metadata. This helps you stay within your plan's boundaries while managing data. ### get_campaign_performance_summary See the performance metrics for a specific campaign. Use this to see how close you are to your goal. ### get_donation_detailed_data Get specific info on a single donation or pledge. This is perfect for looking up a single donor's history. ### quick_fundraising_volume_audit Get a high-level summary of donations and active fundraisers. Use this for a fast pulse check on your overall activity. ### list_fundraising_campaigns List all active fundraising campaigns. This gives you a bird's-eye view of everything currently running. ### list_fundraising_donations List all donations and pledges. Use this to see the full history of money coming into your account. ### list_active_fundraisers List all registered fundraisers and field staff. Use this to see who is currently active in the field. ### list_pending_payment_donations Identify donations that are pending or incomplete. This helps you follow up on stuck payments quickly. ### list_active_recurring_pledges Identify donations set up as recurring pledges. Use this to track your steady monthly or annual income. ### list_field_marketing_schedules List all active schedules and locations. This keeps your field team organized and on track. ## Prompt Examples **Prompt:** ``` How is our 'Spring Clean' campaign doing? ``` **Response:** ``` The 'Spring Clean' campaign is currently performing well. Here are the key metrics: - **Total Raised**: $14,200 - **Goal**: $20,000 - **Conversion Rate**: 4.2% Would you like me to pull the full performance summary or see the list of active fundraisers for this campaign? ``` **Prompt:** ``` Are there any donations that haven't gone through yet? ``` **Response:** ``` I've found 3 donations that are currently in a 'Pending' or 'Incomplete' status. | Donor Name | Amount | Status | | :--- | :--- | :--- | | Sarah Jenkins | $50.00 | Pending | | Mark Lee | $125.00 | Incomplete | | Jordan Smith | $20.00 | Pending | Should I pull the detailed data for any of these? ``` **Prompt:** ``` Where is the field team scheduled to be today? ``` **Response:** ``` Here are the active schedules for your field fundraisers today: - **Downtown Plaza**: 9:00 AM - 5:00 PM (Assigned to Children's Health) - **Northside Park**: 10:00 AM - 3:00 PM (Assigned to Winter Shelter) Would you like to see the full list of registered fundraisers? ``` ## Capabilities ### Pull donation records Get specific payment statuses and donor details for any pledge. ### Track campaign progress See real-time conversion rates and total funds raised. ### Monitor field staff View active schedules and locations for your field fundraisers. ### Audit account health Get high-level summaries of your donation volume and recurring pledges. ### Identify pending payments Quickly find donations that are incomplete or still processing. ### List active campaigns See every live fundraising effort in your account at once. ## Use Cases ### Checking campaign success A manager needs to see if a specific campaign is hitting its goal. They ask the agent for the performance summary of the 'Winter Drive'. ### Donor research A donor relations person needs to check a pledge. They ask the agent to pull the detailed data for a specific donor's recurring gift. ### Field team coordination An ops lead needs to know where the team is. They ask the agent to list all active schedules for the field fundraisers. ### Quick volume audit A treasurer needs a quick audit. They ask the agent to run a volume audit to see the total donation count for the month. ## Benefits - Stop manual data entry by using list_fundraising_donations to pull history instantly. - Get faster campaign updates with get_campaign_performance_summary to see conversion rates. - Manage your team better by viewing schedules with list_field_marketing_schedules. - Identify stuck payments faster using list_pending_payment_donations to improve your success rate. - Monitor steady income by checking list_active_recurring_pledges for your monthly goals. - Get a full audit of your account health with quick_fundraising_volume_audit in seconds. ## How It Works The bottom line is you get a direct line to your fundraising data through a simple chat interface. 1. Connect the Evergiving Fundraising MCP to your AI client. 2. Enter your Evergiving API Key from your account settings. 3. Ask your agent to pull donation stats or campaign summaries. ## Frequently Asked Questions **Can Evergiving Fundraising MCP help me track my non-profit's donation history?** Yes, it lets your AI agent pull and list all your donations and pledges. You can ask for specific donor details or a high-level audit of your total donation volume. **How do I use Evergiving Fundraising MCP to see if my campaigns are hitting their goals?** You can ask your agent to pull the performance summary for any specific campaign. It will show you the total raised, your goal progress, and current conversion rates. **Can I monitor my field marketing team with Evergiving Fundraising MCP?** Yes, this Connector connects to your field marketing schedules and locations. Your agent can list where your fundraisers are stationed and what their current assignments are. **Will Evergiving Fundraising MCP show me recurring monthly pledges?** Yes, it can specifically identify and list your active recurring pledges. This makes it easy to see your steady monthly or annual income at a glance. **Is Evergiving Fundraising MCP good for catching failed payments?** It's great for this. You can ask your agent to list all pending or incomplete donations so you can follow up on those payments quickly. **How do I get my Evergiving API key to set up Evergiving Fundraising MCP?** You can find your API key in your Evergiving account settings. Once you have it, you can provide it to your AI client to authorize the connection. **How do I get an Evergiving API Key?** Log in to your Evergiving account, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. Ensure your account has the necessary permissions for API access. **Can the agent process live payments?** This integration currently focuses on listing and auditing donations, campaigns, and staff. Processing live credit card or direct debit transactions should be handled via the Evergiving secure mobile app or web portal to ensure PCI compliance. **Does the integration show recurring status?** Yes, you can use the list_active_recurring_pledges tool to retrieve information on monthly or annual donations and check their current billing frequency.