# NeonCRM MCP for AI Agents AI Agent Connect

> NeonCRM MCP lets you manage your non-profit's donor data, memberships, and fundraising events directly through your AI agent. It pulls real-time records for accounts, donations, and grants, making it easy to track constituent history without switching tabs. Perfect for non-profits that need to keep their records organized and accessible.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_PkfvbgoqgoaDI8OST0OSrRzy6Q2sk2W1GnmEMBf5/ai-agent-connect
- **Tags:** constituent-management, donation-tracking, membership-management, event-management, nonprofit-software

## Description

Connect your NeonCRM account to your AI agent and take control of your non-profit's constituent data and fundraising activities through natural conversation. Instead of digging through menus to find a specific donor's history, you can ask your agent to summarize their contributions or check their contact details. You can pull lists of upcoming fundraisers, look into grant applications, or see who's signed up for your next big event. It turns your CRM from a static database into a conversational tool. By using this through the Vinkius catalog, you get a direct line into your organization's heart. You'll spend less time clicking and more time actually helping your community. Imagine you're in a meeting and a donor asks about their previous giving. Instead of opening a laptop and navigating five different pages, you can just ask your agent to pull up their history. You can see if they've attended past galas or if their membership is currently active. This is a huge win for development teams who need to stay present in the room rather than staring at a screen. It also helps operations managers who need to pull data for grant reports without manually exporting CSV files every week. You get a clear, text-based summary of your organization's progress, making it much easier to share updates with your board or your supporters.

## Tools

### get_account
Get specific account details. You can quickly see a supporter's contact info and history.

### get_donation
Get donation details. Use this to find the specific amount and metadata for a single contribution.

### get_crm_event
Get specific event details. Pull the schedule and registration info for a specific fundraiser or gala.

### list_accounts
List NeonCRM accounts. See a complete list of all accounts stored in your CRM.

### list_custom_fields
List CRM custom fields. See all the unique data points you've added to your profiles.

### list_donations
List all donations. Get a full history of every financial contribution received.

### list_crm_events
List CRM events. View a list of all upcoming and past organization events.

### list_grants
List grant records. Pull a list of all grant applications and awards.

### list_memberships
List account memberships. See which supporters have active or historical memberships.

### list_contacts
List CRM contacts. View all the contact records for your non-profit's supporters.

## Prompt Examples

**Prompt:** 
```
Who are our top donors for the spring gala?
```

**Response:** 
```
I've pulled the donation history for the Spring Gala. Here are the top 5 contributors:

| Donor Name | Amount | Membership Level |
| :--- | :--- | :--- |
| Global Impact Foundation | $5,000.00 | Platinum |
| Sarah Jenkins | $2,500.00 | Gold |
| Tech for Good Inc. | $2,000.00 | Silver |
| Marcus Thorne | $1,500.00 | Gold |
| Elena Rodriguez | $1,200.00 | Bronze |

Would you like me to send a thank you summary to any of these donors?
```

**Prompt:** 
```
Show me the membership status for account 455.
```

**Response:** 
```
Checking account 455...

**Account Details:**
- **Name:** David Chen
- **Status:** Active
- **Membership Level:** Gold Member
- **Joined:** March 2021
- **Total Lifetime Giving:** $3,450.00

David has attended 3 events this year. Would you like to see the registration list for the upcoming gala?
```

**Prompt:** 
```
What grants have we been awarded recently?
```

**Response:** 
```
I've retrieved the latest grant records from your CRM:

- **Community Garden Grant**: $15,000 (Awarded: Jan 2026)
- **Youth Literacy Initiative**: $25,000 (Awarded: Feb 2026)
- **Urban Reforestation Award**: $10,000 (Awarded: March 2026)

Total awards for this quarter: **$50,000**.
```

## Capabilities

### Pull donor profiles
Get full details on accounts and contacts instantly.

### Track money
See a history of all financial contributions and specific donation metadata.

### Monitor memberships
Check who's currently active or has a history with your organization.

### Manage event logs
See all organization events like galas or fundraisers along with registration info.

### Review grants
Inspect all grant applications and awards in one go.

### Access custom data
Retrieve any specific custom fields you've set up in your CRM.

## Use Cases

### Checking donor status before a meeting
A director needs to know if a donor is a gold member before a meeting. They ask the agent for account 987's details to see their status and history.

### Verifying event registration counts
A fundraiser wants to see how many people are coming to the gala. They use list_crm_events to find the gala and see the registration count.

### Compiling grant award summaries
An ops manager needs to report on all grants won this year. They pull the list of grants and have the agent summarize the totals.

### Identifying high-impact supporters
A dev team is making cold calls and needs to see recent donations. They use list_donations to identify high-impact supporters quickly.

## Benefits

- Stop switching tabs by getting donor history and contact details directly in your AI chat using get_account.
- Quickly summarize your fundraising progress with list_donations to see total contributions and specific donor highlights.
- Keep your events organized by checking registrations and dates with list_crm_events for every gala or fundraiser.
- Simplify grant reporting by pulling all award records using list_grants to see what your organization has won.
- Get a clear view of your supporter base with list_memberships to see who's active and who's ready for an upgrade.
- Access your unique data points without extra work by using list_custom_fields to see every custom metric you track.

## How It Works

The bottom line is it puts your non-profit's data into a conversational interface so you can stop manual searching.

1. Subscribe to the NeonCRM MCP on Vinkius.
2. Provide your NeonCRM Organization ID and API Key.
3. Ask your AI client to pull donor lists, check memberships, or summarize event registrations.

## Frequently Asked Questions

**Can NeonCRM MCP help me track my non-profit's donations?**
Yes, it pulls the full history of every financial contribution received in your CRM. You can ask your agent to summarize totals or find specific donation details instantly.

**How do I see my event registrations with NeonCRM MCP?**
The Connector can list all your organization's events, like galas or fundraisers. You can then ask your agent to show you the specific registration details for any of them.

**Can I use NeonCRM MCP to check if a donor is a member?**
Yes, it can pull membership records for your supporters. Your agent can quickly tell you if a specific donor is active and what their membership level is.

**Does NeonCRM MCP work with my custom data fields?**
Yes, it can retrieve both standard and custom data fields that you've defined in your CRM profiles, ensuring your agent has access to all your unique metrics.

**How does NeonCRM MCP help with grant reporting?**
It allows you to list and inspect all grant applications and awards. You can ask your agent to summarize your wins or pull a list of pending grants for your reports.

**How do I find my NeonCRM Organization ID?**
Your Organization ID (Org ID) is found in your NeonCRM instance URL: https://[OrgID].neoncrm.com.

**Where do I generate an API Key?**
In your NeonCRM dashboard, navigate to Settings > Global Settings > API Settings to find or create your API keys.

**Can I see custom field data?**
Yes! The `get_account` and `get_donation` tools will return custom field values if they are populated, and you can list all available fields using `list_custom_fields`.