# Qgiv AI Agent Connect

> Qgiv MCP for AI agents. Manage donation forms, custom fields, suggested amounts, and account settings directly from your AI client. Let your agent handle the heavy lifting of nonprofit fundraising admin so you can focus on your mission.

## Overview
- **Category:** payment-processing
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_c93l2mu6xAUYSPSOAhyxxPNValrwonQLly7L8Skj/ai-agent-connect
- **Tags:** donation-forms, fundraising-tools, custom-fields, nonprofit-management, form-cloning

## Description

This Qgiv MCP connects your account to your AI agent to handle the tedious parts of nonprofit fundraising. Instead of jumping between tabs to build a new campaign, you can just tell your agent what you need. You can ask it to clone a successful past form, update the wording on your main page, or set up new suggested donation tiers. It handles the configuration in the background so you don't have to worry about missing a custom field or a specific dedication type. Because Vinkius hosts this Connector, you can plug it into your daily workflow to audit recurring donation profiles, check recent refunds, or pull transaction histories. It turns your AI into a functional member of your operations team, letting you move from manual data entry to high-level management. You can manage everything from organization-level settings to specific kiosk menus and ticket packages. Whether you are launching a seasonal drive or auditing your payout summaries, the goal is the same: getting the right information in front of you without the manual clicking. You can manage specific dedication fields for memorial funds or create custom fields to gather vital donor data like how people heard about you. It also handles the management of pledges and Peer-to-Peer registrations, giving you a clear view of your community's involvement. By moving these tasks to a conversational interface, you eliminate the risk of human error during high-pressure fundraising moments.

## Tools

### get_refunds_by_dates
Get a list of refunds within a specific date range. Use this to reconcile recent payout discrepancies.

### list_dedication_fields
See all custom dedication fields used on your forms. Use this to manage how donors honor others.

### list_dedication_types
List all dedication types like In Honor Of. Use this to see the options available to your donors.

### list_events
View all custom events and ticket packages. Use this to see what's currently available for registration.

### list_recurring_profiles_by_status
Filter recurring donation profiles by their current status. Use this to identify active donors.

### update_kiosk
Edit the settings for a specific kiosk. Use this to manage your physical donation points.

### update_pledge
Modify the details of a specific pledge. Use this to update committed donation amounts.

### get_widget
Fetch a specific widget's details using its ID. Use this to check custom form elements.

### list_custom_amounts
See all custom suggested donation amounts currently active. Use this to review your current giving tiers.

### list_custom_fields
View all custom fields currently on your donation forms. This helps you audit what data you are collecting.

### list_pledges
Pull a list of all current pledges. Use this to track committed but unfulfilled donations.

### get_registration
Retrieve a specific Peer-to-Peer registration using its ID. This helps you find specific participant details.

### get_registrations_by_dates
Pull Peer-to-Peer registrations filtered by date. Use this to see how many people signed up during a drive.

### get_report_mapping
Fetch details for a specific report mapping by ID. This helps you manage how data flows to other systems.

### get_restriction
Pull data for a specific fund restriction by ID. Use this to check designation details.

### get_statement
Retrieve a specific financial statement by ID. This is useful for pulling payout summaries.

### get_transactions_after
Find transactions that occurred after a specific ID. Use this to continue an audit from a certain point.

### get_transactions_by_dates
List transactions that happened within a chosen date range. This gives you a quick snapshot of recent giving.

### list_kiosks
See all kiosk settings and navigation menus. Use this to check in-person giving configurations.

### list_recurring_profiles
See every recurring donation profile in your account. Use this to audit your long-term giving base.

### list_report_mappings
List all report mappings for your third-party integrations. Use this to manage your external data connections.

### list_restrictions
See all active fund restrictions and designations. Use this to verify where money is being directed.

### list_statements
List all financial statements and payout summaries. Use this to get a bird's eye view of your finances.

### list_widgets
See all custom widgets associated with your forms. Use this to check specialized form components.

### update_account_settings
Change organization and form-level settings in one go. Use this to push global updates to your account.

### update_custom_amount
Modify a specific custom suggested donation amount. Use this to adjust your giving tiers on the fly.

### update_custom_field
Edit a specific custom field on a donation form. Use this to change questions you ask your donors.

### update_dedication_field
Modify a specific custom dedication field. Use this to change how memorial gifts are handled.

### update_dedication_type
Edit a specific dedication type. Use this to add or change honorific options for donors.

### update_event
Modify the details of a specific event. Use this to change dates or descriptions for registrations.

### update_form_wording
Change the custom wording on your organization's forms. Use this to update your messaging instantly.

### update_report_mapping
Edit a specific report mapping. Use this to adjust how your data is exported to other tools.

### update_restriction
Modify a specific fund restriction. Use this to change where specific funds are allocated.

### create_custom_amount
Add a new custom suggested donation amount. Use this to create new giving tiers for a campaign.

### create_custom_field
Add a new custom field to your donation forms. Use this to start collecting new types of donor info.

### create_dedication_field
Create a new custom dedication field. Use this to add new ways for donors to honor others.

### create_dedication_type
Add a new dedication type to your account. Use this to expand the honorific options for your donors.

### create_kiosk
Set up a new kiosk. Use this to add new physical points for donation collection.

### create_pledge
Create a new pledge record. Use this to log a commitment from a major donor.

### create_report_mapping
Create a new report mapping. Use this to set up a new data export for your accounting.

### create_restriction
Create a new fund restriction. Use this to set up new designations for incoming donations.

### get_account_settings
Fetch your current organization and form-level settings. Use this to see how your account is configured.

### get_custom_amount
Pull the details of a specific custom amount by ID. Use this to check the details of a specific tier.

### get_custom_field
Pull the details of a specific custom field by ID. Use this to see the properties of a specific question.

### get_dedication_field
Pull the details of a specific dedication field by ID. Use this to check dedication settings.

### get_dedication_type
Pull the details of a specific dedication type by ID. Use this to see the details of an honorific option.

### get_event
Pull the details of a specific event by ID. Use this to check registration details for a specific drive.

### get_form_wording
Fetch the current custom wording on your forms. Use this to see exactly what donors are seeing.

### get_kiosk
Pull the details of a specific kiosk by ID. Use this to check the configuration of a physical kiosk.

### get_last_refunds
See the most recent N refunds. Use this to quickly check the last few processed refunds.

### get_last_registrations
See the most recent N Peer-to-Peer registrations. Use this to see who has signed up most recently.

### get_last_transactions
See the most recent N transactions. Use this to verify that recent donations are processing correctly.

### get_latest_statement
Fetch the most recent financial statement. Use this to get your latest payout summary.

### get_pledge
Pull the details of a specific pledge by ID. Use this to check the status of a specific donor's commitment.

### get_recurring_profile
Pull the details of a specific recurring profile by ID. Use this to see the details of a specific monthly donor.

### get_refund
Pull the details of a specific refund by ID. Use this to check the status of a single refund.

### get_refunds_after
Find refunds that happened after a specific ID. Use this to continue checking a list of refunds.

### clone_form
Create an exact copy of an existing donation form. Use this to launch new campaigns in seconds.

## Prompt Examples

**Prompt:** 
```
Show me the custom donation amounts we have set up.
```

**Response:** 
```
I've pulled your custom suggested donation amounts. Here are the tiers currently active on your account:

| Amount | Label | Status |
| :--- | :--- | :--- |
| $10 | General Support | Active |
| $25 | Monthly Donor | Active |
| $50 | Impact Partner | Active |
| $100 | Champion | Active |

Would you like to add a new tier or modify one of these?
```

**Prompt:** 
```
Update the wording on our main form to mention the new community center.
```

**Response:** 
```
I've updated the custom wording on your organization's main donation forms. The new text now highlights the community center project. Is there anything else you'd like to change on the form?
```

**Prompt:** 
```
List the last 5 refunds we received.
```

**Response:** 
```
Here are the 5 most recent refunds processed:

* **Refund #8821** - $45.00 (Processed: Oct 12)
* **Refund #8819** - $120.00 (Processed: Oct 11)
* **Refund #8815** - $12.50 (Processed: Oct 10)
* **Refund #8812** - $300.00 (Processed: Oct 09)
* **Refund #8810** - $50.00 (Processed: Oct 08)
```

## Capabilities

### Clone donation forms
Create a new campaign by copying the settings and wording from a previous successful form.

### Update account settings
Modify organization-level and form-level configurations through simple text commands.

### Manage donation tiers
Create, list, and update custom suggested donation amounts for your donors.

### Configure custom fields
Add and manage custom data collection fields and dedication types on your forms.

### Audit transaction history
Retrieve recent refunds, pledges, and transaction summaries by specific date ranges.

### Manage kiosk settings
Update navigation menus and kiosk configurations for in-person fundraising events.

## Use Cases

### Emergency Fund Launch
A manager needs to create a new form for a disaster. They ask the agent to `clone_form` from a previous emergency drive and `update_form_wording` with the new location details.

### Donor Tier Update
A fundraiser wants to add a $250 suggested amount. They ask the agent to `list_custom_amounts` and then `create_custom_amount` for the new tier.

### Audit Trail
An admin needs to check recent activity. They ask the agent to `get_last_transactions` and `get_last_refunds` to verify a payout.

### Field Management
An ops person needs to add a 'How did you hear about us?' question. They ask the agent to `create_custom_field` on the main donation form.

## Benefits

- Launch new campaigns in seconds by using `clone_form` to copy every detail from a previous success without manual entry.
- Update organization-wide rules instantly with `update_account_settings` to keep your nonprofit's configuration current.
- Create and manage giving tiers on the fly using `create_custom_amount` and `list_custom_amounts` to optimize donor giving.
- Change your public messaging instantly with `update_form_wording` without ever having to navigate through dashboard menus.
- Keep your books accurate by quickly pulling transaction history and refunds using `get_transactions_by_dates` and `get_refunds_by_dates`.
- Manage physical giving points with ease using `update_kiosk` to keep your in-person navigation menus up to date.

## How It Works

The bottom line is you stop clicking through dashboards and start managing your fundraising via direct commands.

1. Subscribe to the Qgiv MCP on the Vinkius Marketplace.
2. Enter your Qgiv API Token into your AI client.
3. Ask your agent to update form wording, list pledges, or pull transaction reports.

## Frequently Asked Questions

**Can the Qgiv MCP help me create new donation forms?**
Yes, it allows you to clone existing forms instantly. This means you can launch new campaigns by copying the settings and wording from a successful past drive without manual setup.

**How do I update my nonprofit's account settings?**
You can simply tell your AI agent what settings you want to change. It will update your organization and form-level configurations directly through the Connector.

**Can I manage suggested donation amounts?**
Yes, you can list, create, and update custom suggested donation amounts. This helps you manage your giving tiers through a conversational interface.

**Does this help with Peer-to-Peer registrations?**
Yes, it can pull Peer-to-Peer registrations filtered by date. This makes it easy to see how many people signed up during specific fundraising events.

**Can I use this to audit my recent transactions?**
Yes, you can ask your agent to pull transaction history or refund lists for specific dates. It provides a quick way to check recent activity without digging through dashboards.

**How do I add custom fields to my forms?**
You can ask your agent to create new custom fields on your donation forms. This is a fast way to start collecting specific donor data like referral sources.

**How do I clone an existing donation form using the AI?**
You can use the `clone_form` tool. Provide the JSON payload containing the details of the form you wish to clone, and the agent will handle the cloning process for you.

**Can I view and update the custom suggested donation amounts on my forms?**
Yes. You can list all custom suggested amounts using `list_custom_amounts`, retrieve a specific one with `get_custom_amount`, or update an existing amount using `update_custom_amount`.

**How do I manage custom fields on my donation forms?**
You can list all custom fields using `list_custom_fields`, retrieve a specific field's details with `get_custom_field`, or create and update fields using `create_custom_field` and `update_custom_field`.