# Qgiv MCP for AI Agents AI Agent Connect > Qgiv lets you manage your nonprofit donation forms, custom fields, and suggested giving amounts through your AI agent. Instead of clicking through a complex dashboard, you can update organization settings, clone successful campaigns, and audit transaction history using natural language. It connects your fundraising tools directly to your agent for faster updates. ## 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 Most nonprofit admins spend way too much time tab-switching between their fundraising platform and their internal notes. When a new campaign hits, you shouldn't have to manually rebuild a form from scratch or double-check every custom field again. This Connector changes that by putting your entire Qgiv account into a conversation. You can tell your agent to grab the settings from last year's successful gala and spin up a new page in seconds. If you need to adjust the suggested giving tiers or tweak the wording on a dedication field, you just ask. It handles the heavy lifting of navigating the backend so you can stay focused on the actual fundraising. It's one of the many tools available in the Vinkius catalog that helps bridge the gap between your data and your daily work. Instead of wrestling with menus, you're just talking to your agent to get the job done. You can manage your organization settings, pull reports on transactions, or create new pledges without ever opening a new browser tab. It turns your fundraising backend into a conversational workspace. ## Tools ### get_refunds_by_dates Get a list of refunds from a specific date range. This helps you audit your records quickly. ### list_dedication_fields List custom dedication fields. Use this to see how donors can honor others. ### list_dedication_types List dedication types like 'In Honor Of'. Use this to see your available dedication options. ### list_events List custom events and ticket packages. This is handy for managing multi-part fundraising drives. ### list_recurring_profiles_by_status List recurring donation profiles by their current status. This helps you track active monthly donors. ### update_kiosk Update a specific kiosk. Use this to change your physical kiosk navigation. ### update_pledge Update a specific pledge. Use this to modify a donor's promised gift. ### get_widget Get a specific widget by ID. This is useful for checking your form elements. ### list_custom_amounts List all your custom suggested donation amounts. Use this to see your current giving tiers. ### list_custom_fields List all custom fields on your donation forms. This helps you see what data you are collecting. ### list_pledges List all current pledges. Use this to see your upcoming promised donations. ### get_registration Pull a specific Peer-to-Peer registration using its ID. Use this to look up individual participant details. ### get_registrations_by_dates Get all Peer-to-Peer registrations from a specific date range. This is great for checking seasonal signups. ### get_report_mapping Get a specific report mapping by ID. Use this to check how your data connects to third-party tools. ### get_restriction Get a specific restriction by ID. This helps you see how specific funds are designated. ### get_statement Get a specific statement by ID. Use this to pull payout summaries for your records. ### get_transactions_after Get transactions that occurred after a specific Transaction ID. This helps you trace a sequence of payments. ### get_transactions_by_dates Get a list of transactions from a specific date range. Use this to check your recent donation history. ### list_kiosks List kiosk settings and navigation menus. Use this to check your physical location setup. ### list_recurring_profiles List all recurring donation profiles. Use this to see your entire base of monthly supporters. ### list_report_mappings List report mappings for third-party integrations. Use this to check your data sync settings. ### list_restrictions List fund restrictions and designations. Use this to see how your money is earmarked. ### list_statements List financial statements and payout summaries. Use this to get a high-level view of your funds. ### list_widgets List custom widgets associated with your forms. Use this to see your form components. ### update_account_settings Update organization and form-level settings. Use this to change your general account configuration. ### update_custom_amount Update a specific custom suggested donation amount. Use this to change your giving tiers. ### update_custom_field Update a custom field on your donation forms. Use this to change the questions you ask donors. ### update_dedication_field Update a custom dedication field. Use this to modify your 'In Honor Of' options. ### update_dedication_type Update a dedication type. Use this to change the wording of your dedication categories. ### update_event Update a specific event. Use this to change details on a specific fundraising event. ### update_form_wording Update custom wording on organization forms. Use this to change the text on your donation pages. ### update_report_mapping Update a specific report mapping. Use this to fix your third-party data sync. ### update_restriction Update a specific restriction. Use this to change how a fund is designated. ### create_custom_amount Create new custom suggested donation amounts. Use this to add new giving tiers. ### create_custom_field Create new custom fields on your donation forms. Use this to start collecting new donor info. ### create_dedication_field Create new custom dedication fields. Use this to add new ways for donors to honor others. ### create_dedication_type Create new dedication types. Use this to add new categories like 'In Memory Of'. ### create_kiosk Create a new kiosk. Use this to set up a new physical location menu. ### create_pledge Create new pledges. Use this to record a donor's promise of a future gift. ### create_report_mapping Create new report mappings. Use this to set up new data syncs with other tools. ### create_restriction Create new fund restrictions. Use this to earmark money for a specific cause. ### get_account_settings Get organization and form-level settings. Use this to see your current account configuration. ### get_custom_amount Get a specific custom amount by ID. Use this to see the details of one giving tier. ### get_custom_field Get a specific custom field by ID. Use this to see the details of a specific form question. ### get_dedication_field Get a specific dedication field by ID. Use this to see details on a dedication option. ### get_dedication_type Get a specific dedication type by ID. Use this to see details on a dedication category. ### get_event Get a specific event by ID. Use this to see the details of a fundraising event. ### get_form_wording Get custom wording on organization forms. Use this to see what your donation pages currently say. ### get_kiosk Get a specific kiosk by ID. Use this to see the details of a physical kiosk. ### get_last_refunds Get the last N refunds. Use this to quickly check your most recent returns. ### get_last_registrations Get the last N Peer-to-Peer registrations. Use this to see the most recent signups. ### get_last_transactions Get the last N transactions. Use this to check the most recent donations coming in. ### get_latest_statement Get the latest financial statement. Use this to quickly view your most recent payout summary. ### get_pledge Get a specific pledge by ID. Use this to see the details of a promised gift. ### get_recurring_profile Get a specific recurring profile by ID. Use this to see the details of a monthly donor's plan. ### get_refund Get a specific refund by ID. Use this to see the details of a single returned payment. ### get_refunds_after Get refunds after a specific Refund ID. Use this to see a sequence of recent returns. ### clone_form Clone an existing form. Use this to copy a successful layout to a new campaign page. ## Prompt Examples **Prompt:** ``` Can you show me the suggested donation amounts we have for our current forms? ``` **Response:** ``` Here are the custom suggested donation amounts currently configured on your account: | Tier | Amount | | :--- | :--- | | **Standard** | $25.00 | | **Supporter** | $50.00 | | **Champion** | $100.00 | | **Legacy** | $500.00 | Would you like to adjust any of these amounts or create a new tier? ``` **Prompt:** ``` I need to update the wording on our main donation page to mention the new community center. ``` **Response:** ``` I've updated the custom wording on your organization forms to include the new community center. **Update Summary:** * **Action:** Updated form wording * **New Text:** "Your gift today directly supports the construction of our new community center." * **Status:** Live Is there anything else you'd like to change on the page? ``` **Prompt:** ``` Find the refunds from the last 30 days. ``` **Response:** ``` I've pulled the refund history for the last 30 days. Here is the summary: * **Total Refunds:** 4 * **Date Range:** 2024-06-10 to 2024-07-10 * **Total Amount:** $450.00 Would you like me to get the specific details for any of these refunds? ``` ## Capabilities ### Clone donation forms Replicate a successful campaign layout in seconds to launch new fundraising pages. ### Update account settings Change organization-level and form-level configurations using natural language. ### Manage suggested amounts Create and edit your donation tiers to help donors decide how much to give. ### Edit custom fields Add or modify data collection points on your forms to capture specific donor info. ### Track transaction history Retrieve refunds and transaction logs by specific date ranges for easier auditing. ### Manage dedication types Update 'In Honor Of' or 'In Memory Of' options on your donation forms. ## Use Cases ### Quickly launching a disaster relief page A manager needs to set up a new emergency fund. They ask their agent to use `clone_form` to copy a previous relief page and then use `update_form_wording` to change the headline and goals. ### Updating annual giving tiers An admin notices the suggested donation amounts are outdated. They use `list_custom_amounts` to see the old tiers and then `update_custom_amount` to adjust them for the new fiscal year. ### Auditing donor data consistency An operations coordinator wants to make sure all forms collect the same contact info. They use `list_custom_fields` to check multiple forms and ensure they all have the required fields. ### Checking recent refund totals A treasurer needs to see how many donations were returned last week. They ask their agent to use `get_refunds_by_dates` to pull a summary of the last seven days. ## Benefits - Launch campaigns faster by using `clone_form` to replicate successful layouts without rebuilding every field. - Improve data quality by using `list_custom_fields` to audit and ensure every form captures the right donor information. - Update giving tiers instantly with `create_custom_amount` to keep your suggested donations current with inflation or goals. - Simplify financial audits by using `get_transactions_by_dates` to pull specific history without manual filtering. - Maintain consistent branding by using `update_form_wording` to change donation page text across your organization. - Manage donor recognition easily by using `list_dedication_types` to organize 'In Honor Of' or 'In Memory Of' options. ## How It Works The bottom line is you can manage your entire fundraising backend through a simple chat interface instead of a manual dashboard. 1. Subscribe to the Qgiv MCP in your preferred AI client. 2. Enter your Qgiv API Token to link your account. 3. Ask your agent to update a form, list amounts, or clone a campaign. ## Frequently Asked Questions **How does the Qgiv MCP help my nonprofit fundraising?** It lets you manage your donation forms, giving tiers, and account settings through a simple chat interface. You can do things like clone successful forms or update campaign wording without having to navigate a complex dashboard. **Can I use the Qgiv MCP to create new donation forms?** Yes, you can use it to clone existing forms to quickly launch new ones. You can also use it to update the wording and custom fields on your current forms using natural language. **Does the Qgiv MCP handle my actual credit card payments?** No, this Connector is for managing the configuration of your donation forms and account settings. It does not process live payments or handle sensitive credit card data. **Can I use this to update my suggested giving amounts?** Yes, you can use it to list, create, and update custom suggested donation amounts. This makes it easy to adjust your giving tiers as your fundraising goals change. **Is the Qgiv MCP good for auditing my donation data?** It's great for auditing. You can use it to pull transaction histories, check refund logs by date, and audit the custom fields you are collecting on your various forms. **What kind of custom fields can I manage with the Qgiv MCP?** You can manage any custom fields you have on your donation forms, including dedication options like 'In Honor Of' and other data points you need from your donors. **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`.