# Virtuous MCP for AI Agents AI Agent Connect > Virtuous MCP lets you manage your nonprofit donor database through your AI agent. You can pull contact lists, track individual gifts, and oversee fundraising projects without switching tabs. It connects your CRM data to your daily workflow so you can focus on fundraising instead of manual data entry. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ENsZgGYEemblZtF7tMhRre37JfZRj9zG0ctHAF39/ai-agent-connect - **Tags:** donor-management, fundraising-crm, nonprofit-tech, gift-tracking, constituent-engagement ## Description Virtuous connects your CRM to your AI agent so you can manage donor relationships through natural conversation. Instead of hunting through nested menus to find a specific household or digging through spreadsheets to see who donated last month, you just ask your agent for the info you need. You can pull up a list of organizations, see who's been giving lately, or check the status of a specific fundraising project in seconds. It handles the tedious parts of donor management, like creating new profiles or updating gift records, while keeping your data consistent across custom fields. Whether you're trying to see if a specific foundation is still active or you need to log a new donation from a major donor, this tool puts that data right in front of you. It's a massive time saver for anyone who spends their day moving between donor lists and project trackers. You'll find it's a lot easier to stay on top of your goals when your CRM data is just a question away. You can easily manage this connection through the Vinkius catalog to get your agent up and running quickly. It lets you focus on the actual work of fundraising rather than the manual labor of keeping your database organized. You won't have to worry about missing a donation or losing track of a project's progress because the info is always accessible. ## Tools ### create_contact Create a new contact for a household or organization. This helps you build your donor list without manual entry. ### create_individual Create a new profile for a specific person. This builds out your individual donor database. ### create_project Set up a new fundraising project. Use this to initiate a new campaign or initiative. ### delete_contact Remove an old or incorrect contact from your database. This keeps your records clean. ### get_contact Pull the details of a specific contact by its ID. This gives you the full history for a single household. ### get_gift Fetch the details of a specific donation by its ID. This helps you verify individual gift records. ### get_individual Pull the details of a specific person by their ID. This retrieves a full profile for a single donor. ### get_project Fetch the details of a specific fundraising project by its ID. This shows you the status of a specific goal. ### list_contact_custom_fields See the custom fields available for your contacts. This ensures your agent knows which metadata to use. ### list_contacts Pull a list of all households, organizations, and foundations. This gives you a bird's eye view of your donors. ### list_gifts See a list of all contributions in the system. This helps you review recent giving trends. ### list_individual_custom_fields See the custom fields available for individuals. Use this to check what data you can store for donors. ### list_individuals Pull a list of all people in your donor database. This helps you see your total individual constituent count. ### list_projects See all current and past fundraising projects. This helps you track your organization's history of work. ### update_contact Change information for an existing contact. Use this to keep household and organization details current. ### update_gift Edit the details of an existing gift record. This is useful for correcting donation amounts or dates. ### update_individual Change information for an existing person. Use this to update donor profiles as their details change. ### create_gift Record a new donation into the system. Use this to log contributions as they come in. ## Prompt Examples **Prompt:** ``` List the first 10 contacts from our Virtuous database. ``` **Response:** ``` I've retrieved the first 10 contacts from your Virtuous database. Here they are: | Name | Type | ID | | :--- | :--- | :--- | | The Smith Family | Household | 402 | | Global Giving Foundation | Organization | 882 | | ... | Would you like to see more details on any of these? ``` **Prompt:** ``` Show me the details for gift ID 12345. ``` **Response:** ``` Fetching details for gift **12345**... * **Amount:** $500.00 * **Donor:** Contact ID 992 * **Date:** October 12th * **Project:** Clean Water Initiative Let me know if you need anything else regarding this donation. ``` **Prompt:** ``` What are the active fundraising projects? ``` **Response:** ``` I found 3 active projects in your database: 1. **Annual Gala 2024** 2. **Community Housing Fund** 3. **Education Scholarship** Which one would you like to inspect further? ``` ## Capabilities ### Pull donor and organization lists Get a full list of households, foundations, or organizations with a single request. ### Log and query gifts Record new donations or see a history of past contributions instantly. ### Manage donor profiles Create and update individual donor records to keep your database current. ### Track fundraising projects See the status and progress of specific fundraising initiatives. ### Access custom fields Retrieve specific metadata to ensure your data stays consistent across the CRM. ## Use Cases ### Checking a donor's history A director asks if the Smith family gave last year. The agent uses list_contacts and list_gifts to provide a summary of their past contributions. ### Logging a new donation An admin receives a check and tells the agent to log a $500 gift for the Clean Water project. The agent uses create_gift and get_project to finish the task. ### Reviewing active projects A manager wants to see all current initiatives. The agent uses list_projects to show the status of every active fundraising campaign. ### Updating donor info A volunteer updates a donor's phone number. The agent uses update_contact to change the information in the CRM without opening a browser. ## Benefits - Stop clicking through nested menus. Use list_contacts to see your entire donor base in one glance. - Log donations instantly. Use create_gift to record contributions as they happen without leaving your chat. - Keep your data clean. Use list_contact_custom_fields to ensure your agent uses the right metadata every time. - Track project progress faster. Use list_projects to see exactly where your funding is going right now. - Save time on data entry. Use create_individual to build out your donor list quickly during live events. ## How It Works The bottom line is you get a conversational interface for your entire nonprofit donor database. 1. Subscribe to the Virtuous MCP on the Vinkius marketplace 2. Enter your Virtuous API Key in the configuration settings 3. Ask your agent to pull donor lists, log gifts, or check project status ## Frequently Asked Questions **Can the Virtuous MCP manage my nonprofit donors?** Yes, it lets your AI agent read and write to your donor records. You can pull lists of households, organizations, and individuals directly into your chat. **How does Virtuous MCP help with gift tracking?** It allows you to query recent gifts or log new ones with a simple command. You can see donation histories or record new contributions instantly. **Can I use Virtuous MCP to see project progress?** Yes, it pulls data on all your fundraising projects. You can ask your agent to show you the status of specific initiatives or list all active projects. **Is Virtuous MCP good for data entry?** It is great for creating new contacts and individuals quickly. Instead of typing into a web form, you can just tell your agent to add a new donor profile. **Does Virtuous MCP work with my custom fields?** Yes, it can retrieve your specific metadata to keep your data consistent. It helps the agent understand the unique fields you've set up in your CRM. **Can Virtuous MCP update existing records?** Yes, it handles updates for contacts, gifts, and individuals. You can ask your agent to change phone numbers, update gift amounts, or edit donor profiles. **Can I record a new financial gift directly through the AI?** Yes. You can use the `create_gift` tool by providing the necessary JSON payload containing the donor information and gift amount to record it in Virtuous. **How do I see the custom fields available for my contacts?** You can use the `list_contact_custom_fields` tool. It will return a list of all custom metadata fields configured in your Virtuous instance. **Is it possible to update an individual's profile information?** Absolutely. Use the `update_individual` tool with the specific Individual ID and the updated data fields to modify their record.