Bloomerang MCP. Manage donor data, payments, and campaigns in conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Bloomerang connects your donor management system directly to any AI client. It lets you check constituent profiles, list transactions, and track fundraising campaigns without leaving your agent's chat window.
You can use this server to pull specific data points—like checking `list_constituents` or auditing a recent pledge payment via `get_transaction`—and manage donor relationships using plain language.
What your AI agents can do
Create constituent
Adds a brand new individual donor profile to the system.
Get constituent
Retrieves all known details for one specific constituent using their ID.
Get transaction
Gets detailed information about a single, specified donation transaction or payment record.
Gets detailed profiles for specific donors using get_constituent, or lists every donor record with list_constituents.
Queries and inspects payment details, including all historical data via list_transactions and checking a single record with get_transaction.
Lists active appeals (list_appeals), monitors ongoing campaigns (list_campaigns), or reviews allocated funds (list_funds).
Retrieves associated notes and pending tasks for any constituent record using list_notes and list_tasks.
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Supported MCP Clients
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Bloomerang MCP Server: 10 Tools for Donor Management
Use these tools to interact with every aspect of your non-profit's donor records, from listing all funds to creating new constituent profiles.
019d755ecreate constituent
Adds a brand new individual donor profile to the system.
019d755eget constituent
Retrieves all known details for one specific constituent using their ID.
019d755eget transaction
Gets detailed information about a single, specified donation transaction or payment record.
019d755elist appeals
Lists every active and past fundraising appeal the organization has run.
019d755elist campaigns
Provides a list of all current or historical fundraising campaigns.
019d755elist constituents
Lists an overview of every donor record in the system, useful for initial data scoping.
019d755elist funds
Displays a list of all segregated fundraising funds and their status.
019d755elist notes
Retrieves all private notes associated with a particular donor profile.
019d755elist tasks
Lists pending action items or tasks assigned to any constituent.
019d755elist transactions
Provides an overview of all recorded donation and pledge transactions for a date range.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Bloomerang, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Bloomerang plugs your donor management system right into your agent client. You don't have to leave your chat window to handle major donor data, transaction audits, or campaign tracking—your agent handles it all.
Managing Constituent Records
Your agent can get an overview of every single donor record in the system by invoking list_constituents. Need deep details on a specific person? You'll use get_constituent with their ID to pull all known information. If you find a new individual or organization that needs tracking, your agent can create a brand new profile using create_constituent.
For a full picture of a donor’s history, the server pulls any private notes associated with them via list_notes, and it checks for pending action items assigned to the person using list_tasks.
Auditing Donations and Transactions
If you're doing an audit, your agent can run through all recorded donation and pledge transactions across a specified date range by calling list_transactions. To inspect a single payment or specific transaction record, it executes get_transaction, giving you detailed financial information. The system also lets you query the status of segregated fundraising funds using list_funds.
Tracking Fundraising Campaigns and Appeals
Your agent can pull a list of all current or historical fundraising appeals run by the organization through list_appeals. It monitors ongoing initiatives by listing all active or past campaigns via list_campaigns.
How Bloomerang MCP Works
- 1 Subscribe to the server and enter your Bloomerang API Key.
- 2 Tell your agent what you need (e.g., 'Show me all active campaigns for Q3').
- 3 The agent calls the appropriate tool (
list_campaigns) and returns the specific, structured data.
The bottom line is: Your AI client uses these tools to pull live donor and fund data directly into your chat interface.
Who Is Bloomerang MCP For?
This tool is for non-profit professionals who spend too much time jumping between the CRM, Excel sheets, and internal dashboards. You're the Development Director trying to pull a quarterly report by manually exporting data, or the Donor Relations Manager needing immediate access to notes on an old donor while chatting with them.
Checks fundraising totals and campaign statuses without having to run manual exports.
Retrieves detailed donor histories, notes, and past pledge payments directly into their workflow tool.
Verifies complex transaction details or fund allocations using natural language prompts, minimizing data entry errors.
What Changes When You Connect
- See the full history of a single person. Instead of digging through tabs, just ask your agent to
get_constituentdetails for a specific ID. You get their name, contact info, and role instantly. - Audit complex finances fast. Need to know if that $500 donation was processed? Use
list_transactionsor narrow it down withget_transaction. It's better than wading through CSV exports. - Track where the money is going. Quickly check all active fundraising efforts by listing campaigns (
list_campaigns) and seeing which funds are attached vialist_funds. - Keep relationships strong. Access private notes or pending tasks with a single call to
list_notesorlist_tasks. This keeps critical context right in your conversation thread. - Build records on the fly. If you meet someone new, use
create_constituentdirectly through your agent instead of having to jump into the CRM interface and manually input data.
Real-World Use Cases
Quarterly Report Prep
The Development Director needs a summary of all funds raised in Q1. They can't export everything because they need to cross-reference multiple campaigns and appeal types. Instead, the agent calls list_campaigns first, then uses list_funds for each campaign ID, giving them an immediate, structured report.
Donor Follow-Up
A Donor Relations Manager needs context on a specific donor before making a call. They use the agent to run get_constituent and then immediately follow up by calling list_notes. This gives them the full picture—contact details plus private conversation history.
Transaction Verification
An Ops Specialist receives a call about a suspicious payment. Instead of spending 15 minutes searching through transaction logs, they prompt the agent to run list_transactions and then filter down to a specific entry using get_transaction. They verify the amount and date in seconds.
New Donor Onboarding
A volunteer signs up at an event. Instead of relying on paper forms, the agent prompts for the basic info and executes create_constituent, adding the person to the system instantly. They can even assign a follow-up task using list_tasks.
The Tradeoffs
Asking for everything at once
‘Tell me about all donors, their transactions, and what tasks they have.’ This prompt is too broad; the agent doesn't know which specific data point you need first.
→
Break it down. First, run list_constituents to get a list of IDs. Then, if you only care about one person, use get_constituent(ID) and then ask for their tasks: list_tasks(ID).
Assuming the data is in one place
Thinking that a single search query will pull both donation history AND personal notes. The system separates these two types of records.
→
You need multiple tool calls. Use list_transactions for money and then use list_notes or get_constituent for text/relationship data.
Manual CRM navigation
Leaving the agent chat window to navigate Bloomerang's internal forms, clicking through multiple screens just to copy a fund ID. This wastes time and context.
→
Keep everything in the agent. Ask for list_funds first; then pass that resulting Fund ID back into another tool call if needed.
When It Fits, When It Doesn't
Use this server when your core need is managing structured, relational data within a non-profit CRM environment (people, money, campaigns). It’s designed for auditing and reporting. Don't use it if you just need to send a general message or summarize documents—you should use a dedicated messaging or document processing tool instead.
Use this if you need: 1) To list all donors (list_constituents), 2) Check specific financials (get_transaction), or 3) View relationship history (list_notes).
Don't use it if: Your only goal is to generate a marketing email (use an external writing tool); or if you need to analyze unstructured text outside of recorded notes (you’ll need a general document processing agent). This server handles the data; your AI client handles the output.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bloomerang. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking donor activity across multiple Bloomerang tabs is slow and error-prone.
Right now, finding out what happened with a donor means jumping between the 'Donations' tab to check payments, then opening the 'Notes' section for context, and maybe checking a separate 'Campaigns' page to see which fund they gave to. You copy-paste IDs, you cross-reference dates, and eventually, you get burnout.
With this MCP server, your agent handles that coordination. Instead of multiple clicks, you just ask: 'What was the last pledge from John Doe?' The agent runs `get_constituent` for his details and then calls `list_transactions`, giving you a clear answer in one prompt.
The Bloomerang MCP Server gives you full control over constituent data.
You don't have to rely on end-of-month exports that are often incomplete. You can use the agent to check specific, granular details—like running `list_tasks` to see who owes a follow-up call or checking `list_appeals` for deadlines.
This means you work with live data in real time. No more waiting for IT to run reports; you get immediate answers right where you're working.
Common Questions About Bloomerang MCP
How do I find out if a donor was involved in the Annual Fund? +
Use list_campaigns first, then filter those results to look for 'Annual Fund'. This will give you the specific campaign ID needed to cross-reference transactions.
What is the difference between using `get_constituent` and `list_constituents`? +
list_constituents gives you an index of every donor (a list). get_constituent lets you drill down to pull all specific, detailed information for just one ID.
I need to check a pledge payment. Which tool do I use? Is it `list_transactions`? +
While list_transactions gives an overview of everything, you should run get_transaction(ID) if you know the exact transaction ID. This provides maximum detail on that specific pledge.
How do I add a new donor profile using Bloomerang? +
Use the create_constituent tool. You just need to provide the required fields (name, email, etc.) in your prompt, and the agent handles the API call for you.
What happens if I use `get_constituent` but the ID doesn't exist? +
It means that specific constituent record isn't in Bloomerang. Your agent will throw a 'Not Found' error, which tells you exactly which ID is wrong and lets you try another one.
If I run `list_transactions` many times quickly, are there usage limits? +
Yes, Bloomerang enforces rate limits. The MCP server manages this automatically; if the API hits a limit, your agent will pause and wait before sending the next request.
When I call `list_notes`, can I narrow down the results by date? +
Yep, you specify parameters for the timeframe right in your prompt to list_notes. This lets your agent pull only relevant history from a specific period or quarter.
Does connecting the server give me access to all data types, like funds and donor info? +
Yes. The MCP connection exposes every tool—you can manage everything from tracking funds via list_funds to pulling profiles using get_constituent. It's one central hub.
Can I check the total donation history for a specific donor? +
Yes! Use the get_constituent tool with the Constituent ID to see their core profile, and use list_transactions to audit their individual gifts and pledges recorded in Bloomerang.
How do I list all active fundraising campaigns? +
Simply ask the agent to list_campaigns. It will retrieve all fundraising campaigns configured in your Bloomerang CRM for your review.
Does the integration allow creating new donation transactions? +
Currently, the toolset focuses on querying and auditing (listing constituents, checking transactions). For processing active payments and creating complex financial records, we recommend using the Bloomerang web interface or official forms.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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