How to Use the Donately MCP in CrewAI

Q: How do I connect the Donately MCP Server to a CrewAI agent?

Pass your Vinkius server URL directly to the agent's mcps list during initialization. CrewAI automatically discovers the fundraising tools and makes them available for your agent crew.

Q: Can CrewAI agents collaborate to process a new Donately record?

Yes, one agent can verify donor profiles using getperson while another agent executes createdonation to record the gift. The shared context ensures both agents work with the same donor details.

Q: How do I limit which Donately tools a CrewAI agent can use?

Use the MCPServerHTTP class from crewai.mcp and apply a toolfilter to expose only specific endpoints. This prevents a research agent from accessing sensitive writing tools like createdonation.

Run autonomous fundraising operations with CrewAI and this Donately MCP Server.

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Connect Donately MCP to CrewAI

Create your Vinkius account to connect Donately to CrewAI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Donately with CrewAI

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Run multi-agent campaign audits with CrewAI

The `list_campaigns` tool retrieves your active fundraising campaigns so a specialized auditor agent can analyze performance metrics. A second agent in the crew can then compare these numbers against historical benchmarks to flag underperforming initiatives. By delegating tasks between agents, your crew writes performance summaries without manual oversight. The coordinator agent pulls the raw campaign data, while the analyst agent drafts the final report for your fundraising team.

Coordinate donor engagement using CrewAI agents

The `list_people` tool provides your agent crew with a list of active donors to segment for personalized outreach. One agent identifies high-value donors, while a writer agent drafts tailored email templates based on their giving history. Because the crew shares memory, the writer agent knows exactly which campaigns the donor supported by checking `list_donations` output. This collaborative approach ensures your outreach feels personal and highly targeted.

Reconcile recurring donations using an MCP Server crew

The `list_subscriptions` tool enables your finance crew to audit recurring giving plans for discrepancies. A reconciliation agent compares the subscription statuses against actual payouts retrieved from your payment gateway. If a discrepancy is found, a support agent uses `get_subscription` to isolate the donor's profile. The crew then creates a detailed ticket for your billing team to resolve the issue before the next billing run.

Setup guide

Set up Donately MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Donately tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Donately Analyst",
    goal="Access and analyze Donately data via MCP.",
    backstory="Expert analyst with direct Donately access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Donately transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Donately Analyst",
        goal="Access and analyze Donately data via MCP.",
        backstory="Expert analyst with direct Donately access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Donately transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Donately. 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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Common questions about Donately MCP in CrewAI

Pass your Vinkius server URL directly to the agent's `mcps` list during initialization. CrewAI automatically discovers the fundraising tools and makes them available for your agent crew.

Yes, one agent can verify donor profiles using `get_person` while another agent executes `create_donation` to record the gift. The shared context ensures both agents work with the same donor details.

Use the `MCPServerHTTP` class from `crewai.mcp` and apply a `tool_filter` to expose only specific endpoints. This prevents a research agent from accessing sensitive writing tools like `create_donation`.

The agent's self-healing capabilities will automatically attempt to call `get_donation` again with corrected parameters. If the error persists, the task is escalated to human operators.

Donor contact details are processed in ephemeral memory during the crew's execution run. No sensitive donor records or transaction histories are permanently stored by the MCP server.

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