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How to Use the Donately MCP in LlamaIndex

Index your Donately fundraising data into LlamaIndex vector stores.

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LlamaIndex

Connect Donately MCP to LlamaIndex

Create your Vinkius account to connect Donately to LlamaIndex 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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Build RAG indexes from live campaign data

The `list_campaigns` tool retrieves active fundraising records to build your searchable vector index. Your RAG application queries this data to ground agent responses in real-time fundraising progress. LlamaIndex converts these MCP Server outputs into document nodes. You search across your campaign history without running manual database queries.

Query donor history using vector search

The `list_people` tool provides the contact details and giving histories of your active donors. Your agent indexes these profiles to let you search donor segments using natural language. Running `get_person` allows the agent to fetch specific donor profiles when semantic search points to a particular ID. This prevents your model from hallucinating donor details.

Track recurring revenue trends with this MCP Server

The `list_subscriptions` tool pulls all recurring donation profiles to analyze your monthly giving trends. You feed this data into LlamaIndex query engines to calculate donor lifetime value. Combining `get_subscription` with `list_donations` gives your index a complete picture of recurring payments. The agent highlights patterns in donor retention based on real transactional data.

Setup guide

Set up Donately MCP in LlamaIndex

Prerequisites

  • Python 3.10+ installed
  • llama-index-tools-mcp package
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.

  2. 2

    Connect with BasicMCPClient

    Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.

  3. 3

    Convert to LlamaIndex tools

    Call mcp_tool_spec.to_tool_list_async() to convert all Donately MCP tools into native FunctionTool objects that any LlamaIndex agent can use.

  4. 4

    Run with any LLM

    Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Donately tools.",
)
response = await agent.run("List recent Donately data")

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 LlamaIndex

You use the `llama-index-tools-mcp` package to connect the MCP server. The tool outputs are then read and converted into document nodes for your index.
Yes, you specify allowed tools in your configuration. This limits the agent to reading data via `list_donations` while blocking write-heavy MCP tools.
The agent pulls real-time numbers using `get_campaign` and `get_fundraiser`. It bases its answers strictly on these API payloads rather than training data.
You can run the tools asynchronously using the async tools list method. This prevents your index pipelines from blocking during large data fetches.
Your subscription details, donor names, and transaction amounts are processed in memory inside a zero-trust sandbox. Credentials are encrypted and never stored on the server disk.

Start using the Donately MCP today

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