How to Use the NeonCRM MCP in Claude

Q: Can I pull custom donor fields using NeonCRM on Claude Desktop?

Yes, the listcustomfields tool lets Claude Desktop read your specific non-profit data structures. This ensures your agent recognizes unique donor segments or custom tracking tags.

Q: How does the agent handle large lists of donations?

The listdonations tool fetches the raw donation records in batches. Your agent parses this data to calculate totals or identify top contributors based on your specific prompts.

Fetch donor data and membership records directly inside Claude Desktop using our MCP Server.

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Connect NeonCRM MCP to Claude Desktop

Create your Vinkius account to connect NeonCRM to Claude Desktop 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 NeonCRM with Claude Desktop

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Query NeonCRM records straight from Claude Desktop

The `list_contacts` tool pulls live donor details directly into your Claude Desktop chat interface using this MCP Server. You type a name, and your agent returns the contact record, giving you immediate context before you draft an email or make a call. No more switching tabs to copy-paste donor histories. Your agent uses `get_account` to grab specific profile details, ensuring you see custom fields and contact notes without leaving your workspace.

Track contributions and grants in real-time

The `list_donations` tool extracts giving histories so your agent can analyze recent campaigns inside Claude Desktop. You get raw transaction values instead of guessing donor engagement levels. When evaluating funding sources, `list_grants` retrieves active grant applications and awards. Your agent processes these lists to summarize outstanding proposals during your weekly planning sessions.

Monitor event attendance and active memberships

The `list_crm_events` tool exposes scheduled non-profit events directly to your Claude Desktop workspace. Your agent cross-references these events using `get_crm_event` to verify registration lists and venue details. For member retention, `list_memberships` fetches active tiers and expiration dates. Your agent flags lapsed accounts instantly, letting you coordinate renewal campaigns without manual exports.

Setup guide

Set up NeonCRM MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The NeonCRM MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the NeonCRM MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under neoncrm-mcp.

json

{
  "mcpServers": {
    "neoncrm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 NeonCRM. 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 NeonCRM MCP in Claude Desktop

Add the NeonCRM server configuration to your local config file. Once saved, restart the Claude Desktop app, and the database MCP tools will appear under the hammer icon.

Yes, the `list_custom_fields` tool lets Claude Desktop read your specific non-profit data structures. This ensures your agent recognizes unique donor segments or custom tracking tags.

No, this server operates on a read-only basis. Your agent uses `list_crm_events` to retrieve scheduled events, but you must make edits directly in the web portal.

The `list_donations` tool fetches the raw donation records in batches. Your agent parses this data to calculate totals or identify top contributors based on your specific prompts.

Your donor contacts, membership lists, and donation records never touch third-party intermediate servers. This MCP connection runs locally through Vinkius's secure sandboxed environment, keeping PII isolated on your machine.

Use it with your favorite AI tools

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