# Salsa Engage MCP > Salsa Engage MCP Server automates non-profit outreach directly through your AI agent. You manage supporter records, track campaign metrics, and assign contacts to targeted groups without leaving your chat window. It connects your AI client straight to your core CRM data for full advocacy orchestration. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** salsaengage, non-profit, fundraising-api, advocacy-tools, supporter-management, crm-orchestration, engagement-analytics, mcp ## Description Connect **Salsa Engage** to your AI client. You're not logging into dashboards; you're talking to the system. Your agent handles all non-profit outreach and supporter management conversationally. It treats your AI client like a dedicated engagement coordinator that talks directly to your core CRM data, letting you manage everything without leaving your chat window. **Managing Supporter Profiles and Records** You'll use `upsert_supporter_profile` to build or update any contact record in the system. Your agent can create a new supporter profile or modify details on an existing one using a single prompt. Need to find someone? You run `list_supporters`, giving your AI client specific criteria so it pulls up exactly who you're talking about. For larger lists, you first check out all available categories with `list_supporter_segments` and then get a full roster of defined groups by calling `list_supporter_groups`. If you need to create a new group or modify the parameters of an existing one, just use `upsert_supporter_group`. Once you've got your target list, `assign_supporters_to_group` handles adding those specific supporters into any designated support group. **Tracking Campaign Metrics and Activities** You don't have to dig through reports. Your AI client pulls performance data directly from the chat using `get_engagement_metrics`. This gives you a clear view of overall campaign health and how things are tracking against goals. You can track activity records—like signatures or form fills—by running `list_engagement_activities`, which searches for various types of recorded supporter actions. Keeping your finances straight is simple; `list_offline_donations` retrieves donation records that happened outside the main system, keeping your financial view consistent with your engagement data. **System Oversight and Setup** Want to know if the whole pipeline's working? You run `check_api_health` to verify the API connection is active. To see what other tools are listening for updates, you can use `list_configured_webhooks`, which lists every webhook currently set up in your account. For a quick overview of the system's backbone, `get_account_info` retrieves general details about your linked organization account. This integration lets your agent handle all that heavy lifting—creating profiles, organizing groups, pulling metrics, and tracking funds—all through plain conversation. It’s pure advocacy orchestration right in your chat client. ## Tools ### assign_supporters_to_group Adds specific supporters to a designated support group. ### check_api_health Verifies whether the Salsa Engage API connection is currently active and functional. ### get_account_info Retrieves general, authenticated details about your linked organization account. ### get_engagement_metrics Pulls performance data regarding campaign activities and overall engagement health. ### list_configured_webhooks Lists all the webhooks currently set up within your Salsa Engage account. ### list_engagement_activities Searches for and lists various types of recorded supporter activities, like form fills or signatures. ### list_offline_donations Retrieves records for donations that were made outside the main system. ### list_supporter_groups Searches and lists all existing supporter groups in your account. ### list_supporter_segments Lists all predefined segments used to categorize supporters. ### list_supporters Searches and returns a list of individual supporters based on criteria. ### upsert_supporter_group Creates a new supporter group or updates an existing one with specific parameters. ### upsert_supporter_profile Creates a new supporter profile record, or modifies the details of an existing one. ## Prompt Examples **Prompt:** ``` List all active supporter groups in Salsa Engage. ``` **Response:** ``` I've retrieved your groups. You have 5 active segments including 'Monthly Donors', 'Advocacy Leads', and 'New Volunteers'. Which one would you like to assign supporters to? ``` **Prompt:** ``` Show me all active donor campaigns with their fundraising progress and goal completion rates. ``` **Response:** ``` 7 active fundraising campaigns. "Annual Fund 2025" raised $234,000 of $500,000 goal (46.8%). "Spring Gala" at $89,000 of $100,000 (89%, on track). "Building Expansion" at $1.2M of $5M (24%, major gift pending). "Scholarship Fund" at $67,000 of $150,000 (44.7%). "Emergency Relief" at $34,000 of $50,000 (68%). "Youth Programs" at $23,000 of $75,000 (30.7%). "Endowment" at $890K of $2M (44.5%). Total donors this quarter: 2,340. Average gift: $127. Retention rate: 72%. ``` **Prompt:** ``` List all major donors who have given more than $5,000 this year and their giving history. ``` **Response:** ``` 34 major donors ($5,000+) this year. Top 5: Robert Chen ($50,000, 8-year donor), Sarah Williams ($25,000, monthly recurring), James Park ($18,000, first-time major), Lisa Wang ($15,000, board member), David Kim ($12,000, event sponsor). Total major gifts: $456,000. Average major gift: $13,412. 12 donors upgraded from mid-level. 5 are legacy society members. 8 have pending pledges. Recommended cultivation: 6 donors near $10K threshold for next recognition level. ``` ## Capabilities ### Manage Supporter Profiles and Records Retrieve supporter metadata or update existing contact records (upsert) using your AI client. ### Organize Supporters into Groups/Segments List defined segments or assign contacts to specific groups via a single conversation prompt. ### Track Campaign Metrics and Activities Retrieve performance data, including donation totals, form submissions, and signatures, directly from the chat. ### Handle Offline Financial Data Access records for donations made outside of the primary system to maintain financial consistency. ### Monitor System Status Check the API health and list active webhooks to ensure your entire data pipeline is working correctly. ## Use Cases ### Need to segment donors based on recent activity A Campaign Manager sees a burst of petition signatures. They ask their agent: 'List all supporters who signed petitions in the last month.' The agent runs `list_engagement_activities` and returns the list, allowing the manager to then use `assign_supporters_to_group` to put them into a 'High-Engagement' segment for follow-up. ### Correcting outdated donor records A Volunteer Coordinator finds that three key donors have incorrect mailing addresses. Instead of logging into the CRM and updating each profile manually, they prompt their agent to run `upsert_supporter_profile` for the specific IDs, correcting all details in seconds. ### Checking a donor's full history A Development Director needs to know if a major donor has contributed money not recorded in Salsa Engage. They prompt their agent: 'List any offline donation records.' The tool runs `list_offline_donations` and provides the necessary financial context immediately. ### Launching a new advocacy campaign The Advocacy Lead wants to know who is currently active. They prompt their agent to run `list_supporters` for all contacts, filtering by recent activity metrics (via `get_engagement_metrics`), giving them an instant roster of people ready for outreach. ## Benefits - **Targeted Group Assignment:** Instead of manually updating groups in the UI, you tell the AI to run `assign_supporters_to_group`. It handles the logic instantly and accurately. - **Comprehensive Reporting:** Get campaign health checks using `get_engagement_metrics` without leaving your workspace. You see fundraising totals alongside activity counts. - **Data Consistency:** Use `list_offline_donations` to pull in financial data that lives outside Salsa Engage, keeping all your records aligned. - **Supporter Data Control:** Need to update a donor's name or address? Use `upsert_supporter_profile`. It acts as the single source of truth for profile changes. - **Activity Tracking:** The `list_engagement_activities` tool lets you monitor if supporters are completing forms or signing petitions, giving immediate insight into campaign momentum. ## How It Works The bottom line is: your AI acts as an automated CRM coordinator that executes specific tasks without requiring you to navigate the main web interface. 1. Subscribe to this server and enter your Salsa Engage API Token in the organization settings. 2. Your AI client initiates a request (e.g., 'List my donor groups'). 3. The agent calls the relevant tool, pulls the data from Salsa Engage, and presents the clean results back to you in the chat. ## Frequently Asked Questions **How do I check if my Salsa Engage API token is working with the list_supporter_groups tool?** Run `check_api_health` first. If that passes, you can confidently use tools like `list_supporter_groups`. This verifies connectivity before running any resource-intensive queries. **Can I update a supporter's profile using the upsert_supporter_profile tool?** Yes. The `upsert_supporter_profile` tool handles both creating brand new profiles and updating details for existing ones, keeping your data current in one step. **What is the difference between list_supporters and list_supporter_segments?** The `list_supporters` tool gives you a list of individual people (the actual contacts). The `list_supporter_segments` tool only shows you the defined buckets or categories those people belong to. **Does get_engagement_metrics show fundraising data?** Yes. It aggregates performance metrics, including donation totals and campaign progress, giving you a high-level view of financial health alongside activity counts. **What data does list_engagement_activities provide regarding campaign progress?** It lists specific activities, differentiating between form submissions, signature captures, and fundraising events. You get the source event metadata for each activity, allowing you to track exactly how a supporter engaged with your material. **How do I monitor my current integrations using list_configured_webhooks?** The tool displays all active webhooks and their status within your account. This lets you verify that specific events—like profile updates or donation records—are correctly triggering downstream systems without manual checks. **When using upsert_supporter_profile, what is the proper format for bulk data? ** The tool handles supporters one at a time. For large-scale updates (bulk), you need to pass your agent logic through sequential calls or utilize external data processing scripts before calling the API. **Do I first need to run list_supporter_groups before using assign_supporters_to_group?** Yes, you must know the target group ID. Use `list_supporter_groups` or `upsert_supporter_group` to find the correct group identifier before asking your agent to assign supporters. **Can my AI automatically find all supporters who signed a specific petition today?** Yes! Use the `list_engagement_activities` tool with a date filter. Your agent will respond with the complete metadata for all participants and their submission details in seconds. **How do I find my Salsa Engage API Token?** Log in to your Salsa Engage account, navigate to **Organization Settings** > **API** tab, and you will find your unique Integration API token listed there.