- DATA
- FINANCE
- REPORTING
- HUMAN
Short answer
How can I use AI to report my social impact?
Your agent uses Betterfly to pull specific employee activity metrics and donation history. You get a structured dataset ready for ESG certification or internal reviews.
The outcomes.
Where your data lands.
The AI processes raw activity into these four specific outcomes.
DATA
Aggregated impact stats
The AI pulls total engagement numbers and activity levels. You get a clear picture of how much work your team actually did.
FINANCE
Verified donation lists
It gathers every recorded charitable contribution. This provides the paper trail needed for financial transparency.
REPORTING
ESG-ready summaries
The agent organizes the stats and donations into a format that fits standard ESG reporting frameworks.
HUMAN
Final audit review
You take the AI-generated summary and perform the final check. This ensures the data meets your specific certification standards.
The workflow
What your AI does when the data arrives.
The agent moves from raw numbers to a finished report through these steps.
Gather activity metrics
The agent looks at the Betterfly platform to find specific engagement numbers for your employees.
get_impact_statsCollect donation records
It pulls a complete list of all charitable contributions made through the platform.
list_donationsSynthesize the data
The agent combines the activity stats and the donation list into a single cohesive dataset.
get_impact_statslist_donationsFormat for ESG
The agent structures the final numbers into a report format you can present to stakeholders.
get_impact_stats
Try it
Copy these to start.
Use these prompts to kick off the process.
Starting points
These are starting points. Swap out the specific department or time period names to match your needs.
Betterfly Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_ODYAsxuaMgutcOCVeELB3Phwhxrwl1t2mVsdz3fo/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Betterfly capabilities are ready to use.
{
"mcpServers": {
"betterfly-mcp": {
"url": "https://edge.vinkius.com/vk_preview_ODYAsxuaMgutcOCVeELB3Phwhxrwl1t2mVsdz3fo/mcp"
}
}
}Get the impact stats for the marketing department from last quarter.
List all donations made through Betterfly in 2023.
Summarize our total social impact based on recent employee activity.
Create a draft ESG report using the latest impact stats and donation lists.
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Start here
Connect Betterfly once, then ask.
Just link your account once. Your credentials stay encrypted, and you can immediately start asking your agent for data.
Connect Betterfly to your AIFAQ
How this task behaves
- 01
Can the AI change my donation records?
No. The AI can only read the data through the tools provided. It cannot edit or delete any records in Betterfly.
- 02
Does the AI automatically submit my ESG report?
No. The AI prepares the data and the summary, but you must review and submit the final report yourself.
- 03
Can I get stats for a specific date range?
Yes, you can ask the agent to filter the impact stats by specific months or years.
- 04
Will the AI report on individual employee names?
The AI only accesses the data provided by the tools. If the tools only provide aggregated stats, the AI cannot see individual names.
- 05
Can the AI create new donation entries?
No. The available tools are limited to retrieving existing stats and listing existing donations.
More questions about Betterfly? The Connector page answers them. See everything the Betterfly Connector can do
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