• GIFTING
  • CONTACTS
  • SEARCH
  • HUMAN

How to log donations and update donors with your AI

Connect Blackbaud to your AI client once. After that, you can manage your donor database through simple chat commands.

Ask AI about this page

Short answer

How can I log donations and update donor info using AI?

You can tell your AI to record new gifts or change contact details for existing constituents. It handles the data entry in Blackbaud so you don't have to manually navigate the interface. You'll see exactly how the data moves in the breakdown below.

Data outcomes

Where your data lands.

The AI performs specific actions in Blackbaud based on your instructions.

GIFTING

New gift records

The AI creates new donation entries in Blackbaud. Your records stay updated without manual typing.

CONTACTS

Updated donor details

Modify names, addresses, or other contact info. Your constituent profiles stay current.

SEARCH

Found constituents

The AI finds the right person in your database before making changes. This ensures you don't update the wrong record.

HUMAN

Review required

You decide when a change is correct. The AI handles the heavy lifting, but you keep final control over the database.

The workflow

What your AI does when a gift or update arrives.

The AI acts as a bridge between your chat window and your Blackbaud database.

  1. Locate the donor

    Before changing anything, the AI finds the specific person in your Blackbaud system to ensure accuracy.

    get_constituent

  2. Record the gift

    Once the donor is identified, the AI writes the new donation amount and details directly to the ledger.

    create_gift

  3. Modify contact info

    If a donor moves or changes their name, the AI updates their profile details immediately.

    update_constituent

  4. Confirm the change

    The AI reports back once the database has been successfully updated with the new information.

    update_constituent

Try it

Copy these to start.

Use these prompts to trigger actions in Blackbaud.

Starting points

These are just ideas. Swap out the names and amounts for your actual donor data.

Blackbaud Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_k0ro9upawuOfBx1lI3O75Bgd0gadqYvLIs5LNKUZ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Blackbaud capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "blackbaud-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_k0ro9upawuOfBx1lI3O75Bgd0gadqYvLIs5LNKUZ/mcp"
    }
  }
}
Copy into chat04

  • Log a $500 donation for Jane Doe in Blackbaud.

  • Update the email address for constituent John Smith.

  • Find the contact details for the Smith family.

  • Record a new gift of $1,000 for the foundation's annual fund.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Blackbaud once, then ask.

Just click the link to connect your account. Your login credentials stay encrypted and secure on our end. You can find the full list of what this can do on the Connector page.

Connect Blackbaud to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a donor from Blackbaud?

    No. The AI only has tools to find, create gifts, or update existing information. It cannot delete records.

  • 02

    Does the AI automatically approve every gift?

    The AI performs the action you request, but you should always review the data in Blackbaud to ensure it meets your internal audit requirements.

  • 03

    Can I use this to pull reports?

    No. This specific setup is for recording gifts and updating constituent details. It does not have tools for generating complex reports.

  • 04

    What happens if the AI can't find a donor?

    If the AI cannot find the constituent in Blackbaud, it will tell you it couldn't find a match instead of creating a duplicate.

  • 05

    Can the AI change gift amounts after they are logged?

    No. The current tools allow for creating new gifts and updating constituent info, but they do not include a tool to modify an existing gift record once it is created.

  • More questions about Blackbaud? The Connector page answers them. See everything the Blackbaud Connector can do

Connect Blackbaud to Claude, Cursor, ChatGPT & more