• PROFILE
  • GIVING
  • STRATEGY
  • HUMAN

How to research donor history with your AI

Connect Blackbaud to your AI client to instantly pull donor profiles and gift details. You'll move from raw data to outreach-ready insights without manual searching.

Ask AI about this page

Short answer

How can I use AI to look up donor history?

Your AI uses Blackbaud tools to fetch specific constituent records and their past gift details. This gives you the context you need for personalized donor conversations. You'll get a clear breakdown of what the AI can do.

Research outcomes

What you get from donor research

Once you connect, your AI can produce these specific results.

PROFILE

Complete constituent summaries

The AI pulls specific contact and biographical data. You get a clear picture of who the donor is before you call them.

GIVING

Detailed gift histories

Your agent looks up past donation amounts and dates. This helps you identify major donors or recurring supporters.

STRATEGY

Outreach preparation

The AI combines profile and gift data to suggest talking points. You'll know exactly which past gifts to mention during a meeting.

HUMAN

Final outreach decisions

The AI provides the data, but you decide when and how to contact the donor. You maintain full control over the relationship.

The workflow

What your AI does when you ask for donor data.

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

  1. Identify the donor

    Your agent searches for the specific person you want to research using their unique identifier or name.

    get_constituent

  2. Pull gift records

    After finding the person, the AI looks up every transaction linked to their account.

    get_gift

  3. Synthesize history

    The AI organizes the raw gift data into a readable summary of their giving patterns.

    get_gift

  4. Draft talking points

    The agent uses the constituent and gift data to suggest personalized ways to approach the donor.

    get_constituentget_gift

Try it

Copy these to start.

Use these prompts to begin your research.

Starting points

Replace the names and dates in these prompts with your actual donor information.

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

  • Get the profile for donor Jane Doe to see her current contact info.

  • Show me all gifts made by John Smith in the last two years.

  • Summarize the giving history for the Smith family constituent record.

  • Based on the gift history for Robert Chen, what should I mention in an outreach email?

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

Start here

Connect Blackbaud once, then ask.

One connection links your AI to Blackbaud. Your login credentials stay encrypted and secure on our side. You can find the full technical walkthrough on the Connector page.

Connect Blackbaud to your AI

FAQ

How this task behaves

  • 01

    Can the AI change donor information in Blackbaud?

    No. The AI can only read constituent and gift data. It cannot edit, delete, or add new records to your database.

  • 02

    Does the AI see all my Blackbaud data?

    The AI only accesses the specific records you ask it to retrieve through your prompts.

  • 03

    Can I use this to send emails directly to donors?

    No. The AI provides the research and draft text, but you must send the actual emails through your own mail client.

  • 04

    How does the AI find the right person?

    It uses the get_constituent tool to locate the specific record you request.

  • 05

    Can the AI calculate total lifetime giving?

    Yes, by using the get_gift tool to pull all historical transactions and summing them up.

  • More questions about Blackbaud? See everything the Blackbaud Connector can do

Connect Blackbaud to Claude, Cursor, ChatGPT & more