• VERIFIED
  • HISTORY
  • ERRORS
  • HUMAN

How to audit donor transactions with your AI

Connect Bloomerang to your AI client once. After that, you can query specific donation details without digging through database rows manually.

Ask AI about this page

Short answer

Can I audit donor transactions with my AI?

Yes. Your AI pulls transaction records and donation histories for any donor. You'll get a clear view of payment statuses and pledge fulfillment.

Audit outcomes

Where your data lands

These are the results your AI produces after checking Bloomerang.

VERIFIED

Confirmed pledge status

The AI checks specific records to show if a pledge was paid or is still outstanding.

HISTORY

Donor timelines

Your agent compiles a list of past donations for a contact to help you spot trends.

ERRORS

Flagged discrepancies

The AI identifies mismatches between expected pledge amounts and actual payments.

HUMAN

Manual fixes needed

The AI finds the issues, but you must log in to Bloomerang to edit or correct any data.

The workflow

What your AI does when the request arrives.

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

  1. Find the donor

    Your agent looks up the specific contact or donor record you want to investigate.

    list_transactions

  2. Fetch transaction data

    The AI pulls the specific payment or pledge details for that individual.

    get_transaction

  3. Cross-reference records

    The AI compares multiple transactions to check for consistency in donation history.

    list_transactions

  4. Summarize findings

    Your agent presents a clean summary of the transaction status in your chat window.

    get_transaction

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Swap the names in brackets with your actual donor names or transaction IDs.

Bloomerang Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_TzeBOiOG8a99e1BaLZoNVjH2MhOZNhtPso3i57hR/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 — Bloomerang capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bloomerang-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TzeBOiOG8a99e1BaLZoNVjH2MhOZNhtPso3i57hR/mcp"
    }
  }
}
Copy into chat04

  • List all recent transactions for donor Jane Doe.

  • Get the details for transaction ID 98765 to check its status.

  • Show me the donation history for the Smith Family Foundation.

  • Check if the pledge from John Smith has been fulfilled yet.

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

Start here

Connect Bloomerang once, then ask.

Follow the link to authorize the connection. Your login stays encrypted, and you can immediately start asking questions about your donor data.

Connect Bloomerang to your AI

FAQ

How this task behaves

  • 01

    Can the AI change or delete a transaction?

    No. The AI can only read transaction data. You must make any changes directly in Bloomerang.

  • 02

    Can I ask for a summary of all donations this month?

    Yes. Your AI can list transactions within a specific timeframe to give you a summary.

  • 03

    Does the AI see my Bloomerang login password?

    No. Your login stays encrypted. The AI only uses the connection to fetch data.

  • 04

    Can the AI create new donor records?

    No. This MCP is limited to retrieving existing transaction and donor information.

  • 05

    Can the AI delete a donor's history?

    No. The AI has no capability to delete or modify any records in Bloomerang.

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

Connect Bloomerang to Claude, Cursor, ChatGPT & more