• MONITOR
  • AUDIT
  • REVIEW
  • DECIDE

How to track fundraising campaigns with your AI

Connect Bloomerang to your AI client once. After that, you can check on your money and active appeals just by asking.

Ask AI about this page

Short answer

How can I track my fundraising progress with AI?

You can ask your AI to pull lists of active campaigns, specific funds, or current appeals. It translates your questions into data requests to give you an instant status update on your fundraising efforts.

Where your data lands

What you can do

Your AI handles the data retrieval so you can focus on the strategy.

MONITOR

Track active appeals

The AI pulls a list of your current appeals. You get a clear view of what is running right now without digging through menus.

AUDIT

Check fund status

Ask about specific funds to see how they are performing. Your AI identifies the exact fund you're asking about and pulls its details.

REVIEW

List all campaigns

Get a high-level overview of your fundraising history. The AI gathers all your campaigns into a single list for easy review.

DECIDE

Human oversight needed

The AI only reads and lists data. You still need to make the final calls on budget changes or launching new appeals.

The workflow

What your AI does when you ask for updates.

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

  1. Identify the request

    Your AI looks at your question to see if you're asking about a general campaign, a specific fund, or an active appeal.

    list_campaignslist_fundslist_appeals

  2. Fetch campaign data

    If you want a broad overview, the AI pulls a complete list of your fundraising efforts.

    list_campaigns

  3. Isolate specific funds

    When you ask about a particular pot of money, the AI targets that specific fund.

    list_funds

  4. Check active appeals

    The AI pulls the details for the specific appeals you're interested in.

    list_appeals

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic ways to start. Swap out the names of your specific funds or campaigns to get exact results.

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

  • Show me all my active fundraising campaigns.

  • What funds do I currently have in Bloomerang?

  • List the active appeals I'm running right now.

  • Can you show me the details for the Winter Gala fund?

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

Start here

Connect Bloomerang once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you'll be ready to chat with your data immediately.

Connect Bloomerang to your AI

FAQ

Common questions

  • 01

    Can the AI change my campaign details?

    No. The AI can only list and read your campaigns, funds, and appeals. It cannot edit or delete anything in Bloomerang.

  • 02

    Can I ask about specific donor names?

    No. This specific connection is limited to campaigns, funds, and appeals. It does not have access to individual donor records.

  • 03

    Does the AI see my login password?

    No. Your connection is handled securely through Vinkius, and your login stays encrypted.

  • 04

    How do I see the actual data in Bloomerang?

    The AI provides the data in your chat window, but you'll still need to log in to Bloomerang if you want to make manual changes.

  • 05

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

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

Connect Bloomerang to Claude, Cursor, ChatGPT & more