• ENTRY
  • HISTORY
  • DETAILS
  • REVIEW

How to log and track donations with your AI

Connect Donately to your AI client to manage gift records without leaving your chat interface.

Ask AI about this page

Short answer

How can I log and track donations with my AI?

You can tell your AI to record new gifts or ask for a list of recent transactions. This keeps your donation records updated through simple chat commands. You'll get organized gift data and instant history pulls.

The results.

Where your donation data lands.

The AI handles the data entry and retrieval, placing the results where you need them.

ENTRY

New gift records

The AI uses create_donation to add new incoming funds to your database. You get a confirmed record of the gift immediately.

HISTORY

Transaction lists

Ask for recent activity to see a summary of what has come in. The AI pulls these lists directly from your records.

DETAILS

Specific gift info

When you need to look up a single transaction, the AI finds the exact details. This is useful for verifying specific donor amounts.

REVIEW

Human oversight

You review the logs and lists the AI generates. You remain in control of the final data accuracy and donor relationships.

The workflow

What your AI does when a gift arrives.

The AI acts as the bridge between your conversation and your donation records.

  1. Record the gift

    When you provide donor details, the AI writes the new entry to your system.

    create_donation

  2. Compile history

    The AI gathers a list of recent transactions based on your request.

    list_donations

  3. Fetch specific data

    If you ask about a particular donor or amount, the AI pulls that specific record.

    get_donation

  4. Verify entries

    The AI checks the existing list to ensure the new data matches your intent.

    list_donationsget_donation

Try it

Copy these to start.

Use these prompts to trigger the Donately tools.

Starting points

Replace the bracketed text with your actual donor names, amounts, or dates.

Donately Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_AwJGcSgiGWmw6EhRMiZt0m3MGPriyazLi6p8L0Zk/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 — Donately capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "donately-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AwJGcSgiGWmw6EhRMiZt0m3MGPriyazLi6p8L0Zk/mcp"
    }
  }
}
Copy into chat04

  • Record a new donation of $50 from Jane Doe.

  • Show me a list of all donations from this month.

  • Get the details for the last donation made by the Smith family.

  • List all recent donations over $100.

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

Start here

Connect Donately once, then ask.

One connection links your AI to your records. Your login stays encrypted on our side, and you can find the full technical details on the Connector page.

Connect Donately to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a donation if I make a mistake?

    No. The AI only has tools to create, list, and get donations. You must handle deletions manually in your primary system.

  • 02

    Does the AI automatically know when a gift is made?

    No. The AI only records a donation when you explicitly tell it to or provide the details in your chat.

  • 03

    Can I ask the AI to change a donor's name?

    No. There is no tool available to edit or update existing donation records.

  • 04

    Can I see a list of all donors?

    Yes, you can ask the AI to list recent donations, which will include the donor information associated with those gifts.

  • 05

    Will my donor data be shared with other users?

    No. The connection is private to your AI client and your specific Donately account.

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

Connect Donately to Claude, Cursor, ChatGPT & more