• LISTS
  • PROFILES
  • TRENDS
  • HUMAN

How to manage recurring donor subscriptions with your AI

Connect Donately to your AI client to track monthly giving patterns. Once connected, your agent can pull specific donor data and subscription statuses on demand.

Ask AI about this page

Short answer

How can I track my monthly donor consistency with AI?

Your AI pulls subscription lists and individual donor profiles to identify trends in monthly giving. You get a clear view of active donors and potential churn risks.

The outcomes.

Where your donor data lands.

The AI organizes subscription information into these specific outcomes.

LISTS

Subscription audits

The AI generates clean lists of all active monthly donors. You get a clear view of who is currently contributing.

PROFILES

Donor deep dives

Your agent pulls specific person records to show individual giving history. This helps you understand the person behind the subscription.

TRENDS

Churn detection

By comparing subscription data, the AI identifies donors who might stop giving. You get a list of names to reach out to before they lapse.

HUMAN

Manual outreach

The AI identifies the donors who need attention. You handle the actual emails or phone calls to keep them engaged.

The workflow

What your AI does when the data arrives.

The AI uses specific tools to bridge the gap between your donor database and your chat interface.

  1. Gathering subscriptions

    The AI pulls a full list of all recurring monthly donors from your account.

    list_subscriptions

  2. Checking specific accounts

    If you need details on a single donor, the AI fetches their specific subscription status.

    get_subscription

  3. Retrieving donor details

    The AI pulls the contact information and profile for a specific individual.

    get_person

  4. Scanning the donor base

    The AI looks through your entire list of people to find specific donor segments.

    list_people

Try it

Copy these to start.

Use these prompts to begin interacting with your Donately data.

Starting points

These are starting points. Swap out the bracketed text with your specific donor names or subscription IDs.

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

  • List all active monthly subscriptions so I can see my current recurring revenue.

  • Get the profile for the donor named Sarah Jenkins to see her giving history.

  • Pull the subscription details for subscription ID 98765 to check its status.

  • List all people in my database to help me find new monthly donors.

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

Start here

Connect Donately once, then ask.

One click connects your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Donately to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a donor's subscription amount?

    No. The AI can only read subscription and person data. You must log in to Donately to make any changes to gift amounts or frequencies.

  • 02

    Will the AI delete any donor records?

    No. The AI has no capability to delete people or subscriptions. It is a read-only connection for these tasks.

  • 03

    Can I ask for a summary of my total monthly revenue?

    Yes. After the AI pulls the subscription list, it can calculate totals and summarize the data for you.

  • 04

    Does the AI know when a donor's credit card expires?

    It can if that information is part of the subscription or person profile it pulls.

  • 05

    Can the AI send an email to a donor for me?

    No. The AI can find the donor's email address, but it cannot send messages. You will need to handle the outreach yourself.

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

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