• DATA
  • LISTS
  • SEARCH
  • HUMAN

How to lookup donor contact information with your AI

Connect Donately to your AI client once. After that, you can pull any donor profile or contact detail just by asking.

Ask AI about this page

Short answer

Can I ask my AI for donor contact info?

Yes. You can ask your AI to find specific people or list your donors using natural language. It pulls the data directly from your Donately records. You'll get the specific details you need immediately.

The results you get

Where your data lands

The AI handles the heavy lifting of searching your database so you don't have to.

DATA

Instant donor profiles

The AI pulls specific contact details for any person you ask about. You get the exact info you need without clicking through a dashboard.

LISTS

Filtered donor groups

Ask for a list of people based on specific criteria. Your AI identifies the right group and presents them to you.

SEARCH

Direct person lookups

If you know a name, just say it. The AI finds that specific individual and shows their full profile.

HUMAN

Manual updates needed

The AI only reads and retrieves data. If you need to change a donor's email or address, you still have to do that in Donately.

The workflow

What your AI does when you ask for donor info.

Your AI acts as a bridge between your conversation and your donor database.

  1. Identify the donor

    The AI looks through your donor list to find the right person or group you mentioned.

    list_people

  2. Pull specific details

    Once the person is identified, the AI grabs their full contact profile.

    get_person

  3. Format the answer

    The AI takes the raw data and presents it in a readable way in your chat window.

    get_person

  4. Verify the match

    The AI checks the retrieved data against your request to ensure it found the correct individual.

    list_peopleget_person

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 and descriptions with your actual donor details.

Donately Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_f11pRR3JXxo4aOkV2FBaZx0NbztKYKa283CamYFp/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_f11pRR3JXxo4aOkV2FBaZx0NbztKYKa283CamYFp/mcp"
    }
  }
}
Copy into chat04

  • List all the donors in my database.

  • Find the contact information for Sarah Jenkins.

  • Who are the donors listed in my system?

  • Get the profile details for the donor named Michael Chen.

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

Start here

Connect Donately once, then ask.

Click the link to connect your account. Your login stays encrypted, and you can start chatting with your data immediately.

Connect Donately to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit donor contact info?

    No. The AI can only retrieve information. You must log in to Donately to make any changes to your records.

  • 02

    Can I delete donors using my AI?

    No. There are no tools available to delete or remove people from your database.

  • 03

    Does the AI see all my donor data?

    The AI only accesses the data it needs to answer your specific questions through the provided tools.

  • 04

    Can I ask for a list of donors by name?

    Yes. You can ask for lists of people, and the AI will use the available tools to find them.

  • 05

    How does the AI find a specific person?

    The AI uses the person lookup tool to find the exact profile matching the name you provide.

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

Connect Donately to Claude, Cursor, ChatGPT & more