• AUDIT
  • DETAILS
  • TRENDS
  • HUMAN

How to monitor recurring donation subscriptions with your AI

Connect Donately to your AI client to pull live subscription data. Once connected, you can audit your monthly giving streams using natural language.

Ask AI about this page

Short answer

How can I monitor my recurring donations with AI?

Your AI client uses the Donately MCP to pull lists of active subscriptions and specific donor details. You can then ask questions about your monthly giving trends or individual donor status. This gives you a direct line into your recurring revenue data without manual exports.

The outcomes

What you get from your data

The AI handles the data retrieval so you can focus on the analysis.

AUDIT

Review active streams

The AI pulls a full list of current subscriptions. You get a clear view of who is giving monthly.

DETAILS

Inspect specific donors

You can pull deep data on a single subscription. This helps you understand individual donor behavior.

TRENDS

Spot changes in giving

By looking at the subscription list, your AI can identify patterns in your monthly revenue. You'll see how your recurring base is moving.

HUMAN

Manual intervention

The AI only reads and retrieves data. You still need to log in to Donately to change payment methods or cancel a donor.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Donately account.

  1. Fetch all subscriptions

    The AI scans your Donately account to find every active monthly giving stream. This creates the dataset for your questions.

    list_subscriptions

  2. Identify specific donors

    If you need more than just a list, the AI pulls the full profile for a specific recurring gift. This provides the granular details you need.

    get_subscription

  3. Analyze the data

    Your AI processes the retrieved subscription information. It can then answer questions about total counts or specific donor names.

    list_subscriptions

  4. Report findings

    The AI presents the subscription data in a clean format. You get the answers you need directly in your chat window.

    get_subscription

Try it

Copy these to start.

Use these prompts to begin interacting with your Donately data.

Starting points

These are basic starting points. Swap out the specific donor names or amounts to match your actual Donately data.

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 my active monthly subscriptions from Donately.

  • Show me the details for the subscription with ID 12345.

  • How many active monthly donors do I currently have in Donately?

  • Find the subscription details for the donor named Sarah Jenkins.

  • 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 credentials stay encrypted, and you can immediately start asking your AI about your donations.

Connect Donately to your AI

FAQ

How this task behaves

  • 01

    Can the AI cancel a subscription for me?

    No. The current tools only allow the AI to list and get subscription data. You must log in to Donately to make changes.

  • 02

    Can the AI update a donor's credit card info?

    No. The AI cannot modify any donor or subscription data in Donately.

  • 03

    Does the AI see my login password?

    No. Your connection is handled securely through Vinkius, and your credentials are never exposed to the AI.

  • 04

    Can I use this with Claude?

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

  • 05

    How often does the AI see new subscriptions?

    The AI sees data in real time. Every time you run a command, it uses the tools to fetch the most current information from Donately.

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

Connect Donately to Claude, Cursor, ChatGPT & more