• PLANS
  • STATUS
  • AUDIT
  • HUMAN

How to audit recurring donor subscriptions with your AI

Connect Donorbox to your AI client to manage your monthly giving data. You can pull plan details and donor statuses without clicking through the Donorbox dashboard.

Ask AI about this page

Short answer

Can I audit my monthly donor subscriptions using AI?

Yes. Your AI client uses Donorbox tools to pull lists of active subscription plans and recurring donation plans. You can then ask questions about specific contributors or plan types to verify your data.

Audit outcomes

Where your data lands.

Your AI organizes the Donorbox data into these specific views.

PLANS

Subscription plan overview

The AI pulls all current recurring donation plans. You get a clear view of what you offer your supporters.

STATUS

Contributor verification

Check if specific monthly donors are active or lapsed. This helps you spot issues with recurring payments immediately.

AUDIT

Discrepancy reports

Compare your expected monthly revenue against actual active plans. This identifies gaps in your donor retention.

HUMAN

Manual intervention

The AI identifies which donors need a personal reach-out. You handle the actual communication and relationship management.

The workflow

What your AI does when the request arrives.

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

  1. Fetch plan data

    The AI identifies which subscription models are currently live in your account.

    list_recurring_donation_plans

  2. Identify active plans

    It pulls a list of all currently running subscription tiers.

    list_active_subscription_plans

  3. Cross-reference donors

    The AI matches specific donor activity against the plans you have listed.

    list_active_subscription_planslist_recurring_donation_plans

  4. Summarize findings

    The AI presents a plain English summary of your subscription health.

    list_active_subscription_plans

Try it

Copy these to start.

Use these lines to begin your audit.

Starting points

These are basic prompts. Swap out the plan names or donor details to get specific results.

Donorbox Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_oWTrQVjhaM9Pdg7tRHoSPJ6cGS9NOYwL2hkIHyNI/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 — Donorbox capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "donorbox-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oWTrQVjhaM9Pdg7tRHoSPJ6cGS9NOYwL2hkIHyNI/mcp"
    }
  }
}
Copy into chat04

  • List all my active subscription plans in Donorbox.

  • Show me the details for the 'Monthly Sustainer' recurring donation plan.

  • Which active subscription plans are currently running?

  • Summarize my current recurring donation plans so I can check for errors.

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

Start here

Connect Donorbox once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect Donorbox to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my subscription plan prices?

    No. The AI can only read and list your existing plans. You must log in to Donorbox to change pricing or plan settings.

  • 02

    Can the AI cancel a donor's subscription?

    No. The AI can identify which donors are active, but it cannot perform deletions or cancellations.

  • 03

    Does the AI see my full credit card details?

    No. The AI only accesses the plan and subscription data provided by the Donorbox tools.

  • 04

    Can I use this with Claude?

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

  • 05

    Will the AI update my donor list automatically?

    No. The AI reads the current state of your Donorbox account when you ask it a question.

  • More questions about Donorbox? See everything the Donorbox Connector can do

Connect Donorbox to Claude, Cursor, ChatGPT & more