• LIVE DATA
  • AUDITS
  • LISTS
  • HUMAN

How to track fundraising campaign progress with your AI

Connect Donorbox to your AI client to pull live data from your active fundraisers. Once connected, your agent handles the math and the monitoring.

Ask AI about this page

Short answer

How can I track my fundraising progress with AI?

Your AI client pulls live campaign data to calculate how close you are to your goals. It provides instant updates on performance metrics and goal percentages. You get a clear view of your active fundraisers without manual checking.

The outcomes

What you get from your AI

The data flows from Donorbox into your chat interface.

LIVE DATA

Real-time goal tracking

Your agent pulls current totals and compares them to your targets. You see exactly what percentage of the goal is met.

AUDITS

Performance snapshots

The AI runs quick checks on how specific campaigns are performing. It identifies which fundraisers are hitting their marks.

LISTS

Campaign overviews

Get a clean list of every active fundraiser you have running. Your agent organizes the data so you don't have to.

HUMAN

Strategic decisions

The AI provides the numbers, but you decide how to pivot. Use the data to plan your next outreach or donor push.

The workflow

What your AI does when the data arrives.

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

  1. Identify campaigns

    The AI looks through your account to find all active fundraising efforts.

    list_fundraising_campaigns

  2. Pull specific details

    Once you pick a campaign, the AI grabs the specific totals and target amounts.

    get_campaign_details

  3. Analyze performance

    The agent runs a check to see how the campaign is actually doing against its goals.

    quick_campaign_performance_audit

  4. Report progress

    The AI presents the percentages and metrics in a way that makes sense for your current needs.

    get_campaign_details

Try it

Copy these to start.

Use these prompts to kick off your monitoring.

Starting points

These are basic ways to start. Swap out the campaign names for your actual fundraiser names.

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 fundraising campaigns.

  • How close is the 'Annual Gala' campaign to its goal?

  • Run a performance audit on my 'Winter Drive' fundraiser.

  • Show me the details for the 'Community Fund' campaign.

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

Start here

Connect Donorbox once, then ask.

One link connects your account. Your login stays encrypted and secure on our side. You can find the full list of what the AI can do on the Connector page.

Connect Donorbox to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my campaign goals?

    No. The AI can only read your campaign data. You must change goals directly in Donorbox.

  • 02

    Does the AI delete any donor information?

    No. The AI has no capability to delete or modify any data in your account.

  • 03

    How often does the AI see updates?

    The AI sees the data exactly as it exists in Donorbox at the moment you ask the question.

  • 04

    Can I use this to send emails to donors?

    No. This specific connection is for monitoring and auditing campaign performance.

  • 05

    Can the AI create a new fundraiser for me?

    No. The tools only allow the AI to list, get details, and audit existing campaigns.

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

Connect Donorbox to Claude, Cursor, ChatGPT & more