• LIVE DATA
  • CONVERSION
  • AUDIT
  • HUMAN

How to audit fundraising campaign performance with your AI

Connect Evergiving Fundraising to your AI client to pull live campaign data. Once connected, you can ask for specific performance metrics without logging into a dashboard.

Ask AI about this page

Short answer

How can I audit my fundraising campaign performance with AI?

Your AI pulls live data from Evergiving to show you exactly how much money is coming in and how well your campaigns are converting. You get specific summaries for any active campaign you ask about. This breakdown shows you the exact data points you can pull.

The outcomes

What your AI delivers

The AI turns raw campaign data into clear, actionable summaries.

LIVE DATA

Real-time totals

The AI pulls the latest funds raised for your active campaigns. You see the actual money moved, not outdated estimates.

CONVERSION

Efficiency tracking

Get immediate summaries of conversion rates. This tells you how effectively your current campaigns are turning interest into donations.

AUDIT

Campaign comparisons

Ask your AI to compare different active campaigns. You can quickly spot which ones are overperforming or stalling.

HUMAN

Strategic decisions

The AI provides the numbers, but you decide how to pivot. You use these summaries to adjust your outreach or budget.

The workflow

What your AI does when the data arrives.

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

  1. Identify campaigns

    The AI first looks at your active fundraising efforts to see what is currently running.

    list_fundraising_campaigns

  2. Pull performance stats

    Once it knows which campaigns you mean, the AI grabs the specific conversion and funding data.

    get_campaign_performance_summary

  3. Summarize findings

    The AI translates the raw numbers into a plain English summary you can actually use.

    get_campaign_performance_summary

  4. Answer follow-ups

    You can ask for deeper dives into specific campaigns or compare them against each other.

    list_fundraising_campaignsget_campaign_performance_summary

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ways to start the conversation. Swap out the campaign names for your actual ones.

Evergiving Fundraising Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_gOg16EyTkEW42Zh2gZwSDmft0YgT5g0vbs1Yua0R/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 — Evergiving Fundraising capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "evergiving-fundraising-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_gOg16EyTkEW42Zh2gZwSDmft0YgT5g0vbs1Yua0R/mcp"
    }
  }
}
Copy into chat04

  • Show me a summary of the performance for the 'Winter Gala 2024' campaign.

  • Which of my active campaigns has the highest conversion rate right now?

  • List all my active fundraising campaigns and tell me how much each has raised.

  • Compare the total funds raised for 'Youth Education Fund' versus 'Community Health Drive'.

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

Start here

Connect Evergiving Fundraising once, then ask.

One link connects your account. Your login stays encrypted and secure on our side. You can find the full technical details on the Connector page.

Connect Evergiving Fundraising to your AI

FAQ

Common questions

  • 01

    Can the AI change my campaign settings?

    No. The AI can only read performance data and campaign lists. It cannot edit, delete, or create campaigns in Evergiving.

  • 02

    Can I use this to send donation receipts?

    No. This specific connection is for auditing and viewing performance metrics, not for managing donor communications.

  • 03

    Does the AI see my donor's personal information?

    No. The tools only provide high-level performance summaries like total funds and conversion rates.

  • 04

    How often is the data updated?

    The data is as fresh as your Evergiving dashboard because the AI pulls it in real-time when you ask.

  • 05

    Can I ask about campaigns that ended last year?

    No. The current tools are designed to list and summarize active campaigns.

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

Connect Evergiving Fundraising to Claude, Cursor, ChatGPT & more