• ACTIVE
  • PENDING
  • ACTION
  • HUMAN

How to monitor recurring donation health with your AI

Connect Evergiving Fundraising to your AI client to track monthly pledge status and catch payment issues immediately.

Ask AI about this page

Short answer

How can I track my monthly pledges and failed payments?

Your AI pulls live data from Evergiving Fundraising to list active monthly pledges and find pending or incomplete payments. You get a clear view of your recurring revenue health and a list of specific donors who need attention.

Where your data lands.

The outcomes of your request.

The AI organizes your fundraising data into these specific views.

ACTIVE

Current monthly pledges

The AI identifies every donor currently committed to a recurring gift. You get a clean list of active supporters.

PENDING

Unfinished transactions

The AI finds donations that haven't cleared yet. This helps you spot processing delays before they become churn.

ACTION

Troubleshooting list

The AI flags incomplete payments that need manual follow-up. You receive a targeted list of what to fix.

HUMAN

Manual outreach

The AI identifies which donors to contact for failed payments. You decide how to handle the actual communication.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your fundraising records and your chat interface.

  1. Audit active donors

    The AI scans your Evergiving account to pull a full list of all ongoing monthly commitments.

    list_active_recurring_pledges

  2. Identify payment gaps

    The AI looks for any donations that are stuck in a pending or incomplete state.

    list_pending_payment_donations

  3. Analyze health trends

    The AI compares active pledges against pending payments to show you where your revenue might be dropping.

    list_active_recurring_pledgeslist_pending_payment_donations

  4. Prepare follow-ups

    The AI summarizes the specific donors whose payments failed so you can step in.

    list_pending_payment_donations

Try it

Copy these to start.

Use these prompts to begin interacting with your Evergiving data.

Starting points

These are starting points. Swap out the specific donor names or date ranges to get exactly what you need.

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

  • List all my active monthly pledges from Evergiving Fundraising.

  • Show me all pending or incomplete donations that need attention.

  • Are there any specific donors in my pending list I should worry about?

  • Summarize my active recurring pledges for this month.

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

Start here

Connect Evergiving Fundraising once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start asking your AI about your donation data.

Connect Evergiving Fundraising to your AI

FAQ

How this task behaves.

  • 01

    Can the AI process a new donation?

    No. The AI can only read and list existing pledge and payment data.

  • 02

    Will the AI change my donor information?

    No. This MCP is read-only for these specific tasks. It cannot edit or delete donor records.

  • 03

    Can I see why a specific payment failed?

    The AI can list the pending donations, but it cannot access the specific bank error codes or private payment gateway logs.

  • 04

    Does the AI handle the actual email to the donor?

    No. The AI identifies who needs help, but you must send the actual emails through your own communication tools.

  • 05

    How often does the AI see new donations?

    The AI sees whatever is currently in your Evergiving Fundraising account at the moment you ask the question.

  • 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