• PROFILES
  • HISTORY
  • SEGMENTS
  • HUMAN

How to analyze donor giving history with your AI

Connect FundraisingBox to your agent to turn raw transaction data into actionable donor profiles. You'll move from searching for names to having full giving histories ready for your next conversation.

Ask AI about this page

Short answer

How can I use my AI to look up donor giving history?

Your agent uses FundraisingBox tools to pull specific donor profiles and their entire transaction history. This lets you instantly see lifetime totals and patterns for any individual or group of supporters.

The results you get

What your agent delivers

The AI handles the data digging so you can focus on the relationship.

PROFILES

Complete donor profiles

The agent pulls specific contact details and identification for any donor you ask about. You get a clear picture of who they are before you reach out.

HISTORY

Lifetime giving records

Your agent looks up every past transaction to calculate total impact. You'll see exactly how much and how often they have given.

SEGMENTS

Targeted donor lists

You can ask the agent to find specific groups of people based on their behavior. This builds the list for your next campaign.

HUMAN

Personalized outreach

The AI provides the data, but you decide how to use these insights. You use the history to write the actual messages or plan the calls.

The workflow

What your AI does when you ask for donor data.

The agent acts as a bridge between your chat interface and your FundraisingBox records.

  1. Find the right people

    The agent scans your database to find the specific individuals or groups you're interested in.

    search_donors

  2. Pull individual details

    Once a donor is identified, the agent fetches their specific profile information.

    get_donor

  3. Review past activity

    The agent digs into the transaction logs to see every gift that donor has ever made.

    get_donor_history

  4. Summarize for outreach

    The agent combines the profile and history into a single summary you can use for planning.

    get_donorget_donor_history

Try it

Copy these to start.

Use these prompts to begin your analysis.

Starting points

These are starting points. Swap out the names and dates with the actual donor info you want to check.

FundraisingBox Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7tCpk2vHR3yzoDiufIEUpCqWXDXQgZ5XtpppzdTO/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 — FundraisingBox capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fundraisingbox-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7tCpk2vHR3yzoDiufIEUpCqWXDXQgZ5XtpppzdTO/mcp"
    }
  }
}
Copy into chat04

  • Search for all donors in FundraisingBox who gave more than $500 last year.

  • Get the full giving history for Jane Doe to see her lifetime total.

  • Find the contact information for the donor with the email example@email.com.

  • Pull a list of donors who haven't given anything in the last six months.

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

Start here

Connect FundraisingBox once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking your agent questions about your donors.

Connect FundraisingBox to your AI

FAQ

How this task behaves

  • 01

    Can the AI change donor information in FundraisingBox?

    No. The agent can only read donor profiles and history. It cannot edit or delete any records in your database.

  • 02

    Does the AI automatically send emails to my donors?

    No. The agent pulls the data to help you prepare, but you must send the actual emails through your own tools.

  • 03

    Can I search for donors by their total lifetime giving?

    Yes. You can ask the agent to find donors based on their history and transaction totals.

  • 04

    How does the AI find a specific donor?

    The agent uses the search tool to match names, emails, or other identifiers you provide.

  • 05

    Will the AI remember my donor data for other users?

    No. Your connection is private to your specific AI client and your account.

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

Connect FundraisingBox to Claude, Cursor, ChatGPT & more