• SYNC
  • ENTRY
  • AUDIT
  • REVIEW

How to log offline donations with your AI

Connect Givebutter to your AI client once. After that, you can handle manual payments just by talking to your agent.

Ask AI about this page

Short answer

How do I log offline donations with my AI?

Your AI finds the right donor in Givebutter and records the payment amount and date for you. This keeps your digital records in sync with the physical checks or cash you collect. You'll see exactly how the data moves through your CRM in the breakdown below.

The results.

Where your data lands.

The AI handles the data entry so you don't have to manually type into the dashboard.

SYNC

Updated donor profiles

The AI uses donor information to ensure the payment attaches to the correct person. Your contact lists stay accurate without manual searching.

ENTRY

Clean donation records

Every check or cash gift gets logged as an offline donation. This prevents your online totals from being off-base.

AUDIT

Ready for reporting

Because the AI logs these immediately, your end-of-month reports reflect all funds received. You won't have to hunt for missing entries later.

REVIEW

Human oversight

The AI performs the heavy lifting, but you stay in control. You can always check the Givebutter dashboard to verify the entries the agent made.

The workflow

What your AI does when a check arrives.

The AI bridges the gap between your physical mail and your digital database.

  1. Identify the donor

    The agent looks up the person who sent the funds to make sure the money goes to the right account.

    list_donor_contacts

  2. Log the payment

    Once the contact is found, the AI writes the donation amount and date into your Givebutter records.

    record_offline_donation

  3. Confirm the entry

    The AI verifies that the record was successfully created in the system.

    record_offline_donation

  4. Notify you

    The agent tells you the task is done so you can move on to the next item.

    list_donor_contacts

Try it

Copy these to start.

Use these prompts to trigger the Givebutter tools.

Starting points

Swap out the names and amounts for the actual details from your donation receipt.

Givebutter Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DqrAZaFK0ZCrnMBWWH9vqkO8MOJ99vy8yhBUkhDU/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 — Givebutter capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "givebutter-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DqrAZaFK0ZCrnMBWWH9vqkO8MOJ99vy8yhBUkhDU/mcp"
    }
  }
}
Copy into chat04

  • Find the contact for Sarah Jenkins and record a $50 offline donation from today.

  • I just got a $100 check from the Smith Family Foundation. Can you log that in Givebutter?

  • Check my Givebutter contacts for a donor named Marcus Thorne and add a $250 cash gift.

  • Log a $1,000 wire transfer for the Downtown Community Center in Givebutter.

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

Start here

Connect Givebutter once, then ask.

Click the link to authorize the connection. Your login credentials stay encrypted and secure on our side. You can find the full list of what the AI can do on the main Connector page.

Connect Givebutter to your AI

FAQ

How the task behaves.

  • 01

    Can the AI delete a donation if I make a mistake?

    No. The AI can only record offline donations; it does not have the capability to delete or modify existing records.

  • 02

    Does the AI need me to find the donor's email first?

    No. You can just give the AI a name, and it will use the contact tool to find the matching donor in your list.

  • 03

    Can the AI process credit card payments?

    No. This specific task is for recording offline payments like checks and cash that have already been received.

  • 04

    Will the AI create new donor profiles from scratch?

    No. The AI can only record donations for donors that already exist in your Givebutter contact list.

  • 05

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Givebutter to Claude, Cursor, ChatGPT & more