• TOTALS
  • HISTORY
  • MATCHES
  • HUMAN

How to verify donor history with your AI

Connect GiveForms to your AI client to look up individual contribution records. Once connected, you can query donor history using just a name or email address.

Ask AI about this page

Short answer

How can I check a donor's lifetime contributions?

Give your AI the donor's name or email address. It will search GiveForms and return their full history of gifts and total contribution amounts. You'll see a breakdown of their specific transaction details.

The results you get.

Where the data lands.

The AI processes your request and delivers these specific outcomes.

TOTALS

Lifetime gift totals

The AI calculates the sum of all donations found for a specific person. You get a clear picture of their total support.

HISTORY

Individual gift records

The AI pulls a list of every transaction linked to that donor. You'll see dates and specific amounts for each gift.

MATCHES

Identity verification

The AI finds records that match the name or email you provided. This ensures you are looking at the right donor profile.

HUMAN

Manual review required

If the AI finds multiple people with the same name, it will stop and ask you to clarify. You decide which donor is the correct one.

The workflow

What your AI does when you ask for donor info.

The AI acts as the interface between your chat and your GiveForms data.

  1. Locate the donor

    The AI searches your database using the contact info you provide.

    find_donations_by_emailfind_donations_by_name

  2. Retrieve gift data

    The AI pulls the specific transaction details for the matched donor.

    get_donation_details

  3. Summarize history

    The AI aggregates the individual amounts to show total lifetime value.

    get_donation_details

  4. Present findings

    The AI displays the donor's contribution history in your chat window.

    get_donation_details

Try it

Copy these to start.

Use these prompts to pull donor data immediately.

Starting points

Swap out the names and email addresses in these examples for the actual donor info you need.

GiveForms Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_6Vru7cRcFpCiQgy6HVNumYQoCNmw6iRfqxOefPv7/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 — GiveForms capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "giveforms-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6Vru7cRcFpCiQgy6HVNumYQoCNmw6iRfqxOefPv7/mcp"
    }
  }
}
Copy into chat04

  • Find all donation records for sarah.jones@example.com

  • What is the lifetime contribution history for David Miller?

  • Show me the donation details for the last gift from mike@email.com

  • Check for any donation records under the name Elena Rodriguez

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

Start here

Connect GiveForms once, then ask.

Connect your account with one click. Your login stays encrypted on our side, and you can start querying your donor data right away.

Connect GiveForms to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit or delete my donor records?

    No. The AI can only read and retrieve data from GiveForms. It has no ability to change or delete any information.

  • 02

    What if the AI finds two people with the same name?

    The AI will present both matches to you. You must manually confirm which person you are interested in.

  • 03

    Can I search for donors using a phone number?

    No. The tools only support searching by name or email address.

  • 04

    Does the AI have access to my entire GiveForms account?

    The AI only accesses the specific data required to answer your prompt.

  • 05

    Can the AI add new donors to GiveForms?

    No. This MCP is built for looking up existing records, not for creating new ones.

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

Connect GiveForms to Claude, Cursor, ChatGPT & more