• DATA
  • STATS
  • ANALYSIS
  • HUMAN

How to generate donation data reports with your AI

Connect GiveWP to your AI client to turn raw transaction logs into structured reports. Your agent handles the data extraction so you can focus on the analysis.

Ask AI about this page

Short answer

How can I get donation reports using AI?

Your AI pulls specific transaction lists and plugin statistics directly from GiveWP. It then organizes this data into the summaries or spreadsheets you need. You get clean, actionable donation insights.

Report outcomes

What you get from your agent

The data your AI pulls results in these specific outputs.

DATA

Clean transaction lists

The AI pulls recent donor activity and organizes it into a readable format. You get a clear view of who gave what and when.

STATS

High-level plugin metrics

Your agent grabs general plugin statistics to show total volume or growth. This provides the big-picture context for your reports.

ANALYSIS

Custom donor insights

By looking at specific donation history, your AI identifies trends or top contributors. You can ask questions about donor behavior based on the pulled data.

HUMAN

Final report review

The AI prepares the data, but you decide how to present it. You take the organized lists and turn them into your final presentation or email.

The workflow

What your AI does when the request arrives.

Your agent follows a specific sequence to gather the numbers you asked for.

  1. Fetch recent activity

    The AI starts by grabbing a list of the most recent donations to establish a baseline.

    list_recent_donations

  2. Gather plugin metrics

    It pulls high-level statistics from the plugin to get a sense of total volume and performance.

    get_plugin_stats

  3. Deep dive into history

    If you need more detail, the AI pulls a full list of donations to find specific patterns.

    list_plugin_donations

  4. Structure the report

    The AI takes all the gathered data and formats it into a summary or a list for you to use.

    list_plugin_donations

Try it

Copy these to start.

Use these prompts to trigger the data extraction.

Starting points

These are basic starting lines. Swap out the specific timeframes or donor names to get exactly what you need.

GiveWP Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_jgUAxch9CjXa1covXArUyHONKP0L0By9PrcDWKvI/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 — GiveWP capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "givewp-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jgUAxch9CjXa1covXArUyHONKP0L0By9PrcDWKvI/mcp"
    }
  }
}
Copy into chat04

  • Show me a list of the most recent donations from GiveWP.

  • Get the high-level plugin statistics so I can see our total donation volume.

  • List all donations from the last month and summarize the total amount.

  • Find all donations made by 'John Doe' and tell me how much he has given in total.

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

Start here

Connect GiveWP once, then ask.

One connection gives your AI access to your donation data. Your login credentials stay encrypted and secure on our end.

Connect GiveWP to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change donation amounts or delete transactions?

    No. The tools only allow the AI to read and list data. It cannot modify or delete any records in GiveWP.

  • 02

    Can the AI create new donation entries?

    No. The AI can only pull existing data for reporting purposes.

  • 03

    How does the AI know which donations to pull?

    It uses the specific tools provided to look up recent activity or full donation histories based on your prompt.

  • 04

    Do I need to export a CSV first?

    No. The AI pulls the data directly from the plugin, so you don't need to handle manual exports.

  • 05

    Can the AI see my admin password?

    No. Your credentials are encrypted and the AI only uses the specific tools authorized by the MCP.

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

Connect GiveWP to Claude, Cursor, ChatGPT & more