• METRICS
  • AUDIT
  • DETAILS
  • HUMAN

How to monitor fundraising campaign progress with your AI

Connect GiveWP to your AI client once. From then on, your agent handles the data heavy lifting for your donation forms.

Ask AI about this page

Short answer

How can I track my donation goals using AI?

Your AI pulls real-time performance data and specific form details directly from GiveWP. You get instant updates on how close you are to hitting your targets without manual exports. This breakdown shows you exactly how to set that up.

The results.

Where your data lands.

The AI turns raw donation numbers into actionable insights.

METRICS

Real-time goal tracking

The AI pulls current totals and compares them to your set targets. You'll see exactly how much more you need to raise.

AUDIT

Form performance checks

Your agent looks at specific form stats to see which campaigns are actually converting. It identifies your strongest and weakest links.

DETAILS

Specific form deep-dives

The AI pulls granular settings and status for individual donation forms. This helps you understand the context behind the numbers.

HUMAN

Strategic decisions

The AI presents the data, but you decide how to pivot your campaign. It flags the trends, then hands the steering wheel back to you.

The workflow

What your AI does when the data arrives.

The AI moves from broad lists to specific performance metrics in seconds.

  1. Identify your forms

    The AI starts by pulling a full list of your active GiveWP donation forms to see what's available.

    list_donation_forms

  2. Inspect form settings

    Once it finds the right campaign, the AI looks at the specific configuration and goal settings for that form.

    get_form_details

  3. Analyze performance

    The agent pulls the actual donation numbers and conversion stats to see how the campaign is performing.

    get_form_performance

  4. Report progress

    The AI summarizes the gap between your current totals and your fundraising goals.

    get_form_performance

Try it

Copy these to start.

Use these prompts to kick off your monitoring.

Starting points

These are just ideas. Swap out the specific form names or campaign goals with your own.

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

  • List all my GiveWP donation forms so I can see what's active.

  • Check the performance for my 'Annual Gala' form and tell me how close I am to the goal.

  • Get the details for the 'Monthly Giving' form to see its current settings.

  • Compare the performance of my last three donation forms to see which one is most successful.

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

Start here

Connect GiveWP once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking your AI about your donation data.

Connect GiveWP to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my donation goal amounts?

    No. The AI can only read the current goal status and performance data. You must change goals manually in GiveWP.

  • 02

    Can the AI create new donation forms for me?

    No. The AI is limited to reading existing form lists, details, and performance metrics.

  • 03

    Does the AI see my donor's personal information?

    The AI only accesses the performance and form data provided by the tools. It does not access private donor identities.

  • 04

    How often does the AI see updated donation numbers?

    The AI sees the data in real-time as it exists in GiveWP at the moment you ask the question.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

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

Connect GiveWP to Claude, Cursor, ChatGPT & more