• PROFILES
  • HISTORY
  • LISTS
  • HUMAN

How to track donor giving history with your AI

Connect GiveWP to your AI client to turn raw transaction data into donor profiles. Once connected, your agent handles the data retrieval.

Ask AI about this page

Short answer

How can I see a donor's full giving history using AI?

Your AI pulls specific donor profiles and lifetime contribution totals from GiveWP. You get the data needed for personalized outreach.

The results.

Where your data lands.

The AI processes GiveWP data into these four outcomes.

PROFILES

Donor summaries

The AI pulls individual profiles including contact info and donation dates. You get a clear snapshot of each supporter.

HISTORY

Lifetime totals

Your agent calculates the total amount a person has given over time. This identifies your major donors.

LISTS

Segmented groups

The AI generates lists of donors based on frequency or amount. Use these to build targeted outreach lists.

HUMAN

Personalized outreach

The AI provides the facts, but you decide how to write the thank-you note. You handle the actual relationship work.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your GiveWP database and your chat interface.

  1. Identify donors

    The AI scans your GiveWP installation to find the specific people you want to research.

    list_plugin_donors

  2. Retrieve records

    Once a donor is identified, the AI pulls their specific transaction history.

    find_donor_history

  3. Calculate totals

    The agent sums up individual donations to find the lifetime value for each person.

    find_donor_history

  4. Organize insights

    The AI presents the donor's name, total giving, and last donation date in a readable format.

    list_plugin_donorsfind_donor_history

Try it

Copy these to start.

Use these prompts to begin interacting with your GiveWP data.

Starting points

Replace the bracketed text with the names or amounts you are looking for.

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 donors from my GiveWP plugin.

  • Find the giving history for the donor named Sarah Jenkins.

  • What is the lifetime giving total for the donor with email example@email.com?

  • Show me a list of donors who have given more than $500.

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

Start here

Connect GiveWP once, then ask.

Follow the link to connect your GiveWP instance. Your credentials stay encrypted, and you can start asking questions immediately.

Connect GiveWP to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my donor records in GiveWP?

    No. The AI can only read data using the available tools. It cannot edit, delete, or create new donor records.

  • 02

    Can I use this to send emails directly to donors?

    No. The AI pulls the data, but you must use your own email client to send the messages.

  • 03

    Does the AI see all my transaction data?

    The AI only sees the data it retrieves through the specific tools you trigger via your prompts.

  • 04

    Can the AI calculate the average gift size?

    Yes. Once the AI pulls the donor history, it can perform math on those records to find averages or totals.

  • 05

    How does the AI find a specific person?

    It uses the donor list and history tools to match the names or emails you provide in your chat.

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

Connect GiveWP to Claude, Cursor, ChatGPT & more