• LISTS
  • AUDITS
  • HISTORY
  • HUMAN

How to track nonprofit donations and payments with your AI

Connect HelloAsso to your AI client to manage your fundraising data through chat.

Ask AI about this page

Short answer

How can I track my HelloAsso donations using AI?

Your AI pulls real-time data from HelloAsso to list recent payments, inspect individual orders, and verify specific transaction details. You get a clear view of your fundraising status without logging into the dashboard manually.

Where every transaction lands.

Data outcomes

Your AI organizes HelloAsso data into these specific views.

LISTS

Payment summaries

The AI uses list_payments to show you recent incoming funds and donor activity.

AUDITS

Order deep dives

Get granular details on specific contributions using get_order_details.

HISTORY

Payment verification

Check the status of individual transactions with get_payment_details.

HUMAN

Manual adjustments

The AI cannot change donation amounts or issue refunds; you must handle those in HelloAsso.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat interface and your HelloAsso account.

  1. Scan recent activity

    The AI scans your account to find recent transactions or specific donor groups.

    list_payments

  2. Identify orders

    It pulls a list of specific orders to help you find exactly which donation you're looking for.

    list_orders

  3. Inspect order details

    Once an order is identified, the AI pulls the full breakdown of that specific transaction.

    get_order_details

  4. Verify payment status

    The AI checks the specific payment information to confirm if funds were successfully processed.

    get_payment_details

Try it

Copy these to start.

Use these prompts to begin interacting with your HelloAsso data.

Starting points

Swap out the specific order IDs or dates with your actual HelloAsso data.

HelloAsso Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_SfzGezKXp8j291QYeSpOxZR6viiQTyBriJVIZgbU/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 — HelloAsso capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "helloasso-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_SfzGezKXp8j291QYeSpOxZR6viiQTyBriJVIZgbU/mcp"
    }
  }
}
Copy into chat04

  • Show me the most recent payments from HelloAsso.

  • Find the details for order #12345.

  • List all orders from last Tuesday.

  • Check the payment status for the donation made by Jean Dupont.

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

Start here

Connect HelloAsso once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect HelloAsso to your AI

FAQ

How this task behaves

  • 01

    Can the AI refund a donation?

    No. The AI can only read data. You must process refunds directly in HelloAsso.

  • 02

    Can I change a donor's email address through the AI?

    No. The AI does not have permission to modify or delete any data in your account.

  • 03

    Does the AI see my full bank details?

    No. The AI only accesses the transaction and order data provided by the HelloAsso tools.

  • 04

    Can I export these lists to Excel?

    The AI can present the data in a table format, which you can then copy into your own spreadsheets.

  • 05

    How often is the data updated?

    The AI pulls live data from HelloAsso every time you ask a question.

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

Connect HelloAsso to Claude, Cursor, ChatGPT & more