• RECORDED
  • LINKED
  • VALIDATED
  • PENDING

How to log donations and pledges with your AI

Connect your agent to Little Green Light to handle financial entries. Your AI handles the lookup and the logging.

Ask AI about this page

Short answer

How do I log donations and pledges with my AI?

Your agent identifies the correct constituent in Little Green Light and uses the available funds to record the gift. You'll get accurate, linked financial records in your database. Here is the breakdown of what happens.

Where your data lands.

Financial records updated.

Every gift and pledge is routed to the right place in your CRM.

RECORDED

New gift entries

The AI creates a new donation record using the fund you designate. Your financial history stays current.

LINKED

Constituent connections

The agent matches the gift to an existing person in your database. This keeps your donor history accurate.

VALIDATED

Fund verification

The AI checks your organizational funds to ensure money goes to the right bucket. This prevents accounting errors.

PENDING

Human review needed

If the AI can't find a matching donor or fund, it stops and asks you for help. You keep full control.

The workflow

What your AI does when a gift arrives.

The agent moves from identification to entry in a few logical steps.

  1. Find the donor

    The agent searches your Little Green Light database to find the person making the gift using their name or email.

    get_donor_details

  2. Check available funds

    The agent looks up your specific organizational funds to confirm where the money should be allocated.

    list_organizational_funds

  3. Log the gift

    Once the donor and fund are identified, the agent writes the new donation or pledge into the system.

    record_new_donation

  4. Confirm entry

    The agent verifies the record was successfully created and notifies you that the task is complete.

    record_new_donation

Try it

Copy these to start.

Use these prompts to trigger the workflow.

Starting points

Swap out the names in these prompts for your actual donor names or fund titles.

Little Green Light Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_2WiGD34Kw2emNP6OhnBjdVMIlIRqDn1d5jfnlZh2/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 — Little Green Light capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "little-green-light-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2WiGD34Kw2emNP6OhnBjdVMIlIRqDn1d5jfnlZh2/mcp"
    }
  }
}
Copy into chat04

  • Log a $50 donation for Jane Doe in the General Fund.

  • Record a $500 pledge from Robert Smith for the Building Fund.

  • Find the donor details for Sarah Jenkins and see if I can log a gift for her.

  • List my organizational funds so I can pick one for a new donation.

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

Start here

Connect Little Green Light once, then ask.

You only need to link your account once. Your credentials stay encrypted, and your agent will be ready to work immediately.

Connect Little Green Light to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a donation if I make a mistake?

    No. The AI only has tools to record new entries and read existing data. It cannot delete or modify previous records.

  • 02

    What happens if the AI can't find the donor?

    The AI will tell you it couldn't find a matching constituent and will ask you to provide more details or create a new one manually.

  • 03

    Does the AI automatically pick a fund for me?

    No. You should specify which fund the money belongs to in your prompt to ensure accuracy.

  • 04

    Can I use this to pull a full report of all donations?

    No. This specific set of tools is designed for recording new gifts and looking up specific donor or fund details.

  • 05

    Will the AI change my constituent's contact information?

    No. The agent can retrieve details to ensure a match, but it does not have the capability to update or change constituent profiles.

  • More questions about Little Green Light? See everything the Little Green Light Connector can do

Connect Little Green Light to Claude, Cursor, ChatGPT & more