• PROFILES
  • TOTALS
  • TRENDS
  • HUMAN

How to research donor giving history with your AI

Connect NeonCRM to your AI client to pull specific supporter profiles and lifetime gift totals.

Ask AI about this page

Short answer

How can I see a donor's giving history?

Your AI client pulls donation records and account details directly from NeonCRM. You get a summary of lifetime contributions and specific gift patterns. This breakdown shows how your agent handles the data.

The research outcomes

What you'll discover

Your AI processes the NeonCRM data to provide these specific insights.

PROFILES

Supporter summaries

The AI pulls contact info and account details. You get a clear view of who the donor is.

TOTALS

Lifetime gift math

Your agent calculates the sum of all historical donations. This identifies your most significant supporters instantly.

TRENDS

Giving patterns

The AI looks at the timing and frequency of past gifts. You'll see if they give regularly or only once.

HUMAN

Outreach strategy

The AI provides the data, but you decide which donors to call or thank personally.

The workflow

What your AI does when you ask for donor data.

Your agent navigates your NeonCRM records to find and aggregate the specific details you request.

  1. Identify the account

    The agent finds the correct supporter in your database to ensure the data is accurate.

    get_account

  2. Fetch gift history

    The AI pulls a complete list of all donations tied to that specific account.

    list_donations

  3. Inspect individual gifts

    For specific questions, the agent looks at the details of a single transaction.

    get_donation

  4. Calculate totals

    The AI sums up the donation amounts to provide a lifetime contribution value.

    list_donations

Try it

Copy these to start.

Use these prompts to begin your research.

Starting points

Replace the bracketed text with the actual names or IDs from your NeonCRM.

NeonCRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PkfvbgoqgoaDI8OST0OSrRzy6Q2sk2W1GnmEMBf5/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 — NeonCRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "neoncrm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PkfvbgoqgoaDI8OST0OSrRzy6Q2sk2W1GnmEMBf5/mcp"
    }
  }
}
Copy into chat04

  • What is the lifetime giving total for [Donor Name]?

  • Show me all donations from [Donor Name] in 2023.

  • Summarize the giving history for account [Account ID].

  • How much was the most recent donation from [Donor Name]?

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

Start here

Connect NeonCRM once, then ask.

Connect your account once and your AI client can immediately access your donor data. Your login stays encrypted, and you can find more details on the Connector page.

Connect NeonCRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit donor records in NeonCRM?

    No. The AI can only read data. It cannot change, delete, or add any information to your CRM.

  • 02

    Can I use this to create new donations?

    No. The available tools are limited to retrieving account and donation information.

  • 03

    Does the AI see my NeonCRM password?

    No. Your credentials are encrypted and managed by Vinkius; your AI client never sees them.

  • 04

    Can the AI generate a PDF report?

    No. The AI provides text-based summaries and data. You'll need to copy that info into your own documents.

  • 05

    Will the AI automatically flag major donors?

    The AI won't do this on its own. You have to ask it to identify or list donors based on specific gift amounts.

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

Connect NeonCRM to Claude, Cursor, ChatGPT & more