• FIELD ERRORS
  • TYPE MISMATCH
  • DATA GAP
  • HUMAN ACTION

How to audit donor data and custom fields with your AI

Connect Qgiv to your AI client once. From there, your agent handles the heavy lifting of inspecting your database structure.

Ask AI about this page

Short answer

How can I audit my Qgiv custom fields and dedication types using AI?

Your AI uses the Qgiv MCP to pull lists of all active custom fields and dedication types. It then compares these against your specific data requirements to flag inconsistencies or missing information. You get a clear report of where your data collection needs fixing.

Audit outcomes

Where your findings land.

The AI organizes its findings into these specific categories.

FIELD ERRORS

Missing custom fields

The AI identifies where required data points aren't being captured. You'll see exactly which fields are empty or misconfigured.

TYPE MISMATCH

Dedication inconsistencies

It flags when dedication types don't match your expected categories. This helps keep your memorial and tribute data clean.

DATA GAP

Unused field definitions

The agent finds custom fields that exist in your settings but aren't being used in active forms. This helps you prune your database.

HUMAN ACTION

Manual cleanup required

The AI identifies specific records that need your direct attention. It won't change your data, so you decide what to fix.

The workflow

What your AI does when the request arrives.

The AI moves through your Qgiv configuration to build a map of your data structure.

  1. Map custom fields

    The agent pulls a full inventory of every custom field currently active in your Qgiv account.

    list_custom_fields

  2. Inspect field details

    It looks at the specific settings and data types for individual fields to find errors.

    get_custom_field

  3. Check dedication settings

    The AI retrieves your list of dedication fields and the specific types you allow.

    list_dedication_fieldslist_dedication_types

  4. Verify specific types

    It drills down into individual dedication types to ensure they align with your reporting needs.

    get_dedication_fieldget_dedication_type

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the specific field names or dedication types to match your actual Qgiv setup.

Qgiv Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_c93l2mu6xAUYSPSOAhyxxPNValrwonQLly7L8Skj/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 — Qgiv capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "qgiv-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_c93l2mu6xAUYSPSOAhyxxPNValrwonQLly7L8Skj/mcp"
    }
  }
}
Copy into chat04

  • List all my Qgiv custom fields and tell me which ones are currently empty.

  • Check my dedication types and see if any are redundant or misspelled.

  • Compare my custom fields against this list of required donor attributes: [insert list].

  • Find all dedication fields in Qgiv that don't match my standard tribute categories.

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

Start here

Connect Qgiv once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted and secure, and you can immediately start chatting with your data in your preferred AI client.

Connect Qgiv to your AI

FAQ

Common questions

  • 01

    Can the AI change my custom field settings?

    No. The AI can read and inspect your fields, but it cannot modify, delete, or create new fields in Qgiv.

  • 02

    Will the AI delete any donor records?

    No. This MCP is read-only for data inspection. Your donor records remain untouched.

  • 03

    Do I need to export my data to a CSV first?

    No. The AI connects directly to Qgiv to pull the field lists and dedication types itself.

  • 04

    Can the AI fix my data errors automatically?

    No. The AI identifies the errors and tells you where they are, but you must perform the actual corrections in Qgiv.

  • 05

    How does the AI know which fields are 'required'?

    The AI reads the specific configuration of each field through the connector to see which ones are marked as mandatory.

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

Connect Qgiv to Claude, Cursor, ChatGPT & more