• CLEAN DATA
  • NEW GROUPS
  • SORTED LISTS
  • HUMAN REVIEW

How to segment supporters into groups with your AI

Connect Salsa Engage to your AI client once. After that, you just tell your agent who to find and where to put them.

Ask AI about this page

Short answer

How can I use AI to group my supporters?

Your AI scans your contact list, identifies people who meet your specific criteria, and places them into the right groups. You get organized segments without manual filtering. Here is how it works.

The results.

Where your data lands.

The AI organizes your supporters into specific buckets based on your instructions.

CLEAN DATA

Filtered contact lists

The AI pulls your current supporter data so you can see exactly who fits your new criteria.

NEW GROUPS

Automated group creation

If a group doesn't exist for your specific segment, the AI creates it for you instantly.

SORTED LISTS

Organized supporter groups

People are moved into existing groups based on the logic you provide in your chat.

HUMAN REVIEW

Final verification

You decide which groups are actually useful and confirm the logic before the AI finishes the task.

The workflow

What your AI does when the request arrives.

The AI moves from reading your data to executing the organization.

  1. Scan your contacts

    The AI looks through your entire supporter database to find the specific people you are looking for.

    list_supporters

  2. Check existing groups

    It looks at your current Salsa Engage groups to see if there is already a place for these people.

    list_supporter_groups

  3. Create new segments

    If you need a brand new category, the AI sets up that group in your account.

    upsert_supporter_group

  4. Assign the people

    The AI puts the identified supporters into the chosen groups so they are ready for your next campaign.

    assign_supporters_to_group

Try it

Copy these to start.

Use these prompts to trigger the segmentation process.

Starting points

Swap out the bracketed text with your actual supporter details or group names.

Salsa Engage Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Kwd8OzXZEieFfMva6iKoPzRK41vFVqhk1QvMVS2b/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 — Salsa Engage capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salsa-engage-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Kwd8OzXZEieFfMva6iKoPzRK41vFVqhk1QvMVS2b/mcp"
    }
  }
}
Copy into chat04

  • Find all supporters in Salsa Engage who live in Chicago and add them to the 'Midwest Donors' group.

  • Look for supporters who haven't donated in six months and create a new group called 'Lapsed Supporters'.

  • Check my current supporter groups and tell me if there is one for 'Monthly Giving Members'.

  • Identify everyone tagged as a 'Volunteer' and move them into the 'Active Volunteers' group.

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

Start here

Connect Salsa Engage once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start segmenting immediately through your AI client.

Connect Salsa Engage to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete supporters from my list?

    No. The AI can only list, create groups, and assign supporters to groups.

  • 02

    Will the AI change a supporter's email address?

    No. The AI does not have the tools to edit individual contact details like emails or phone numbers.

  • 03

    Does the AI create a new group every time I ask?

    No. It checks your existing groups first and only creates a new one if you ask it to or if the group doesn't exist.

  • 04

    How does the AI know which supporters to pick?

    It uses the criteria you provide in your prompt to filter the list it pulls from Salsa Engage.

  • 05

    Can I see the list of supporters before they are grouped?

    Yes. You can ask the AI to list the supporters it found before you tell it to assign them to a group.

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

Connect Salsa Engage to Claude, Cursor, ChatGPT & more