• GIFT
  • CONTACT
  • NEW CONTACT
  • HUMAN

How to record new donations with your AI

Connect Virtuous to your AI client to handle gift entry and contact updates through simple chat commands.

Ask AI about this page

Short answer

How do I record new donations with my AI?

You tell your AI the donor's name and the gift amount, and it handles the rest. It creates the gift record and updates the contact info in Virtuous in one go. You'll see the data land in your CRM instantly.

Data destinations

Where your data lands.

The AI routes information to specific areas in Virtuous based on your instructions.

GIFT

New gift records

The AI creates a new transaction record with the amount and date you specify. This keeps your fundraising totals accurate.

CONTACT

Updated donor profiles

The AI modifies existing contact details like email or phone numbers. This ensures your donor database stays current.

NEW CONTACT

Fresh donor entries

If the person isn't in your system, the AI builds a new contact profile. This prevents duplicate entries for new supporters.

HUMAN

Manual review needed

If the AI can't find a matching contact or the data is messy, it stops. You'll need to check the record manually in Virtuous.

The workflow

What your AI does when a gift arrives.

The AI acts as a bridge between your conversation and your Virtuous database.

  1. Identify the donor

    The AI looks for an existing person in your database to attach the gift to. If they don't exist, it builds a profile.

    create_contact

  2. Log the transaction

    Once the contact is set, the AI writes the specific gift details to the system.

    create_gift

  3. Fix contact details

    If you mention a change in address or email during the chat, the AI updates the profile.

    update_contact

  4. Adjust gift info

    If you need to correct a mistake in a previously entered gift, the AI modifies that specific record.

    update_gift

Try it

Copy these to start.

Use these prompts to trigger actions in Virtuous.

Starting points

Replace the names and amounts with your actual donor information.

Virtuous Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ENsZgGYEemblZtF7tMhRre37JfZRj9zG0ctHAF39/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 — Virtuous capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "virtuous-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ENsZgGYEemblZtF7tMhRre37JfZRj9zG0ctHAF39/mcp"
    }
  }
}
Copy into chat04

  • Create a $50 gift for Jane Doe in Virtuous.

  • Update Jane Doe's email address to jane.doe@email.com.

  • Record a new $100 donation from the Smith Family.

  • Change the amount of the last gift from John Smith to $75.

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

Start here

Connect Virtuous once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start giving commands to your AI.

Connect Virtuous to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a donor or a gift?

    No. The AI can only create or update records. It cannot delete any data from Virtuous.

  • 02

    Will the AI create duplicate contacts if I'm not careful?

    The AI tries to find existing contacts first, but if you provide a name that doesn't match anything, it will create a new one. You should verify the name matches your records.

  • 03

    Can the AI change donor membership levels?

    No. The current tools only allow for updating contact details and gift records.

  • 04

    Does the AI handle recurring gift setups?

    No. The AI is limited to creating and updating individual gift records.

  • 05

    How do I know if the gift was actually recorded?

    The AI will confirm the action in your chat once the tool successfully runs in Virtuous.

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

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