# Bloomerang MCP for AI Agents MCP

> Bloomerang connects your non-profit donor database directly to any AI agent. Use this MCP to list donors, review donation transactions, and track fundraising campaigns from a natural language prompt in tools like Claude or Cursor.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** donor-management, fundraising, constituent-tracking, donation-processing, nonprofit-crm, pledge-management

## Description

Managing a non-profit's donor base is complex; it involves tracking everything from initial pledges to final campaign totals. With this Bloomerang MCP, your AI agent handles the heavy lifting. You can ask for specific information—like listing all donors who gave over $500 last year—and get an immediate answer without logging into the CRM and running multiple reports. Instead of manually cross-referencing notes, transaction logs, and campaign details across different screens, you talk to your agent. It pulls together core data points: constituent profiles, donation history, active tasks, and fundraising fund statuses. This capability is housed within the Vinkius catalog, meaning once you connect your preferred AI client, you get instant access to this donor intelligence alongside hundreds of other specialized MCPs. The result is a single conversation that gives you comprehensive visibility into every aspect of your organization's donor relationships.

## Tools

### create_constituent
Creates a brand-new individual donor profile within Bloomerang.

### list_campaigns
Retrieves a list of all active and past fundraising campaigns the organization ran.

### list_constituents
Pulls a comprehensive list of every donor or constituent in the system.

### list_tasks
Gets all scheduled tasks and follow-ups associated with specific donors.

### list_transactions
Lists a history of all recorded financial transactions in the donor database.

### get_constituent
Fetches detailed profile information for one specific individual constituent by their ID.

### get_transaction
Retrieves granular details for a single, specified financial transaction.

### list_appeals
Lists all fundraising appeals that have been run or are scheduled to run.

### list_funds
Displays a list of different funds set up for specific charitable causes.

### list_notes
Retrieves all private notes and correspondence tied to a particular donor's record.

## Prompt Examples

**Prompt:** 
```
What are the last five donations from Global Foundation and what was their associated campaign?
```

**Response:** 
```
**Global Foundation Donation Summary**

| Date | Amount | Type | Campaign ID |
| :--- | :---: | :--- | :--- |
| 2024-11-05 | $5,000.00 | Donation | camp_annual_fund |
| 2024-06-10 | $1,000.00 | Pledge Payment | camp_capital_build |

*Source: list_transactions and list_campaigns.
```

**Prompt:** 
```
Find all donors who have outstanding tasks or notes related to the Annual Fund 2024.
```

**Response:** 
```
**Annual Fund Follow-Up List**

*   Alice Johnson (ID: con_1): Task set for follow-up on 10/15. Note mentions discussing tax receipts.
*   Mark Smith (ID: con_3): Has a pending task to review his pledge status. Needs action by the Development Director.
```

**Prompt:** 
```
List all active fundraising funds and show me who contributed to 'Youth Programs'.
```

**Response:** 
```
**Active Funds & Contributors**

*   Annual Fund (ID: fund_1): Active.
*   Capital Building Project (ID: fund_2): Active.
*   Youth Programs (ID: fund_3): Active. 

Donors contributing to Youth Programs include Alice Johnson ($500) and Global Foundation ($1,000).
```

## Capabilities

### Access and Update Donor Records
Retrieve full profiles for specific donors, or create new individual constituent records if needed.

### Review Financial Activity
List all historical transactions, check detailed transaction information, and see which pledge payments are due.

### Track Fundraising Efforts
See a list of active fundraising campaigns, track specific appeals, and monitor the funds dedicated to various causes.

### Manage Relationship Data
List associated tasks or review private notes attached to any donor's profile for relationship history.

## Use Cases

### Verifying Donor Giving History for Stewardship
A development director needs to prepare a thank-you package. They ask their agent to list all transactions and get transaction details for Donor X, immediately seeing every donation amount and date since the last major appeal.

### Auditing Fund Usage Before Year-End
An operations manager needs to confirm that funds intended for 'Youth Education' were correctly allocated. They ask the agent to list all funds and cross-reference it with recent transactions, confirming proper account usage.

### Building a Targeted Appeal List
A fundraising specialist wants to focus on major gifts. They use the agent to list constituents and filter based on donors who have outstanding tasks or notes that suggest high potential for giving.

### Onboarding New Donor Data
The team receives a new, large donor. Instead of waiting for manual data entry, they use the agent to create_constituent and immediately record their initial contact details and associated notes.

## Benefits

- Instead of exporting donor records to a spreadsheet just to check who gave what, you simply ask your agent to list transactions. This saves hours of manual data wrangling.
- You can get the full context on any single person by running 'get_constituent' and reviewing associated notes or tasks in one prompt, rather than clicking through multiple tabs.
- When planning a new appeal, you don't need to check 10 different reports. You use list_campaigns and list_appeals together to see exactly what types of fundraising efforts have worked before.
- Managing fund allocations is simple. Ask the agent to list all funds or review specific transactions against those funds to verify correct accounting immediately.
- Need to start a new relationship? The 'create_constituent' tool lets you record an individual donor profile and get them into the system instantly, right from your conversation.

## How It Works

The bottom line is that you use conversational prompts to interact with structured donor data, eliminating manual report generation.

1. First, subscribe to this MCP and provide your Bloomerang API key.
2. Next, point your AI agent (like Cursor or Claude) at the connected Vinkius catalog endpoint.
3. Finally, ask your agent a natural language question—for instance, 'Show me all transactions for John Doe from Q1'—and get the data returned immediately.

## Frequently Asked Questions

**How can Bloomerang MCP help me track donor giving without manually exporting data?**
It lets you ask your agent natural language questions that pull together transaction details, notes, and task statuses instantly. You get a complete picture of the relationship history in one chat response.

**Do I need to know donor IDs to use the Bloomerang MCP for AI Agents?**
No. While some tools require IDs (like 'get_constituent'), you can start by asking general questions, like 'List all donors,' and then narrow down from there.

**Can I use the Bloomerang MCP to see which funds are currently accepting donations?**
Yes. You can list all available funds and check transaction records against those specific fund IDs, ensuring your team is tracking money going to the right causes.

**Is this good for non-profit operations staff who manage pledges?**
Absolutely. The MCP allows you to review pledge payments and track tasks associated with them directly in conversation, making it easy to audit promises versus actual donations.

**Does Bloomerang MCP only show current donors, or historical ones too?**
It accesses the full history of your database. You can ask for transactions and notes from years ago, giving you a comprehensive view of the donor's entire relationship with the organization.