# Donately MCP

> Donately MCP lets your AI agent manage all things fundraising for non-profits. You can pull detailed donor profiles, track recurring subscriptions, list every campaign running, and create new donations instantly. It’s a complete data hub that connects to your existing Donately account so you never have to export a spreadsheet again.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** donations, fundraising-campaigns, donor-management, nonprofit-tech, recurring-giving, peer-to-peer

## Description

You deal with donation data all the time—donor contacts, campaign goals, one-time gifts, and steady recurring income. Traditionally, pulling together a full picture meant logging into the platform, running separate reports for people, then cross-referencing those results in an Excel sheet. It’s tedious.

With this MCP, your agent handles all that lifting. You tell it what you need—like 'Show me every person who gave over $50 last quarter'—and it pulls the right data from across campaigns, people records, and donation history. It even lets your agent create new transactions if a donor calls in with cash. This isn’t just another API wrapper; it gives your AI client full access to organize your entire fundraising lifecycle. When you connect this through Vinkius, you get immediate access to the whole catalog of tools, meaning you can manage every facet of your non-profit's giving history right from your chat window.

## Tools

### create_donation
Logs a brand new donation into the account's records.

### get_campaign
Retrieves specific details for one particular fundraising campaign.

### get_donation
Gets full transaction details for a single, recorded donation.

### get_fundraiser
Pulls all the information about one specific peer-to-peer fundraising effort.

### get_person
Gets detailed contact and history info for a single donor or person.

### get_subscription
Fetches all details about one specific recurring donation setup.

### list_campaigns
Lists every major fundraising campaign the account is running.

### list_donations
Provides a full, paginated list of all incoming contributions and activities.

### list_fundraisers
Lists all the peer-to-peer fundraising efforts currently active or completed.

### list_people
Generates a list of every person and contact associated with the account.

### list_subscriptions
Lists all currently active or historical recurring donation subscriptions.

## Prompt Examples

**Prompt:** 
```
List my recent donations from Donately.
```

**Response:** 
```
Here are your most recent donations...
```

**Prompt:** 
```
Find details about a specific campaign.
```

**Response:** 
```
I found the following details for your campaign...
```

**Prompt:** 
```
Retrieve a list of our recurring subscriptions.
```

**Response:** 
```
Here is the list of active recurring subscriptions...
```

## Capabilities

### Fetch and list all donations
Get a comprehensive, paginated list of incoming contributions across the account.

### Manage donor contact details
Retrieve specific information about any person or donor recorded in the system.

### Track active campaigns
List all current and past fundraising campaigns to see what's running.

### Handle recurring payments
Check details for specific subscriptions or list out every active, repeating donation.

### Record new donations
Execute a transaction to manually create and log a brand-new gift record.

## Use Cases

### Calculating Total Donor Value
A Development Director needs to know the lifetime value of Jane Smith before sending her an appeal. The agent uses `get_person` to confirm her contact details, then runs a query through `list_donations` and `list_subscriptions` to sum up every gift she's made.

### Launching a New Campaign
A Grant Manager needs to track funds for an urgent initiative. They use `get_campaign` to pull the existing goal details, then they ask the agent to run `create_donation` whenever a major gift comes in, ensuring every transaction is logged against that campaign.

### Auditing Recurring Revenue
A finance analyst needs to verify if all annual pledges were correctly set up. They use `list_subscriptions`, and then they can select a specific entry using `get_subscription` to confirm the payment amount and cycle date.

### Identifying Campaign Gaps
The team needs to know which peer-to-peer fundraisers are lagging. They run `list_fundraisers`, spot the weak ones, and then use `get_fundraiser` on those specific IDs to see exactly who hasn't participated yet.

## Benefits

- Instant Donor Reports: Instead of running separate reports for each person and then trying to cross-reference them, you can use `list_people` combined with other tools to build a complete list of contacts in one go. The agent handles the filtering.
- Never Miss a Gift Detail: Need to know exactly when that $50 gift came in? Use `get_donation` to pull all transaction specifics instantly. You don't have to dig through multiple pages of reports.
- Comprehensive View of Giving: To understand giving habits, you can check out the full list of recurring donations using `list_subscriptions`, which keeps your steady income predictable and visible.
- Campaign Performance Tracking: Want a quick overview? Use `list_campaigns` to see every active effort. Then, use `get_fundraiser` to drill down into how one specific peer-to-peer challenge is performing.
- Actionable Donor Management: You can't just read the data; you need to act on it. The `create_donation` tool lets your agent log a gift immediately when a donor calls in, making sure the record is perfect.

## How It Works

The bottom line is that it lets your agent talk directly to your donor database without you ever touching the platform's dashboard.

1. First, you subscribe to the MCP on Vinkius and insert your unique Donately API Token and Account ID.
2. Next, you ask your AI client to perform an action, like 'List all active campaigns.'
3. The agent uses this MCP to fetch the data directly from Donately, giving you a clean, structured summary.

## Frequently Asked Questions

**How do I get a list of all my donors using the Donately MCP?**
Use `list_people` to retrieve a full contact roster. If you want to see their giving history, combine that call with `list_donations` to pull all transactions for those people.

**What if I need to log a new donation using the Donately MCP?**
You must use the `create_donation` tool. This is the official way to record funds, ensuring the transaction gets logged correctly alongside all other activities.

**Can I track my recurring donations with the Donately MCP?**
Yes, you can list them using `list_subscriptions`. If you need details on one specific payment, run `get_subscription` to pull its full history and status.

**How do I check if a campaign is running with the Donately MCP?**
Use `list_campaigns` for an overview of all campaigns. If you want deep details on one specific effort, run `get_campaign` and provide its ID.

**How do I retrieve detailed information for one specific transaction using the `get_donation` tool?**
You must provide the donation's unique ID. Once you supply that ID, your AI client pulls all associated metadata—like the amount, date, and donor details—into a single view.

**What is the process for retrieving details of a specific peer-to-peer fundraiser using `get_fundraiser`?**
You simply pass the unique ID of the fundraiser. This tool returns all relevant data, including progress toward goals and who set up the campaign.

**What information do I need to provide when setting up access for tools like `list_people`?**
You'll need your Donately API Token and Account ID. Providing these credentials lets your agent connect directly and run queries against your donor database.

**How do I get an overview of all my existing peer-to-peer campaigns using the `list_fundraisers` tool?**
The system runs a comprehensive query that returns a list of every available fundraiser. This lets you see campaign names, status, and creation dates all at once.

**Does the AI agent process payments directly?**
No, the AI agent retrieves and manages data from your Donately account, it does not act as a payment gateway itself.

**Can the AI agent create new fundraising campaigns?**
Currently, the agent can list and retrieve information about existing campaigns, but campaign creation should be done in the Donately dashboard.

**Is donor data safe with the AI agent?**
Yes, the agent only accesses the data necessary to answer your prompts and does not store personal donor information permanently.