# Donately MCP > Donately connects your AI agent directly to fundraising operations. Manage donations, track donor giving history, and monitor campaign progress without logging into a separate portal. It gives you immediate access to detailed donation records, real-time donor profiles, and high-level summaries of ongoing campaigns. ## Overview - **Category:** payment-processing - **Price:** Free - **Tags:** donations, fundraising, donor-management, recurring-giving, non-profit, payment-tracking ## Description Managing money for a non-profit means juggling multiple screens: the general ledger, the CRM, the fundraising dashboard. Donately brings all that data into your AI workflow. You can use natural language to pull detailed records on every contribution received or look up a specific donor's entire giving history in seconds. Need to know how close you are to a major goal? The system tracks campaign progress automatically. It lets your agent list all active donors, check their contact details, and even identify who has given the most money over time. Connecting this via Vinkius gives your AI client access to thousands of other services, making it one central point for managing donor relationships and tracking every dollar. ## Tools ### get_donately_account_metadata Gets technical limits and metadata details for your Donately organization account. ### get_campaign_performance_summary Retrieves a high-level summary showing how close a specific fundraising campaign is to its goal. ### get_donation_details Pulls full, specific information about one single donation record. ### get_donor_profile Retrieves a donor's entire profile and tracks their cumulative giving history. ### list_fundraising_campaigns Lists every fundraising campaign that has been set up within the Donately platform. ### list_all_donations Generates a list of all donations received across your entire Donately account. ### list_active_donors Lists every individual who is currently registered as a donor in the organization. ### list_latest_contributions Retrieves a list of donations that were received most recently. ### list_highest_lifetime_donors Identifies and lists donors who have contributed the highest total amount of money over time. ### search_donations_by_email Finds and returns donation records linked to a specific donor email address. ## Prompt Examples **Prompt:** ``` List the latest donations received. ``` **Response:** ``` I've found 5 recent donations, including $50.00 from 'John Doe' and $100.00 from 'Jane Smith'. All were successfully processed. Would you like to see the associated campaign for any of these? ``` **Prompt:** ``` Show me the progress for our 'Summer Relief' campaign. ``` **Response:** ``` The 'Summer Relief' campaign has raised $8,500 towards its $10,000 goal (85% complete). There have been 45 unique donors so far. Should I list the top contributors for this campaign? ``` **Prompt:** ``` Research the donor profile for 'robert.brown@example.com'. ``` **Response:** ``` Robert Brown is a regular donor with a lifetime total of $1,250.00 across 12 donations. Their last contribution was $100.00 on March 15th. Would you like to see their complete giving history? ``` ## Capabilities ### List all received donations Retrieves a complete list of every contribution made through the platform. ### Check campaign performance goals Pulls high-level summaries, showing how far along a specific fundraising effort is toward its goal. ### Review donor financial history Retrieves a person's full profile and tracks their cumulative giving record across multiple donations. ### Search by contact information Finds donation records linked to a specific donor email address. ### Identify top contributors Lists the donors who have given the highest total amount of money over time. ## Use Cases ### A major donor asks for an impact report. The Development Officer needs to prove the organization's stability. They ask their agent to use `list_all_donations` and then follow up with `get_campaign_performance_summary` so they can give a precise, data-backed answer immediately. ### The team needs to re-engage lapsed donors. An operations lead asks the agent to use `list_active_donors`, filters out those who haven't given in a year, and then uses `get_donor_profile` on the remaining list to see their past giving levels. ### Checking a prospect's involvement. A Development Officer has an email address. They use `search_donations_by_email` first; if that yields results, they then use `list_latest_contributions` to see how recently the person gave money. ### Monitoring seasonal fundraising. The manager needs a quick status update. They ask for the top contributors using `list_highest_lifetime_donors`, and immediately follow up by listing all configured campaigns with `list_fundraising_campaigns`. ## Benefits - Audit everything instantly: Instead of running multiple reports, you can call `list_all_donations` to get a full record or use `get_donation_details` for deep dives on specific payments. You audit in conversation. - Deep donor intelligence: Need more than just names? Use `get_donor_profile` to instantly pull a person's total giving history, which is critical for planning major outreach efforts. - Campaign oversight at a glance: Don't manually check progress bars. Call `get_campaign_performance_summary` and know exactly how far the fundraiser is from its target goal. - Targeted donor research: You can use `search_donations_by_email` to quickly find relevant donations tied to an email, saving you time searching through hundreds of records. - Identify key supporters: Automatically spot your biggest advocates. The tool that calls `list_highest_lifetime_donors` immediately shows who needs a personal thank you. ## How It Works The bottom line is, instead of opening multiple websites, you talk to your AI client, and it handles the API calls for you. 1. Connect your AI client to Donately through Vinkius and authorize it using your API Key. 2. Your agent identifies the data you need, whether it's listing all donations or checking a donor profile by email. 3. The system sends a direct query to Donately and returns structured data that your agent uses to give you an answer. ## Frequently Asked Questions **How do I find out how much money a donor has given in total using Donately MCP?** Use `get_donor_profile`. This tool retrieves the full profile and calculates their cumulative giving history, so you get their lifetime donation total right away. **What is the difference between list_all_donations and list_latest_contributions?** `list_all_donations` gives you every single record in your system's history. `list_latest_contributions` narrows that down to only the most recently received payments, which is useful for daily monitoring. **Can I use Donately MCP to check if a donation came from a specific email?** Yes, run `search_donations_by_email`. This function quickly searches through the records and pulls up any donations that match the provided donor email address. **What tool do I use to see who my top supporters are?** Use `list_highest_lifetime_donors`. This tool is designed specifically to identify and list the donors with the highest total contribution amounts, making outreach easier. **How do I check my API connection limits using the `get_donately_account_metadata` tool?** The tool retrieves your current account metadata and operational limits. This lets you know if you're hitting any rate caps or need to update billing details before running a large data query. **If I have a specific donation ID, how do I use `get_donation_details` to get every piece of information?** It pulls the full record for one transaction, including payment methods and associated campaign metadata. You'll get more than just the amount and date, which is crucial when auditing funds. **What does the `get_campaign_performance_summary` tool report about a fundraising drive?** It provides a high-level overview of campaign progress against its specific goal. You'll see metrics like percentage achieved and total funds raised, letting you track success at a glance. **How can I use `list_active_donors` to get a comprehensive list of everyone registered in my organization?** This function lists every individual donor recorded in your system. It builds an immediate roster for outreach or internal reporting, separate from their specific giving history. **How do I get a Donately API Key?** Log in to your Donately dashboard, navigate to **Settings > API Key**, and you can retrieve your unique API Key from there. Ensure you have the necessary permissions within your organization. **Can the agent process new donations?** This integration currently focuses on listing and auditing donations, donors, and campaigns. Processing new donations with credit card details should be managed via your Donately forms or donation pages. **Does the integration show recurring donations?** Yes, you can use the list_all_donations or get_donation_details tools to identify and retrieve information for both one-time and recurring contributions.