# Donorbox MCP MCP

> Donorbox connects your nonprofit giving platform to any AI agent, giving you full conversational control over fundraising and donor records. Manage donations, update donor profiles, monitor recurring subscriptions, and track campaign performance—all without leaving your chat window.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** online-donations, fundraising, donor-crm, recurring-donations, nonprofit-tools, transaction-management

## Description

You can take the guesswork out of non-profit fundraising by connecting Donorbox directly to your AI client. Instead of logging into a separate portal just to check who gave money or if someone's payment plan is active, you talk to your agent instead. Your AI acts like a dedicated donor coordinator: it finds donation totals by filtering by email or campaign name, creates and updates supporter records instantly, and manages the entire lifecycle of recurring gifts. You can ask it to pause a subscription, check the API health status, or list every configured webhook in one go. By connecting this MCP via Vinkius, you give your agent access to all these functions, turning complex backend tasks into simple conversations. It's about getting accurate data and taking immediate action when you need it most.

## Tools

### cancel_recurring_plan
Stops a scheduled donation payment for a specific supporter.

### check_api_health
Verifies that the connection between your AI client and Donorbox is working correctly right now.

### create_new_donor
Adds a completely new donor record into the system, requiring their first name, last name, and email.

### get_account_profile
Retrieves basic account information for verification purposes.

### list_fundraising_campaigns
Pulls the directory and status for every active fundraising campaign you run.

### list_donations
Retrieves detailed records of donations, which you can filter by donor email, campaign name, or donation amount.

### list_donors
Gets a list of all donors, allowing filtering by their name or email address.

### list_recurring_plans
Lists all existing recurring donation plans associated with your organization.

### list_configured_webhooks
Displays a list of all active webhook endpoints set up in your Donorbox account.

### pause_recurring_plan
Temporarily stops a donor's automatic payment until you decide to restart it.

### resume_recurring_plan
Restarts a recurring donation plan that was previously paused.

### update_donor_info
Modifies specific details on an existing donor record, like their mailing address or phone number.

## Prompt Examples

**Prompt:** 
```
List the last 5 donations in my Donorbox account.
```

**Response:** 
```
I've retrieved your latest 5 donations. You've received a total of $450 across them, including a $100 gift from 'John Doe' for the 'Winter Fund'. Would you like the transaction metadata for these?
```

**Prompt:** 
```
Check recurring plans for donor 'john.doe@example.com'.
```

**Response:** 
```
Searching subscriptions... John Doe (ID: d_123) has 1 active monthly plan for $25.00. The last payment was successful on March 1st. Shall I retrieve their full donation history?
```

**Prompt:** 
```
Pause the recurring plan with ID 'pln_456'.
```

**Response:** 
```
Action complete! Recurring plan pln_456 has been successfully paused. The donor will not be charged until the plan is resumed. I've logged this update in your Donorbox history.
```

## Capabilities

### Donor Record Management
You can add new donor profiles or update existing records with just a name, email, and other details.

### Transaction History Retrieval
List all donations, filtering the results by specific donors, campaigns, or minimum amounts.

### Campaign Performance Tracking
Pull a directory of all current fundraising campaigns to monitor which ones are active and how they're performing.

### Subscription Life Cycle Control
Pause, resume, or cancel any recurring donation plan directly through your AI agent.

### System Health Checks
Verify the live status of Donorbox's API connection and check active webhook settings for reliable operations.

## Use Cases

### Auditing Donor Changes
The ops manager needs to know if any donor contact info changed in the last week. They ask their agent, and it runs `list_donors` with specific filters, providing a clean list of all modified records, saving hours of manual checking.

### Handling Donor Requests
A donor calls asking to pause payments due to financial hardship. Instead of emailing the team and waiting, the coordinator simply tells their agent: 'Pause plan ID 123,' executing `pause_recurring_plan` immediately.

### Quarterly Report Generation
The Development Director needs to summarize all donations for a board meeting. The agent uses `list_donations`, filtering by quarter and campaign, and compiles the total revenue metadata into a clean summary.

### New Supporter Onboarding
A team member captures new contact information at an event. Instead of opening a spreadsheet, they tell their agent to 'Create donor for Jane Smith,' running `create_new_donor` and capturing the data immediately.

## Benefits

- Stop manually cross-referencing data. You can instantly get a complete list of donations using `list_donations`, filtered by campaign or email, all in one query.
- Maintain perfect records without touching the portal. Use `create_new_donor` and `update_donor_info` to keep your supporter profiles accurate from right inside your chat application.
- Control recurring revenue flow on demand. Need to pause a gift? Just run `pause_recurring_plan`, or restart it with `resume_recurring_plan`. No clicks required.
- Stay ahead of campaign goals by listing all active campaigns via `list_fundraising_campaigns` and checking their performance metrics instantly.
- Never worry about system failure again. Run `check_api_health` to confirm the connection is live, or use `list_configured_webhooks` for a full operational audit.

## How It Works

The bottom line is that you never have to manually jump between dashboards again; everything happens through natural conversation.

1. Subscribe to this MCP on Vinkius, then retrieve your unique API Key from your Donorbox account.
2. Input the key into your preferred AI client (like Claude or Cursor) to establish the connection.
3. Ask your agent a question—for example, 'List all donations for Q2'—and it executes the necessary tool calls and returns the structured data.

## Frequently Asked Questions

**How do I list donations using the list_donations tool?**
You tell your agent to run `list_donations` and specify what you want to filter by. You can narrow down results by a donor's email, or focus only on gifts from a specific campaign.

**What is the difference between list_donors and list_users?**
The `list_donors` tool retrieves data specifically related to fundraising supporters. This MCP does not have a general 'user' directory, so stick with `list_donors` for all your campaign needs.

**Can I check if the API is connected using check_api_health?**
Yes. Running `check_api_health` immediately verifies that Donorbox's connection to your AI client is working, which is a critical first step before any data retrieval.

**What if I need to change a donor’s info?**
Use the `update_donor_info` tool. You provide the specific ID and the fields you want changed, making sure the update is precise and accurate.

**How does the list_fundraising_campaigns tool help me track campaign performance?**
It retrieves a directory of all your active fundraising campaigns. You get critical details like the campaign name, ID, and current status, allowing you to know exactly what data or goal you should query next.

**If I use the create_new_donor tool, what information must I provide for the record to be valid?**
You must supply a first name, last name, and email. The system validates these three pieces of data before successfully creating or updating the new donor profile.

**Does using cancel_recurring_plan affect the donor's overall profile data?**
No. Canceling a plan only changes the subscription status for that specific payment stream. The primary donor record, along with all historical transaction metadata, remains completely untouched.

**If donation data isn't updating in real-time, how can I check the status using list_configured_webhooks?**
This tool shows every active webhook connection. You can verify if your automated systems are set up to fire correctly and identify any misconfigured endpoints that might be causing data gaps.

**How do I find my Donorbox API Key?**
Log in to your account, navigate to **Integrations & Add-ons** > **API & Zapier**, and enable the API add-on to generate your unique key.

**Can I pause a recurring donation via AI?**
Yes! Use the `pause_recurring_plan` tool with the specific plan ID to temporarily suspend a donor's recurring subscription.

**How do I filter donations by campaign?**
You can provide a campaign ID or name to the `list_donations` tool to retrieve transactions only for a specific fundraising goal.