# Elvanto MCP MCP

> Elvanto MCP lets you manage your church database, groups, and members using natural conversation. Need to find a person's profile, update their details, or move them through a membership flow? Your AI agent handles it by connecting directly to the Elvanto system, letting you work with member records, financial transactions, and scheduled events without leaving your chat window.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** church-management, people-database, member-directory, people-flows, elvanto-api

## Description

Managing a church community involves juggling dozens of moving parts: member profiles, service groups, finances, and event schedules. This MCP connects your AI agent right into your Elvanto database, giving it full visibility over your people flow. Instead of jumping between spreadsheets, group admin dashboards, and finance reports, you just talk to your agent. You can ask it to list everyone in the Youth Group who needs a profile update, then tell it to create those records, or check if a new member has been added to the Welcome Flow step. It handles everything from updating individual person details to scheduling follow-up events and logging financial transactions for services. Getting this connected through Vinkius means you access all of Elvanto's capabilities—from people management to song creation—all in one spot with your AI client.

## Tools

### add_group_person
Adds a person to an existing group or updates their role within that group.

### add_person_to_flow_step
Moves a specific member into the next step of a designated people flow.

### create_calendar_event
Schedules and sets up a new event on the church's calendar.

### create_financial_category
Sets up a brand-new category within the organization's financial accounts.

### create_group
Establishes a new community or interest group in the system.

### create_person
Adds an entirely new individual profile to the member database.

### create_song_arrangement
Builds an arrangement that is specifically tied to an existing song.

### create_song_key
Attaches a specific musical key to a defined arrangement.

### create_song
Inputs and registers a brand-new song into the media library.

### create_transaction
Records and logs a new financial movement or contribution.

### edit_calendar_event
Changes details for an existing event on the calendar.

### edit_group
Modifies the settings or name of a group.

### edit_person
Updates any piece of information for an existing member profile.

### edit_song_arrangement
Adjusts specific parts of an existing song arrangement.

### edit_song_key
Updates the key associated with a given arrangement.

### edit_song
Changes core details about a song already in the system.

### edit_transaction
Corrects or modifies details of an existing financial record.

### get_current_user
Retrieves the basic profile information for the user currently logged into Elvanto.

### get_group
Finds and pulls all details for a specific group using its ID number.

### get_person
Fetches the complete profile information for an individual member based on their unique ID.

### get_service
Retrieves all details about a specific ministry service or department.

### get_song_arrangement
Retrieves all specific arrangement details based on an ID number.

### get_song_key
Fetches the key information for a given song arrangement using its ID.

### get_song
Pulls the full details for any song in the media library using its ID.

### get_transaction
Pulls all details about a specific financial transaction record by its ID.

### list_calendar_events
Gets a list of every event that took place between two specified dates.

### list_calendars
Provides a list of all calendars available to assign events to.

### list_custom_fields
Retrieves a full list of custom fields set up in the member directory.

### list_financial_categories
Gets all existing categories used in the Chart of Accounts for reporting.

### list_groups
Returns a list of every group currently set up in the system.

### list_people_categories
Gets a full directory of all established people categories.

### list_people_flow_step_people
Lists all members who are currently assigned to a specific step within a membership flow.

### list_people_flow_steps
Shows every defined step that exists inside a specific people flow process.

### list_people_flows
Retrieves a list of all active membership progress flows for the account.

### list_people
Retrieves a complete list of all member profiles in the database.

### list_services
Gets a directory listing of all services offered by the church.

### list_song_arrangements
Retrieves a list of all song arrangements associated with one song.

### list_song_keys
Provides a directory listing of keys linked to a specific arrangement.

### list_songs
Returns a list of every song recorded in the system's media library.

### list_transactions
Gets a summary list of all financial transactions that occurred between two dates.

### remove_calendar_event
Permanently deletes an existing event from the calendar.

### remove_group_person
Removes a person's membership status from a specific group.

### remove_group
Deletes an entire group and all associated data from the system.

### remove_person
Deletes an entire member profile and all associated data permanently.

### remove_transaction
Removes a financial transaction record from the books.

### search_people
Locates one or more people profiles that match specific search criteria like gender or status.

## Prompt Examples

**Prompt:** 
```
Search for all male volunteers in our database.
```

**Response:** 
```
I will use the `search_people` tool with the search criteria `{"gender": "Male", "volunteer": "yes"}` to find matching profiles.
```

**Prompt:** 
```
List all active People Flows in our Elvanto account.
```

**Response:** 
```
I will call the `list_people_flows` tool to retrieve all configured people flows and their details.
```

**Prompt:** 
```
Get the profile details for person ID 12345.
```

**Response:** 
```
I will use the `get_person` tool with ID `12345` to fetch their complete profile information.
```

## Capabilities

### Manage Member Records
Find, create, edit, or delete any person profile and group they belong to.

### Track Membership Progress
View all active membership flows, list the steps in those flows, and add specific people to advance their status.

### Schedule Events
List upcoming events or create and edit new calendar appointments for the church.

### Handle Financial Data
Create, read, update, or delete financial transactions and account categories.

### Organize Media Content
List songs, create new arrangements for those songs, and manage related keys.

## Use Cases

### Welcome New Members
A new person joins the church. You ask your agent to create their profile using `create_person`, then tell it they are in the 'Newcomers' group via `add_group_person`. Finally, you advance them through the process by calling `add_person_to_flow_step` for the next flow step.

### Audit Financial Records
It’s time to reconcile donations. Instead of pulling reports manually, you ask your agent for all transactions between May 1st and June 30th. It uses `list_transactions` to give you a clear list that you can review or even correct with `edit_transaction`.

### Schedule an Event Change
The youth group meeting moved next week. You ask your agent to change the existing event using `edit_calendar_event`. If the whole series is cancelled, you use `remove_calendar_event` immediately.

## Benefits

- Updating member information is quick. Instead of manually finding a profile to use `edit_person`, you simply ask your agent to correct an address or phone number in natural language. It handles the API call for you.
- You can track who's where without opening multiple tabs. Want to know which members are stuck? Ask about people flows, and it will list them using `list_people_flow_steps` and tell you exactly who needs follow-up.
- Never lose a service detail again. You can generate new content by calling `create_song`, then build supporting materials like arrangements with `create_song_arrangement`—all in one session.
- Financial reporting is instant. Instead of pulling transaction logs into Excel, ask for all contributions between two dates. The agent uses `list_transactions` and delivers the summarized data directly.
- Event coordination gets simple. Need to move a meeting? Use `edit_calendar_event`. If it's cancelled entirely, just use `remove_calendar_event`, and you’re done.

## How It Works

The bottom line is you talk to your AI client once, and it manages complex actions across member data, calendars, and finance for you.

1. First, subscribe to this MCP on Vinkius and provide your Elvanto API Key.
2. Next, connect your preferred AI client. The agent now has access to all the system's data and tools.
3. Finally, ask your agent what you need. You simply speak or type a request—like 'List all members who haven't attended service in three months'—and it executes the necessary calls.

## Frequently Asked Questions

**How do I search for people using the `search_people` tool?**
You ask your agent to use `search_people` with specific criteria. You can narrow down results by attributes like gender, volunteer status, or membership category.

**Can I track a person's progress using the `list_people_flows` tool?**
Yes. The agent uses `list_people_flows` to show you every configured flow. Then, it can use `list_people_flow_steps` to pinpoint where specific members are in that process.

**How do I record a donation using the `create_transaction` tool?**
Just tell your agent to log a transaction. You must provide all necessary details like the amount, the date, and which financial category it belongs to for accurate logging.

**What if I need to change an event? Should I use `edit_calendar_event`?**
Yes, that's the right tool. You just tell your agent which existing calendar event needs modification and what the new details are.

**Does this MCP help manage songs and music using `create_song_arrangement`?**
It does. After you create a song, you can use `create_song_arrangement` to build specific arrangements for it, which is necessary before defining keys.

**How do I use the `add_group_person` tool to manage group membership?**
The `add_group_person` tool adds a person or changes their role within an existing church group. You just need the ID of the person and the specific position you want them assigned to.

**If I need to know who's using this MCP, how do I use the `get_current_user` tool?**
It retrieves all details about the logged-in API user. This is useful for confirming your current account identity within Elvanto without needing a separate profile lookup.

**Before making financial entries, how do I check what categories exist using `list_financial_categories`?**
This tool pulls the complete list of all Chart of Accounts categories. You use it to verify your current accounting structure before creating any new transactions or modifying existing records.

**How can I search for a specific person in my Elvanto database?**
You can use the `search_people` tool. Provide search criteria as key-value pairs (for example, `{"volunteer": "yes"}`) to find matching profiles instantly.

**Can I add a person to a specific step in a People Flow?**
Yes! Use the `add_person_to_flow_step` tool by passing the target `step_id` and the `person_id` to assign them to that flow step.

**How do I view all custom fields configured in my account?**
Simply ask the agent to run the `list_custom_fields` tool. It will retrieve all custom fields defined in your Elvanto account.