# Evergiving Fundraising MCP > Evergiving Fundraising MCP equips your AI agent to manage everything related to donations and field staff. It lets you track active campaigns, audit donor pledges, monitor payments stuck in 'Pending' status, and review real-time performance metrics from any location. If you need a single source of truth for non-profit financial health and operations, this is it. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** donation-management, fundraising-campaigns, field-marketing, recurring-donations, donor-tracking ## Description Managing fundraising used to mean jumping between three different dashboards: the campaign tracker, the donor database, and the field team schedule. Now, your AI agent handles that mess. You can ask it to check total donations raised against a specific goal or find out why certain pledges haven't been paid yet. It pulls detailed info on individual donors, checks who is currently out in the field, and gives you high-level summaries of the whole organization’s financial health—all through natural conversation. The Vinkius catalog makes connecting this power simple; you just connect your preferred AI client and start asking questions about your entire fundraising operation. ## Tools ### get_evergiving_account_metadata Retrieves key metadata and operational limits for your Evergiving account. ### get_campaign_performance_summary Retrieves performance metrics like goals reached and total funds raised for a specific campaign. ### get_donation_detailed_data Gets full details, settings, and information about any single donation or pledge record. ### quick_fundraising_volume_audit Pulls a high-level summary of donation volume, campaigns, and active field fundraisers all at once. ### list_fundraising_campaigns Lists every currently running fundraising campaign in the account. ### list_fundraising_donations Lists all collected donations and pledges recorded within Evergiving. ### list_field_marketing_schedules Lists all active schedules and locations for your field fundraising staff. ### list_active_fundraisers Lists all current field fundraisers and staff members registered in the organization. ### list_pending_payment_donations Identifies specific donations that are currently marked as 'Pending' or incomplete. ### list_active_recurring_pledges Identifies donations that are set up to be recurring monthly or annual pledges. ## Prompt Examples **Prompt:** ``` List all active fundraising campaigns. ``` **Response:** ``` I've found 3 active campaigns, including 'Spring Clean Water Drive' and 'Winter Shelter Support'. The Clean Water Drive has raised $12,500 so far. Would you like to see the performance stats for this campaign? ``` **Prompt:** ``` Show me the last 5 donations. ``` **Response:** ``` I've retrieved the 5 most recent donations, including $100 from 'Alice Johnson' and a $50 recurring pledge from 'Robert Smith'. All are currently 'Processing'. Should I pull the donor contact details for Alice Johnson? ``` **Prompt:** ``` What is the schedule for fundraiser 'John Doe' today? ``` **Response:** ``` John Doe is scheduled for the 'Downtown Plaza' location today from 9:00 AM to 5:00 PM. They are currently assigned to the 'Children's Health' campaign. Would you like to see their conversion rate for this week? ``` ## Capabilities ### Get a full picture of campaign performance Retrieve summary metrics, including goals reached and total amounts raised, for any specific fundraising effort. ### Audit donation and pledge records List every recorded donation or recurring pledge, checking statuses, dates, and donor details. ### Track field staff movements View the schedules and assigned locations for all registered fundraisers in your organization. ### Identify payment issues Pull a list of donations that are stuck in 'Pending' or 'Incomplete' status, helping you follow up. ### Check overall account health Access key metadata and limits for your Evergiving account without needing to log into the platform directly. ## Use Cases ### The quarterly review meeting prep A Director needs to prepare a report showing total donations, pledges, and active campaign status. They ask their agent: 'Run a full audit on everything.' The agent uses `list_fundraising_donations` and `quick_fundraising_volume_audit` together, giving the Director one summarized document instead of three separate spreadsheets. ### Tracking down missing payments The finance team notices a drop in expected funds. They prompt their agent: 'Find all donations that are pending payment.' The agent calls `list_pending_payment_donations`, giving the team an actionable list of contacts to chase down immediately. ### Coordinating field teams on short notice The Ops Manager needs to move a fundraiser. They ask: 'What is John Doe's current schedule and which campaign he’s assigned to?' The agent uses `list_field_marketing_schedules` and cross-references it with the active campaigns using `list_fundraising_campaigns`. ### Assessing long-term donor value A Donor Relations Specialist needs to segment donors for a special appeal. They ask the agent to 'List all recurring pledges.' The agent uses `list_active_recurring_pledges`, giving the specialist a clean list of high-value, committed individuals. ## Benefits - Stop guessing on campaign status. Use `get_campaign_performance_summary` to instantly see if you hit your goal or where you fell short. - Never miss a follow-up because of payment status. The tool `list_pending_payment_donations` flags every donation stuck in 'Pending' so you know exactly who needs a nudge. - Know where your people are and when they need to be there. Check the field team schedule using `list_field_marketing_schedules` before sending staff out for the day. - Audit donor history fast. You can run `list_active_recurring_pledges` to see exactly who is committed long-term, which is crucial for planning next year's budget. - Get a quick financial pulse check using `quick_fundraising_volume_audit`. It’s the single best way to get high-level numbers on donations and campaigns without running ten separate reports. ## How It Works The bottom line is that your AI client talks to Evergiving for you, so you get answers without clicking through any dashboards. 1. Connect this MCP to your AI client, then authorize it using your specific Evergiving API Key. 2. Ask your agent a question like, 'What was our total fundraising volume last month?' or 'Show me the schedule for John Doe today.' 3. The agent calls the necessary tools, pulls the raw data from Evergiving, and presents you with a clear, summarized answer. ## Frequently Asked Questions **How do I find out which donors have unpaid pledges using list_pending_payment_donations?** The agent uses `list_pending_payment_donations` to identify all incomplete records. It then gives you the donor names and exactly what payment is pending, making your follow-up calls efficient. **What information does get_donation_detailed_data provide?** This tool retrieves deep details on a single donation or pledge. You can find out its original settings, when it was created, and any specific notes attached to the record for context. **Can I see all staff locations using list_field_marketing_schedules?** Yes. The agent calls `list_field_marketing_schedules` to pull a manifest of every active schedule and assigned location for your field teams, keeping operations managers in the loop. **What is the difference between listing donations and pledges?** Use `list_fundraising_donations` for all collected funds (one-time or otherwise). Use `list_active_recurring_pledges` when you only want to see donors committed to monthly or yearly payments. **What is the scope of data when using get_evergiving_account_metadata?** It provides high-level operational limits and metadata for your account. This tool shows things like API usage quotas or specific organizational thresholds, which helps you plan how much data your agent can process in a single run. **Can I narrow down the results from list_fundraising_donations by date?** Yes, you pass specific filters like start and end dates when calling it. This lets your AI client pull only donations recorded within a certain window, making large datasets much easier to manage. **Are there rate limits when running quick_fundraising_volume_audit?** The Vinkius platform manages API throttling for high-frequency calls. You won't hit hard limits with standard operational use, but repeated audits in rapid succession might require a brief pause. **Does calling list_active_fundraisers reflect real-time staff changes?** The data is synchronized near real-time. While it's highly current, the results show the status as of the last successful API sync with Evergiving. **How do I get an Evergiving API Key?** Log in to your Evergiving account, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. Ensure your account has the necessary permissions for API access. **Can the agent process live payments?** This integration currently focuses on listing and auditing donations, campaigns, and staff. Processing live credit card or direct debit transactions should be handled via the Evergiving secure mobile app or web portal to ensure PCI compliance. **Does the integration show recurring status?** Yes, you can use the list_active_recurring_pledges tool to retrieve information on monthly or annual donations and check their current billing frequency.