# FundraisingBox MCP MCP

> FundraisingBox MCP connects your nonprofit's donation data to any AI agent. It lets you run campaigns, manage donors, and track finances by simply asking questions in natural conversation. You can retrieve everything from total raised metrics to specific donor giving histories without opening the dashboard or manually running reports.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** donation-tracking, donor-management, recurring-giving, charity-software, payment-gateway, tax-receipts

## Description

Managing a non-profit's fundraising often means juggling multiple dashboards and digging through years of records just to answer one question. This MCP lets you handle all that data using only your AI agent, talking to it like you’d talk to a coworker. You ask the agent about campaign progress or specific donor giving trends, and it pulls the exact numbers from FundraisingBox. It's not just reading lists; it correlates donation amounts with campaigns, tracks active recurring donations, and even prepares tax receipts for your finance team. By connecting through Vinkius, you give your AI client instant access to all this core operational data—a single source of truth for every dollar raised.

## Tools

### check_fundraisingbox_status
Verifies that your AI client can successfully connect to the FundraisingBox system.

### get_dashboard
Pulls aggregate metrics providing an immediate overview of all fundraising activities and performance.

### get_donation
Gets the specific details for one individual donation record.

### get_donor_history
Pulls the full timeline of giving—amounts, dates, and campaigns—for any specific donor.

### get_donor
Retrieves a complete profile, including contact information, for an identified donor.

### get_campaign
Retrieves detailed information about a single, specific fundraising campaign.

### list_donations_by_project
Lists only donations associated with a specific, named campaign or project.

### list_donations
Provides a general list of all recorded donations across the entire system.

### list_donors
Provides a list of all registered donors in your database.

### list_forms
Shows every donation form widget you have configured and use on your website.

### list_campaigns
Lists all active fundraising campaigns managed within your account.

### list_receipts
Generates a list of all digital tax receipts that were issued for donations.

### list_recurring_donations
Lists every active, scheduled donation that is set to repeat automatically.

### search_donors
Searches your donor database using names or emails to find matching profiles.

## Prompt Examples

**Prompt:** 
```
Show the fundraising dashboard and which campaigns are closest to reaching their goals.
```

**Response:** 
```
Fundraising Dashboard: Total raised this year: €248,500. Active donors: 1,842. Average donation: €67.40. Monthly trend: +12% vs last month. Campaign progress: 1) 'Winter Emergency Aid' — €45,000/€50,000 (90%, 3 days left!). 2) 'School Building Fund' — €112,000/€150,000 (74.7%). 3) 'Clean Water Initiative' — €28,500/€100,000 (28.5%, launched 2 weeks ago). 4) 'Annual Gala 2025' — €63,000/€80,000 (78.8%). Would you like to see donations for the nearly-complete campaign?
```

**Prompt:** 
```
Search for donor 'Schmidt' and show their complete donation history.
```

**Response:** 
```
Found 2 donors matching 'Schmidt'. 1) Hans Schmidt (donor_1201, hans@example.de) — lifetime giving: €4,280 across 12 donations. 2) Maria Schmidt (donor_1445, maria@example.de) — lifetime giving: €1,850 across 6 donations. Showing history for Hans Schmidt: 2025: €500 (Winter Aid), €200 (Clean Water). 2024: €1,200 (Annual Gala), €800 (School Fund), €350 (Winter Aid), €230 (Clean Water). 2023: €400 (Annual Gala), €300 (School Fund), €300 (emergency). Total: €4,280 across 3 years. Currently has an active recurring donation of €50/month to 'Clean Water Initiative'. Would you like to see Maria's history or generate a tax receipt?
```

**Prompt:** 
```
List all recurring donations and identify which ones have been active for more than a year.
```

**Response:** 
```
You have 156 active recurring donations totaling €8,420/month. 89 have been active for more than 12 months (long-term supporters). Top 5 by monthly amount: 1) Corporate Foundation (€500/month, since 2022). 2) Anonymous (€250/month, since 2023). 3) Hans Schmidt (€50/month, since 2024). 4) Green Family Trust (€100/month, since 2021). 5) Dr. Weber (€75/month, since 2023). Total annual recurring revenue: €101,040. Would you like to segment donors by campaign or see which recurring donations were recently paused?
```

## Capabilities

### View overall fundraising performance
Get a snapshot of total funds raised, active donor counts, and current campaign progress instantly.

### Search and profile donors
Find specific people by name or email and view their complete lifetime giving records in one place.

### Manage campaign details
List all current fundraising campaigns, checking goals, progress, and donation statistics for each one.

### Track donations by project
Pull a list of all individual donations, filtering them down to show only those linked to a specific campaign or initiative.

### Monitor recurring giving
See every active monthly subscription donation, including its frequency and current status across your donor base.

## Use Cases

### Need a quick donor report for a major gift meeting.
The Development Director needs to know how much 'Hans Schmidt' has given over his lifetime. They ask the agent, and it automatically uses `get_donor` and then retrieves the full timeline via `get_donor_history`, summarizing the total amount across multiple years.

### Checking if a campaign is on track.
The Fundraising Manager needs to know how close 'Winter Emergency Aid' is to its goal. They ask for the progress, and the agent uses `list_campaigns` combined with `get_campaign` to report the exact percentage achieved.

### Reconciling annual giving totals.
The Finance Accountant needs to verify all payments from Q4. They ask for a list of donations and filters, causing the agent to run `list_donations` then cross-reference specific date ranges.

### Identifying long-term supporters.
The Donor Relations Specialist needs a list of people who donate monthly. They ask for active recurring donations, and the agent uses `list_recurring_donations` to pull that roster immediately.

## Benefits

- Stop hunting through spreadsheets for data. Instead of manually running a report, you ask the agent to check all donations linked to 'Clean Water Initiative' using `list_donations_by_project` and get instant results.
- Don't waste time cross-referencing donor records. Use `search_donors` or `get_donor` to pull contact info and total giving amounts instantly, ready for personalized outreach emails.
- Never miss a detail on financial compliance. You can run `list_receipts` through the agent to gather every donation receipt needed for year-end audits without navigating complex report menus.
- Track your steady income stream easily. The MCP lets you review all active subscriptions by calling `list_recurring_donations`, giving you a clear picture of reliable monthly revenue.
- Get an immediate performance check. Instead of opening the main dashboard, you can use `get_dashboard` to get key metrics like total raised and average donation size in plain text.

## How It Works

The bottom line is you talk to your agent naturally; it handles all the database calls and returns structured financial data.

1. First, subscribe to the FundraisingBox MCP on Vinkius.
2. Next, provide your organization's API Key within the connection settings.
3. Finally, activate the toolset through your AI client (Claude, Cursor, etc.) and start asking questions about donor data or campaign totals.

## Frequently Asked Questions

**How do I check if the FundraisingBox MCP is working?**
You run the `check_fundraisingbox_status` tool, and it verifies connectivity to your organization's account. This confirms everything is ready before you ask for complex reports.

**Can I find a donor by email using the search_donors tool?**
Yes, the `search_donors` tool allows searching by name or email address to locate matching profiles in your database.

**Do I need list_donations and list_donations_by_project?**
You use both tools when you need different scopes: `list_donations` gives everything, while `list_donations_by_project` filters down the data to only show donations tied to one specific campaign.

**How do I track monthly giving with list_recurring_donations?**
The `list_recurring_donations` tool pulls a comprehensive roster of all active, scheduled subscriptions. This helps you monitor your predictable, ongoing revenue stream.

**If I run `check_fundraisingbox_status`, what should I expect if my API key is incorrect?**
It will immediately return a connectivity or authentication error. This means you need to double-check your organization's API key in the FundraisingBox settings and update it within Vinkius.

**When I use `get_dashboard`, what high-level metrics can my AI agent retrieve for reporting?**
It pulls aggregate data, including total raised year-to-date, the current active donor count, and average donation size. This is useful for quick board reports without needing individual records.

**Using `list_forms`, how can my agent view or check which donation widgets are configured?**
It lists all available donation form widgets. Your AI client uses this to confirm exactly which giving methods are active and ready for use on your website.

**When I run `get_donor_history`, what time scope does it cover for a single donor?**
It retrieves all recorded giving amounts, dates, and specific campaign allocations. You get the full, itemized lifetime view of every contribution made by that individual.

**Can I see the full donation history for a specific donor?**
Yes. Use `search_donors` to find a donor by name or email, then call `get_donor_history` with their Donor ID to retrieve every donation they've made — including amounts, dates, campaign allocations, and payment methods. Use `get_donor` for their full profile with contact details and total lifetime giving.

**Can I monitor campaign progress toward fundraising goals?**
Yes. The `list_campaigns` tool retrieves all fundraising campaigns with their goals and current progress. Use `get_campaign` with a Campaign ID for detailed statistics including donor count, average donation, and progress percentage. Combine with `list_donations_by_project` to see every donation linked to a specific campaign.

**Can I access donation tax receipts for annual fiscal reporting?**
Yes. The `list_receipts` tool retrieves all generated donation tax receipts across your organization. Each receipt includes the donor name, donation amount, date, and receipt number. Use `get_dashboard` for aggregate fundraising metrics to supplement your annual reporting.