# NeonCRM MCP

> NeonCRM connects your non-profit operations directly to your AI agent. You manage constituent data, track donations, and oversee memberships through natural conversation. Get detailed profiles, review financial contributions, or check upcoming event registration lists without ever opening the NeonCRM portal.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** constituent-management, donation-tracking, membership-management, event-management, nonprofit-software

## Description

This MCP gives you full control over a non-profit organization’s vital records and fundraising history using nothing but plain language. Instead of navigating complex dashboards or manually running reports on constituent accounts, you simply ask your AI client for what you need. You can list all active contacts to pull up detailed profiles, review the entire history of financial contributions, or check if a specific donor has membership status. It handles everything from monitoring grant award details to viewing upcoming galas and their registration counts. By connecting this MCP via Vinkius, your AI agent treats NeonCRM as just another tool in its arsenal. You can manage every aspect of your supporter base—from the initial contact record to the final donation receipt—all through conversation.

## Tools

### get_account
Retrieves detailed information for a specific account ID within NeonCRM.

### get_donation
Pulls up the complete details record for one specific donation event.

### get_crm_event
Gets all necessary information about a single organizational event, like a gala or fundraiser.

### list_accounts
Lists every account record that exists in NeonCRM for you to review.

### list_contacts
Retrieves a full list of all contacts and individuals associated with the CRM.

### list_custom_fields
Lists every custom data field that has been set up across your CRM profiles.

### list_donations
Provides a comprehensive list of all recorded financial donations.

### list_crm_events
Lists all organizational events created or logged in the NeonCRM system.

### list_grants
Provides a complete listing of grant records, including applications and awards.

### list_memberships
Lists all membership records associated with the organization's accounts.

## Prompt Examples

**Prompt:** 
```
List all donations received this year.
```

**Response:** 
```
I've retrieved the donation history for this year. You have 45 contributions totaling $12,450.00. The largest single donation was $1,500.00 from 'Global Impact Foundation'. Would you like the details for that specific donation?
```

**Prompt:** 
```
Show me the details for account ID 987.
```

**Response:** 
```
Inspecting account 987... This belongs to 'Jane Smith'. She is a 'Gold Member', has been a constituent since 2018, and has a total lifetime giving of $5,600.00. Shall I list her recent event registrations?
```

**Prompt:** 
```
List all upcoming CRM events.
```

**Response:** 
```
Retrieving events... You have 3 upcoming events: 'Annual Spring Gala' (Scheduled: May 15th), 'Community Fun Run' (Scheduled: June 2nd), and 'Quarterly Board Meeting'. Would you like to see the registration list for the Spring Gala?
```

## Capabilities

### View and list all contacts
You retrieve comprehensive profiles for any account or contact in the system.

### Track financial contributions
The MCP provides access to donation history, allowing you to check contribution totals and metadata for specific gifts.

### Manage membership status
You can monitor both active and historical records of organizational memberships.

### Review event details
The system pulls up information about past or upcoming events, including registration counts for those gatherings.

### Audit grant records
You list and inspect all grant applications and awards managed within the CRM.

## Use Cases

### I need to vet a potential donor before I call them.
Instead of digging through three different tabs in NeonCRM, I ask my agent: 'Show me the details for contact ID 123.' The agent uses `get_account` and gives me their membership status alongside their total giving history from `list_donations`. I'm ready for the call.

### The board needs a summary of all recent grants.
I prompt my agent: 'List the last five grant records.' It executes `list_grants` and presents me with key metrics, saving me from having to export and compile data manually before the meeting.

### We are hosting a major annual event.
I tell my agent: 'What events are upcoming?' It uses `list_crm_events` and gives me the names and dates. Then I ask for the registration list details, which pulls specific data using `get_crm_event`.

### We need a full picture of our active supporters.
I ask my agent to: 'Give me a rundown of all gold members and their contact info.' It uses `list_memberships` combined with `list_contacts`, giving me the actionable list I need right away.

## Benefits

- Stop logging into NeonCRM just to pull a report. With this MCP, you simply ask your agent for donor lists or membership status and get the data back immediately.
- You don't need to know which API endpoint to hit. Whether checking grant records via `list_grants` or pulling contact details with `list_contacts`, you just talk to your AI client.
- Access every facet of a supporter relationship, from initial contact data (`list_contacts`) to final donation totals (`list_donations`). It’s all in one conversation thread.
- Drastically cut down on repetitive tasks. Instead of opening the CRM and manually filtering events or accounts, you use your agent to list everything with a single prompt.
- Better decision-making starts here. By seeing structured data on account details (`get_account`) and event attendance (`list_crm_events`), your team can react faster and more accurately.

## How It Works

The bottom line is that you talk to your AI client, and it talks to NeonCRM for you, returning structured data instantly.

1. Subscribe to this MCP and provide your NeonCRM Organization ID and API Key.
2. Connect the service credentials to your preferred AI client (Claude, Cursor, etc.).
3. Tell your agent what you need—for example, 'List all donations received in Q2'—and it executes the query against NeonCRM.

## Frequently Asked Questions

**How do I use NeonCRM MCP to list all donors?**
You use the `list_donations` tool. Simply ask your agent, 'List all donations.' The agent executes this and provides a comprehensive overview of every recorded financial contribution.

**Can I check if an account is still active with NeonCRM MCP?**
Yes, you can use `list_memberships` to review membership status. Ask your agent to 'List all current memberships' for a quick status check on your supporters.

**Does the NeonCRM MCP handle event registration lists?**
The agent uses `list_crm_events` and can then drill down using `get_crm_event`. This lets you retrieve specific details, including who registered for an upcoming gala or fundraiser.

**What if I need to see a contact's entire history?**
Start by asking the agent to 'Get account details for [ID]' using `get_account`. This pulls together core profile information and related activity logs in one go.

**Is NeonCRM MCP only for donations?**
No. It covers a lot more than just money. You can also check grants with `list_grants`, review organizational memberships, and see full contact lists using `list_contacts`.