Qgiv MCP for AI. Manage forms and donor data from any chat client.

Manage Donation Forms & Kiosks

You can clone an entire existing form with clone_form to start a new campaign instantly. For structural changes, you've got create_kiosk to build a brand-new kiosk environment, and then list_kiosks or update_kiosk lets you manage its navigation and content flow. If you need to make general tweaks to the donation page structure, use get_widget to fetch details on any specific form widget by ID.

Customize Donor Data Fields and Giving Tiers

Need to collect more than just a name and an amount? You've got tools for that. To build custom data capture, you can run create_custom_field to add a new text field, then use list_custom_fields to see all active fields on the form; if you gotta change something later, you run update_custom_field.

For tracking specific donor goals, you've got dedication options: use create_dedication_field or create_dedication_type to set up new ways donors can dedicate funds. Similarly, you can add suggested donation amounts using create_custom_amount, and if that amount needs adjusting, update_custom_amount handles it. You'll find all your current custom fields in list_custom_fields, and every established dedication type is viewable with list_dedication_types.

To make sure you don't lose track of what's already set up, you can always check existing options using get_custom_field or get_dedication_type.

Handle Account Settings and Core Texting

You can manage the global look and feel of your organization. Use get_account_settings to pull current organizational-level settings, and if you gotta change something, you run update_account_settings. You don't wanna mess with how forms sound? Run get_form_wording to retrieve the custom text used on the main donation form; you can then update it using update_form_wording.

If your organization needs specific fund rules, you use list_restrictions to see what designations are active, and run create_restriction or update_restriction to set up new ones. When tracking future giving, you've got create_pledge to record a donor's promise of support, and you can modify that commitment later with update_pledge. You can list all existing commitments using list_pledges, or check the details of one specific pledge via get_pledge.

Audit Financial Activity & Reports

You don't gotta dive into deep, clunky reports. To get a financial snapshot, use get_latest_statement to pull the most recent full summary, and you can list historical ones using list_statements. For transactions, you have control over date ranges: run get_transactions_by_dates to see everything that happened between two dates, or check for records after a specific transaction ID using get_transactions_after.

Refunds are handled the same way; get all refund details within a time span with get_refunds_by_dates, or pull only refunds that came in after a certain Refund ID via get_refunds_after. To see what's happening right now, you can grab records of the last N general transactions using get_last_transactions or check recent Peer-to-Peer registrations with get_last_registrations.

For data reporting, if you need to map how certain data points show up in third-party systems, you run list_report_mappings, and then use update_report_mapping to change those connections.

Review Specific Entities

You can track specific events using list_events or get all the details of one event with get_event. If your organization handles recurring gifts, you've got a dedicated list (list_recurring_profiles) and retrieval tool (get_recurring_profile) for those profiles. You also need to manage kiosk setups; besides listing them, you can use list_kiosks or run update_kiosk to structurally change the navigation.