Qgiv MCP for AI. Control every aspect of your nonprofit's fundraising forms and finances.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Qgiv MCP Server connects your AI agent directly to your nonprofit fundraising backend. Use it to manage donation forms, update custom fields, set suggested giving amounts, and run financial reports—all without logging into the Qgiv dashboard.
It handles everything from cloning successful campaigns to pulling transaction histories.
What your AI can do
Clone form
Duplicates an existing donation form template to start a new campaign.
Create custom amount
Sets up suggested donation amounts for donors (e.g., $25, $50).
Create custom field
Adds custom text fields to forms, gathering specific donor information.
Use tools like clone_form, create_custom_field, and list_dedication_types to build, modify, and retrieve all components of your fundraising forms.
Create new campaign assets by generating kiosks (create_kiosk) or setting up specific events that track pledges across multiple donation methods.
Retrieve transaction logs, refund details, and the latest financial statement using tools like get_last_transactions and get_latest_statement.
Manage recurring donation profiles (list_recurring_profiles) and set up specific restrictions or designations for received funds (e.g., 'Building Fund').
Access and update organization-level configurations, such as general account settings or form wording, using get_account_settings.
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Qgiv: 58 Tools for Fundraising Backend Control
Manage everything from form cloning and setting up pledges to running detailed transaction audits. All 58 tools give your agent full control over the Qgiv API.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Qgiv on VinkiusClone Form
Duplicates an existing donation form template to start a new campaign.
Create Custom Amount
Sets up suggested donation amounts for donors (e.g., $25, $50).
Create Custom Field
Adds custom text fields to forms, gathering specific donor information.
Create Dedication Field
Creates new options for donors to dedicate funds (e.g., 'In memory of').
Create Dedication Type
Defines the types of dedications available on forms.
Create Kiosk
Builds a new point-of-sale or informational kiosk setup.
Create Pledge
Establishes a specific donation pledge goal or commitment amount.
Create Report Mapping
Sets up mappings to track data for third-party reporting tools.
Create Restriction
Defines a fund restriction or designation (e.g., 'Water Relief Fund').
Get Account Settings
Retrieves the current organization and form-level system settings.
Get Custom Amount
Gets details for one specific custom suggested donation amount by its ID.
Get Custom Field
Retrieves the details and current status of a single custom field on forms.
Get Dedication Field
Gets information about a specific dedication field by its ID.
Get Dedication Type
Retrieves details for a specific type of dedication (e.g., 'In Honor Of').
Get Event
Gets information about a single defined event.
Get Form Wording
Retrieves custom text wording used on organization forms.
Get Kiosk
Gets the current settings and navigation details for a specific kiosk.
Get Last Refunds
Retrieves the most recent group of processed refunds by date.
Get Last Registrations
Gets the last N records for peer-to-peer registrations.
Get Last Transactions
Retrieves the most recent group of financial transactions (payments, credits).
Get Latest Statement
Gets the latest official financial statement or payout summary.
Get Pledge
Retrieves details for a single, specific donation pledge by ID.
Get Recurring Profile
Gets information about one recurring donor profile by its ID.
Get Refund
Retrieves details for a single, specific refund transaction by ID.
Get Refunds After
Gets refunds that occurred after a specified Refund ID.
Get Refunds By Dates
Retrieves all refund records within a specified date range.
Get Registration
Gets details for one specific peer-to-peer registration by ID.
Get Registrations By Dates
Retrieves all P2P registrations within a specified date range.
Get Report Mapping
Gets the details of one specific report mapping for integrations.
Get Restriction
Retrieves information about a single fund restriction or designation by ID.
Get Statement
Gets the details of one specific financial statement by its ID.
Get Transactions After
Retrieves all transactions that occurred after a specified Transaction ID.
Get Transactions By Dates
Gets all transaction records within a defined date range.
Get Widget
Retrieves details for one specific form widget by ID.
List Custom Amounts
Lists all custom suggested donation amounts currently configured on your account.
List Custom Fields
Shows a list of every custom field set up across your forms.
List Dedication Fields
Lists all existing custom dedication fields.
List Dedication Types
Shows available dedication types, like 'In Honor Of'.
List Events
Lists all defined custom events and associated ticket packages.
List Kiosks
Shows a list of configured kiosk settings and navigation menus.
List Pledges
Retrieves a comprehensive list of all defined donation pledges.
List Recurring Profiles By Status
Filters and lists recurring donation profiles based on their current status (active, paused).
List Recurring Profiles
Lists every active and inactive recurring donor profile.
List Report Mappings
Shows all report mappings needed for third-party data integration.
List Restrictions
Lists every fund restriction or designation currently in use (e.g., 'Scholarship...
List Statements
Retrieves a list of all available financial statements and payout summaries.
List Widgets
Lists all custom widgets that can be added to your donation forms.
Update Account Settings
Modifies core organization and form-level system settings.
Update Custom Amount
Changes the value or description of an existing custom suggested donation amount.
Update Custom Field
Edits the label, type, and rules for a specific custom field on forms.
Update Dedication Field
Modifies the details of an existing custom dedication field.
Update Dedication Type
Changes the text or rules for a specific type of dedication.
Update Event
Updates details like dates, descriptions, or ticket prices for an event.
Update Form Wording
Changes the boilerplate text used on your organization's main donation forms.
Update Kiosk
Makes structural changes to a specific kiosk setup or navigation menu.
Update Pledge
Modifies the amount, due date, or status of an existing pledge commitment.
Update Report Mapping
Adjusts how data is mapped for a third-party report connection.
Update Restriction
Changes the rules, name, or status of an existing fund restriction.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 58 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Making form edits shouldn't require logging into three different dashboards.
Today, updating even small text elements is painful. You start in the main settings area, navigate to 'Forms,' click on the specific donation page, find the little wording box you want to change, and then save—only to realize you forgot to update a related field on your dedication options screen.
With this MCP server, it's different. The agent handles the whole process in one go. You simply tell it: 'Change the default form text and make sure all custom fields reflect the new policy.' It runs `update_form_wording` and validates related settings automatically.
Qgiv MCP Server: Get full visibility into financial history.
Before, getting a clear picture of money in and out meant downloading multiple CSV reports—one for pledges, one for refunds, and another for general transactions. You'd then have to manually cross-reference dates and amounts just to get the total revenue picture.
Now, you ask your agent about 'all payments since January.' It runs `get_transactions_by_dates`, pulling a complete record that includes both successful donations and any refunds (`get_refunds_by_dates`), giving you the accurate final number instantly.
What your AI can actually do with this
Qgiv MCP Server: Your Nonprofit's Backend, Controlled by AI.
Forget logging into the Qgiv dashboard just to change a form field or pull a statement. This server connects your AI agent directly to your nonprofit's fundraising backend. You manage everything—from designing new donation forms to pulling full financial audit trails—using natural conversation with your agent. It handles running campaigns, updating custom data points, and tracking pledges without you ever needing to touch the web interface.
Building and Tuning Your Donation Forms
You control every piece of copy and structure on your donor pages. You can start a brand-new campaign instantly by using clone_form to duplicate an existing template. To collect specific information, you'll use tools like list_custom_fields and then create_custom_field, letting you gather details such as 'How did you hear about us?' or other unique donor data.
If a form needs specialized text—like boilerplate language for the donation page—you can retrieve it with get_form_wording or modify it using update_form_wording.
For suggested giving, your agent manages custom amounts; you can use list_custom_amounts to see what's available and then set up new tiers or adjust existing ones via create_custom_amount or update_custom_amount, ensuring donors always see relevant options. You also define specific dedication rules by using list_dedication_types and create_dedication_type, making sure you track funds dedicated 'In memory of' or 'In honor of.' The system supports multiple types of fund restrictions, letting you designate money for specific causes like a 'Water Relief Fund,' which you manage with tools like list_restrictions and create_restriction.
When you need to modify these elements—like changing the name on an existing restriction—you'll use update_restriction.
Launching Campaigns and Events
You can build out entire campaigns using specialized assets. To create a new point-of-sale or informational kiosk, your agent runs create_kiosk, building out the setup from scratch. For larger fundraising efforts, you can list all defined events with list_events and even update their details—like dates or ticket prices—using update_event. You establish specific donation goals by setting up pledges using create_pledge, and you manage your donor base by listing active and paused recurring profiles via list_recurring_profiles.
Financial Oversight and Auditing
The server gives you full control over financial reporting. To track every dollar that moves, you retrieve the latest financial statement with get_latest_statement, or you can pull detailed transaction logs for specific timeframes using get_transactions_by_dates or narrow down results to everything after a certain ID with get_transactions_after. You get full visibility into refunds by listing all records using get_refunds_by_dates or pulling details on the most recent payments using get_last_transactions.
Furthermore, you can set up data mapping for third-party accounting tools using list_report_mappings, and then retrieve specific report settings with get_report_mapping.
System Configuration and Data Retrieval
Your agent handles the heavy lifting of account management. You access core organizational rules through get_account_settings or make changes by calling update_account_settings. If you need to know what's currently configured for a widget, kiosk, or specific form section, you can retrieve those details using tools like list_widgets, get_widget, or checking the current settings with get_kiosk.
For managing complex data relationships, your agent lets you list and get all recurring profiles (list_recurring_profiles / get_recurring_profile) and handle specific payments, allowing you to check details on a single donation pledge via get_pledge, or review the history of refunds with get_refunds. You'll also find tools to manage the physical assets like listing all configured kiosks (list_kiosks), and modifying any structural element using update_kiosk.
019ea600-89ea-7252-8234-f34edb2edef0 Here's how it actually works
The bottom line is: You talk to your AI client, and it handles all the API calls to Qgiv for you.
Subscribe to this server and enter your Qgiv API Token.
Tell your AI agent what needs to be done (e.g., 'Get the last 30 days of transactions').
The agent runs the specific tool, retrieves the data or confirms the update, and gives you a plain summary.
Who is this actually for?
Nonprofit Administrators need this. They're the people stuck in complex dashboards, manually adjusting form text or tracking down old donation data. If you spend time clicking between 'Settings,' 'Forms,' and 'Finance' just to make one change, this is for you.
Updates default settings—like changing the custom wording on donation forms using update_form_wording—without navigating multiple backend tabs.
Launches seasonal campaigns by instantly cloning a successful template using clone_form or creating new pledge goals via create_pledge.
Audits donation history by querying the last N transactions (get_last_transactions) or retrieving specific financial statements (get_latest_statement).
What Changes When You Connect
Launch campaigns faster. Instead of manually rebuilding a form, use clone_form to duplicate successful templates instantly. This saves setup time for seasonal or emergency drives.
Audit payments easily. Need to know what happened last month? Use get_transactions_by_dates or get_last_refunds to pull structured data on all payments and returns in a single request.
Customize the donor experience. You can use list_custom_fields and then create_custom_field to add specific tracking points—like professional affiliations or source of referral—that your organization needs to track.
Maintain consistency across forms. Use get_account_settings to check global rules, or update_form_wording if the board changes the required language for the donation page.
Manage pledges and funds precisely. You can list all pledge types with list_pledges, then use create_restriction to ensure incoming money is designated correctly for a specific cause.
See it in action
Launching an annual giving campaign
The manager needs a new form that looks exactly like last year's successful Giving Day page. Instead of recreating it, the agent uses clone_form on the old template. Then, they call create_custom_amount to adjust suggested tiers for the current fiscal year. Done in minutes.
Investigating a funding gap
The CFO needs to reconcile all funds designated specifically for scholarships last quarter. They use list_restrictions to confirm the fund name, then call get_transactions_by_dates and filter by that restriction ID to get a clear accounting of money received.
Improving donor data capture
The operations team realizes they never know where their donors heard about the charity. They use list_custom_fields to see what exists, then call create_custom_field to add a mandatory text box labeled 'Source' to all active forms.
Updating core organizational rules
The board changes the required language for donor receipts. Instead of navigating deep settings menus, the administrator asks their agent to run get_account_settings first, then executes update_form_wording with the new legal text.
The honest tradeoffs
Trying to update everything via UI
A user manually goes through 15 different form settings pages, changing wording one by one. This is slow and prone to human error.
Use get_account_settings first to see all variables in one place. Then, use a single call like update_form_wording or create_custom_amount to make the change instantly across the board.
Assuming financial data is grouped by type
A user asks for 'all donations last week' but doesn't know if that requires checking transactions, pledges, or registrations.
Use get_last_transactions or get_transactions_by_dates. These tools pull the payment records directly, giving you a single source of truth instead of having to check multiple logs.
Creating custom fields without checking existence
A user tries to create 'Industry' as a new field but doesn't know if another team already set up a similar field, causing data conflicts.
Always start by calling list_custom_fields and list_dedication_fields. This shows you what's already there so you don't accidentally duplicate or override existing required fields.
When It Fits, When It Doesn't
Use this server if your task is data-intensive, involves setting up the backend infrastructure, or requires retrieving historical records. If you need to update a core form setting (e.g., changing default wording) or list all available fund types (list_restrictions), this is essential. Don't use it if all you need to do is enter a single donation amount for a specific person—that’s better handled in the native UI. If your goal requires complex data aggregation, like 'show me all transactions that were pledges AND came from an event,' you'll need to chain calls: retrieve data via get_last_transactions and then cross-reference it with details provided by list_events. It’s a configuration tool first; a reporting tool second.
Questions you might have
How do I use list_custom_amounts to check my existing donation tiers? +
Running list_custom_amounts pulls a full catalog of every suggested donation amount you have set up. You'll see the values and IDs, letting you know if you need to adjust anything using update_custom_amount.
Can I use clone_form for seasonal giving campaigns? +
Yes. clone_form duplicates a working template instantly. This is perfect because it preserves all the necessary fields and settings from your most successful form, saving setup time.
What do I need to know before calling get_latest_statement? +
This tool retrieves the latest financial summary for the organization. You typically run this when you need an immediate overview of funds received or paid out, but remember it's a snapshot and doesn't list every single transaction.
How do I update the core dedication options using update_dedication_type? +
You call update_dedication_type when you need to change the text or rules for a specific way donors can dedicate funds. It's best practice to run list_dedication_types first to get the correct ID.
Is there a way to track donations by date range using get_last_transactions? +
Yes, use get_transactions_by_dates. This tool allows you to specify a start and end date, giving you every single transaction record that occurred within those specific boundaries.
If I need to set up a new physical donation station or menu, how do I use `create_kiosk` and `list_kiosks`? +
You manage these using the Kiosk tools. First, run list_kiosks to see all current settings and menus. If you need a new one, create_kiosk lets you build it out completely before testing.
When I use `get_custom_field`, what information do I get about the field's validation rules? +
The tool retrieves specific metadata for that custom field. This includes its required status, data type (text, number), and any predefined validation logic attached to it.
I need to track a payout from last week; should I use `get_refund` or check the general transaction history? +
Use get_refund when you have the specific Refund ID. This tool pulls detailed records about that single refund event, giving you payment confirmation data.
How do I clone an existing donation form using the AI? +
You can use the clone_form tool. Provide the JSON payload containing the details of the form you wish to clone, and the agent will handle the cloning process for you.
Can I view and update the custom suggested donation amounts on my forms? +
Yes. You can list all custom suggested amounts using list_custom_amounts, retrieve a specific one with get_custom_amount, or update an existing amount using update_custom_amount.
How do I manage custom fields on my donation forms? +
You can list all custom fields using list_custom_fields, retrieve a specific field's details with get_custom_field, or create and update fields using create_custom_field and update_custom_field.
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