Integration
Connect Clockwork Recruiting and DonorPerfect
When New Candidacy fires in Clockwork Recruiting, your agent runs Add contact in DonorPerfect, or New donor in DonorPerfect to Create Person Website in Clockwork Recruiting. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clockwork Recruiting and DonorPerfect to do together?
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Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Clockwork Recruiting and DonorPerfect can do together
From Clockwork Recruiting to DonorPerfect
When New Candidacy in Clockwork Recruiting
then Add contact in DonorPerfect
From DonorPerfect to Clockwork Recruiting
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Clockwork Recruiting and DonorPerfect
Triggers and actions 12 triggers · 87 actions
- Candidate Status Change
Triggers when a candidate's status changes on the chosen project.
- New Candidacy
Triggers when a new candidate is added to the chosen project.
- New Person Record
Triggers when a new person record is added to your Clockwork firm.
- Updated Candidacy
Triggers when any candidacy on the chosen project is updated.
- Updated Person Record
Triggers when a person record in your Clockwork firm is updated.
- Updated Person With Verbosity
Triggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
- Create Person Website
Create Person Website
- Delete a Candidate
Return status message
- Delete a Person
Delete Person.
- Delete a Person Address
Delete Address.
- Delete a Person Attachment
Delete attachment.
- Delete a Person Compensation
Delete Compensation.
- Delete a Person Email
Delete EmailAddress.
- Delete a Person Linkedin
Delete LinkedinUrl.
- Delete a Person Note
Delete Note.
- Delete Person Education
Delete Education.
- Delete Person Phone Number
Delete Phone Number.
- Delete Person Position
Delete Position.
- Delete Person Website
Delete Web Site.
- Find a Candidate
Returns a single candidacy and the associated metadata.
- Find a Company
Returns a single company and the associated metadata.
- Find a Person
Returns a single person and the associated metadata.
- Find a Person Address
Returns a single address and the associated metadata.
- Find a Person Attachment
Returns a single attachment.
- Find a Person Compensation
Returns a single compensation and the associated metadata.
- Find a Person Email
Returns a single email address and the associated metadata.
- Find a Person Note
Returns a single note and the associated metadata.
- Find a Project
Returns a single project and the associated metadata.
- Find a Project Admin
Returns the project settings
- Find a Project Client
Returns a single client and the associated metadata.
- Find a Project User
Returns a single user and the associated metadata.
- Find a School
Returns a single school and the associated metadata.
- Find a Tag
Returns a single tag and the associated metadata.
- Find Person Education
Returns a single education and the associated metadata.
- Find Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Find Person Phone Number
Returns a single phone_number and the associated metadata.
- Find Person Position
Returns a single position and the associated metadata.
- Find Person Website
Returns a single web site and the associated metadata.
- Get All Companies
Returns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
- Get All People
Returns the list of all People of a Firm
- Get All Schools
Returns paginated schools data
- Get All Tags
Returns the tags defined in your Clockwork firm.
- People Search
Returns the list of all People of a Firm
- Update a Candidate
Return updated candidate
- Update a Company
Returns a single company and the associated metadata.
- Update a Person Education
Returns a single education and the associated metadata.
- Update a Tag
Returns a single tag and the associated metadata.
- Update Person
Returns a single person and the associated metadata.
- Update Person Address
Returns a single address and the associated metadata.
- Update Person Compensation
Returns a single compensation and the associated metadata.
- Update Person Email
Returns a single email address and the associated metadata.
- Update Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Update Person Note
Returns a single note and the associated metadata.
- Update Person Phone Number
Returns a single phone_number and the associated metadata.
- Update Person Position
Returns a single position and the associated metadata.
- Update Person Website
Returns a single web site and the associated metadata.
- Update School
Returns a single school and the associated metadata.
- New donor
Polling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id.
- New gift
Polling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- Two-way sync new or updated donors
A trigger for two-way syncing new and updated donors, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated gifts
A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
- Add code
Adds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO.
- Add contact
Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.
- Add donor
Creates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones.
- Add gift
Creates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- Add new donor gift by email
Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- Add other info
Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.
- Add other info by email
Adds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- Find donor by first and last name
Returns the first donor whose first and last name exactly match, plus how many donors matched
- Find filters by name
Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- Get code description
Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
- Get contact
Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- Get donor by email
Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address.
- Get donor by email, first name, and last name
Returns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- Get donors by filter
Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- Get donor user-defined field values
Returns all user-defined field values for the specified donor. An error occurs if the donor is not found.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- Get gift user-defined field values
Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
- Get other info
Returns one DonorPerfect Other Info record by its id, with its standard columns.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- Set gift custom field
Sets one of your organization's custom fields (such as Class) on an existing gift
- Update donor
Updates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Clockwork Recruiting and DonorPerfect, answered
What can start an automation from Clockwork Recruiting?
Any of Clockwork Recruiting's 6 triggers in the catalog, including New Candidacy, New Person Record, Updated Candidacy and Updated Person Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DonorPerfect when something happens in Clockwork Recruiting?
Any of DonorPerfect's 36 actions, including Post pledge payment, Update donor, Add code and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DonorPerfect to Clockwork Recruiting?
Yes. When something happens in DonorPerfect, your agent can act in Clockwork Recruiting too. This page covers both directions: DonorPerfect's triggers and Clockwork Recruiting's actions are listed here as well.
Do I have to build a connector for Clockwork Recruiting or DonorPerfect?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Clockwork Recruiting and DonorPerfect without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.