Integration
Connect Copper and Raiser's Edge
When New Activity fires in Copper, your agent runs Get Event in Raiser's Edge, or New Constituent in Raiser's Edge to Create Lead in Copper. 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 Copper and Raiser's Edge to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
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)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 Copper and Raiser's Edge can do together
From Copper to Raiser's Edge
When New Activity in Copper
then Get Event in Raiser's Edge
From Raiser's Edge to Copper
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 Copper and Raiser's Edge
Triggers and actions 26 triggers · 61 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- New Constituent
Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.
- New Event Participant
Triggers when a new participant is added to the selected Raiser's Edge NXT event.
- New Fund
Triggers when a new fund is created in Raiser's Edge NXT.
- New Gift
Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.
- New Note
Triggers when a new note is added to a constituent record in Raiser's Edge NXT.
- New Opportunity
Triggers when a new opportunity is created in Raiser's Edge NXT.
- New or Updated Gift
Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.
- New or Updated Opportunity
Triggers when an opportunity is created or updated in Raiser's Edge NXT.
- Updated Constituent
Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.
- Find Duplicate Constituents
Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.
- Get Action
Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.
- Get Appeal
Returns an appeal by its ID, including its category, dates, goal and custom field values.
- Get Campaign
Returns a campaign by its ID, including its category, dates, goal and custom field values.
- Get Constituent
Retrieves a constituent by system record id.
- Get Constituent Latest Gift
Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.
- Get Constituent Lifetime Giving
Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.
- Get Event
Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.
- Get Event Participant
Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.
- Get Gift
Retrieves a gift by system record id.
- Get Membership
Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.
- Get Note
Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.
- Get Opportunity
Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.
- Get Package
Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.
- List Actions
Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.
- List Appeals
Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.
- List Campaigns
Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.
- List Constituent Actions
Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.
- List Constituent Addresses
Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.
- List Constituent Codes
Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.
- List Constituent Custom Fields
Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.
- List Constituent Email Addresses
Returns all email addresses on file for a constituent, optionally including inactive ones.
- List Constituent Memberships
Returns every membership held by a constituent, including program, category, dues, dates, standing and members.
- List Constituent Notes
Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.
- List Constituent Phones
Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.
- List Constituents
Lists constituents with paging (limit/offset).
- List Constituents in List
Returns constituents that belong to a saved list (by list id).
- List Event Fees
Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.
- List Event Participants
Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.
- List Events
Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.
- List Funds
Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.
- List Gift Custom Fields
Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.
- List Gifts
Lists gifts, optionally filtered by constituent, with paging.
- List Memberships
Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.
- List Opportunities
Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.
- List Opportunity Notes
Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.
- List Packages
Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.
- List Participant Fees
Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.
- Search Constituents
Searches constituents by name, lookup id, email, or other text.
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
Reviews
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Questions
Copper and Raiser's Edge, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Raiser's Edge when something happens in Copper?
Any of Raiser's Edge's 39 actions, including Find Duplicate Constituents, Get Action, Get Appeal and Get Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Raiser's Edge to Copper?
Yes. When something happens in Raiser's Edge, your agent can act in Copper too. This page covers both directions: Raiser's Edge's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Raiser's Edge?
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 Copper and Raiser's Edge 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.