Integration
Connect DonorPerfect and Klaviyo
When New donor fires in DonorPerfect, your agent runs Add Categories to Catalog Item in Klaviyo, or New Event in Klaviyo to Add contact in DonorPerfect. 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 DonorPerfect and Klaviyo 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)Connecting Klaviyo and DonorPerfect lets your fundraising records and your email and SMS lists work from the same facts. New gifts and donors in DonorPerfect can create or update Klaviyo profiles, list memberships and events, while activity in Klaviyo can be written back as contact or other info records on the right donor.
Example flows
What DonorPerfect and Klaviyo can do together
From DonorPerfect to Klaviyo
When New donor in DonorPerfect
then Add Categories to Catalog Item in Klaviyo
From Klaviyo to DonorPerfect
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 DonorPerfect and Klaviyo
Triggers and actions 8 triggers · 174 actions
- 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.
- New Event
Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
- New or Updated Profile
Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
- Add Categories to Catalog Item
Add Categories to Catalog Item
- Add Items to Catalog Category
Add Items to Catalog Category
- Add Profiles to List
Add Profiles to List
- Add Profile to List
Add an existing profile to a list by profile ID.
- Bulk Create Catalog Categories
Bulk Create Catalog Categories
- Bulk Create Catalog Items
Bulk Create Catalog Items
- Bulk Create Catalog Variants
Bulk Create Catalog Variants
- Bulk Create Coupon Codes
Bulk Create Coupon Codes
- Bulk Create Events
Bulk Create Events
- Bulk Delete Catalog Categories
Bulk Delete Catalog Categories
- Bulk Delete Catalog Items
Bulk Delete Catalog Items
- Bulk Delete Catalog Variants
Bulk Delete Catalog Variants
- Bulk Import Profiles
Bulk Import Profiles
- Bulk Subscribe Profiles
Bulk Subscribe Profiles
- Bulk Suppress Profiles
Bulk Suppress Profiles
- Bulk Unsubscribe Profiles
Bulk Unsubscribe Profiles
- Bulk Unsuppress Profiles
Bulk Unsuppress Profiles
- Bulk Update Catalog Categories
Bulk Update Catalog Categories
- Bulk Update Catalog Items
Bulk Update Catalog Items
- Bulk Update Catalog Variants
Bulk Update Catalog Variants
- Cancel Campaign Send
Cancel Campaign Send
- Clone Campaign
Clone Campaign
- Clone Template
Clone Template
- Create Back In Stock Subscription
Create Back In Stock Subscription
- Create Campaign
Create Campaign
- Create Campaign Clone
Create Campaign Clone
- Create Catalog Category
Create Catalog Category
- Create Catalog Item
Create Catalog Item
- Create Catalog Variant
Create Catalog Variant
- Create Coupon
Create Coupon
- Create Coupon Code
Create Coupon Code
- Create Event
Track an event for a profile (e.g. a custom metric like "Placed Order").
- Create Flow
Create Flow
- Create List
Create a new list.
- Create or Update Profile
Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
- Create Profile
Create a new profile. Errors if a profile with the email already exists.
- Create Segment
Create Segment
- Create Tag
Create Tag
- Create Template
Create Template
- Delete Campaign
Delete Campaign
- Delete Catalog Category
Delete Catalog Category
- Delete Catalog Item
Delete Catalog Item
- Delete Catalog Variant
Delete Catalog Variant
- Delete Coupon
Delete Coupon
- Delete Coupon Code
Delete Coupon Code
- Delete Flow
Delete Flow
- Delete List
Delete List
- Delete Segment
Delete Segment
- Delete Tag
Delete Tag
- Delete Template
Delete Template
- Get Campaign
Get Campaign
- Get Campaign Recipient Estimation
Get Campaign Recipient Estimation
- Get Campaigns
Get Campaigns
- Get Catalog Categories
Get Catalog Categories
- Get Catalog Category
Get Catalog Category
- Get Catalog Item
Get Catalog Item
- Get Catalog Items
Get Catalog Items
- Get Catalog Variant
Get Catalog Variant
- Get Catalog Variants
Get Catalog Variants
- Get Coupon
Get Coupon
- Get Coupon Code
Get Coupon Code
- Get Coupon Codes
Get Coupon Codes
- Get Coupons
Get Coupons
- Get Event
Get Event
- Get Events
Retrieve events, optionally filtered (e.g. by metric or profile).
- Get Flow
Get Flow
- Get Flows
Get Flows
- Get Flows Triggered by List
Get Flows Triggered by List
- Get Flows Triggered by Metric
Get Flows Triggered by Metric
- Get Flows Triggered by Segment
Get Flows Triggered by Segment
- Get Form
Get Form
- Get Forms
Get Forms
- Get Form Version
Get Form Version
- Get Image
Get Image
- Get Images
Get Images
- Get List
Get List
- Get List Profiles
Get all profiles that are members of a given list.
- Get Lists
Retrieve all lists in the account.
- Get Metric
Get Metric
- Get Metrics
Retrieve all metrics in the account.
- Get Profile
Get Profile
- Get Profile by Email
Fetch a single profile by its email address. Emits empty values if no profile is found.
- Get Profile by ID
Fetch a single profile by its Klaviyo profile ID.
- Get Profiles
List profiles, optionally filtered by email or other attributes.
- Get Push Tokens
Get Push Tokens
- Get Reviews
Get Reviews
- Get Segment
Get Segment
- Get Segment Profiles
Get all profiles in a given segment.
- Get Segments
Retrieve all segments in the account.
- Get Tag
Get Tag
- Get Tags
Get Tags
- Get Template
Get Template
- Get Templates
Get Templates
- Merge Profiles
Merge Profiles
- Query Campaign Values
Query Campaign Values
- Query Flow Series
Query Flow Series
- Query Flow Values
Query Flow Values
- Query Form Series
Query Form Series
- Query Form Values
Query Form Values
- Query Metric Aggregates
Query Metric Aggregates
- Query Segment Series
Query Segment Series
- Query Segment Values
Query Segment Values
- Refresh Campaign Recipient Estimation
Refresh Campaign Recipient Estimation
- Remove Categories from Catalog Item
Remove Categories from Catalog Item
- Remove Items from Catalog Category
Remove Items from Catalog Category
- Remove Profile from List
Remove a profile from a list by profile ID.
- Remove Profiles from List
Remove Profiles from List
- Remove Tag from Campaigns
Remove Tag from Campaigns
- Remove Tag from Flows
Remove Tag from Flows
- Remove Tag from Lists
Remove Tag from Lists
- Remove Tag from Segments
Remove Tag from Segments
- Render Template
Render Template
- Request Profile Deletion
Request Profile Deletion
- Send Campaign
Send Campaign
- Subscribe Profile
Subscribe a profile (email/SMS consent) to a given list.
- Suppress Profile
Suppress a profile from receiving email marketing (global suppression).
- Tag Campaigns
Tag Campaigns
- Tag Flows
Tag Flows
- Tag Lists
Tag Lists
- Tag Segments
Tag Segments
- Unsubscribe Profile
Unsubscribe a profile from email/SMS marketing for a given list.
- Update Campaign
Update Campaign
- Update Catalog Category
Update Catalog Category
- Update Catalog Item
Update Catalog Item
- Update Catalog Variant
Update Catalog Variant
- Update Categories for Catalog Item
Update Categories for Catalog Item
- Update Coupon
Update Coupon
- Update Coupon Code
Update Coupon Code
- Update Flow Status
Update Flow Status
- Update Image
Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value.
- Update Items for Catalog Category
Update Items for Catalog Category
- Update List
Update List
- Update Profile
Update an existing profile by its Klaviyo profile ID.
- Update Segment
Update Segment
- Update Tag
Update Tag
- Update Template
Update Template
- Upload Image From File
Upload Image From File
- Upload Image From URL
Upload Image From URL
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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What our customers say
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Questions
DonorPerfect and Klaviyo, answered
How does the agent know which Klaviyo profile belongs to a DonorPerfect donor?
Email is the link. DonorPerfect can return a donor by email, and Klaviyo can fetch a profile by email or create and update one by email, so each record is matched before anything is written.
Can gifts from DonorPerfect show up in Klaviyo for segmenting?
Yes. A new gift in DonorPerfect can be tracked in Klaviyo with Create Event against the donor's profile, and the same profile can be added to a list. The agent tests every scenario, including gifts from donors with no email on file.
What can start an automation from DonorPerfect?
Any of DonorPerfect's 6 triggers in the catalog, including New donor, New gift, New or updated donor and New or updated gift. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Klaviyo when something happens in DonorPerfect?
Any of Klaviyo's 138 actions, including Subscribe Profile, Suppress Profile, Create Back In Stock Subscription and Create Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Klaviyo to DonorPerfect?
Yes. When something happens in Klaviyo, your agent can act in DonorPerfect too. This page covers both directions: Klaviyo's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Klaviyo?
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 DonorPerfect and Klaviyo 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.