Integration
Connect DonorPerfect and Meevo
When New donor fires in DonorPerfect, your agent runs Update Client Contact Fields in Meevo, or Client Created in Meevo 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 Meevo to do together?
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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 DonorPerfect and Meevo can do together
From DonorPerfect to Meevo
When New donor in DonorPerfect
then Update Client Contact Fields in Meevo
From Meevo 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 Meevo
Triggers and actions 8 triggers · 109 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.
- Client Created
Triggers when a new client is added in Meevo.
- Client Updated
Triggers when a client is added or their details change in Meevo.
- Add Client Gallery Image
Insert a single Image into client gallery in Meevo.
- Book Appointment Service
Create an appointment book service in Meevo.
- Cancel Booked Service
Cancel an appointment book service in Meevo.
- Check In Booked Service
Check-in an appointment book service in Meevo.
- Confirm Appointment
Confirm an appointment in Meevo.
- Count Active Clients
Get a count of the active clients in Meevo.
- Count Active Employees
Get a count of the active employees in Meevo.
- Create Client
Insert a single client profile in Meevo.
- Create Client Visit Note
Insert a single client visit note on the client profile in Meevo.
- Find Client Memberships
Get details about client memberships according to criteria in Meevo.
- Find Clients
Get details about clients based on filter in Meevo.
- Find Employees
Get employee details by Employee ID or email in Meevo.
- Find Gift Cards by Number
Get a list of gift cards by gift card numbers in Meevo.
- Find Services by ID
Get detailed information about services by Ids in Meevo.
- Get Appointment
Get details about an appointment in Meevo.
- Get Appointment Cancellation Reason
Get details about an appointment cancellation reason in Meevo.
- Get Appointment Category
Get details about an appointment category in Meevo.
- Get Booked Service
Get details about a booked service in Meevo.
- Get Business Information
Get basic information about the business in Meevo.
- Get Client
Get details about a single client in Meevo.
- Get Client Membership Status
Get the status of a single client membership in Meevo.
- Get Client Points
Get number of points and point value for a given client id in Meevo.
- Get Client User-Defined Fields
Get the active UDFs by clients in Meevo.
- Get Employee
Get details about a single employee in Meevo.
- Get Employee Security
Get employee's security in Meevo.
- Get Employee Service Pricing
Get the specified employee's pricing for the specified service in Meevo.
- Get Enum Values
Get available values for a specific enum by searching for potential value or enum name in Meevo.
- Get Gift Card Type
Get details about a single gift card type definition in Meevo.
- Get Latest Entity Change
Request a single changed entity entry for a given entity type and ID in Meevo.
- Get Location
Get details about a single location in Meevo.
- Get Membership
Get details about a single membership definition in Meevo.
- Get Package
Get details about a single package definition in Meevo.
- Get Product
Get details about a single product definition in Meevo.
- Get Product Category
Get details about a product category, including all subcategories in Meevo.
- Get Service
Get details about a single service definition in Meevo.
- List Appointment Cancellation Reasons
Get a list of appointment cancellation reasons in Meevo.
- List Appointment Categories
Get a list of appointment categories in Meevo.
- List Appointment Services
Get a list of services for a booked appointment in Meevo.
- List Client Booked Services
Get a list of services for a client in Meevo.
- List Client Gift Cards
Get a pageable list of gift cards owned by the defined client in Meevo.
- List Client Packages
Get packages owned by the defined client in Meevo.
- List Clients
Get a pageable list of clients in Meevo.
- List Client Sale History
Get a pageable list of client sale history in Meevo.
- List Client Types
Get a pageable list of client types in Meevo.
- List Client Visit Notes
Get a pageable list of a client's visit notes in Meevo.
- List eGifts
Get a list of eGifts by IDs in Meevo.
- List Employees
Get a pageable list of employees in Meevo.
- List Employee Services
Get a pageable list of services the employee is configured to perform in Meevo.
- List Entity Changes
Request a page of changes for a given entity type in Meevo.
- List Gift Cards
Get a pageable list of gift cards by criteria in Meevo.
- List Gift Card Types
Get a list of gift card types in Meevo.
- List Image Gallery Categories
Get a list of all active image categories for a location in Meevo.
- List Locations
Get a pageable list of locations in Meevo.
- List Memberships
Get a pageable list of membership definitions in Meevo.
- List Packages
Get details on all package definitions in Meevo.
- List Payment Types
Get a list of all payment types for a location in Meevo.
- List Product Categories
Get a pageable list of product categories in Meevo.
- List Products
Get a pageable list of products in Meevo.
- List Referral Types
Get a pageable list of referral types in Meevo.
- List Service Add-ons
Get a list of available addons for a service with required and optional separation in Meevo.
- List Service Categories
Get a pageable list of service categories in Meevo.
- List Service Employee Pricing
Get a list of what each employee charges for this service in Meevo.
- List Services
Get a pageable list of services in Meevo.
- List Visit Note Types
Get a pageable list of visit note types in Meevo.
- Opt Appointment Out of Confirmation
Set the confirmation status to confirmation opt-out for this appointment only in Meevo.
- Record Appointment Contact Attempt
Set the confirmation status to a contact attempt with message left in Meevo.
- Unconfirm Appointment
Unconfirm an appointment in Meevo.
- Update Appointment
Update an appointment in Meevo.
- Update Booked Service
Update an appointment book service in Meevo.
- Update Booked Service (Bypass Conflicts)
Update an appointment book service bypassing conflict checks in Meevo.
- Update Client
Update information about a single client in Meevo.
- Update Client Contact Fields
Update specific fields of a client profile in Meevo.
- Update Client Visit Note
Update a single client visit note on the client profile in Meevo.
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
DonorPerfect and Meevo, answered
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 Meevo when something happens in DonorPerfect?
Any of Meevo's 73 actions, including Create Client, Create Client Visit Note, Update Appointment and Update Booked Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meevo to DonorPerfect?
Yes. When something happens in Meevo, your agent can act in DonorPerfect too. This page covers both directions: Meevo's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Meevo?
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 Meevo 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.