Integration
Connect DonorPerfect and OpenAI
When New donor fires in DonorPerfect, your agent runs Send model a message in OpenAI, or New file in OpenAI 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 OpenAI 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 DonorPerfect and OpenAI lets donation records drive the writing work around them. A new gift or donor in DonorPerfect can send details to OpenAI for a drafted thank-you note or a moderation check, and the result can come back as a contact record or other info on the donor. Files and videos made in OpenAI can also be logged against the right donor.
Example flows
What DonorPerfect and OpenAI can do together
From DonorPerfect to OpenAI
When New donor in DonorPerfect
then Send model a message in OpenAI
From OpenAI 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 OpenAI
Triggers and actions 11 triggers · 105 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 batch
List your organization's batches.
- New file
Returns a list of files.
- New model
Lists the currently available models.
- New vector store
Returns a list of vector stores.
- New video
List recently generated videos for the current project.
- Cancel batch
Cancels an in-progress batch.
- Cancel run
Cancels a run that is in_progress.
- Cancel vector store file batch
Cancel a vector store file batch.
- Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
- Count input tokens
Returns input token counts of the request.
- Create assistant
Create an assistant with a model and instructions.
- Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
- Create completion
Creates a completion for the provided prompt and parameters.
- Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
- Create message
Create a message.
- Create run
Create a run.
- Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
- Create thread
Create a thread.
- Create thread and run
Create a thread and run it in one request.
- Create vector store
Create a vector store.
- Create vector store file
Create a vector store file by attaching a File to a vector store.
- Create vector store file batch
Create a vector store file batch.
- Create video edit job
Create a new video generation job by editing a source or existing generated video.
- Create video extension
Create an extension of a completed video.
- Create video generation job
Create a new video generation job from a prompt and optional reference assets.
- Create video remix
Create a remix of a completed video using a refreshed prompt.
- Delete assistant
Delete an assistant.
- Delete eval run
Delete an eval run.
- Delete file
Delete a file and remove it from all vector stores.
- Delete message
Deletes a message.
- Delete thread
Delete a thread.
- Delete vector store
Delete a vector store.
- Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
- Delete video
Permanently delete a completed or failed video and its stored assets.
- Download video content
Download the generated video bytes or a derived preview asset.
- Edit image
Creates an edited or extended image given one or more source images and a prompt.
- Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
- Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
- Get assistant
Retrieves an assistant.
- Get batch
Retrieves a batch.
- Get file
Returns information about a specific file.
- Get file content
Returns the contents of the specified file.
- Get message
Retrieve a message.
- Get model
Retrieves a model instance.
- Get run
Retrieves a run.
- Get run step
Retrieves a run step.
- Get thread
Retrieves a thread.
- Get vector store
Retrieves a vector store.
- Get vector store file
Retrieves a vector store file.
- Get vector store file batch
Retrieves a vector store file batch.
- Get vector store file content
Retrieve the parsed contents of a vector store file.
- Get video
Fetch the latest metadata for a generated video.
- List conversation items
List all items for a conversation with the given ID.
- List files
Lists files that have been uploaded to your OpenAI account.
- List messages
Returns a list of messages for a given thread.
- List models
Lists the models currently available to your account.
- List runs
Returns a list of runs belonging to a thread.
- List run steps
Returns a list of run steps belonging to a run.
- List vector store file batch files
Returns a list of vector store files in a batch.
- List vector store files
Returns a list of vector store files.
- OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
- Retrieve response
Retrieves a previously created model response by its Response ID.
- Search vector store
Search a vector store for relevant chunks based on a query and filter.
- Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
- Submit tool outputs to run
Submit tool outputs when a run requires action.
- Transcribe audio
Transcribes audio into the input language.
- Translate audio
Translates audio into English.
- Update assistant
Modifies an assistant.
- Update message
Modifies a message.
- Update run
Modifies a run.
- Update thread
Modifies a thread.
- Update vector store
Modifies a vector store.
- Update vector store file attributes
Update attributes on a vector store file.
- Upload file
Upload a file that can be used across various endpoints.
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
What our customers say
More from DonorPerfect
DonorPerfect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DonorPerfect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DonorPerfect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DonorPerfect to MailchimpMailchimp marketing automation and email platform.
DonorPerfect to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
DonorPerfect to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into OpenAI
ActiveCampaign to OpenAIActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to OpenAIAsana is a collaborative information manager for workspace.
JIRA to OpenAIAtlassian JIRA Cloud — issue tracking and project management.
Twilio to OpenAICloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Intercom to OpenAIIntercom is a customer communications platform for support, engagement, and marketing.
Questions
DonorPerfect and OpenAI, answered
Can the thank-you text OpenAI writes end up back in DonorPerfect?
Yes. After the gift triggers the flow, the drafted reply from OpenAI can be written to the donor with Add contact or Add other info, so the note lives in the donor's history. The agent tests every scenario before it goes live, including gifts from donors with no email on file.
How does the flow find the right donor in DonorPerfect?
A gift or donor trigger carries the Donor Id, so Get donor returns the full record for use in the OpenAI prompt. When the flow starts in OpenAI instead, actions such as Add other info by email match on the donor's email address.
What can start an automation from DonorPerfect?
Any of DonorPerfect's 6 triggers in the catalog, including New donor, New gift, New or updated gift and New or updated donor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OpenAI when something happens in DonorPerfect?
Any of OpenAI's 69 actions, including Content moderation, Send model a message, Create assistant and Create chat completion. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenAI to DonorPerfect?
Yes. When something happens in OpenAI, your agent can act in DonorPerfect too. This page covers both directions: OpenAI's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or OpenAI?
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 OpenAI 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.