Integration
Connect DonorPerfect and Orderry
When New donor fires in DonorPerfect, your agent runs Add Order Comment in Orderry, or Ad Campaigns in Orderry 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 Orderry 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 DonorPerfect and Orderry can do together
From DonorPerfect to Orderry
When New donor in DonorPerfect
then Add Order Comment in Orderry
From Orderry 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 Orderry
Triggers and actions 12 triggers · 65 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.
- Ad Campaigns
Triggers when a new ad campaign is added in Orderry.
- Clients List
Triggers when a new client is added in Orderry.
- Employees List
Triggers when a new employee is added to the Orderry account.
- Lead Types
Triggers when a new lead type is added to your Orderry account.
- Locations
Triggers when a new location (branch) is added to the Orderry account.
- Order Custom Fields
Triggers when a new custom field is defined for orders in Orderry.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Order Comment
Adds a comment to an order in Orderry, optionally marked as private.
- Add Task Comment
Adds a comment to an existing task in Orderry, optionally marked as private.
- Changing Order Status
Changes the status of an Orderry order, optionally with a comment explaining the change.
- Create a Client
Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.
- Create a Lead
Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.
- Create an Order
Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.
- Create an Order Item
Adds a product or service line item to an existing Orderry order.
- Create an Order or Estimate
Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.
- Create a Payment
Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.
- Create Booking
Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.
- Create Product
Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.
- Create Service
Creates a new service in your Orderry service catalog.
- Create Task
Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Service
Finds catalog services by name, barcode or category and returns the matching services.
- Get Assets
Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.
- Get Client by ID
Returns a single client record, including its contact details and custom field values, by its ID.
- Get Estimate
Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.
- Get Estimate by Id
Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.
- Get Lead
Returns a single lead by its ID, including contact details, status and custom field values.
- Get Orders
Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.
- Get Task
Returns a single task by its ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.
- Update an Order Item
Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.
- Update an Order or Estimate
Updates an existing order estimate in Orderry, changing only the fields you fill in.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.
- Update Client
Updates an existing client (person) in Orderry. Only the fields you fill in are changed.
- Update Product
Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.
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 Orderry, 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 Orderry when something happens in DonorPerfect?
Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orderry to DonorPerfect?
Yes. When something happens in Orderry, your agent can act in DonorPerfect too. This page covers both directions: Orderry's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Orderry?
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 Orderry 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.