Integration

Connect DonorPerfect and Outlook

When New donor fires in DonorPerfect, your agent runs Outlook Create Contact in Outlook, or New Contact Added in Outlook 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 Outlook to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)

Joining DonorPerfect and Outlook keeps donor records and mailbox work on the same page. New gifts and donors in DonorPerfect can trigger emails, drafts and contacts in Outlook, while people and messages in Outlook can create donor records, contact activities and other info notes back in DonorPerfect, using the email address and donor fields already on file.

Example flows

What DonorPerfect and Outlook can do together

From DonorPerfect to Outlook

From Outlook 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 Outlook

Triggers and actions 11 triggers · 299 actions

Each app on its own

Reviews

What our customers say

More from DonorPerfect

More into Outlook

Questions

DonorPerfect and Outlook, answered

Can a thank-you email use details from the donor record in DonorPerfect?

Yes. The agent can call Get donor on the gift's donor ID and use those fields, such as the name and email address, when it sends the message through Outlook Send Email.

What if an Outlook message comes from someone who is not in DonorPerfect?

The Add other info by email action only writes when a donor with that email address is found, so unmatched senders are left alone. The agent tests both scenarios, a known donor and an unknown sender, before the setup goes live.

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 Outlook when something happens in DonorPerfect?

Any of Outlook's 263 actions, including Outlook Create Contact, Outlook Create Draft, Create Attachment Upload Session and Create Attachment Upload Session In Child Folder. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Outlook to DonorPerfect?

Yes. When something happens in Outlook, your agent can act in DonorPerfect too. This page covers both directions: Outlook's triggers and DonorPerfect's actions are listed here as well.

Do I have to build a connector for DonorPerfect or Outlook?

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 Outlook 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.