Integration
Connect DonorPerfect to Utilorax
When something happens in DonorPerfect, your agent does the next thing in Utilorax. Describe it 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 Utilorax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 can start in Utilorax
When New donor in DonorPerfect
then Add interval to date in Utilorax
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 Utilorax
Triggers and actions 6 triggers · 89 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 (user-defined) record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, the field name and value.
- 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 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 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, including the donor's user-defined field values. 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.
- 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.
- 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.
- Add interval to date
Add or subtract an interval from a date.
- Calculate age
Compute age from a birthdate.
- Calculate compound interest
Compute compound interest on a principal over time.
- Calculate loan payment
Compute the monthly loan payment (EMI) for a loan amount, rate and term.
- Calculate mortgage payment
Compute the monthly mortgage payment from price, deposit, rate and term.
- Calculate percentage
Compute what P% of a value is.
- Calculate percentage change
Compute the percentage change from one value to another.
- Change text case
Change text case (upper/lower/title/camel/snake/kebab etc).
- Check if number is prime
Check whether a number is prime.
- Compress image
Shrink JPG, PNG and WebP images to a smaller file size.
- Compress PDF
Reduce a PDF's file size while keeping it readable.
- Compute HMAC signature
Compute an HMAC signature for a message with a given key and algorithm.
- Convert CSV to Excel
Convert a CSV file into a proper Excel (.xlsx) workbook.
- Convert CSV to JSON
Convert CSV text to a JSON array of objects.
- Convert currency
Convert an amount between currencies using live exchange rates.
- Convert date to timestamp
Convert a date string to a Unix timestamp.
- Convert Excel to JSON
Turn a spreadsheet into structured JSON (first row as keys).
- Convert HTML to PDF
Paste HTML and download a clean, print-ready PDF — styling, tables and images included.
- Convert image format
Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.
- Convert Markdown to HTML
Convert Markdown text to HTML.
- Convert Markdown to PDF
Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.
- Convert number to Roman numerals
Convert a number to or from Roman numerals.
- Convert PDF to text
Pull the text out of a PDF and download it as a clean.txt file.
- Convert timestamp to date
Convert a Unix timestamp to a date.
- Convert timezone
Convert a time between timezones.
- Convert units
Convert a value between two units of measurement in a given category.
- Count words
Count words, characters, sentences, lines and estimated reading time in text.
- Crop image
Cut a rectangle out of an image.
- Decode JWT
Decode a JWT header and payload (no signature check).
- Encode or decode Base64
Encode or decode Base64 text.
- Encode or decode URL component
Percent-encode or decode a URL component.
- Extract emails from text
Extract all email addresses found in text.
- Extract URLs from text
Extract all URLs found in text.
- Find and replace text
Find and replace text within a string.
- Format JSON
Pretty-print JSON with 2-space indentation.
- Generate barcode
Build a barcode image URL.
- Generate lorem ipsum text
Generate lorem ipsum placeholder text.
- Generate QR code
Build a QR-code image URL for any text.
- Generate UUID
Generate one or more random UUID v4 values.
- Get current datetime
Get current time as Unix, ISO and UTC.
- Get date difference
Compute the difference between two dates.
- Get DNS records
Get DNS records for a domain.
- Get HTTP status
Get the HTTP status code and redirect chain for a URL.
- Get page meta tags
Get the title, description and meta tags of a page.
- Hash password with bcrypt
Hash a password with bcrypt.
- Hash text
Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).
- Merge PDF files
Combine several PDF files into one document.
- Read image info
Read an image and return its dimensions, format and EXIF metadata as JSON.
- Resize image
Resize an image to exact dimensions (pad, stretch or crop to fill).
- Resolve domain to IP
Resolve a domain name to its IP address.
- Slugify text
Turn text into a clean URL slug.
- Spell number as words
Spell a number out in English words.
- Split PDF
Split a PDF into separate files — every page, or custom ranges.
- Strip HTML tags
Remove HTML tags from text, leaving plain text.
- Test regular expression
Test a regular expression against text and return matches.
- Validate JSON
Check whether a string is valid JSON.
- Watermark PDF
Stamp a diagonal text watermark across every page of a PDF.
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 Utilorax, 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 Utilorax when something happens in DonorPerfect?
Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Utilorax to DonorPerfect?
Utilorax has no triggers in the catalog today, so automations start in DonorPerfect. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it.
Do I have to build a connector for DonorPerfect or Utilorax?
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.
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.