Integration
Connect Klaviyo and Raiser's Edge
When New Event fires in Klaviyo, your agent runs Create Constituent Email Address in Raiser's Edge, or New Action in Raiser's Edge to Add Categories to Catalog Item in Klaviyo. 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 Klaviyo and Raiser's Edge 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 Klaviyo and Raiser's Edge can do together
From Klaviyo to Raiser's Edge
When New Event in Klaviyo
then Create Constituent Email Address in Raiser's Edge
When New or Updated Profile in Klaviyo
then Create Constituent Note in Raiser's Edge
From Raiser's Edge to Klaviyo
When New Action in Raiser's Edge
then Add Categories to Catalog Item in Klaviyo
When New Constituent in Raiser's Edge
then Add Items to Catalog Category in Klaviyo
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 Klaviyo and Raiser's Edge
Triggers and actions 15 triggers · 221 actions
Trigger
New EventPolling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
Trigger
New or Updated ProfilePolling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
Action
Add Categories to Catalog ItemAdd Categories to Catalog Item
Action
Add Items to Catalog CategoryAdd Items to Catalog Category
Action
Add Profiles to ListAdd Profiles to List
Action
Add Profile to ListAdd an existing profile to a list by profile ID.
Action
Bulk Create Catalog CategoriesBulk Create Catalog Categories
Action
Bulk Create Catalog ItemsBulk Create Catalog Items
Action
Bulk Create Catalog VariantsBulk Create Catalog Variants
Action
Bulk Create Coupon CodesBulk Create Coupon Codes
Action
Bulk Create EventsBulk Create Events
Action
Bulk Delete Catalog CategoriesBulk Delete Catalog Categories
Action
Bulk Delete Catalog ItemsBulk Delete Catalog Items
Action
Bulk Delete Catalog VariantsBulk Delete Catalog Variants
Action
Bulk Import ProfilesBulk Import Profiles
Action
Bulk Subscribe ProfilesBulk Subscribe Profiles
Action
Bulk Suppress ProfilesBulk Suppress Profiles
Action
Bulk Unsubscribe ProfilesBulk Unsubscribe Profiles
Action
Bulk Unsuppress ProfilesBulk Unsuppress Profiles
Action
Bulk Update Catalog CategoriesBulk Update Catalog Categories
Action
Bulk Update Catalog ItemsBulk Update Catalog Items
Action
Bulk Update Catalog VariantsBulk Update Catalog Variants
Action
Cancel Campaign SendCancel Campaign Send
Action
Clone CampaignClone Campaign
Action
Clone TemplateClone Template
Action
Create Back In Stock SubscriptionCreate Back In Stock Subscription
Action
Create CampaignCreate Campaign
Action
Create Campaign CloneCreate Campaign Clone
Action
Create Catalog CategoryCreate Catalog Category
Action
Create Catalog ItemCreate Catalog Item
Action
Create Catalog VariantCreate Catalog Variant
Action
Create CouponCreate Coupon
Action
Create Coupon CodeCreate Coupon Code
Action
Create EventTrack an event for a profile (e.g. a custom metric like "Placed Order").
Action
Create FlowCreate Flow
Action
Create ListCreate a new list.
Action
Create or Update ProfileCreate a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
Action
Create ProfileCreate a new profile. Errors if a profile with the email already exists.
Action
Create SegmentCreate Segment
Action
Create TagCreate Tag
Action
Create TemplateCreate Template
Action
Delete CampaignDelete Campaign
Action
Delete Catalog CategoryDelete Catalog Category
Action
Delete Catalog ItemDelete Catalog Item
Action
Delete Catalog VariantDelete Catalog Variant
Action
Delete CouponDelete Coupon
Action
Delete Coupon CodeDelete Coupon Code
Action
Delete FlowDelete Flow
Action
Delete ListDelete List
Action
Delete SegmentDelete Segment
Action
Delete TagDelete Tag
Action
Delete TemplateDelete Template
Action
Get CampaignGet Campaign
Action
Get Campaign Recipient EstimationGet Campaign Recipient Estimation
Action
Get CampaignsGet Campaigns
Action
Get Catalog CategoriesGet Catalog Categories
Action
Get Catalog CategoryGet Catalog Category
Action
Get Catalog ItemGet Catalog Item
Action
Get Catalog ItemsGet Catalog Items
Action
Get Catalog VariantGet Catalog Variant
Action
Get Catalog VariantsGet Catalog Variants
Action
Get CouponGet Coupon
Action
Get Coupon CodeGet Coupon Code
Action
Get Coupon CodesGet Coupon Codes
Action
Get CouponsGet Coupons
Action
Get EventGet Event
Action
Get EventsRetrieve events, optionally filtered (e.g. by metric or profile).
Action
Get FlowGet Flow
Action
Get FlowsGet Flows
Action
Get Flows Triggered by ListGet Flows Triggered by List
Action
Get Flows Triggered by MetricGet Flows Triggered by Metric
Action
Get Flows Triggered by SegmentGet Flows Triggered by Segment
Action
Get FormGet Form
Action
Get FormsGet Forms
Action
Get Form VersionGet Form Version
Action
Get ImageGet Image
Action
Get ImagesGet Images
Action
Get ListGet List
Action
Get List ProfilesGet all profiles that are members of a given list.
Action
Get ListsRetrieve all lists in the account.
Action
Get MetricGet Metric
Action
Get MetricsRetrieve all metrics in the account.
Action
Get ProfileGet Profile
Action
Get Profile by EmailFetch a single profile by its email address. Emits empty values if no profile is found.
Action
Get Profile by IDFetch a single profile by its Klaviyo profile ID.
Action
Get ProfilesList profiles, optionally filtered by email or other attributes.
Action
Get Push TokensGet Push Tokens
Action
Get ReviewsGet Reviews
Action
Get SegmentGet Segment
Action
Get Segment ProfilesGet all profiles in a given segment.
Action
Get SegmentsRetrieve all segments in the account.
Action
Get TagGet Tag
Action
Get TagsGet Tags
Action
Get TemplateGet Template
Action
Get TemplatesGet Templates
Action
Merge ProfilesMerge Profiles
Action
Query Campaign ValuesQuery Campaign Values
Action
Query Flow SeriesQuery Flow Series
Action
Query Flow ValuesQuery Flow Values
Action
Query Form SeriesQuery Form Series
Action
Query Form ValuesQuery Form Values
Action
Query Metric AggregatesQuery Metric Aggregates
Action
Query Segment SeriesQuery Segment Series
Action
Query Segment ValuesQuery Segment Values
Action
Refresh Campaign Recipient EstimationRefresh Campaign Recipient Estimation
Action
Remove Categories from Catalog ItemRemove Categories from Catalog Item
Action
Remove Items from Catalog CategoryRemove Items from Catalog Category
Action
Remove Profile from ListRemove a profile from a list by profile ID.
Action
Remove Profiles from ListRemove Profiles from List
Action
Remove Tag from CampaignsRemove Tag from Campaigns
Action
Remove Tag from FlowsRemove Tag from Flows
Action
Remove Tag from ListsRemove Tag from Lists
Action
Remove Tag from SegmentsRemove Tag from Segments
Action
Render TemplateRender Template
Action
Request Profile DeletionRequest Profile Deletion
Action
Send CampaignSend Campaign
Action
Subscribe ProfileSubscribe a profile (email/SMS consent) to a given list.
Action
Suppress ProfileSuppress a profile from receiving email marketing (global suppression).
Action
Tag CampaignsTag Campaigns
Action
Tag FlowsTag Flows
Action
Tag ListsTag Lists
Action
Tag SegmentsTag Segments
Action
Unsubscribe ProfileUnsubscribe a profile from email/SMS marketing for a given list.
Action
Update CampaignUpdate Campaign
Action
Update Catalog CategoryUpdate Catalog Category
Action
Update Catalog ItemUpdate Catalog Item
Action
Update Catalog VariantUpdate Catalog Variant
Action
Update Categories for Catalog ItemUpdate Categories for Catalog Item
Action
Update CouponUpdate Coupon
Action
Update Coupon CodeUpdate Coupon Code
Action
Update Flow StatusUpdate Flow Status
Action
Update ImageUpdate a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value.
Action
Update Items for Catalog CategoryUpdate Items for Catalog Category
Action
Update ListUpdate List
Action
Update ProfileUpdate an existing profile by its Klaviyo profile ID.
Action
Update SegmentUpdate Segment
Action
Update TagUpdate Tag
Action
Update TemplateUpdate Template
Action
Upload Image From FileUpload Image From File
Action
Upload Image From URLUpload Image From URL
Trigger
New ActionTriggers when a new action is added to any constituent in Raiser's Edge NXT.
Trigger
New ConstituentFires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.
Trigger
New EventTriggers when a new event is created in Raiser's Edge NXT.
Trigger
New Event ParticipantTriggers when a new participant is added to the selected Raiser's Edge NXT event.
Trigger
New FundTriggers when a new fund is created in Raiser's Edge NXT.
Trigger
New GiftFires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.
Trigger
New Gift BatchTriggers when a new gift batch is created in Raiser's Edge NXT.
Trigger
New MembershipTriggers when a new membership is added to a constituent in Raiser's Edge NXT.
Trigger
New NoteTriggers when a new note is added to a constituent record in Raiser's Edge NXT.
Trigger
New OpportunityTriggers when a new opportunity is created in Raiser's Edge NXT.
Trigger
New or Updated GiftTriggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.
Trigger
New or Updated OpportunityTriggers when an opportunity is created or updated in Raiser's Edge NXT.
Trigger
Updated ConstituentFires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.
Action
Add Constituent CodeAssigns a constituent code (classification) to a constituent.
Action
Create ConstituentCreates a new constituent (individual or organization) in The Raiser's Edge.
Action
Create Constituent ActionCreates an action (interaction/task) on a constituent record.
Action
Create Constituent AddressAdds an address to a constituent record.
Action
Create Constituent Custom FieldAdds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.
Action
Create Constituent Email AddressAdds a new email address to a constituent record in Raiser's Edge NXT.
Action
Create Constituent NoteAdds a note to a constituent record.
Action
Create Constituent PhoneAdds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.
Action
Create EventCreates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.
Action
Create Event ParticipantAdds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.
Action
Create GiftCreates a new gift (donation) for a constituent.
Action
Create Gift BatchCreates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.
Action
Create Gift Custom FieldAdds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.
Action
Create MembershipAdds a membership to a constituent in Raiser's Edge NXT.
Action
Create OpportunityCreates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.
Action
Create Opportunity NoteCreates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.
Action
Create Participant FeeAdds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.
Action
Delete ActionDeletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.
Action
Delete Constituent AddressDeletes an address from a constituent record in Raiser's Edge NXT.
Action
Delete Constituent Email AddressDeletes an email address from a constituent record in Raiser's Edge NXT.
Action
Delete Constituent PhoneDeletes a phone number from a constituent's record in Raiser's Edge NXT.
Action
Delete EventDeletes an event from Raiser's Edge NXT.
Action
Delete Event ParticipantDeletes a participant from a Raiser's Edge NXT event.
Action
Delete NoteDeletes a constituent note in Raiser's Edge NXT.
Action
Delete OpportunityDeletes an opportunity from Raiser's Edge NXT.
Action
Downgrade MembershipDowngrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.
Action
Drop MembershipDrops an active or lapsed membership in Raiser's Edge NXT.
Action
Find Duplicate ConstituentsReturns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.
Action
Get ActionReturns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.
Action
Get AppealReturns an appeal by its ID, including its category, dates, goal and custom field values.
Action
Get CampaignReturns a campaign by its ID, including its category, dates, goal and custom field values.
Action
Get ConstituentRetrieves a constituent by system record id.
Action
Get Constituent Latest GiftReturns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.
Action
Get Constituent Lifetime GivingReturns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.
Action
Get EventReturns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.
Action
Get Event ParticipantReturns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.
Action
Get GiftRetrieves a gift by system record id.
Action
Get MembershipReturns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.
Action
Get NoteReturns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.
Action
Get OpportunityReturns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.
Action
Get PackageReturns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.
Action
List ActionsReturns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.
Action
List AppealsReturns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.
Action
List CampaignsReturns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.
Action
List Constituent ActionsReturns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.
Action
List Constituent AddressesReturns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.
Action
List Constituent CodesReturns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.
Action
List Constituent Custom FieldsReturns every custom field recorded on a constituent, including each field's category, type, value, comment and date.
Action
List Constituent Email AddressesReturns all email addresses on file for a constituent, optionally including inactive ones.
Action
List Constituent MembershipsReturns every membership held by a constituent, including program, category, dues, dates, standing and members.
Action
List Constituent NotesReturns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.
Action
List Constituent PhonesReturns the phone numbers on a constituent's record, including type, primary and do-not-call flags.
Action
List ConstituentsLists constituents with paging (limit/offset).
Action
List Constituents in ListReturns constituents that belong to a saved list (by list id).
Action
List Event FeesReturns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.
Action
List Event ParticipantsReturns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.
Action
List EventsReturns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.
Action
List FundsReturns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.
Action
List Gift BatchesReturns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.
Action
List Gift Custom FieldsReturns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.
Action
List GiftsLists gifts, optionally filtered by constituent, with paging.
Action
List MembershipsReturns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.
Action
List OpportunitiesReturns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.
Action
List Opportunity NotesReturns the notes recorded on an opportunity, including each note's date, type, summary, text and author.
Action
List PackagesReturns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.
Action
List Participant FeesReturns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.
Action
Rejoin MembershipRejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.
Action
Renew MembershipRenews an existing Raiser's Edge NXT membership for a new term.
Action
Search ConstituentsSearches constituents by name, lookup id, email, or other text.
Action
Update ActionUpdates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.
Action
Update ConstituentUpdates an existing constituent's core fields.
Action
Update Constituent AddressUpdates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.
Action
Update Constituent Custom FieldUpdates the value, comment or date of an existing custom field on a constituent record.
Action
Update Constituent Email AddressUpdates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.
Action
Update Constituent PhoneUpdates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.
Action
Update EventUpdates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.
Action
Update Event ParticipantUpdates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.
Action
Update GiftUpdates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.
Action
Update Gift AcknowledgementUpdates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.
Action
Update Gift ReceiptUpdates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.
Action
Update NoteEdits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.
Action
Update OpportunityUpdates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.
Action
Upgrade MembershipUpgrades a membership to a higher category during its current membership cycle.
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
Klaviyo and Raiser's Edge, answered
What can start an automation from Klaviyo?
Any of Klaviyo's 2 triggers in the catalog, including New Event and New or Updated Profile. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Raiser's Edge when something happens in Klaviyo?
Any of Raiser's Edge's 83 actions, including Create Constituent, Create Constituent Action, Create Constituent Address and Create Constituent Custom Field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Raiser's Edge to Klaviyo?
Yes. When something happens in Raiser's Edge, your agent can act in Klaviyo too. This page covers both directions: Raiser's Edge's triggers and Klaviyo's actions are listed here as well.
Do I have to build a connector for Klaviyo or Raiser's Edge?
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 Klaviyo and Raiser's Edge 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.