--- title: "Connect kvCORE to Bloomerang - APIANT.ai" description: "When \"New Lead\" fires in kvCORE, your agent runs \"Add email\" in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/kvcore-to-bloomerang" --- # Connect kvCORE to Bloomerang When **New Lead** fires in [kvCORE](https://apiant.ai/connections/kvcore), your agent runs **Add email** in [Bloomerang](https://apiant.ai/connections/bloomerang). Describe the whole flow and it is built, tested on every scenario and kept running. kvCORE **1** trigger Bloomerang **6** triggers Bloomerang **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want kvCORE and Bloomerang to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What kvCORE can start in Bloomerang - When **New Lead** in kvCORE then **Add email** in Bloomerang - When **New Lead** in kvCORE then **Add note** in Bloomerang 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 kvCORE and Bloomerang ## Triggers and actions 7 triggers · 18 actions - Trigger **New Lead** Triggers when a new lead (contact) is registered in kvCORE. - Trigger **New Constituent** Triggers when a new constituent (individual or organization) is added in Bloomerang. - Trigger **New Interaction** Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang. - Trigger **New or Updated Constituent** Triggers when a constituent is added or changed in Bloomerang. - Trigger **New Task** Triggers when a new task is created in Bloomerang. - Trigger **New Transaction** Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items. - Trigger **New Transaction Payment** Triggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item. - Action **Add address** Adds a new address to an existing Bloomerang constituent and returns the created address. - Action **Add email** Adds an email address to an existing constituent in Bloomerang. - Action **Add household** Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID. - Action **Add note** Adds a note to a constituent's record in Bloomerang. - Action **Add phone** Adds a phone number to an existing Bloomerang constituent. - Action **Add relationship** Creates a relationship between two constituents (not households), giving each side its relationship role. - Action **Complete task** Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent. - Action **Create Constituent** Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address. - Action **Create Donation** Records a donation for a Bloomerang constituent, split across up to 10 fund designations. - Action **Create Interaction** Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent. - Action **Create Task** Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user. - Action **Delete constituent** Deletes a constituent from Bloomerang by its ID. - Action **Find Constituent** Searches Bloomerang constituents and households by name, email or other text and returns the matches. - Action **Get constituent** Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values. - Action **Get transaction** Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values. - Action **Update Constituent** Updates an existing Bloomerang constituent. Only the fields you fill in are changed. - Action **Update household** Updates a household's names in Bloomerang, and optionally its head and members. - Action **Update task** Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user. ## Each app on its own - [ **kvCORE** KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one...](https://apiant.ai/connections/kvcore) - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) Reviews ## What our customers say ## More from kvCORE - [ **kvCORE to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/kvcore-to-hubspot) - [ **kvCORE to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kvcore-to-salesforce) - [ **kvCORE to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kvcore-to-slack) - [ **kvCORE to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/kvcore-to-google-sheets) - [ **kvCORE to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/kvcore-to-gmail) - [ **kvCORE to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/kvcore-to-google-calendar) ## More into Bloomerang - [ **ActiveCampaign to Bloomerang** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bloomerang) - [ **Airtable to Bloomerang** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bloomerang) - [ **Asana to Bloomerang** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bloomerang) - [ **2Chat to Bloomerang** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bloomerang) - [ **3Scribe to Bloomerang** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bloomerang) - [ **5pm to Bloomerang** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bloomerang) Questions ## kvCORE and Bloomerang, answered ### ### What can start an automation from kvCORE? Any of kvCORE's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Bloomerang when something happens in kvCORE? Any of Bloomerang's 18 actions, including Create Constituent, Create Donation, Create Interaction and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Bloomerang to kvCORE? Bloomerang has no triggers in the catalog today, so automations start in kvCORE. If you need the other direction, ask: your agent reads Bloomerang's API documentation and adds it. ### ### Do I have to build a connector for kvCORE or Bloomerang? 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 kvCORE and Bloomerang without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Bloomerang 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.