Integration
Connect Mateo to Fundraise Up
When Contact Created fires in Mateo, your agent runs Add designation in Fundraise Up. 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 Mateo and Fundraise Up 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Mateo can start in Fundraise Up
When Contact Created in Mateo
then Add designation in Fundraise Up
When Contact Details Updated in Mateo
then Add donation in Fundraise Up
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 Mateo and Fundraise Up
Triggers and actions 6 triggers · 48 actions
Trigger
Contact CreatedTriggers when a new contact is created in hellomateo.
Trigger
Contact Details UpdatedTriggers when a contact is created or its details are updated.
Trigger
Inbound MessageTriggers when a new inbound message arrives from a contact.
Trigger
New AppointmentTriggers when a new appointment is created.
Trigger
New ConversationTriggers when a new conversation starts.
Trigger
New DealTriggers when a new deal is created.
Action
Add Contact to ListAdds a contact to a contact list.
Action
Add Conversation CommentAdds an internal comment to a conversation.
Action
Assign ConversationAssigns a conversation to an employee or agent.
Action
Close ConversationCloses a conversation.
Action
Create AppointmentCreates an appointment for a contact.
Action
Create Contact DetailsCreates a new contact with name, address and external IDs.
Action
Create Contact ListCreates a contact list.
Action
Create DealCreates a deal for a contact.
Action
Delete ContactDeletes a contact.
Action
Delete DealDeletes a deal.
Action
Find ChannelReturns the messaging channels (WhatsApp, SMS, email and others) in the account.
Action
Find ContactFinds one contact by exactly one locator: email, phone number, external ID or social ID.
Action
Find Contact DetailsReturns a contact by its hellomateo ID.
Action
Find Custom FieldReturns the custom fields defined in the account.
Action
Find MessageReturns a message by its ID.
Action
Find TemplateReturns the message templates in the account.
Action
Format a Phone NumberFormats a phone number to E.164.
Action
Get AppointmentReturns an appointment by ID.
Action
Get ConversationReturns a conversation by ID.
Action
Get DealReturns a deal by ID.
Action
List Contact ListsReturns the contact lists in the account.
Action
List ContactsReturns contacts, optionally filtered by external ID or last update time.
Action
List EmployeesReturns the employees in the organisation.
Action
Open ConversationReopens a closed conversation.
Action
Remove Contact from ListRemoves a contact from a contact list.
Action
Send Template MessageSends a template message to a contact on a hellomateo channel.
Action
Send Text MessageSends a free-text message to a contact on a hellomateo channel.
Action
Start JourneyStarts a journey for a contact, matching or creating the contact by external ID.
Action
Update Contact DetailsUpdates an existing contact's name, address and other details.
Action
Update DealUpdates a deal's name, status, value or assignee.
Action
Add designationCreates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.
Action
Add donationCreates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.
Action
Add fundraiserCreates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.
Action
Delete designationDeletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.
Action
Get campaignReturns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.
Action
Get designationReturns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.
Action
Get donationReturns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.
Action
Get recurring planReturns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.
Action
Get supporterReturns one supporter's details, such as name, email, language, mailing address, phone number and employer.
Action
List campaignsReturns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.
Action
List designationsReturns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.
Action
List donationsReturns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.
Action
List fundraisersReturns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.
Action
List recurring plansReturns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.
Action
List supportersReturns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.
Action
Update designationUpdates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.
Action
Update donationUpdates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.
Action
Update fundraiserUpdates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.
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
Reviews
What our customers say
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Questions
Mateo and Fundraise Up, answered
What can start an automation from Mateo?
Any of Mateo's 6 triggers in the catalog, including Contact Created, Contact Details Updated, New Appointment and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fundraise Up when something happens in Mateo?
Any of Fundraise Up's 18 actions, including Update designation, Update donation, Update fundraiser and Add designation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fundraise Up to Mateo?
Fundraise Up has no triggers in the catalog today, so automations start in Mateo. If you need the other direction, ask: your agent reads Fundraise Up's API documentation and adds it.
Do I have to build a connector for Mateo or Fundraise Up?
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 Mateo and Fundraise Up 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.