CRM

DonorPerfect integrations

Connect DonorPerfect to any other app, or use it from your AI client over MCP. DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits. Create and read donors, gifts, pledges, contacts and codes, and poll for new donors and gifts.

Connects with an API keydonorperfect.com
6 triggers36 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

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https://mcp.apiant.ai

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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)

Customer story: Church gifts from Stripe into DonorPerfect

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What your agent can do with DonorPerfect

Triggers and actions 6 triggers ยท 36 actions

  • Trigger
    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.

  • Trigger
    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.

  • Trigger
    New or updated donor

    Triggered when a donor is added or updated.

  • Trigger
    New or updated gift

    Triggered when a gift (donation) is created or modified.

  • Trigger
    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.

  • Trigger
    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.

  • Action
    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.

  • Action
    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.

  • Action
    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.

  • Action
    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).

  • Action
    Add new donor gift

    Creates a new donation (gift) for the donor with the specified ID.

  • Action
    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.

  • Action
    Add new pledge

    Adds a new pledge to the specified donor. If successful, the pledge's ID is output.

  • Action
    Add other info

    Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.

  • Action
    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.

  • Action
    Delete donor

    Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.

  • Action
    Find donor by first and last name

    Returns the first donor whose first and last name exactly match, plus how many donors matched

  • Action
    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.

  • Action
    Get 20 donor field values

    Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.

  • Action
    Get active code by description

    Returns the code having the specified description. An error occurs if the code is not found or is inactive.

  • Action
    Get active code description

    Gets the specified code's description. An error occurs if the code is not found or is inactive.

  • Action
    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.

  • Action
    Get contact

    Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.

  • Action
    Get donor

    Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.

  • Action
    Get donor by email

    Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address.

  • Action
    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.

  • Action
    Get donor default field info

    Returns information about the specified donor field.

  • Action
    Get donor default fields

    Returns all default fields for donors.

  • Action
    Get donor gifts

    Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.

  • Action
    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.

  • Action
    Get donor user-defined field info

    Returns information about the specified donor user-defined field.

  • Action
    Get donor user-defined fields

    Returns all user-defined donor fields.

  • Action
    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.

  • Action
    Get field display type

    Gets the specified field's display type, which can either be "code" or "description"

  • Action
    Get flags by donor ID

    Returns the specified donor's flags. No error occurs if the donor is not found.

  • Action
    Get gift

    Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.

  • Action
    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.

  • Action
    Get other info

    Returns one DonorPerfect Other Info record by its id, with its standard columns.

  • Action
    List filters

    Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.

  • Action
    Post pledge payment

    Posts a payment to the specified pledge for the specified donor.

  • Action
    Set gift custom field

    Sets one of your organization's custom fields (such as Class) on an existing gift

  • Action
    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.

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Questions

DonorPerfect, answered

Is there a DonorPerfect MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with DonorPerfect. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use DonorPerfect. Nothing to install.

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 DonorPerfect?

Any of DonorPerfect's 36 actions, including Post pledge payment, Update donor, Add code and Add contact. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can DonorPerfect connect to?

Any app in the catalog; the list on this page pairs DonorPerfect with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.