App

Virtuous CRM integrations

Connect Virtuous CRM to any other app, or use it from your AI client over MCP. Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Connects with an API keyvirtuouscrm.com
7 actions

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 to automate with Virtuous CRM?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

Popular

Virtuous CRM with the apps people pair it with most

Pair it

Connect Virtuous CRM with another app

What your agent can do with Virtuous CRM

Triggers and actions 7 actions

  • Action
    Create Contact

    Creates a new contact (household, organization, foundation and so on) in Virtuous, with its individuals, addresses and custom fields. Does not check for duplicates.

  • Action
    Create Task

    Creates a task in Virtuous, optionally linked to a contact and given a due date.

  • Action
    Find a Contact

    Finds a contact by email address, or by an external reference source and ID, and returns the full contact record.

  • Action
    Get Contact

    Returns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields.

  • Action
    Get Gift

    Returns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields.

  • Action
    List Campaigns

    Returns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted.

  • Action
    List Projects

    Returns the projects in your Virtuous account, optionally filtered and sorted.

Reviews

What our customers say

Questions

Virtuous CRM, answered

Is there a Virtuous CRM MCP server?

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

What can your agent do in Virtuous CRM?

Any of Virtuous CRM's 7 actions, including Create Contact, Create Task, Find a Contact and Get Contact. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Virtuous CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Virtuous CRM two ways. Ask it to do something in Virtuous CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Virtuous CRM API?

No. APIANT connects to the Virtuous CRM API for you, with your Virtuous CRM API key. Describe what you want in plain language and your agent builds it on the Virtuous CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Virtuous CRM API documentation and adds it.

Which apps can Virtuous CRM connect to?

Any app in the catalog; the list on this page pairs Virtuous CRM 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.