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Candid MCP

Candid MCP lets agents research nonprofit organizations, funders, funding opportunities, social-sector knowledge, and related news using Candid data.

Verdict

Candid MCP connects your Switchy workspace to Candid's nonprofit data platform, letting you query tax filings, grant histories, and organizational profiles without leaving your AI conversation. Teams researching funders, vetting partners, or building prospect lists @mention Candid to pull IRS 990 data, foundation giving patterns, and nonprofit financials in seconds. Because it uses OAuth, your team shares one authenticated connection — no API keys to rotate. The main limitation: Candid's dataset focuses on US nonprofits, so international organizations won't surface.

Common use cases

  • Research foundation giving history before outreach
  • Verify nonprofit financials during due diligence
  • Build prospect lists by program area
  • Compare peer organizations' revenue trends
  • Pull 990 data for grant reporting

Integration

Vendor
Candid MCP
Category
other
Auth
OAUTH2
Composio slug
candid_mcp

Tools

Per-tool listings haven't synced yet for Candid MCP. The connection itself works - your Project can already @-mention it. Tool descriptions will fill in on the next Composio ingest.

Setup

Setup guide

  1. 11. Open your Switchy workspace and navigate to Settings > Integrations > Browse MCP Servers. 2. Search for 'Candid MCP' and click Connect. 3. You'll be redirected to Candid's authorization page — log in with your Candid account (a free account works for basic queries; premium data requires a paid subscription). 4. Grant Switchy read access to nonprofit profiles, financials, and grant records when prompted. 5. Candid redirects you back to Switchy with a green 'Connected' badge. 6. Open any Project, type '@Candid' in the chat, and ask it to look up a nonprofit by EIN or name — if it returns a profile summary, the connection is live. 7. If authentication fails, check that your Candid account has API access enabled under Account Settings.

What teammates see: by default, memories from Candid MCP are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

Foundation Giving Summary

@Candid look up the Bill & Melinda Gates Foundation and summarize their top five grant categories from the last two years, including average grant size for each.

Nonprofit Financial Health

@Candid find the most recent Form 990 for Feeding America and report their total revenue, program expense ratio, and months of operating reserves.

Peer Benchmarking

@Candid identify five environmental nonprofits in California with budgets between $5M and $15M, then compare their program-to-overhead ratios.

Grant Prospect List

@Candid show me foundations that awarded at least three grants for youth mental health programs in the Pacific Northwest since 2022.

EIN Verification

@Candid verify the EIN 13-1623888 and return the organization's legal name, mission statement, and current 501(c)(3) status.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@candid search for nonprofits in Seattle focused on youth education with budgets over $500k

Output

Found 12 organizations matching your criteria. Top results include Seattle Youth Foundation (annual budget: $2.1M, EIN: 91-1234567), which runs after-school STEM programs across 15 schools, and Puget Sound Education Alliance (annual budget: $890K, EIN: 91-7654321), focusing on literacy intervention. Each entry includes IRS Form 990 data, mission statements, and contact information. This search drew from Candid's GuideStar database covering 2.5M+ tax-exempt organizations.

Notes

Candid aggregates IRS filings and self-reported nonprofit data. Results depend on organizations filing recent 990s and maintaining GuideStar profiles. OAuth scope must include read access to organizational data. Search filters (budget, geography, cause area) rely on standardized taxonomy that may not capture every nuanced program focus.

Prompt

@candid compare funding trends for climate nonprofits versus education nonprofits over the last 3 years

Output

Climate-focused nonprofits saw aggregate revenue grow 34% from 2021-2023 (sample: 1,847 orgs), driven largely by foundation grants increasing 52%. Education nonprofits grew 11% in the same period (sample: 4,203 orgs), with government funding flat and individual donations up 18%. Climate orgs averaged $3.2M in annual revenue versus $1.8M for education. Note this reflects reported 990 data with typical 12-18 month filing lag, so 2023 figures are partial.

Notes

This synthesis example shows how the MCP can surface sector-wide patterns when paired with AI reasoning. Accuracy depends on the completeness of Candid's dataset—smaller nonprofits often file late or incompletely. The AI's aggregation is illustrative; users should verify trends against Candid's published research reports for grant proposals or strategic planning.

Prompt

@candid pull the latest Form 990 for EIN 13-1623888 and summarize their program expenses by category

Output

Retrieved 2022 Form 990 for Acme Community Foundation (EIN: 13-1623888). Program expenses totaled $4.7M, broken down as: Youth Services 42% ($1.97M), Housing Assistance 31% ($1.46M), Food Security 18% ($846K), Administrative 9% ($423K). Largest single expense was salaries at $2.1M. The organization reported $5.8M in total revenue, maintaining a 19% operating reserve. This filing was submitted to the IRS in November 2023.

Notes

Form 990 retrieval requires the MCP to have access to Candid's Premium or Pro tier data, depending on the organization's size. Public charities' 990s are legally public, but Candid's database may lag IRS publication by several months. Users researching potential grantees or partners should cross-reference financial health indicators with the organization's own audited statements.

Use-case deep-dives

Early-stage product discovery interviews

When OAuth2 overhead makes sense for customer research

A 3-person startup running weekly user interviews needs a secure way to share session notes and transcripts across Switchy without exposing raw API keys. Candid MCP uses OAuth2, which means each team member authenticates once and the workspace inherits scoped access—no credential rotation, no shared secrets in Slack. This matters when you're storing verbatim customer quotes or feature requests that reference unreleased work. The trade-off: OAuth2 adds a 2-minute setup per user compared to a simple API key drop. If your team is solo or you're just prototyping internally, the auth ceremony isn't worth it. But once you have 3+ people touching the same customer data weekly, the access control pays off. Candid MCP fits teams who treat discovery artifacts as first-class IP.

Compliance-sensitive support ticket routing

OAuth2 as the floor for regulated team workflows

A 6-person customer success team at a healthcare SaaS needs to route support tickets through Switchy without violating HIPAA logging requirements. Candid MCP's OAuth2 flow means each action is tied to an authenticated user, not a shared service account—critical when auditors ask who accessed which ticket and when. The MCP doesn't store credentials in the workspace config, so offboarding a team member revokes their access automatically. This setup works when your compliance bar requires user-level attribution and you're already managing OAuth apps in your IdP. The boundary: if your support volume is under 20 tickets a week, the OAuth overhead (initial setup, token refresh handling) outweighs the audit benefit. For regulated teams above that threshold, Candid MCP is the baseline, not a nice-to-have.

Multi-client agency project handoffs

When OAuth2 scoping prevents cross-client data leaks

A 10-person agency uses Switchy to manage deliverables for 4 active clients, each with their own Candid workspace. OAuth2 lets the agency scope each MCP connection to a single client's data—so a junior PM working on Client A's sprint can't accidentally surface Client B's roadmap in a shared prompt. This isolation matters when clients are in the same vertical or when NDAs prohibit cross-pollination. The setup cost is higher than a single API key for all clients, but the risk mitigation is immediate: no manual "remember to switch contexts" discipline required. The threshold: if you're a solo consultant or all your clients are in non-competing spaces, the scoping is overkill. For agencies juggling 3+ concurrent clients with overlapping team members, Candid MCP's OAuth2 architecture is the reason you sleep at night.

Frequently asked

What does Candid MCP do in Switchy?

Candid MCP connects your team's Switchy workspace to Candid's platform, letting AI assistants query nonprofit data, tax forms, and organizational profiles without leaving the conversation. Since no specific tools are documented yet, expect read-only access to Candid's public datasets and possibly your organization's saved searches or watchlists once the integration matures.

Does Candid MCP require OAuth, and what permissions does it ask for?

Yes, Candid MCP uses OAuth2 to authenticate. The exact scopes aren't published yet, but you'll likely grant read access to your Candid account profile and any saved nonprofit lists or research folders. You won't need admin rights to Candid itself—just a valid user account with API access enabled.

Can Candid MCP write data back to my Candid account?

Not yet. With zero tools currently exposed, the integration is almost certainly read-only. You can query nonprofit financials or IRS filings through Switchy, but you'll still open Candid's web app to save searches, export reports, or manage your organization's profile. Expect write capabilities in a future release if demand exists.

How is this different from just using Candid's website or API directly?

Candid MCP embeds nonprofit lookups into your team's AI chat, so you skip tab-switching and manual API calls. Instead of copying EINs into Candid's search bar, you ask Switchy "What's the latest 990 for XYZ Foundation?" and get an answer inline. It's faster for ad-hoc research but won't replace Candid's full reporting suite.

Who on my team should connect Candid MCP to Switchy?

Anyone with a Candid account can connect it—no special admin role required. If your team shares one Candid login for budget reasons, have that person authenticate once; everyone in the Switchy workspace inherits access. Just remember that usage may count against Candid's API rate limits, so coordinate with whoever manages your Candid subscription.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.