Donately
Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks.
Verdict
Common use cases
- Draft thank-you emails for recent donors
- Audit campaign totals before board meetings
- Search donor history during support calls
- Pull form embed codes for landing pages
- Track peer fundraiser progress mid-campaign
Integration
- Vendor
- Donately
- Category
- other
- Auth
- API_KEY
- Tools
- 10
- Composio slug
donately
Tools
- Get Current Account
Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
- Get Form
Return a specific Donately donation form and its embedded configuration by form ID.
- Get Person
Return a specific Donately donor or contact by person ID.
- List Campaigns
List campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.
- List Donations
List donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.
- List Forms
List donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.
- List Fundraisers
List peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.
- List People
List donors and contacts in the connected Donately account, optionally searching by keyword.
- List Subscriptions
List recurring donation subscriptions in the connected Donately account.
- List Webhooks
List webhook registrations configured for the connected Donately account.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP Integrations panel. 2. Click 'Add Integration' and select Donately from the list. 3. In a separate tab, log into your Donately account, go to Settings > API, and generate a new API key with read permissions. 4. Copy the key and paste it into the Switchy connection dialog, then click 'Connect'. 5. Switchy will verify the key by fetching your account details; if successful, you'll see a green checkmark. 6. Open any Project, type '@Donately list recent donations' in the chat, and confirm the MCP returns a summary of your latest gifts. 7. If the test fails, double-check the key hasn't expired and that your Donately plan includes API access.
What teammates see: by default, memories from Donately 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
Starter prompts
Recent Donation Summary
@Donately list the 20 most recent donations, including donor name, amount, and date. Summarize total raised and highlight any gifts over $500.
Campaign Performance Snapshot
@Donately list all active campaigns with their current totals and goals. Flag any that are within 10% of their target.
Donor Profile Lookup
@Donately find the donor record for [name or email]. Show their lifetime giving total, most recent donation, and any associated campaigns.
Form Configuration Check
@Donately get the details for form ID [form_id]. Include the embed code, default amounts, and whether recurring gifts are enabled.
Peer Fundraiser Leaderboard
@Donately list fundraisers for campaign ID [campaign_id], sorted by amount raised. Show the top 10 with their totals and page URLs.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Donately show me all donations from the past 30 days that are still pending or failed, grouped by payment method
Based on the Donately account records, there are 14 donations in non-completed states from the past month. 9 are marked 'pending' (7 via credit card, 2 via ACH bank transfer), and 5 are marked 'failed' (all credit card). The pending ACH transfers are both from the same donor and appear to be awaiting bank verification. The failed credit card attempts span 5 different donors with no obvious pattern. Total pending value is $1,847; failed attempts sum to $620. This data reflects the state as of the API call and may have changed if donors retried payments.
This example shows Donately's filtering capabilities for donation records. The MCP returns structured transaction data but does not initiate payment retries or update statuses—those actions happen in the Donately dashboard. Useful for financial reconciliation or identifying donors who need follow-up.
@Donately find the donor profile for Sarah Chen and tell me her lifetime giving total and most recent donation date
Sarah Chen's donor profile shows a lifetime contribution total of $3,450 across 11 donations since joining in March 2022. Her most recent gift was $250 on January 8, 2025, designated for the 'Community Garden Expansion' campaign. Her contact record includes an email (sarah.chen@example.com) and a phone number, and she's opted in to receive campaign updates. The profile also notes she's participated as a fundraiser in two peer-to-peer campaigns, raising an additional $890 from her network.
Demonstrates the MCP's ability to retrieve individual donor records and synthesize giving history. The 'lifetime total' and 'most recent donation' fields are standard Donately data points. This is read-only—updating contact details or donation attributions requires separate API calls or manual edits in Donately.
@Donately list all active peer-to-peer fundraisers for our Spring Gala campaign and rank them by amount raised so far
The Spring Gala campaign currently has 18 active peer-to-peer fundraisers. Top performers: (1) Marcus Johnson has raised $4,320 from 23 donors; (2) Priya Patel has raised $3,890 from 19 donors; (3) Team 'Tech for Good' (a group fundraiser) has raised $3,200 from 31 donors. The remaining 15 fundraisers range from $150 to $2,100 raised. Total raised across all Spring Gala fundraisers is $24,670, representing 49% of the campaign's $50,000 goal. Data is current as of the API request; fundraiser pages update in real time on Donately's platform.
Showcases the MCP's campaign-scoped filtering and the AI's ability to rank results by a numeric field. Useful for recognizing top fundraisers or identifying who might need encouragement. The MCP does not send emails or post updates—it only surfaces the data for decision-making.
Use-case deep-dives
When Donately MCP speeds up monthly donor reporting
A 6-person nonprofit team runs monthly board meetings where the ED presents donor trends, campaign performance, and form conversion rates. The Donately MCP is the right call here: one agent can pull List Donations filtered by date range, cross-reference List People for repeat-donor counts, and summarize List Campaigns by publication state—all in under two minutes. The alternative is exporting CSVs from Donately's dashboard and pivoting in Excel, which takes 20 minutes and breaks if someone forgets to refresh the export. The threshold: if your board wants real-time answers during the meeting (not just a deck), this MCP pays off. If you only report quarterly, the manual export is fine.
Use this MCP for live P2P fundraiser leaderboards
A development director at a regional food bank runs a peer-to-peer walk where 40 volunteers each have a fundraiser page. She wants to send weekly motivational emails with personalized progress updates and a top-10 leaderboard. The Donately MCP handles this: List Fundraisers scoped to the campaign, then Get Person for each fundraiser to pull their name and total raised. The agent drafts the email in one prompt. Without the MCP, she'd manually copy-paste from 40 Donately pages or wait for an end-of-week export that's stale by the time it arrives. The trade-off: if you have fewer than 10 fundraisers, the manual check is faster. Above 15, the MCP wins.
When this MCP clarifies which form converts better
A two-person fundraising team at an animal shelter tests two donation forms—one with a video, one without—and wants to know which drives more completions after two weeks. The Donately MCP is borderline useful here. List Forms returns both forms, and List Donations filtered by form ID shows conversion counts, but Donately doesn't expose impression or abandonment data through the API, so the MCP can't calculate true conversion rates. The team still needs Google Analytics or Donately's dashboard for the full picture. Use the MCP if you only care about raw donation counts per form and want to compare them in a Slack thread. Skip it if you need funnel metrics.
Frequently asked
What does the Donately MCP do in Switchy?
It connects your Donately nonprofit account so AI assistants can read donor records, pull donation history, check campaign performance, and retrieve form configurations. You can ask questions like "show me donations over $500 this month" or "list active fundraisers for our spring campaign" without logging into Donately's dashboard. The MCP doesn't create donations or modify donor data—it's read-only access to your fundraising intelligence.
Do I need admin access to connect Donately?
You need a Donately API key, which typically requires admin or owner permissions in your Donately account. Find it under your account settings in Donately's web interface. Paste the key into Switchy once—no OAuth flow or browser redirect. The key stays encrypted in your workspace and only team members you grant MCP access can use it to query your donor data.
Can the Donately MCP send receipts or create new donations?
No. It only reads existing data—donations, donors, campaigns, forms, and fundraisers. If you need to record a new donation or email a receipt, you still do that in Donately's interface or through their full API. This MCP is for reporting and analysis, not transaction processing. Think of it as a smart query layer, not a replacement for Donately's core workflow.
How is this different from exporting a CSV from Donately?
The MCP pulls live data on demand, so you're never working from a stale export. You can ask natural-language questions across multiple resources—"which donors gave to both the gala and the annual fund?"—and get answers in seconds. No manual filtering in spreadsheets. The trade-off: you can't edit records inline like you would in Excel, and complex pivot analysis still needs a BI tool.
Who on our team should connect the Donately MCP?
Whoever manages your Donately account and has the API key. Usually your development director or fundraising ops lead. Once connected, you control which Switchy workspace members can query donor data through MCP permissions. If your team shares one Donately login, one person connects it and everyone else inherits read access through Switchy—no need to distribute the API key.