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DonorClerk
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Claude + DonorClerk

Let Claude answer questions about your donors and prepare gifts and thank-yous for your approval.

Join early access See setup
What it can do

What Claude can do with DonorClerk.

Answer questions

Plain-English reports and lookups straight from your donor database.

Prepare gifts

Match cheques and payment exports to donors and suggest the fund and appeal.

Flag duplicates

Likely duplicate donors, with the reason and a link to your database’s merge screen.

Draft thank-yous

Personal drafts saved as donor notes after you approve. Nothing is emailed.

Setup

Connecting Claude.

DonorClerk is added as a connector. We’re in early access: members get the connector URL and these steps when we launch.

  1. 1

    Open Settings → Connectors and choose Add custom connector.

  2. 2

    Name it DonorClerk and paste your DonorClerk connector URL.

  3. 3

    In a chat, turn DonorClerk on from the tools menu and sign in to DonorClerk when asked.

Changes show up as an approval card right in Claude. Nothing is saved until you approve.

Use a different assistant?

DonorClerk works with apps that support remote MCP servers.

All AI assistants
ChatGPT Ask ChatGPT about your donors in plain English, and approve gifts, fixes and thank-you drafts right in the chat.Le Chat Ask Le Chat about your donors in English or French, with every change waiting for your approval.Perplexity Pair Perplexity’s research with your own donor data, for briefings before a call or a visit.Grok Connect Grok to your donor database for reports and lookups, with approvals for every change.Muse Use DonorClerk from Muse Code to run donor reports and prepare changes for approval.Gemini Add DonorClerk to the Gemini CLI and ask it about your donors, gifts and duplicates.

Claude is a trademark of Anthropic. DonorClerk is independent and isn’t affiliated with or endorsed by Anthropic.