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DonorClerk
All AI assistants

Claude Code + DonorClerk

Run donor reports and prepare gift batches from the terminal with one command.

What it can do

What Claude Code 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 Code.

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

  1. 1

    Run the claude mcp add command we send you in a terminal.

  2. 2

    Run /mcp and sign in to DonorClerk.

Claude Code can’t show approval cards, so DonorClerk replies with a link to approve the change on donorclerk.com. Nothing is saved until you approve there. Claude Code’s own “allow this tool” prompt doesn’t count as approval.