Codex + DonorClerk

Give Codex your donor data for reports and exports, with every write waiting for approval.

Join early access See setup

What it can do

What Codex 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 Codex.

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

1
Run the codex mcp add command we send you in a terminal.
2
Run codex mcp login donorclerk to sign in.

Codex 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. Codex’s own “allow this tool” prompt doesn’t count as approval.

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

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