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DonorClerk
All AI assistants

Cursor + DonorClerk

Add DonorClerk to Cursor so its agent can pull donor reports into your files.

What it can do

What Cursor 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 Cursor.

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

    Use the Add to Cursor link we send you. Cursor opens and asks you to confirm.

  2. 2

    Ask the agent about your donors and sign in to DonorClerk when asked.

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