About connecting Claude đ¤
Givebutter has an official connector listed in Claude's Connectors directory. Because it's a pre-built connection, there's nothing to install or configure manually! You'll connect directly from Claude's settings and sign in with your existing Givebutter credentials. Once connected, you can ask Claude questions about your account the same way you'd ask a colleague, and it'll answer using your organization's live data.
Your Givebutter password is never shared with Claude.
How it works đ
Givebutter shows up as a ready-made option in Claude's Connectors settings. You don't need to add it manually or enter any technical details.
Connecting redirects you to Givebutter's sign-in page, where you choose which account to authorize if you belong to more than one.
Once authorized, Claude can read your account's live data (contacts, transactions, recurring plans, pledges, campaigns, teams, auctions, and messages sent) to answer your questions.
Connect Claude to your account đ
Open Claude and go to Settings. Select Connectors.
Find Givebutter in the list and select Connect.
You'll be redirected to Givebutter to sign in. Log in with your usual Givebutter credentials.
On the Claude authorization screen, you'll see a list of information shared with Claude. If you have access to more than one Givebutter account, choose which one this connection should use. Click Authorize Claude to connect.
Once authorized, Givebutter appears as a connected source in Claude.
On a Team plan without connector permissions? You'll see a Request button instead of Connect. Selecting it sends a request to your Claude workspace admin for approval.
Ask a question đŹ
Once connected, ask Claude a question in plain language. Some examples include:
"How much did we raise in the last 30 days?"
"Show me my top 10 recurring donors this year."
"Find contacts in California who gave more than $500."
"Break down donations by campaign for Q1."
Claude reads your account and answers directly. You don't need to log into the Givebutter dashboard at all.
Manage AI on your account âšď¸
Anyone can disconnect their own AI assistant at any time by removing the Givebutter connection from their AI assistant's settings. Access stops right away.
Account admins can also manage every AI Connector on the account from Settings > AI in Givebutter.
From here, you can turn off AI connectors for the whole account with the toggle on the right side. This disconnects every active connector (for all users) right away and blocks new connections until this option is turned back on.
Click Manage to see every active connector on the account, including who connected it, which AI tool it uses, and when it was last active.
To disconnect a single connector, or all connectors for one person at once, click the three dots [...] on the right side of an AI connector entry and click Disconnect or Disconnect all for this user.
You'll also see other features that use AI in this settings area, such as contact summaries, which you can toggle off or on.
FAQ đ¤
What data can Claude access?
Claude can access the data in the Givebutter account you connect: contacts, transactions, campaigns, recurring plans, and more. It can only see what your own Givebutter login can see.
What can Claude do in my account?
Claude works with the same access as your Givebutter login and only within the permissions granted to the connection. It can never move money or process payments, and you can disconnect at any time.
How does authentication work?
You connect by signing in to your Givebutter account through OAuth. Your Givebutter password is never shared with Claude, the connection is scoped to a single account, and each teammate authorizes their own connection.
Is my data used to train AI models?
Givebutter doesn't use your or your donors' personal data to train large language models. Conversations with AI assistants, including any Givebutter data they retrieve, are handled according to the AI assistant's privacy policy and the data controls on your plan. Business and organization plans typically don't use customer data for training, while free or personal plans may unless training is turned off. See Anthropic's privacy policy for details.
How do I disconnect?
You can disconnect anytime. In Claude, open Settings, find Givebutter under your connectors, and remove it. You can reconnect later by signing in again. Account admins can also disconnect it from Settings > AI in Givebutter.
Where can I find more technical details about this connection?
See the Givebutter developer docs for the technical reference for AI Connectors.