About AI Connections 🤖
AI Connections let you link an AI assistant (like Claude or ChatGPT) directly to your Givebutter account. Once connected, you can ask it questions the same way you'd ask a colleague, and it'll answer using your organization's live data, including contacts, transactions, recurring plans, pledges, campaigns, teams, auctions, messages sent, and more. Givebutter hosts this connection securely, so there's nothing to install or run yourself.
What can you do with it?
✅ Ask how much you raised in a specific period
✅ Look up your top or recurring donors
✅ Find contacts that match specific criteria (location, amount given, tags)
✅ Break down donations by campaign
❌ Create, edit, or delete anything in your account
❌ Connect more than one Givebutter account at the same time
❌ Financial health questions (overhead ratio, cash runway, etc.)
How it works 🔍
Connect your AI assistant to your account once, using your Givebutter login.
From then on, you can ask it questions in everyday language. No special commands or technical knowledge needed.
Your AI assistant answers using your actual account data, pulled live each time you ask.
Before you connect 🔒
Your assistant can only ever see Givebutter accounts you're already a member of. Connecting doesn't grant any new access.
What happens to your data depends on the version of the AI tool you're using. Business or organization plans typically don't use your data to train their models. Free or personal versions may, unless you turn that off in your own account settings. Please check this before connecting your Givebutter account to a personal version of any AI tool.
Payment card numbers are never included in AI responses.
Connect an AI assistant 🔗
Once your account is enabled for AI Connections, open the AI assistant you'd like to use (Claude, ChatGPT, and others are supported).
Givebutter is currently listed in some AI tool app stores, but for others, you can add it manually as a custom connection. The guides linked below walk through how, for each platform.
Directly from your AI platform, add Givebutter as a connection (some tools may call this an MCP connector or MCP server) and log in when prompted. You'll never be asked to type a password or API key directly into the AI tool itself. If you have access to more than one Givebutter account, you'll be asked to pick which one this connection should use.
Exact setup steps look a little different for each AI assistant:
We also have instructions available for the following platforms:
Ask a question 💬
Once you're connected, you can ask questions using 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."
Your assistant reads your account and answers directly. You don't need to log into the Givebutter dashboard at all.
Full list of data you can ask about
Full list of data you can ask about
Contacts – Individuals and companies in your account's CRM database.
Transactions – Individual donations, ticket purchases, and other payments processed through your account.
Transaction plans – Recurring giving schedules tied to a transaction, like a monthly donation.
Pledges – Gifts a donor has committed to but not yet paid.
Tickets – Event ticket purchases and their details.
Messages – Emails and texts sent through Engage.
Message deliveries – Individual send records for a message.
Campaigns – Fundraising pages, forms, and events created in your account.
Campaign members – Individual fundraisers or team members registered on a campaign.
Campaign teams – Peer-to-peer fundraising teams within a campaign.
Campaign items – Auction items, tickets, or other purchasable items tied to a campaign.
Campaign matches – Matching gift commitments applied to a campaign.
Auctions – Silent or live auction events run through a campaign.
Auction bidders – People registered to bid in an auction.
Auction item categories – Groupings used to organize auction items.
Events – Ticketed or in-person event details tied to a campaign.
Funds – Custom labels used to track where donations are directed.
Appeals – Custom labels used to track which outreach effort prompted a donation.
Households – Linked groups of contacts, like family members, tracked together.
Tasks – To-do items assigned to your team for following up with contacts or donors.
Workflows – Automated sequences triggered by donor or contact activity.
Widgets – Embedded donation buttons and forms placed on external websites.
Giving spaces – Messages donors have left in your campaign's public supporter feeds.
Disconnect your assistant ⏹️
To disconnect your AI assistant, remove the connection from your AI assistant's settings. Access stops right away, and there's nothing to action in your Givebutter account.
FAQ 🤔
What data can an AI connectors access?
AI connectors 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 an AI connector do in my account?
AI connectors work with the same access as your Givebutter login and only within the permissions granted to the connection. An AI assistant 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 AI connectors, the connection is scoped to a single account, and each teammate authorizes their own connection.
Is my data used to train AI models?
Conversations with AI assistants, including any Givebutter data it retrieves, are handled according to the AI connector's privacy policy and the data controls on your plan. Please see your AI assistant's privacy policy for more details.
How do I disconnect?
You can disconnect anytime. In your AI assistant, open Settings, find Givebutter under your connectors or plugins, and remove it. You can reconnect later by signing in again.
Where can I find more technical information about AI assistant connections?