Finance & Accounting · Raisely + Claude
Raisely MCP with Claude: Run Fundraising Campaigns and Donor Outreach Faster
The short answer
Claude works with Raisely through the Model Context Protocol (MCP), an open standard that acts like a universal adapter. Once connected with an API key, Claude can read campaign and donor information and carry out approved actions, such as launching a campaign or drafting donor follow-ups, all through natural language instructions from your team.
What is Raisely?
Raisely is a fundraising platform used by charities, non-profits and community organisations to create and manage online fundraising campaigns. It helps teams set up donation pages, keep donor records in one place, track progress towards targets and communicate with supporters. Fundraising, development and operations teams typically use it to run appeals, events and peer-to-peer campaigns without building their own donation systems.
How Claude connects to Raisely through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software, reading information and taking actions, with permissions your organisation controls. Think of it as a universal adapter between Claude and Raisely. Raisely's API can be reached through an MCP server, or through a direct API connection, and access is granted using an API key.
Once connected, Claude can typically look up campaigns and their progress, review donor records, summarise recent giving and prepare outreach such as thank-you messages or appeal reminders. Your team asks for these things in plain English, and Claude carries out the lookups and drafts the work for review.
Permissions and approvals keep people in charge. We set up the API key with least-privilege access, so Claude only reaches the parts of Raisely your team needs. Consequential actions, such as launching a live campaign or sending messages to donors, are routed for human approval, and audit logs record what was done and by whom.
What you can automate
Campaign progress reporting
Development teams often need a quick view of how appeals are performing. Claude can pull campaign totals and progress against targets, then summarise the results in a short weekly note for leadership, highlighting which campaigns are on track and which need attention.
Donor thank-you drafting
After a surge of gifts, staff can spend hours writing personal thank-you messages. Claude can review recent donations, group donors by campaign or giving level, and draft tailored thank-you notes for a fundraiser to review and send, keeping the tone warm and consistent.
Lapsed donor re-engagement
Supporters who have not given recently are easy to lose. Claude can identify donors whose giving has lapsed over a chosen period and prepare a re-engagement plan with suggested messages, so your team can decide which outreach to approve.
Campaign setup assistance
Launching a new appeal involves many details, from goals and copy to suggested donation amounts. Claude can help draft campaign descriptions and checklists based on your brief, which your team then reviews and configures in the platform before anything goes live.
Event and peer-to-peer tracking
Fundraising events and peer-to-peer pages generate many small milestones. Claude can summarise participant progress, flag fundraisers who have not yet posted updates, and draft encouragement messages for coordinators to approve.
An end-to-end workflow: Year-end appeal follow-up
TriggerA fundraising manager asks Claude each Monday for the status of the year-end appeal.
Claude reads current totals and progress for the appeal in Raisely through the MCP connection.
Claude compares donations against the weekly target and identifies donors who gave last year but not yet this year.
Claude drafts personalised appeal reminders and a short progress summary for the leadership team.
The manager reviews the drafts and the list of donors, and approves the outreach.
Approved contact details are passed to the organisation's Microsoft 365 mailing list, and the activity is logged in the CRM for the relationship team.
Claude records the week's results in a shared summary document for the next review.
OutcomeFundraising staff spend less time compiling reports and drafting reminders, and outreach reaches lapsed supporters sooner. Results vary by organisation, but teams typically reclaim several hours a week for relationship-building.
How we set it up
Free automation audit
We begin with a free audit to identify the fundraising and donor tasks that take the most time, and to agree which workflows are worth automating first.
Secure API key connection
We connect Claude to Raisely using an API key, issued by your administrator and stored securely. Access is limited to the permissions your team agrees, following the principle of least privilege.
Workflow design
We design the end-to-end workflow across Raisely and your other systems, such as Microsoft 365, your CRM or accounting software. People approve any consequential action, such as launching campaigns or messaging donors.
Testing with real cases
We test the workflows against past campaigns and donor records to check accuracy, tone and approval steps before anything touches live supporters.
Launch and team training
We launch with monitoring and audit logs in place, then train your fundraising and operations staff to use Claude confidently and to review its outputs.
Who benefits
- Fundraising and development directors
- Faster, clearer reporting on campaign performance and more time for strategy and major donor relationships.
- Donor relations and stewardship teams
- Quicker, more personal thank-you and follow-up messages, drafted for review and approval.
- Operations and finance managers
- Consistent records and summaries that make it easier to reconcile fundraising activity with reporting needs.
- Chief executives and board members
- Concise, regular updates on fundraising progress without waiting for manual compilation.
Security and control
- Access is granted through an API key with least-privilege permissions, limited to the data your team needs.
- People approve consequential actions, including launching campaigns and sending messages to donors.
- Audit logs record what Claude accessed and what actions were taken, supporting review and accountability.
- Donor personal data is handled according to your existing policies, and we agree data handling rules before launch.
- Workflows are tested against real cases and monitored after launch to catch errors early.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom must meet their own donor privacy and charity reporting requirements, and we design workflows to support them. In India, the Digital Personal Data Protection Act, 2023 governs how donor data is processed, and in the UAE and Saudi Arabia local data protection laws apply. Custom applications can be hosted in India, the United States, the United Kingdom or the European Union, so the hosting region is chosen to meet your requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Raisely MCP server do?
The Raisely MCP server acts as a secure bridge between Claude and your Raisely account. It allows Claude to read campaign and donor information and carry out permitted actions, using the access your team grants. Think of it as a universal adapter that lets Claude work with the platform in plain English, while your organisation keeps control over what it can reach.
Is connecting Claude to Raisely secure?
Security depends on how the connection is set up. We use an API key with least-privilege access, so Claude only reaches what it needs. Consequential actions are approved by people, and audit logs record activity. We also review data handling rules with your team before launch, so donor information stays protected under your existing policies.
What can Claude do with Raisely once connected?
Typically, Claude can look up campaigns and their progress, review donor records, summarise giving trends and draft outreach such as thank-you messages or appeal reminders. For actions that affect live supporters, such as launching a campaign or sending messages, your team reviews and approves before anything happens.
How long does setup take?
Timing varies with the number of workflows and the systems involved. A focused setup covering a few workflows is often completed within a few weeks, including the free audit, secure connection, testing and team training. We agree a clear timeline during the audit so you know what to expect before committing.
What account access is needed to connect Raisely?
Connecting Raisely uses an API key, which your administrator issues from your account. Because permissions differ by organisation and setup, we confirm the right access level during the audit. We recommend the narrowest permissions that support your workflows, and we will explain exactly what is needed for your situation.