Gratefully for Claude

Your donor intelligence, inside Claude.

Ask Claude which donors matter today and why, and get answers cited back to your Gratefully records. Then log notes, set reminders and draft outreach without leaving the conversation.

Connect in Claude See setup steps

What you can ask

  • “Who should I call this week, and why?”
  • “Prep me for coffee with Dorothy Hale tomorrow.”
  • “Which lapsed donors should we try to win back this month?”
  • “Who are our top donors in Houston?”
  • “How did giving this year compare to last year, by month?”
  • “Research the Ford Foundation before my meeting.”

Setup

  1. 1In Claude (web or desktop), open Settings → Connectors and add Gratefully from the directory. Or add a custom connector with the URL https://app.gratefully.io/mcp.
  2. 2Sign in to Gratefully, or create a free account, and choose your organization.
  3. 3Review what Claude will be able to do, and click Allow.
  4. 4Connect your CRM or upload a donor CSV in Gratefully. Until you do, Claude answers from Gratefully's sample data and says so.

Using Claude Code? Install our plugin: /plugin marketplace add gratefully-io/claude-plugin, then /plugin install gratefully@gratefully. View the plugin on GitHub

Ready-made workflows

Donor meeting prep

A one-page, cited brief with giving history, scores, current signals, talking points and a suggested ask.

“Prep me for my meeting with Dorothy Hale tomorrow.”

Lapsed-donor win-back

Finds lapsing donors, ranks them, and drafts a personal re-engagement email for each, saved for your review.

“Which lapsed donors should we try to win back this month?”

Year-end appeal

Sizes your segments, picks who deserves a personal note, and drafts appeal copy for each group.

“Help me plan our year-end appeal.”

What Claude can see and do

Read

  • Donor search and profiles (giving history, scores, contact details)
  • Today's priorities
  • At-risk donors
  • Hidden revenue
  • Stewardship moments
  • Upcoming deadlines
  • Donor news
  • Segments and donor lists
  • Donors by location
  • Giving analytics and portfolio reports
  • Staff portfolios
  • Your documents and reminders
  • Organization research

Write (only when you ask)

  • Log a note on a donor
  • Create a reminder
  • Save an email draft to Ready to Send

Claude never sends email, never deletes or changes existing records, and never writes to your CRM through the connector.

Your data and control

  • Claude sees only what you can see in Gratefully, for the one organization you connect.
  • Every answer links back to the Gratefully record it came from.
  • Usage counts toward your Gratefully plan.
  • Disconnect any time from your Profile page in Gratefully.
Read how data is handled in our Privacy Policy

Frequently asked questions

Can Claude see my CRM directly?

No. Connect your CRM in Gratefully; Claude reads it through Gratefully.

Does it cost extra?

No. It uses your existing Gratefully plan.

What if my data is still importing?

Claude tells you the results may be incomplete until the import finishes.

Which Claude plans work?

Any Claude plan that supports connectors.

How do I get help?

Email support@gratefully.io.