12 available actions
What your AI agent can do in Daffy
Daffy is a modern platform for charitable giving, offering a donor-advised fund that allows users to set money aside, watch it grow tax-free, and donate to over 1.7 million charities in the U.S. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 12 actions.
Common starting points
- Search Non-ProfitsTool to search non-profit organizations by cause ID and query text.
- Get BalanceRetrieve the authenticated user's Daffy fund balance information.
- Create GiftTool to create a new charitable gift.
Browse all 12 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 11 actions
- Get BalanceRetrieve the authenticated user's Daffy fund balance information.
- Get ContributionsRetrieves paginated list of contributions made to the authenticated user's Daffy donor-advised fund (DAF).
- Get DonationsRetrieves the authenticated user's donation history from their Daffy account.
- Get Gift by CodeTool to retrieve details of a specific gift by its unique code.
- Get GiftsRetrieve a paginated list of gifts associated with the user's Daffy account.
- Get Non-Profit by EIN (v2)Tool to retrieve detailed information about a non-profit organization by its EIN.
- Get User by UsernameTool to retrieve a user's public profile information by username.
- Get User CausesRetrieves the list of charitable causes associated with a user's Daffy fund.
- Get User DonationsTool to retrieve public donations for a specific user by user ID.
- Get User ProfileTool to retrieve the authenticated user's profile.
- Search Non-ProfitsTool to search non-profit organizations by cause ID and query text.
Create & communicateCreate records or send supported messagesView 1 action
- Create GiftTool to create a new charitable gift.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Daffy
How does the agent connect to Daffy?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Daffy?
The page above lists the 12 actions currently available through the Daffy connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Daffy included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Daffy is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Daffy to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.