Connect Daffy to your AI agent
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.
We set up the connection using your own Daffy account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Daffy
Each one is a real action the agent can take on its own, the same things a person clicking around Daffy could do. Read-only by default; write actions are confirmed against your policy.
- Create Gift Tool to create a new charitable gift. Use when you have recipient details and amount ready.
- Get Balance Retrieve the authenticated user's Daffy fund balance information. Returns four key financial metrics: - Total fund amount - Pending deposits (not yet processed) - Portfolio balance (invested funds) - Available balance (…
- Get Contributions Retrieves paginated list of contributions made to the authenticated user's Daffy donor-advised fund (DAF). Contributions are private - this endpoint only returns contributions associated with the authenticated API key.…
- Get Donations Retrieves the authenticated user's donation history from their Daffy account. Returns detailed information about each donation including amount, status, recipient nonprofit, fund details, and donation visibility. Suppor…
- Get Gift by Code Tool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.
- Get Gifts Retrieve a paginated list of gifts associated with the user's Daffy account. Returns gifts with details including recipient name, amount, status, and shareable URLs. Supports pagination using limit and offset parameters.
- Get non profit by ein (v2) Tool to retrieve detailed information about a non-profit organization by its EIN. Use when you need comprehensive non-profit details including location coordinates and causes.
- Get User by Username Tool to retrieve a user's public profile information by username. Use when you need details about a specific user's account.
- Get User Causes Retrieves the list of charitable causes associated with a user's Daffy fund. Use this action to discover which causes a user supports. The user_id can be obtained from the Get User Profile action. Returns an empty list…
- Get User Donations Tool to retrieve public donations for a specific user by user ID. Use when you need to see a user's donation history. Limited to publicly visible donations only.
- Get User Profile Tool to retrieve the authenticated user's profile. Use when you need details about the current user's account.
- Search non profits Tool to search non-profit organizations by cause ID and query text. Use when you need to find nonprofits matching a search term or a specific cause.
How we connect it
- 1
Connect your account
You create a key in Daffy, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Daffy questions, answered.
Ready to put Daffy to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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