Connect Donately to your AI agent

Finance 10 actions available

Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks.

We set up the connection using your own Donately account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Donately

Each one is a real action the agent can take on its own, the same things a person clicking around Donately could do. Read-only by default; write actions are confirmed against your policy.

  • Get Current Account Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
  • Get Form Return a specific Donately donation form and its embedded configuration by form ID.
  • Get Person Return a specific Donately donor or contact by person ID.
  • List Campaigns List campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.
  • List Donations List donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.
  • List Forms List donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.
  • List Fundraisers List peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.
  • List People List donors and contacts in the connected Donately account, optionally searching by keyword.
  • List Subscriptions List recurring donation subscriptions in the connected Donately account.
  • List Webhooks List webhook registrations configured for the connected Donately account.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Donately, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 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. 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

Donately questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Donately's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Donately to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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