Gratefully's donor intelligence in your AI: the donors who matter today and why, with cited answers, plus ready-made workflows for donor meeting prep, lapsed-donor win-back and year-end appeals.
MCP connector Server URL https://app.gratefully.io/mcpCopy Login OAuth Skills 3 in the Claude listing
Donor meeting prep Prepare a one-page brief before meeting, calling or visiting a donor, from their Gratefully record - giving history, scores, recent signals, talking points and a suggested ask, every fact cited. Lapsed donor win back Win back lapsing and lapsed donors - find who is at risk from Gratefully, prioritise them, and draft a personal re-engagement email for each, saved for review. Year end appeal Plan a year-end appeal from Gratefully data - segment donors, size each segment, prioritise who gets a personal touch, and draft appeal variants per segment, with figures cited.