Integration · CRM & sales

Connect Claude & ChatGPT to Bloomerang

Ask your AI what a donor has given, what happened with a household, or to log a thank-you call in Bloomerang. It can search, create and update constituents, read households, transactions and timelines, log interactions and notes, create and complete tasks, and look up campaigns, funds and appeals. Donor questions get answered without running a report.

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Free plan, no credit card. Takes about a minute.

Try asking

“What has Karen Olsen given to us?”
The AI finds her constituent record and lists her transactions, such as donations, pledges and recurring gifts, with amounts.
“Which fund and campaign was gift 48213 for?”
It reads the transaction with its designations: fund, campaign and appeal.
“Log a phone call with the Hansen Foundation today: we thanked them for their gift.”
It logs an interaction with channel Phone and purpose Acknowledgement. Nothing is sent to the donor.

What your AI can do

Constituents and households

Search, create and update individuals and organizations, add emails, phones and addresses, and read households and activity timelines.

Gifts and transactions

List transactions by constituent, type or amount, read their designations, and refund a transaction if you allow it.

Interactions, tasks and campaigns

Log interactions and notes, create, update and complete tasks, and look up campaigns, funds and appeals.

“Create a task for Mette to call Peter Berg next Tuesday.”
It finds Mette as a user and Peter as a constituent, then creates the task with that due date and assigns it to her.
“Add Anna Holm as a new donor with her email and address.”
It searches first to avoid a duplicate, then creates an individual constituent with her email and address.
“What has happened with the Larsen household lately?”
It reads the household and its members, then a member's timeline of gifts, interactions, notes and tasks.

112 tools for Bloomerang

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_addressChanges dataAdd an address (`type`, `country`, street, city, state, postal code) to a constituent by `account_id`.
add_email_addressVisible to othersAdd an email address (`value`, `type` e.g. Home or Work) to a constituent by `account_id`.
add_phone_numberChanges dataAdd a phone `number` of a given `type` to a constituent by `account_id`.
complete_taskVisible to othersMark a task complete by `task_id`; set `save_as_interaction` to also log it as an interaction.
create_appealChanges dataCreate a new appeal. Required: name. Search appeals first to avoid duplicates. API summary: Creates an appeal.
create_campaignChanges dataCreate a new campaign. Required: name. Search campaigns first to avoid duplicates. API summary: Creates a campaign.
create_constituentChanges dataCreate a constituent of `type` Individual or Organization with name, status, employer, birthdate and primary email, phone and address. Search first to avoid duplicates.
create_duplicateChanges dataCreate a new duplicate. API summary: Searches for possible duplicate constituents.
create_fundChanges dataCreate a new fund. Required: name. Search funds first to avoid duplicates. API summary: Creates a fund.
create_householdChanges dataCreate a new household. Required: full name, sort name, informal name, formal name, envelope name or recognition name. API summary: Creates a Household.
create_keyChanges dataCreate a new key. API summary: Returns the API keys for a given user.
create_noteChanges dataAdd a `note` dated `date` to a constituent by `account_id`.
create_paymentChanges dataCreate a new payment. Required: body. API summary: Creates a transaction.
create_pledge_write_offChanges dataCreate a new write off for a pledge. API summary: Writes off a pledge.
create_relationshipChanges dataCreate a new relationship. Required: relationship role id1, relationship role id2, account id1 or account id2. API summary: Creates a Relationship between two non-household Constituents.
create_softcreditChanges dataCreate a new softcredit. Required: amount, account id or designation id. API summary: Creates a soft credit.
create_taskChanges dataCreate a task with `subject`, `due_date`, channel, purpose and note, for a constituent (`account_id`) and assigned user (`user_id`). Set `send_notifications` to email the assignee.
create_tributeChanges dataCreate a new tribute. Required: tribute type or name. Search tributes first to avoid duplicates. API summary: Creates a tribute.
create_walletitemChanges dataCreate a new walletitem. Required: account id, transaction processor account id, type, token or is spreedly token. API summary: Creates a wallet item.
delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Deletes an address.
delete_constituentDeletesPermanently delete a constituent by constituent id. Destructive action; may require approval. API summary: Deletes a constituent.
delete_householdDeletesPermanently delete a household by household id. Destructive action; may require approval. API summary: Deletes a household.
delete_interactionDeletesPermanently delete a interaction by interaction id. Destructive action; may require approval. API summary: Deletes an interaction.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes an email address.
delete_message_deleteDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a note.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a transaction.
delete_phoneDeletesPermanently delete a phone by phone id. Destructive action; may require approval. API summary: Deletes a phone.
delete_refundMoves moneyPermanently delete a refund by refund id. Financial or irreversible action; may require approval. API summary: Deletes a refund.
delete_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval. API summary: Deletes a Relationship.
delete_softcreditDeletesPermanently delete a softcredit by softcredit id. Destructive action; may require approval. API summary: Deletes a soft credit.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a task.
delete_walletitemDeletesPermanently delete a walletitem by walletitem id. Destructive action; may require approval. API summary: Deletes a wallet item.
get_addressGet one address by address id. API summary: Gets an address by ID.
get_appealGet one appeal by appeal id. API summary: Gets a appeal by ID.
get_campaignGet one campaign by `campaign_id`, including goal and dates.
get_categoryGet one category by type. API summary: Gets a list of custom field categories.
get_constituentGet one constituent by `constituent_id`, including name, status and primary contact details.
get_constituent_timelineGet a constituent's activity timeline (gifts, interactions, notes, tasks) by `constituent_id`.
get_current_userGet the Bloomerang user the connection is signed in as.
get_custom_fieldGet one custom field by type. API summary: Gets a list of custom fields.
get_custom_valueGet one custom value by type. API summary: Gets a list of custom values for all pick fields of the given object type.
get_custom_value_getGet one custom value by field id. API summary: Gets a list of custom values for the given field.
get_designationGet one designation by designation id. API summary: Gets a designation by ID.
get_email_interestGet one email interest by email interest id. API summary: Gets a email interest by ID.
get_fundGet one fund by fund id. API summary: Gets a fund by ID.
get_householdGet one household by `household_id`, including its members.
get_interactionGet one interaction by interaction id. API summary: Gets an interaction by ID.
get_messageGet one message by message id. API summary: Gets an email address by ID.
get_message_getGet one message by message id. API summary: Gets a note by ID.
get_phoneGet one phone by phone id. API summary: Gets a phone by ID.
get_processorGet one processor by processor id. API summary: Gets a processor by ID.
get_refundGet one refund by refund id. API summary: Gets a refund by ID.
get_relationshipGet one relationship by relationship id. API summary: Gets a relationship.
get_relationshiproleGet one relationshiprole by relationshiprole id. API summary: Gets a relationship role by ID.
get_softcreditGet one softcredit by softcredit id. API summary: Gets a soft credit by ID.
get_taskGet one task by task id. API summary: Gets a task by ID.
get_transactionGet one transaction by `payment_id`, including its designations (fund, campaign, appeal).
get_tributeGet one tribute by tribute id. API summary: Gets a tribute by ID.
get_walletitemGet one walletitem by walletitem id. API summary: Gets a wallet item by ID.
list_addressesList addresses. Optional filters: take, last modified, constituent or id. Results are paginated. API summary: Gets a list of addresses.
list_appealsList or search appeals by `search` text or active status.
list_campaignsList or search fundraising campaigns by `search` text or active status.
list_constituent_relationshipsList relationships for a constituent. Optional filters: take or last modified. Results are paginated. API summary: Gets all Relationships for the specified constituent.
list_constituentsList constituents, filtered by `type`, `last_modified`, favorites or a custom field value, with sorting.
list_databasesList databases. API summary: Gets general organization information.
list_designationsList designations. Optional filters: take, designation numbers, transaction ids, id, order by or order direction. Results are paginated. API summary: Gets a list of designations.
list_duplicatesList duplicates. Optional filters: first name, last name, organization name, street, phone number or email address. API summary: Searches for possible duplicate constituents.
list_fundsList or search funds by `search` text or active status.
list_generate_installmentsList generate installments. Optional filters: pledge amount, installment amount, first installment date, frequency, day1 or day2. API summary: Returns a list of pledge installments for a given set of criteria. Note that this will not persist to the database, but these can be used as….
list_groupsList groups. Optional filters: take. Results are paginated. API summary: Gets a list of groups.
list_householdsList households, optionally by `id` or `last_modified`.
list_interactionsList interactions (calls, emails, meetings), filtered by `constituent`, `channel` or `purpose`.
list_messagesList messages. Optional filters: take, last modified, constituent or id. Results are paginated. API summary: Gets a list of email addresses.
list_notesList notes, optionally for one `constituent`.
list_phonesList phones. Optional filters: take, constituent or id. Results are paginated. API summary: Gets a list of phones.
list_pledge_installmentsList installments for a pledge. Optional filters: take. Results are paginated. API summary: Returns a list of pledge installments for a given pledge.
list_pledge_payment_failuresList payment failures for a pledge. Optional filters: take. Results are paginated. API summary: Returns a list of payment failures for the specified pledge.
list_pledge_paymentsList payments for a pledge. Optional filters: take. Results are paginated. API summary: Returns a list of successful payments for the specified pledge.
list_processorsList processors. Optional filters: take, id or is active. Results are paginated. API summary: Gets a list of processors.
list_refreshsummariesList refreshsummaries. API summary: Refreshes campaign goals.
list_refundsList refunds. Optional filters: take, last modified, transaction id, id, order by or order direction. Results are paginated. API summary: Gets a list of refunds.
list_softcreditsList softcredits. Optional filters: take, last modified, constituent, id, order by or order direction. Results are paginated. API summary: Gets a list of soft credits.
list_tasksList tasks, filtered by `status`, `assignee`, `constituent`, channel, purpose or due date range.
list_transactionsList gifts and transactions, filtered by constituent `account_id`, `type` (Donation, Pledge, RecurringDonation...), amount range or last modified, with sorting.
list_tributesList tributes. Optional filters: take, id or is active. Results are paginated. API summary: Gets a list of tributes.
list_walletitemsList walletitems. Optional filters: take, require active processor, type, constituent or id. Results are paginated. API summary: Gets a list of wallet items for an account.
log_interactionChanges dataLog an interaction with a constituent (`account_id`): `date`, `channel` (Phone, Email, InPerson...), `purpose` (Acknowledgement, Solicitation...), `subject` and note. This only records it; nothing is sent.
refund_transactionMoves moneyRefund a transaction by `transaction_id` with an optional `note`. By default the payment processor also returns the money; set `run_processor_refund` to false to record it only in Bloomerang.
search_constituentsSearch constituents (donors, individuals and organizations) by name, email, phone or address with `search`. Use this to find a constituent's ID.
search_relationshiprolesSearch relationshiproles by take, last modified, id, name or is active. Use this to find existing relationshiproles before creating a new relationshiprole. Results are paginated. API summary: Gets a list of relationship roles.
search_tributesSearch tributes by take or search. Use this to find existing tributes before creating a new tribute. Results are paginated. API summary: Searches for active tributes.
search_usersSearch Bloomerang users (staff) by `search` text. Use to find a user ID for task assignment.
send_interestVisible to othersEmail a interest. Has effects visible outside this system. Results are paginated. API summary: Gets a list of email interests.
submit_constituentVisible to othersMerge a constituent. Has effects visible outside this system. API summary: Creates a new constituent or merges data with an existing constituent.
update_addressChanges dataUpdate an existing address identified by address id. API summary: Updates an address.
update_appealChanges dataUpdate an existing appeal identified by appeal id. API summary: Updates an appeal.
update_campaignChanges dataUpdate an existing campaign identified by campaign id. API summary: Updates a campaign.
update_constituentChanges dataUpdate a constituent by `constituent_id`: name, status, employer, job title and other details.
update_constituent_communication_settingsChanges dataUpdate an existing constituent identified by constituent id. API summary: Updates the communication settings for a constituent.
update_fundChanges dataUpdate an existing fund identified by fund id. API summary: Updates a fund.
update_householdChanges dataUpdate an existing household identified by household id. API summary: Updates a household.
update_household_communication_settingsChanges dataUpdate an existing household identified by household id. API summary: Updates the communication settings for a household and all its members.
update_interactionChanges dataUpdate an interaction by `interaction_id`: date, channel, purpose, subject or note.
update_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Updates an email address.
update_message_putChanges dataUpdate an existing message identified by message id. API summary: Updates a note.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Updates a transaction.
update_phoneChanges dataUpdate an existing phone identified by phone id. API summary: Updates a phone.
update_refundMoves moneyUpdate an existing refund identified by refund id. Financial or irreversible action; may require approval. API summary: Updates a refund.
update_relationshipChanges dataUpdate an existing relationship identified by relationship id. API summary: Updates a relationship.
update_softcreditChanges dataUpdate an existing softcredit identified by softcredit id. API summary: Updates a soft credit.
update_taskChanges dataUpdate a task by `task_id`: subject, due date, assignee, note or channel.
update_tributeChanges dataUpdate an existing tribute identified by tribute id. API summary: Edits a tribute.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Bloomerang from the app list.
2
Paste your key
Paste your Bloomerang private API key. Log in to Bloomerang CRM as an Administrator, click the user icon in the upper right corner and choose Edit My User. Generate a new API key there and copy it. The key gives full access to your database, so keep it secret.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Bloomerang?

It can search and read constituents, households, timelines, transactions, interactions, notes, tasks, users, campaigns, funds and appeals. It can create and update constituents, add email addresses, phone numbers and addresses, log and update interactions, add notes, create, update and complete tasks, and refund a transaction.

Does the AI see my Bloomerang API key?

No. Your Bloomerang API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. The Bloomerang key gives full access to your database, so the tools you switch on in HeyMyApps set the limits. You can start with lookups only. A refund can return money to the donor, so refund_transaction can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Bloomerang account.

What happens if the AI refunds a gift?

refund_transaction refunds a transaction, with an optional note. By default the payment processor also returns the money to the donor. If run_processor_refund is set to false, the refund is only recorded in Bloomerang. You can require approval for this tool or leave it switched off.