Integration · CRM & sales

Connect Claude & ChatGPT to NeonCRM

Ask your AI what a donor has given, whether a membership is still active, or who is registered for an event in NeonCRM. It can find and update accounts, record donations, read memberships, recurring donations, events and registrations, and create activities. Donor questions get answered without running a search in Neon first.

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Try asking

“How much has Karen Olsen given this year?”
The AI finds her account and lists her donations with date and amount.
“Record a 500 donation from account 3321 to our annual campaign, to be paid later.”
It looks up the campaign and fund and records the donation as pay later.
“Is the membership for account 3321 still active, and when does it end?”
It lists the account's memberships with level, term, dates and status.

What your AI can do

Accounts and donations

Find, read, create and update individual and company accounts, and read or record donations.

Memberships and events

Read memberships, membership levels and recurring donations, and events with their registrations and attendees.

Activities and campaigns

Create and update tasks, calls and meetings, and list campaigns and funds.

“Who is registered for the spring gala?”
It finds the event and lists its registrations and attendees.
“Add a follow-up call for account 3321 next Tuesday.”
It checks the allowed activity statuses and creates the activity linked to the account.
“Which recurring donations charge next week?”
It lists recurring donations filtered by next charge date.

250 tools for NeonCRM

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

attach_accountChanges dataLink a account. API summary: Link an individual account to an company.
create_a_custom_object_list_layoutChanges dataList custom objects. API summary: Create a custom object list layout.
create_a_volunteer_groupChanges dataCreate a new group. Required: name. API summary: Create a volunteer group.
create_accountChanges dataCreate an account: pass `individual_account` (primaryContact with firstName, lastName, email1, addresses) or `company_account` (name and primaryContact). Search first to avoid duplicates.
create_account_contactChanges dataCreate a new contact for a account. API summary: Creates a contact.
create_account_windfallChanges dataCreate a new windfall for a account. API summary: Add Windfall data to an account.
create_activityChanges dataCreate an activity (task, call, meeting) with subject, status, priority (High, Normal, Low) and activity_dates (startDate and timeZone), linked to accounts in `client_account`, with an optional note.
create_addressChanges dataCreate a new address. API summary: Creates a new address.
create_address_add_using_post_4Changes dataCreate a new address. API summary: Creates a new shipping address.
create_campaignChanges dataCreate a new campaign. API summary: Creates a campaign.
create_campaign_p2pChanges dataCreate a new p2p for a campaign. API summary: Add a fundraiser to a campaign.
create_categoryChanges dataCreate a new category. API summary: Creates a new event category.
create_custom_fieldChanges dataCreate a new custom field. API summary: Creates a custom field.
create_custom_field_to_groupChanges dataCreate a new custom field. API summary: Add a custom field to a group.
create_custom_objectChanges dataCreate a new custom object. Search custom objects first to avoid duplicates. API summary: Create a custom object.
create_custom_object_fieldChanges dataCreate a new field for a custom object. API summary: Create a custom object field.
create_custom_object_form_layoutChanges dataCreate a new form layout for a custom object. API summary: Create a custom object form layout.
create_custom_object_recordChanges dataCreate a new record for a custom object. API summary: Create a custom object record.
create_custom_object_validatorChanges dataCreate a new validator for a custom object. API summary: Create a custom object validator.
create_dealChanges dataCreate a new deal. Required: name, start date or end date. Search deals first to avoid duplicates. API summary: Create a volunteer opportunity.
create_deal_shiftChanges dataCreate a new shift for a deal. Required: name, start date or end date. Search shifts first to avoid duplicates. API summary: Create a shift associated with a volunteer opportunity.
create_deal_volunteersChanges dataCreate a new deal. Required: volunteers. Search deals first to avoid duplicates. API summary: Add volunteers to a volunteer opportunity.
create_donationChanges dataRecord a donation for `account_id` with amount, date, fund, campaign, purpose, source and either `payments` or pay_later. Adding an online credit card payment in `payments` may charge the donor's card.
create_donation_paymentChanges dataCreate a new payment for a donation. API summary: Add a payment for donation.
create_eventChanges dataCreate a new event. Search events first to avoid duplicates. API summary: Creates an event.
create_event_registrationChanges dataCreate a new event registration. Required: event id or registrant account id.
create_event_registration_paymentChanges dataCreate a new payment for a event registration. API summary: Add a payment for event registration.
create_event_ticketChanges dataCreate a new ticket for a event. API summary: Add a ticket option to an event.
create_grantChanges dataCreate a new grant. Search grants first to avoid duplicates. API summary: Create a grant.
create_groupChanges dataCreate a new group. Required: display name or component. API summary: Creates a custom field group.
create_group_volunteersChanges dataCreate a new group. Required: account ids. API summary: Add volunteers to a volunteer group.
create_householdChanges dataCreate a new household. Required: name or contacts. API summary: Create a household.
create_listChanges dataCreate a new list. Search lists first to avoid duplicates. API summary: List custom object records.
create_orderChanges dataCreate a new order. Required: order date or account id. Search orders first to avoid duplicates. API summary: Create a store order.
create_order_paymentChanges dataCreate a new payment for a order. API summary: Add a payment for order.
create_paymentChanges dataCreate a new payment. Required: transaction id or transaction type. API summary: Add additional payments to a transaction.
create_pledgeChanges dataCreate a new pledge. API summary: Creates a new pledge.
create_pledge_installmentChanges dataCreate a new installment for a pledge. Required: expected date or amount. API summary: Create a pledge installment.
create_pledge_paymentChanges dataCreate a new payment for a pledge. API summary: Creates a new pledge payment.
create_recurringChanges dataCreate a new recurring. API summary: Creates a new recurring donation schedule.
create_roleDeletesCreate a new role. Required: name, status color or status. Destructive action; may require approval. API summary: Create a volunteer role.
create_shift_volunteersChanges dataCreate a new shift. Search shifts first to avoid duplicates. API summary: Add volunteers to a shift.
create_shipping_methodChanges dataCreate a new shipping method. Required: country id or zip code. API summary: Get a list of shipping methods.
create_soft_creditChanges dataCreate a new soft credit. API summary: Creates a soft credit.
create_subscriptionChanges dataCreate a new subscription. API summary: Create a membership.
create_subscription_auto_renewalChanges dataCreate a new auto renewal for a subscription. API summary: Edit auto-renewal for a membership.
create_subscription_paymentChanges dataCreate a new payment for a subscription. API summary: Add a payment for membership.
create_subscription_renewChanges dataCreate a new renew for a subscription. API summary: Renew an existing membership.
create_time_sheetChanges dataCreate a new time sheet. Required: account id, week of or status. Search time sheets first to avoid duplicates. API summary: Create a volunteer time sheet.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Create a new webhook subscription.
delete_a_volunteer_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a volunteer group.
delete_account_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes an contact.
delete_account_windfallsMoves moneyPermanently delete a windfall by account id. Financial or irreversible action; may require approval. API summary: Delete Windfall data on an account.
delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Deletes an address.
delete_address_delete_using_delete_10DeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Deletes a shipping address.
delete_campaignDeletesPermanently delete a campaign by campaign id. Destructive action; may require approval. API summary: Deletes a campaign.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deletes an event category.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Deletes a custom field.
delete_custom_objectDeletesPermanently delete a custom object by id or api alias. Destructive action; may require approval.
delete_custom_object_fieldDeletesPermanently delete a field by field alias. Destructive action; may require approval. API summary: Delete a custom object field.
delete_custom_object_form_layoutDeletesPermanently delete a form layout by form layout id. Destructive action; may require approval. API summary: Delete a custom object form layout.
delete_custom_object_list_layoutDeletesPermanently delete a list layout by list layout id. Destructive action; may require approval. API summary: Delete a custom object list layout.
delete_custom_object_recordDeletesPermanently delete a record by record id. Destructive action; may require approval. API summary: Delete a custom object record.
delete_custom_object_validatorDeletesPermanently delete a validator by validator id. Destructive action; may require approval. API summary: Delete a custom object validator.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete a volunteer opportunity.
delete_deal_shiftDeletesPermanently delete a shift by shift id. Destructive action; may require approval. API summary: Delete a volunteer shift.
delete_deal_volunteersDeletesPermanently delete a deal by opportunity id. Destructive action; may require approval. API summary: Remove volunteers from an opportunity.
delete_donationDeletesPermanently delete a donation by donation id. Destructive action; may require approval. API summary: Deletes a donation.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Deletes an event.
delete_event_registrationDeletesPermanently delete a event registration by registration id. Destructive action; may require approval. API summary: Deletes an event registration.
delete_event_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: Delete a ticket option.
delete_grantDeletesPermanently delete a grant by grant id. Destructive action; may require approval.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Deletes a custom field group.
delete_group_volunteersDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Remove volunteers from a volunteer group.
delete_householdDeletesPermanently delete a household by household id. Destructive action; may require approval.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Deletes an order.
delete_pledgeDeletesPermanently delete a pledge by pledge id. Destructive action; may require approval. API summary: Deletes a pledge.
delete_pledge_installmentDeletesPermanently delete a installment by installment id. Destructive action; may require approval. API summary: Delete a pledge installment.
delete_pledge_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes an existing pledge payment.
delete_recurringDeletesPermanently delete a recurring by recurring id. Destructive action; may require approval. API summary: Deletes a recurring donation schedule.
delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Delete a volunteer role.
delete_shift_volunteersDeletesPermanently delete a shift by shift id. Destructive action; may require approval. API summary: Remove volunteers from a shift.
delete_soft_creditDeletesPermanently delete a soft credit by soft credit id. Destructive action; may require approval. API summary: Deletes a soft credit.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a membership.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an activity.
delete_time_sheetDeletesPermanently delete a time sheet by time sheet id. Destructive action; may require approval. API summary: Delete a volunteer time sheet.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete a webhook subscription.
delete_windfallsMoves moneyPermanently delete a windfall. Financial or irreversible action; may require approval. API summary: Delete Windfall data on all accounts.
detach_accountChanges dataUnlink a account. API summary: Remove an individual account from an company.
find_accountsFind accounts (individuals or companies) by email, first_name, last_name or `user_type`; page with `current_page` and `limit`. Use it to get an account ID.
get_a_list_of_membership_termsList subscriptions. Optional filters: current page or level id. Results are paginated. API summary: Get a list of membership terms.
get_a_list_of_pledges_for_this_accountList accounts for a account. Optional filters: current page, sort column or sort direction. API summary: Get a list of pledges for this account.
get_a_list_of_store_categoriesList categories. API summary: Get a list of store categories.
get_a_list_of_volunteer_rolesSearch lists by search param. Use this to find existing lists before creating a new list. API summary: Get a list of volunteer roles.
get_accountGet one account by `account_id`, with its primary contact, addresses, email, phone and custom fields.
get_account_contactGet one contact for a account by contact id. API summary: Gets a contact.
get_activityGet one activity by `task_id`.
get_addressGet one address by address id. API summary: Gets an address.
get_address_detail_using_get_2Get one address by address id. API summary: Gets a shipping address.
get_campaignGet one campaign by campaign id. API summary: Gets a campaign.
get_categoryGet one category by category id. API summary: Gets a specific event category.
get_current_userGet the Neon user the connection is signed in as.
get_custom_fieldGet one custom field by custom field id. API summary: Gets a custom field.
get_custom_objectGet one custom object by id or api alias. API summary: Get a custom object.
get_custom_object_fieldGet one field for a custom object by field alias. API summary: Get a custom object field.
get_custom_object_form_layoutGet one form layout for a custom object by form layout id. API summary: Get a custom object form layout.
get_custom_object_list_layoutGet one list layout for a custom object by list layout id. API summary: Get a custom object list layout.
get_custom_object_recordGet one record for a custom object by record id. API summary: Get a custom object record.
get_custom_object_validatorGet one validator for a custom object by validator id. API summary: Get a custom object validator.
get_dealGet one deal by deal id. API summary: Get a volunteer opportunity.
get_deal_shiftGet one shift for a deal by shift id. API summary: Get a volunteer shift.
get_donationGet one donation by `donation_id`, with amount, date, fund, campaign, payments and acknowledgement details.
get_eventGet one event by `event_id`, with dates, location, capacity and registration settings.
get_event_registrationGet one event registration by `registration_id`, with tickets, attendees and payment.
get_event_ticketGet one ticket for a event by ticket id. API summary: Gets a ticket option.
get_grantGet one grant by grant id. API summary: Get a grant.
get_groupGet one group by group id. API summary: Get a volunteer group.
get_membershipGet one membership by its ID (`subscription_id`), with level, term, dates, fee and status.
get_orderGet one order by order id. API summary: Gets an order.
get_pledgeGet one pledge by pledge id. API summary: Gets a Pledge.
get_pledge_installmentGet one installment for a pledge by installment id. API summary: Retrieve a pledge installment.
get_pledge_paymentGet one payment for a pledge by payment id. API summary: Gets a single pledge payment.
get_productGet one product by product id. API summary: Get a product.
get_recurringGet one recurring by recurring id. API summary: Gets a recurring donation schedule.
get_roleGet one role by role id. API summary: Get a volunteer role.
get_soft_creditGet one soft credit by soft credit id. API summary: Gets a soft credit.
get_time_sheetGet one time sheet by time sheet id. API summary: Get a Volunteer Time Sheet.
get_webhookGet one webhook by webhook id. API summary: Retrieve a webhook subscription.
list_account_contactsList the contacts linked to an account (for example the people at a company) by `account_id`.
list_account_donationsList all donations made by one account by `account_id`, sorted by date or amount.
list_account_event_registrationsList the event registrations of one account by `account_id`.
list_account_membershipsList the memberships of one account by `account_id`; filter with is_active.
list_account_ordersList orders for a account. Optional filters: current page, sort column, sort direction or transaction types. Results are paginated. API summary: Get an account's order history.
list_account_windfallsList windfalls for a account. API summary: Get Windfall data on an account.
list_activity_statusesList the allowed activity statuses. Use it before creating or updating an activity.
list_address_typesList address types. API summary: Gets address types.
list_campaign_p2psList p2ps for a campaign. Optional filters: current page. Results are paginated. API summary: Gets peer-to-peer fundraiser list.
list_campaignsList fundraising campaigns with their IDs, goals and status.
list_catalogsList catalogs. API summary: Get a list of store catalogs.
list_categoriesList categories. API summary: Gets event categories.
list_categories_list_event_categories_using_getList categories. API summary: Gets Event Categories.
list_company_typesList company types. API summary: Gets company types.
list_countriesList countries. API summary: Gets countries.
list_credit_card_typesList credit card types. API summary: Gets credit card types.
list_custom_fieldsList custom fields. Optional filters: category, is event specific field or attendee question. API summary: Gets custom fields.
list_custom_object_fieldsList fields for a custom object. Optional filters: page param. API summary: Get a list of custom object fields.
list_custom_object_form_layoutsList form layouts for a custom object. Optional filters: page param. API summary: Get a list of custom object form layouts.
list_custom_object_master_detail_objectsList master detail objects for a custom object. API summary: List master/detail objects.
list_custom_object_relationsList relations for a custom object. API summary: Get a list of custom object relations.
list_custom_object_validatorsList validators for a custom object. Optional filters: validator page. API summary: Get a list of custom object validators.
list_custom_objectsList custom objects. Optional filters: custom object page. API summary: Get a list of custom objects.
list_custom_objects_layoutsList custom objects. Optional filters: page param. API summary: Get a list of custom object list layouts.
list_donor_covered_feesList donor covered fees. Optional filters: transaction amount or transaction type. API summary: Calculate the donor covered fee according to the transaction amount.
list_event_attendeesList the attendees of an event by `event_id`.
list_event_registrationsList the registrations for an event by `event_id`, optionally for one registrant account.
list_event_ticketsList tickets for a event. API summary: Get a list of ticket options for an event.
list_event_topicsList event topics. API summary: Gets Event Topics.
list_eventsList events, filtered by event_name, category, date ranges (start_date_after/before, end_date_after/before), published or archived.
list_fundsList the funds donations can be assigned to.
list_gendersList genders. API summary: Gets genders.
list_groupsList groups. Optional filters: component. API summary: Gets a list of custom field groups.
list_householdsList households. Optional filters: household id or account id.
list_households_relation_typesList households. Optional filters: relation type category. API summary: List relation types.
list_individual_typesList individual types. API summary: Gets individual types.
list_membership_levelsList the membership levels your organization offers.
list_organization_profilesList organization profiles. API summary: Gets organization profile.
list_pledge_installmentsList installments for a pledge. API summary: Retrieve a list of pledge installment.
list_pledge_paymentsList payments for a pledge. API summary: Gets a list of payments towards a specific pledge.
list_prefixesList prefixes. API summary: Gets prefixes.
list_processor_settingsList processor settings. API summary: Gets configuration settings specific to the payment processor in use.
list_purposesList purposes. API summary: Gets purposes.
list_recurring_donationsList recurring donations, filtered by `account_id`, `status` or setup and next-charge dates.
list_relation_typesList relation types. Optional filters: relation type category. API summary: Gets relation types.
list_soft_creditsList soft credits. Optional filters: account id, current page, donation id, event registration id, membership id or order id. Results are paginated. API summary: Gets a list of soft credits.
list_solicitation_methodsList solicitation methods. API summary: Gets a list of solicitation methods.
list_sourcesList sources. API summary: Gets sources.
list_state_provincesList state provinces. API summary: Gets states.
list_subscription_auto_renewalsList auto renewals for a subscription. API summary: Get auto-renewal of a membership.
list_subscription_usersList users for a subscription. Optional filters: is current employee. API summary: Get a list of sub-membership.
list_system_timezonesList system timezones. API summary: Gets system timezones.
list_tendersList tenders. API summary: Gets tender types.
list_users_list_system_users_using_getList users. API summary: Gets system users.
list_webhooksList webhooks. API summary: Gets a list of webhook subscriptions.
patch_a_shipping_addressChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Patch a shipping address.
refund_paymentMoves moneyRefund a payment by `payment_id` (from a donation, membership or registration). This returns money to the payer and cannot be undone.
search_accounts_searchChanges dataSearch accounts. Use this to find existing accounts before creating a new account. API summary: Searches for accounts.
search_custom_objects_objectsSearch custom objects. Use this to find existing custom objects before creating a new custom object. API summary: List lookup objects.
search_deal_shiftsSearch shifts for a deal by search param. Use this to find existing shifts before creating a new shift. API summary: Gets a list of volunteer shifts for a volunteer opportunity.
search_deal_volunteersSearch volunteers for a deal by search param. Use this to find existing volunteers before creating a new volunteer. API summary: Get a list of volunteers assigned to a volunteer opportunity.
search_dealsSearch deals by search param. Use this to find existing deals before creating a new deal. API summary: Get a list of volunteer opportunities.
search_donationsChanges dataSearch donations. Use this to find existing donations before creating a new donation. API summary: Search for donations, pledges, and pledge payments.
search_eventsChanges dataSearch events. Use this to find existing events before creating a new event. API summary: Search for events.
search_grantsChanges dataSearch grants. Use this to find existing grants before creating a new grant. API summary: Search for grants.
search_group_volunteersSearch volunteers for a group by volunteer search param. Use this to find existing volunteers before creating a new volunteer. API summary: Get a list of volunteers in a volunteer group.
search_listsSearch lists by search param. Use this to find existing lists before creating a new list. API summary: Get a list of volunteer groups.
search_ordersChanges dataSearch orders. Use this to find existing orders before creating a new order. API summary: Search for orders.
search_output_fieldsSearch output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /accounts/search method.
search_output_fields_output_fields_1Search output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /grants/search method.
search_output_fields_output_fields_using_get_1Search output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /activities/search method.
search_output_fields_output_fields_using_get_2Search output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /donations/search method.
search_output_fields_output_fields_using_get_3Search output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /events/search method.
search_output_fields_output_fields_using_get_4Search output fields by search key. Use this to find existing output fields before creating a new output field. API summary: Gets a list of possible output columns for the /orders/search method.
search_productsSearch products by catalog id, category id, code, current page, keyword or name. Use this to find existing products before creating a new product. Results are paginated. API summary: Get a list of store products.
search_role_volunteersSearch volunteers for a role by volunteer search param. Use this to find existing volunteers before creating a new volunteer. API summary: Get a list of volunteers assigned to a role.
search_searches_fieldsSearch searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /accounts/search method.
search_searches_fields_searchSearch searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /activities/search method.
search_searches_fields_search_fields_1Search searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /grants/search method.
search_searches_fields_search_fields_using_get_2Search searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /donations/search method.
search_searches_fields_search_fields_using_get_3Search searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /events/search method.
search_searches_fields_search_fields_using_get_4Search searches by search key. Use this to find existing searches before creating a new search. API summary: Gets a list of possible search criteria fields for the /orders/search method.
search_shift_volunteersSearch volunteers for a shift by volunteer search param. Use this to find existing volunteers before creating a new volunteer. API summary: Get a list of volunteers assigned to a shift.
search_tasksChanges dataSearch tasks. Use this to find existing tasks before creating a new task. API summary: Search for activities.
search_time_sheetsSearch time sheets by search param. Use this to find existing time sheets before creating a new time sheet. API summary: Get volunteer time sheets.
search_volunteersSearch volunteers by search param. Use this to find existing volunteers before creating a new volunteer. API summary: Get a list of volunteers.
send_custom_object_notificationsVisible to othersEmail a custom object (id or api alias). Has effects visible outside this system. API summary: Update the custom object email notification type.
submit_event_registrationVisible to othersCalculate a event registration. Has effects visible outside this system. API summary: Calculate the correct fee for a new registration for this event.
submit_orderVisible to othersCalculate a order. Has effects visible outside this system. API summary: Calculate the total cost of the order.
submit_subscription_datesVisible to othersCalculate a subscription. Has effects visible outside this system. API summary: Calculate the membership term start and end dates.
submit_subscription_feeVisible to othersCalculate a subscription. Has effects visible outside this system. API summary: Calculate the cost a membership.
update_accountChanges dataUpdate an account by `account_id` with the changed fields under `individual_account` or `company_account`.
update_account_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Patch a contact.
update_activityChanges dataUpdate an activity by `task_id`; subject, status, priority and activity_dates must be passed again.
update_addressChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Patch an address.
update_campaignChanges dataUpdate an existing campaign identified by campaign id. Only the fields you pass are changed. API summary: Patch a campaign.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Updates an event category.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Updates a custom field.
update_custom_objectChanges dataUpdate an existing custom object identified by id or api alias. Only the fields you pass are changed. API summary: Patch a custom object.
update_custom_object_fieldChanges dataUpdate an existing field identified by field alias. Only the fields you pass are changed. API summary: Patch a custom object field.
update_custom_object_form_layoutChanges dataUpdate an existing form layout identified by form layout id. Only the fields you pass are changed. API summary: Patch a custom object form layout.
update_custom_object_list_layoutChanges dataUpdate an existing list layout identified by list layout id. Only the fields you pass are changed. API summary: Patch a custom object list layout.
update_custom_object_recordChanges dataUpdate an existing record identified by record id. Only the fields you pass are changed. API summary: Patch a custom object record.
update_custom_object_statusChanges dataUpdate an existing custom object identified by id or api alias. API summary: Update a custom object's status.
update_custom_object_validatorChanges dataUpdate an existing validator identified by validator id. Only the fields you pass are changed. API summary: Patch a custom object validator.
update_dealChanges dataUpdate an existing deal identified by deal id. Only the fields you pass are changed. API summary: Patch a volunteer opportunity.
update_deal_shiftChanges dataUpdate an existing shift identified by shift id. Only the fields you pass are changed. API summary: Patch a volunteer shfit.
update_donationChanges dataUpdate a donation by `donation_id`, such as fund, campaign, purpose or date. Only the fields you pass change.
update_eventChanges dataUpdate an existing event identified by event id. Only the fields you pass are changed. API summary: Patch an event.
update_event_registrationChanges dataUpdate an existing event registration identified by registration id. Only the fields you pass are changed. API summary: Patch an event registration.
update_event_ticketChanges dataUpdate an existing ticket identified by ticket id. Only the fields you pass are changed. API summary: Patch an event ticket.
update_grantChanges dataUpdate an existing grant identified by grant id. Only the fields you pass are changed. API summary: Patch a grant.
update_groupChanges dataUpdate an existing group identified by group id. API summary: Updates a custom field group.
update_householdChanges dataUpdate an existing household identified by household id. API summary: Update a household.
update_pledgeChanges dataUpdate an existing pledge identified by pledge id. Only the fields you pass are changed. API summary: Patch a pledge.
update_pledge_installmentChanges dataUpdate an existing installment identified by installment id. API summary: Update a pledge installment.
update_recurringChanges dataUpdate an existing recurring identified by recurring id. Only the fields you pass are changed. API summary: Patch a recurring donation schedule.
update_roleDeletesUpdate an existing role identified by role id. Destructive action; may require approval. API summary: Update a volunteer role.
update_soft_creditChanges dataUpdate an existing soft credit identified by soft credit id. Only the fields you pass are changed. API summary: Patch a soft credit.
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Patch a membership.
update_time_sheetChanges dataUpdate an existing time sheet identified by time sheet id. Only the fields you pass are changed. API summary: Patch a volunteer time sheet.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Patch a webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose NeonCRM from the app list.
2
Paste your key
Enter your NeonCRM Org ID and an API key. Org ID: in Neon CRM go to the Settings cog > Organization Profile and find Organization ID under Account Information. API key: Settings cog > User Management, open or create a user, enable API Access and copy the API key. The key has that user's permissions.
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 NeonCRM?

The AI can find and read accounts and their contacts, donations, memberships, membership levels, recurring donations, events, registrations, attendees, activities, campaigns and funds. It can create and update accounts, donations and activities. It can also refund a payment if you switch that tool on.

Does the AI see my NeonCRM API key?

No. You enter your NeonCRM Org ID and API key in HeyMyApps once. They are encrypted at rest, never shown to the AI and never shown again after you save them, not even to you. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Refunds return money and cannot be undone, and recording a donation with an online card payment may charge the donor's card. Both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own NeonCRM account.

Can the AI refund a donation?

Only if you switch on the refund_payment tool. It refunds a payment from a donation, membership or registration, returns the money to the payer and cannot be undone. Most organizations keep it off or require approval for every refund.