Bloomerang MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.39.2更新於 Nov 14, 2026

Search Bloomerang constituents and donations; log interactions, notes and tasks.

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管式 Bloomerang 連接器,讓助手在非營利組織 CRM 中搜尋捐款人與捐款,並記錄互動、備註和任務。

可以做什麼
  • 搜尋、列出並讀取聯絡人(個人與組織)、家戶及其關係、檔案和活動時間軸
  • 列出並讀取交易(捐款、認捐、定期捐款)及其基金、活動和募款呼籲歸屬
  • 列出互動、備註和任務,可依聯絡人、狀態、到期日或負責人篩選
  • 建立聯絡人、更新檔案,並記錄互動、備註和後續任務
  • 查看每月工具呼叫用量、提出功能需求,以及管理或取消付費方案
適用情境
當你使用 Bloomerang,希望助手回答捐款人、捐款歷史和後續追蹤相關問題,或在不開啟 CRM 的情況下記錄互動和任務時適用。免費額度適合偶爾查詢,付費方案適合更頻繁或自動化使用。
執行需求
遠端 MCP 端點,無需本機安裝。透過 OAuth 登入,登入頁要求填寫由管理員使用者在 Edit My User 中產生的 Bloomerang 私有 API 金鑰。用戶端設定中只加入端點網址,不要加入 Authorization 標頭或 API 金鑰。免費額度為每月 50 次工具呼叫,付費方案可提高上限。
安裝前請注意
有五個寫入工具:建立聯絡人、更新檔案,以及建立互動、備註和任務;執行前應確認,並先搜尋以避免重複捐款人。Bloomerang API 金鑰在登入時輸入,由第三方託管方依使用者儲存。付費方案透過 Stripe Checkout 結帳,方案變更會立即按比例收取差額,取消後當期不退款。用量依工具呼叫計費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Bloomerang MCP by usefulapi,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fbloomerang/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "bloomerang-by-usefulapi": {
      "type": "http",
      "url": "https://bloomerang.usefulapi.io/mcp"
    }
  }
}

README

Bloomerang MCP by usefulapi

Use Bloomerang from Claude, Cursor, or any MCP client — search constituents, households, transactions, funds, campaigns and appeals, and create constituents, interactions, notes and tasks. Hosted, no local install: connect with your own Bloomerang credentials.

Live endpoint: https://bloomerang.usefulapi.io/mcp · Homepage: https://usefulapi.io/bloomerang

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://bloomerang.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http bloomerang https://bloomerang.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "bloomerang": {      "url": "https://bloomerang.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Bloomerang credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/bloomerang/

On first connect you'll provide your Bloomerang private API key (an Administrator user generates it under Edit My User). They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
bloomerang_get_current_userreadGet the current user
bloomerang_search_constituentsreadSearch constituents
bloomerang_list_constituentsreadList constituents
bloomerang_get_constituentreadGet one constituent
bloomerang_get_constituent_timelinereadGet a constituent's timeline
bloomerang_list_constituent_relationshipsreadList a constituent's relationships
bloomerang_get_householdreadGet one household
bloomerang_list_transactionsreadList transactions (gifts)
bloomerang_get_transactionreadGet one transaction
bloomerang_list_fundsreadList funds
bloomerang_list_campaignsreadList campaigns
bloomerang_list_appealsreadList appeals
bloomerang_list_interactionsreadList interactions
bloomerang_list_notesreadList notes
bloomerang_list_tasksreadList tasks
bloomerang_create_constituentwriteCreate a constituent
bloomerang_update_constituentwriteUpdate a constituent
bloomerang_create_interactionwriteLog an interaction
bloomerang_create_notewriteAdd a note
bloomerang_create_taskwriteCreate a task
bloomerang_usage_statusmetaUsage status (free-tier meter)
bloomerang_request_featuremetaRequest a missing feature
bloomerang_upgrademetaUpgrade to Pro or Pro+
bloomerang_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)10,000 tool calls / month
Pro+ (per user)$39/mo or $390/yr (2 months free)100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run bloomerang_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with bloomerang_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with bloomerang_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Bloomerang.

來源:servers/bloomerang/README.md,提交 3c1b3df

工具

20

bloomerang_get_current_user

Get the current user

Fetch the Bloomerang user the API key belongs to — name, email and permission level. A cheap way to confirm the key works and see what it may do. Bloomerang: GET /user/current.

無需輸入參數。

bloomerang_search_constituents

Search constituents

Full-text search across constituents (individuals and organizations) and households by name, email, etc. Start here to find a donor's Id. Bloomerang: GET /constituents/search.

輸入參數skiptaketypesearch必填

bloomerang_list_constituents

List constituents

List constituents with filters — by Id, type, favorites, last-modified date, or a custom field value — and sorting. Good for syncing recent changes. Bloomerang: GET /constituents.

輸入參數idsskiptaketypeorder_byis_favoritelast_modifiedcustom_field_idorder_directioncustom_field_value

bloomerang_get_constituent

Get one constituent

Fetch one constituent's full profile — names, primary and secondary contact details, household, communication preferences, engagement score and custom values. Bloomerang: GET /constituent/{id}.

輸入參數constituent_id必填

bloomerang_get_constituent_timeline

Get a constituent's timeline

The activity timeline for a constituent — gifts, interactions, notes, tasks and more, newest first. Pass a household Id to get the timeline of every member. Bloomerang: GET /constituent/{id}/timeline.

輸入參數skiptakeconstituent_id必填

bloomerang_list_constituent_relationships

List a constituent's relationships

Relationships between this constituent and others (spouse, employer, board member ...), with the role on each side. Bloomerang: GET /constituent/{id}/relationships.

輸入參數skiptakelast_modifiedconstituent_id必填

bloomerang_get_household

Get one household

Fetch a household — its names, head of household (HeadId) and member constituent Ids. A constituent's HouseholdId points here. Bloomerang: GET /household/{id}.

輸入參數household_id必填

bloomerang_list_transactions

List transactions (gifts)

List transactions — donations, pledges, pledge payments, recurring donations and their payments — with their designations (fund, campaign, appeal). Filter by constituent, amount range, type or last-modified date. Read only. Bloomerang: GET /transactions.

輸入參數idsskiptaketypesorder_bymax_amountmin_amountlast_modifiedconstituent_idsorder_directiontransaction_numbers

bloomerang_get_transaction

Get one transaction

Fetch one transaction with its payment method, amounts, refund status and every designation (fund, campaign, appeal, tribute, acknowledgement status). Bloomerang: GET /transaction/{id}.

輸入參數transaction_id必填

bloomerang_list_funds

List funds

List the funds gifts can be designated to (e.g. General Operating, Scholarship). Bloomerang: GET /funds.

輸入參數idsskiptakesearchis_activeis_default

bloomerang_list_campaigns

List campaigns

List fundraising campaigns with their goals and dates. Bloomerang: GET /campaigns.

輸入參數idsskiptakesearchhas_goalis_activelast_modified

bloomerang_list_appeals

List appeals

List appeals — the specific asks (a year-end letter, a gala invitation) that gifts are attributed to. Bloomerang: GET /appeals.

輸入參數idsskiptakesearchis_activelast_modified

bloomerang_list_interactions

List interactions

List logged interactions (calls, emails, meetings, letters ...) — filter by constituent, channel or purpose. Bloomerang: GET /interactions.

輸入參數idsskiptakechannelsorder_bypurposesconstituent_idsorder_direction

bloomerang_list_notes

List notes

List notes, optionally for specific constituents. Bloomerang: GET /notes.

輸入參數idsskiptakeorder_byconstituent_idsorder_direction

bloomerang_list_tasks

List tasks

List tasks (follow-ups) — filter by status, due-date range, assignee user, constituent, channel or purpose. Bloomerang: GET /tasks.

輸入參數idsskiptakechannelsorder_bypurposesstatusesmax_due_datemin_due_dateconstituent_idsorder_directionassignee_user_ids

bloomerang_create_constituent

Create a constituent

WRITE: create a new individual or organization constituent. For an individual give first_name/last_name; for an organization give full_name. Search first (bloomerang_search_constituents) to avoid creating a duplicate donor. Bloomerang: POST /constituent.

輸入參數type必填genderprefixstatussuffixwebsiteemployerbirthdatefull_namejob_titlelast_namefirst_name另有 8 個

bloomerang_update_constituent

Update a constituent

WRITE: update fields on an existing constituent's profile (names, job, status, primary address/email/phone). Only the fields you supply are sent. Bloomerang: PUT /constituent/{id}.

輸入參數genderprefixstatussuffixwebsiteemployerbirthdatefull_namejob_titlelast_namefirst_nameformal_name另有 8 個

bloomerang_create_interaction

Log an interaction

WRITE: log an interaction with a constituent — a call, email, meeting, letter, etc. — on their timeline. Bloomerang: POST /interaction.

輸入參數date必填notechannel必填purpose必填subject必填is_inboundconstituent_id必填

bloomerang_create_note

Add a note

WRITE: add a note to a constituent's record. Bloomerang: POST /note.

輸入參數date必填note必填constituent_id必填

bloomerang_create_task

Create a task

WRITE: create a follow-up task, optionally tied to a constituent and assigned to a user (find user Ids via bloomerang_get_current_user or existing tasks). Bloomerang: POST /task.

輸入參數notechannelpurposesubject必填due_date必填constituent_idassignee_user_idsend_notifications

版本歷史

26
  1. v1.39.2最新Nov 14, 2026
  2. v1.39.1Nov 13, 2026
  3. v1.38.0Nov 12, 2026
  4. v1.37.3Nov 11, 2026
  5. v1.36.5Nov 8, 2026
  6. v1.36.4Nov 7, 2026
  7. v1.35.3Nov 5, 2026
  8. v1.35.2Nov 5, 2026
  9. v1.35.1Nov 4, 2026
  10. v1.35.0Nov 3, 2026
  11. v1.34.1Nov 3, 2026
  12. v1.33.0Nov 1, 2026
  13. v1.31.0Oct 31, 2026
  14. v1.30.0Oct 31, 2026
  15. v1.29.2Oct 30, 2026
  16. v1.29.0Oct 30, 2026
  17. v1.24.0Oct 26, 2026
  18. v1.21.3Oct 25, 2026
  19. v1.21.0Oct 25, 2026
  20. v1.20.0Oct 24, 2026
  21. v1.17.0Oct 23, 2026
  22. v1.16.4Oct 22, 2026
  23. v1.16.3Oct 21, 2026
  24. v1.11.1Oct 9, 2026
  25. v1.10.0Oct 9, 2026
  26. v1.0.0Sep 29, 2026

評分

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  • 近 30 天內可連通必需25 分
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  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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