Chariot (Claude)
Manage your nonprofit's DAF donations and deposits
Manage your nonprofit's gift processing directly from Claude. Connect your Chariot account to look up, create, and reconcile donations, process checks received by mail, and edit donation details. Manage the custom properties and policies that automate your donation pipeline, read deposits, ledger transactions, and invoices, and export your data for reporting. Built for nonprofits and their finance teams, Chariot brings your entire donation workflow—records, deposits, reconciliation, and reporting—into your conversation, with secure OAuth access scoped to exactly the data and actions you authorize.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/chariot. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://api.givechariot.com/mcp. Sign-in: Required. Publisher documentation: https://help.givechariot.com/account-management/chariot-mcp-server. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
add_policy_clause
add_policy_section
assign_property
bulk_create_enum_options
count_donations
create_asset_upload_url
create_donation
create_enum_option
create_export
create_filter_view
create_payment_source
create_property
delete_donation
delete_enum_option
delete_filter_view
delete_policy
delete_property
finalize_upload
get_dafpay_components
get_deposit
get_donation
get_export
get_export_download_url
get_invoice
get_ledger_transaction
get_mail_item
get_organization
get_policy
get_property
list_deposits
list_donation_activity_log
list_donations
list_evaluation_field
list_filter_fields
list_filter_views
list_invoices
list_ledger_transactions
list_mail
list_organizations
list_payment_sources
list_policies
list_policy_documents
list_properties
mark_mail_item_read
merge_donations
override_donation
reconcile_deposit
reject_mail_item
remove_policy_clause
remove_policy_section
replace_policy_content
report_mail_item_issue
resolve_mail_item
search_property_options
sum_donations
undelete_donation
undo_assign_property
unmerge_donations
update_enum_option
update_filter_view
update_policy_clause
update_policy_metadata
update_policy_section
update_property
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