Bloomerang MCP by usefulapi

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.

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

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

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.

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

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.

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.

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

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

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

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

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

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.

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

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

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

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

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.

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.

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}.