New · GoodChange Agent & MCP server

AI that takes on the busywork — so your people can focus on people.

The GoodChange Agent handles the lookups, reports, first drafts, and setup that pull your staff and volunteers away from donors. It suggests; your team decides. Refunds and other money actions always wait for a person.

Two Ways to Use It

More time with donors. Less time in software.

Fundraising runs on relationships, and those belong to people. No AI should make your calls, decide your strategy, or speak to your donors for you. What it can do is give your team back the hours lost to lookups, exports, and setup. GoodChange's agentic tools are built to do exactly that, from the same fundraising playbooks we use with campaigns every day.

In your dashboard

GoodChange Agent

Open the Agent from any page in GoodChange and ask in plain English. It knows which page you're on, answers with your real numbers, and proposes changes for you to approve.

What the Agent can do →
Bring your own AI

GoodChange MCP server

Connect the AI tool your team already uses, like Claude or ChatGPT, directly to your GoodChange account. Your team sets what it can change, and money actions always wait for a person.

How MCP works →
GoodChange Agent

Busywork the Agent takes off your plate.

It does the digging and the first pass. Your team brings the judgment. Answers come from the same data your dashboards use, and the Agent only works with what your role already allows.

Donors

Know your donors

Ask who your top and repeat donors are, which recurring donors have lapsed, or how one supporter has given over time.

Money

Track gifts, refunds, and payouts

Pull up payments, recurring gifts, refunds and disputes, failed-payment retries, and payout status without digging through screens.

Reports

Build and schedule reports

Start from GoodChange's report datasets, choose and rename the columns you need, preview, and download a CSV. Schedule it weekly or monthly, and each run lands in your Agent history.

Outreach

Draft donor emails

Start from a first draft of a donor update or thank-you, make it sound like you, and send it from your own email tool. The Agent can also build audience segments and tracked links.

Fundraising pages

Set up forms, events, and slates

Create or edit donation forms, events and ticket types, memberships, and slates that split one gift across several fundraisers.

Records

Keep your donor list clean

Update contributor records, add notes, find and merge duplicates, and import a spreadsheet with a preview before anything is saved.

Try asking
“Who are my top donors, and how many have given more than once?”“Which monthly donors have lapsed?”“Show me this month's refunds and disputes.”“Build a CSV of this month's gifts and run it every Monday.”“Draft a thank-you email for our recurring donors.”“Create an event form with $50 and $100 tickets.”
You Stay in Control

Nothing changes until you say so.

The Agent is an assistant, not a decision-maker. It reads and suggests; people decide. Every change it wants to make shows up as a card with exactly what will happen, and nothing is saved until you approve it.

Role-based access · Approve every change · Fully logged

It sees only what you can see

The Agent follows your team's existing role permissions. A teammate who can't view payouts or export data can't get them through the Agent either.

Every change is a card you approve

Edits, new forms, record updates, and refunds all wait for your click. Refunds, deletions, and admin changes get a stronger confirmation step, and proposals you don't act on expire after 24 hours.

Every AI change is on the record

Your audit log shows which changes were made through the Agent or a connected AI tool. Organization owners get a Monday email summarizing what AI changed, whenever there's something to report.

No surprise email blasts

The Agent drafts emails but doesn't send them to your donors. You review the draft and send it yourself.

GoodChange MCP Server

Use the AI you already trust — under your team's rules.

MCP (Model Context Protocol) is the open standard that lets AI tools like Claude and ChatGPT work with other software. The GoodChange MCP server connects your team's AI tool directly to your GoodChange account, so you can ask it about donors or have it set things up without copying data back and forth.

From Claude, ask “Which monthly donors have lapsed?” or “Set up an event form for Saturday's fundraiser,” and the GoodChange MCP server carries out the request under the rules your team sets.

Your digital lead or an admin with developer access connects it once from Developer → MCP in GoodChange, with step-by-step instructions for each tool.

Claude · ChatGPT · Cursor · VS Code

It sees what your teammate sees

A connected AI tool can see the same information as the teammate who connected it, and no more. To make changes, your team picks which areas it can touch, like forms or donor records. Nothing is turned on by default.

Money always waits for a person

Refunds and other money actions, deletions, emails to people, and admin changes wait in Pending approvals inside GoodChange until someone on your team approves them. The AI can't approve its own request. Smaller, reversible changes, like editing a form, are previewed before the AI confirms them.

Some things only people can do

A connected AI tool can never change who's on your team, transfer ownership, disconnect your payout bank account, or change your account's security keys. It's also limited to 10 refunds or $1,000 in refunds a day, and every refund still needs a person's approval.

Only your team can connect it

Only teammates with developer access can connect an AI tool through the GoodChange MCP server. Owners get an email when one is connected, every change it makes is labeled in your audit log, and you can disconnect it anytime.

FAQ

Questions About the Agent & MCP.

Will the Agent replace my staff or volunteers?+
No. It's built to help your team, not stand in for it. The Agent takes on repetitive work like lookups, exports, first drafts, and setup so people have more time for donors. Your team makes the decisions: every change the Agent proposes waits for someone to approve it, and it never contacts your donors on its own.
Who on my team can use the Agent?+
Anyone on your team can open it. It only shows the data and takes the actions that person's role already allows, so a teammate who can't see payouts or export data can't get them through the Agent either.
Can the AI issue refunds or move money on its own?+
No. In the Agent, every change, including refunds, waits for you to approve it. Through the GoodChange MCP server, refunds and other money actions wait in Pending approvals inside GoodChange until a person on your team approves them.
Does the Agent email my donors?+
No. The Agent can draft and rewrite donor emails, but it doesn't send them. You review the draft and send it from your own email tool.
Which AI assistants work with the MCP server?+
GoodChange includes setup instructions for Claude, Claude Code, ChatGPT (in developer mode), Cursor, and VS Code. Other AI assistants that support MCP can be connected the same way.
Where are my Agent conversations kept?+
Your conversations are saved in your Agent history so you can reopen them, and deleted when you delete them. You can share a conversation with teammates who have the same permissions it used. Uploaded attachments expire after 30 days.
Is my data used to train AI models?+
No. We never use client or donor data to train AI models, and every AI request is sent with zero-data-retention settings, so our AI providers don't keep your prompts or results.
How do you handle AI responsibly?+
Read our Responsible AI Commitment for how we protect donor data, keep people in charge of decisions, and think about AI's environmental footprint.

Less busywork. More relationships.

Let the GoodChange Agent handle the lookups, reports, and setup. Your team handles what only people can: building relationships with donors.