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DonorClerk
All AI assistants

Muse + DonorClerk

Use DonorClerk from Muse Code to run donor reports and prepare changes for approval.

What it can do

What Muse can do with DonorClerk.

Answer questions

Plain-English reports and lookups straight from your donor database.

Prepare gifts

Match cheques and payment exports to donors and suggest the fund and appeal.

Flag duplicates

Likely duplicate donors, with the reason and a link to your database’s merge screen.

Draft thank-yous

Personal drafts saved as donor notes after you approve. Nothing is emailed.

Setup

Connecting Muse.

DonorClerk is added as a MCP server. We’re in early access: members get the connector URL and these steps when we launch.

The Muse app only offers connectors from Meta’s catalog, so for now DonorClerk works in Muse Code.

  1. 1

    In Muse Code, add a remote MCP server with your DonorClerk connector URL.

  2. 2

    Sign in to DonorClerk when asked.

Muse can’t show approval cards, so DonorClerk replies with a link to approve the change on donorclerk.com. Nothing is saved until you approve there. Muse’s own “allow this tool” prompt doesn’t count as approval.