Connect Raisely to AI agents

Connect Raisely to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

manage_profile

Manage Profile

Create, update, or delete a fundraising profile (page) in a campaign. Profiles can be individual fundraising pages or team pages. Supports setting goals, descriptions, and custom fields. Can also add or remove team members.

get_campaign

Get Campaign

Retrieve detailed information about a specific Raisely campaign by its UUID. Returns full campaign configuration including goals, currency, and custom fields.

list_profiles

List Profiles

List fundraising profiles (pages) within a campaign. Profiles represent individual or team fundraising pages. Filter by type (individual, team, or group), search by name, or filter by parent team.

upsert_user

Upsert User

Create or update a supporter record by email. If a user with the given email already exists, their record is updated. Otherwise a new user is created. Optionally tag the user and log an interaction in a single call.

list_users

List Users

List supporter/user records in your Raisely organization. Users are shared across campaigns. Search by name or email, or filter by campaign association.

create_donation

Create Donation

Record a donation in a Raisely campaign. Primarily used for importing offline or external donations. Specify amount in cents, the donor email, and optionally attach to a fundraising profile.

list_subscriptions

List Subscriptions

List recurring giving subscriptions within a campaign. Subscriptions represent scheduled recurring donations. Filter by profile, donor, or status (OK, PAUSED, CANCELLED, FAILING, FAILED).

manage_post

Manage Post

Create, update, list, or delete blog posts on a fundraising profile. Posts are updates that fundraisers share with their supporters to keep them engaged.

manage_subscription

Manage Subscription

Create or update a recurring giving subscription. Create new recurring donation schedules or modify existing ones (change amount, frequency, pause, resume, or cancel).

send_message

Send Message

Send a custom email or SMS message to supporters in a campaign. Target your entire database or a custom segment.

list_products

List Products

List products (such as event tickets) available in a campaign. Returns product details including pricing and availability.

list_donations

List Donations

List donations within a campaign. Filter by profile, donor, or status. Returns donation amounts, donor info, and payment details. Supports pagination and sorting.

list_campaigns

List Campaigns

List fundraising campaigns in your Raisely organization. Returns campaigns in descending order of creation by default. Use to browse available campaigns or find a specific campaign UUID for use with other tools.

More integrations teams use with Raisely

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Raisely

Manage fundraising campaigns, donations, and supporter relationships for charities and nonprofits. Create and update fundraising profiles (individual and team pages), process one-time and recurring donations, manage subscriptions for recurring giving, sell event tickets and products, track supporter interactions and apply tags for segmentation, send messages and SMS to supporters, manage blog posts on fundraising pages, and configure webhooks for real-time event notifications. Supports importing offline donations, upserting user records with tagging, and accessing both public and private custom field data.

Connect Raisely to production AI agents

See how Metorial gives Raisely access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Raisely to AI agents with Metorial.

  1. Can Metorial connect Raisely to AI agents?
    Yes. Metorial connects AI agents to Raisely through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.