Enables Claude, ChatGPT and other MCP clients to read a financial adviser's CRM data—clients, households, reviews due, tasks, cases, plans and notes—and, when writes are enabled, create tasks and notes.
Enables MCP clients such as Claude and ChatGPT to browse an Engaging Networks account: campaign pages, supporter records, transaction and recurring-gift history, supporter fields and questions, and marketing automation statistics. When writes are explicitly enabled, it can also set a supporter's opt-ins, with contact details, payment data and free-text personal data redacted by default.
Enables MCP clients such as Claude and ChatGPT to read a Timesheet Portal account, including timesheet time and cost reports, invoices, leave bookings and balances, projects or jobs, clients, users and cost centres, across both the Standard and Recruitment editions. It is read-only, with personal and pay data withheld unless explicitly requested.
Lets MCP clients work with the Swiftaid Gift Aid API from a donation platform's side: checking API health and credentials, a charity's on-boarding status and Gift Aid claims, a donor's authorisation, and the declaration behind a donation. When writes are explicitly enabled, it can also register enduring declarations and file settled donations.