Integration · CRM & sales

Connect Claude & ChatGPT to infoodle

Ask your AI who someone is, what they have given, or which groups they belong to in infoodle. It can search people, donations, pledges, campaigns and form entries, add notes and to-dos, manage group members and calendar events, and record a donation in a batch. Everyday questions about your contacts get answered without running reports.

Connect infoodle free

Free plan, no credit card. Takes about a minute.

Try asking

“Find Sarah Thompson and show her notes.”
The AI searches contacts by name, reads her record and lists the notes on it.
“What donations came in for the winter appeal?”
It searches transactions and returns the matching donations with amounts and dates.
“Record a 50 dollar donation from John Smith dated today in the current batch.”
It finds the batch and records the donation in infoodle. Nothing is charged to anyone.

What your AI can do

People and notes

Search contacts by name, email, phone or address, read full records, and add or update notes and to-dos.

Giving

Search donations, pledges and campaigns, read transactions and batches, and record a donation.

Groups and events

List groups and members, create groups, add members, and create or update calendar events.

“Add Emma to the youth leaders group.”
It adds the contact to the group with a permission level and join date.
“What events are on the calendar next week?”
It lists calendar events between the two dates.
“Remind me to call David about his pledge on Friday.”
It creates a to-do about the contact with a due date, assigned to you.

26 tools for infoodle

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_group_memberChanges dataAdd a contact to a group, or update their membership, by `group_id` and the contact's `unique_id`, with permission level and join or leave dates.
add_noteChanges dataAdd a note to a contact or household: pass `items` with the contact's `unique_id`, the note `text` and visibility.
create_eventChanges dataCreate a calendar event with `title`, `start_datetime` and `end_datetime`, plus optional description, location, repeat rule and campaign.
create_groupChanges dataCreate a group with a `name`, optional type, description, location and parent group.
create_taskChanges dataCreate a to-do with a `task` title about a contact (`concerning_user_id`), with optional due date, description and who does it (me, a group or people).
get_eventGet one event occurrence by `eventid` and `eventdate`.
get_form_entryGet one form submission by `formentry_id`.
get_my_settingsGet the signed-in user's own infoodle settings and details.
get_personGet one contact's full record by `unique_id`.
get_pledgeGet one pledge by `pledge_id`, with amount, frequency and status.
get_transactionGet one financial transaction (donation, invoice or sale) by `payment_id`.
list_eventsList calendar events between `from_date` and `to_date` (YYYY-MM-DD), filtered by `location` (mine, public, rostered, all and so on).
list_group_membersList the members of a group by `groupid`, one `page` at a time.
list_groupsList groups, filtered by `limit` (group_type, parent, action, visible or content) and the matching `limitvalue`. Child groups are nested.
list_my_tasksList the to-dos assigned to the signed-in user, one `page` at a time.
list_person_notesList the notes on a contact by `uniqueid`.
list_transaction_batchesList transaction batches starting after `fromthisid` (0 for the first page). A batch ID is needed to record a transaction.
record_transactionChanges dataRecord a donation or other transaction for a contact: `user_id`, `amount`, `date`, `batch_id` and optional campaign, account code and note. This records it in infoodle; it does not charge anyone.
search_campaignsChanges dataSearch fundraising campaigns. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_form_entriesChanges dataSearch form submissions. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_peopleSearch contacts by `searchmethod` (name, email, phone, postcode, address, id and more) and `query`, one `page` at a time. Returns each person's unique ID.
search_pledgesChanges dataSearch pledges (regular giving commitments). Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_transactionsChanges dataSearch donations and other financial transactions. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start from the beginning).
update_eventChanges dataUpdate an event's title, times, description, location or status by `event_id`.
update_noteChanges dataUpdate a note's text or visibility by `noteid`.
update_taskChanges dataUpdate a to-do's title, due date, description or assignment by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose infoodle from the app list.
2
Paste your key
Enter your infoodle site code (the part before .infoodle.com in your address), the login name of an infoodle user, and the client secret shown on that user's account screen in infoodle. Use a user with access to the people, groups and data you want the AI to reach. Extra headers are optional.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in infoodle?

The AI can search and read contacts, notes, groups and members, events, donations and other transactions, batches, pledges, campaigns, form entries and your to-dos. It can add and update notes, to-dos and events, create groups, add group members and record a transaction.

Does the AI see my infoodle credentials?

No. Your infoodle login and client secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Recording a transaction adds it to your financial records, though it does not charge anyone, and this can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own infoodle account.

Which infoodle user should I connect?

Use an infoodle user that has permission to the people, groups and data you want the AI to work with. The AI can only reach what that user can reach, so a user with limited access keeps the AI limited too.