Bloomerang MCP Server
for AI Agents

Retrieves a paginated list of all constituents (donors, contacts, and organizations) from the Bloomerang CRM database via GET /constituents.

Retrieves a single constituent record by its unique numeric ID via GET /constituent/{id}, returning the complete donor or organization profile.

Performs a text search across constituents and households via GET /constituents/search, matching against names and returning paginated results.

Updates an existing constituent record by ID via PUT /constituent/{id}, applying partial updates where only provided fields are modified.

Permanently deletes a constituent record by ID via DELETE /constituent/{id}, removing the donor or organization and all associated data from the CRM.

Creates a new donation transaction for a constituent via POST /transaction, recording the gift in the CRM database without initiating a payment charge unless a WalletItem is provided.

Retrieves a paginated list of all donation transactions from the Bloomerang CRM via GET /transactions, with filters for amount range, donor, type, and transaction number.

Retrieves a single transaction record by its unique numeric ID via GET /transaction/{id}, returning the complete donation details including designations and payment information.

Updates an existing transaction record by ID via PUT /transaction/{id}, applying partial updates to donation details such as amount, date, method, and designations.

Permanently deletes a transaction record by ID via DELETE /transaction/{id}, removing the donation and all associated designations from the CRM.

Retrieves a paginated list of transaction designations via GET /transactions/designations, showing how donations are allocated across funds, campaigns, and appeals.

Retrieves a single designation record by its unique numeric ID via GET /transactions/designation/{id}, returning the complete fund/campaign/appeal allocation details.

Creates a new interaction (communication touchpoint) for a constituent via POST /interaction, logging a donor engagement activity such as an email, call, or meeting.

Retrieves a paginated list of donor interactions (touchpoints) from the Bloomerang CRM via GET /interactions, tracking all communications and engagement activities with constituents.

Retrieves a single interaction record by its unique numeric ID via GET /interaction/{id}, returning the complete communication touchpoint details.

Updates an existing interaction record by ID via PUT /interaction/{id}, applying partial updates to communication details such as channel, purpose, and notes.

Permanently deletes an interaction record by ID via DELETE /interaction/{id}, removing the communication touchpoint from the constituent's timeline.

Creates a new task (scheduled follow-up action) via POST /task, assigning a stewardship activity to a user with a due date, channel, and purpose.

Retrieves a paginated list of tasks (scheduled follow-up actions) from the Bloomerang CRM via GET /tasks, with filters for status, due date range, assignee, and associated constituent.

Retrieves a single task record by its unique numeric ID via GET /task/{id}, returning the complete scheduled action details including assignee, due date, and status.

Updates an existing task record by ID via PUT /task/{id}, applying partial updates to scheduled action details such as due date, subject, assignee, and notes.

Permanently deletes a task record by ID via DELETE /task/{id}, removing the scheduled follow-up action from the CRM.

Creates a new fundraising campaign via POST /campaign, setting up an organizational unit for tracking donations and measuring progress toward a fundraising goal.

Retrieves a paginated list of fundraising campaigns from the Bloomerang CRM via GET /campaigns, used to organize and track donation drives and fundraising initiatives.

Retrieves a single campaign record by its unique numeric ID via GET /campaign/{id}, returning the complete fundraising initiative details including goal progress.

Updates an existing campaign record by ID via PUT /campaign/{id}, applying partial updates to campaign details such as name, dates, goal, and active status.

Creates a new fundraising appeal via POST /appeal, defining a solicitation method that can be referenced in transaction designations.

Retrieves a paginated list of fundraising appeals from the Bloomerang CRM via GET /appeals, representing specific solicitation efforts or outreach methods used to generate donations.

Retrieves a single appeal record by its unique numeric ID via GET /appeal/{id}, returning the complete solicitation method details.

Updates an existing appeal record by ID via PUT /appeal/{id}, applying partial updates to the appeal name or active status.

Creates a new fund (financial account category) via POST /fund, defining a donation allocation target for use in transaction designations.

Retrieves a paginated list of funds from the Bloomerang CRM via GET /funds, representing financial accounts or categories that donations are allocated to (e.g., General Fund, Building Fund).

Retrieves a single fund record by its unique numeric ID via GET /fund/{id}, returning the complete financial account details.

Updates an existing fund record by ID via PUT /fund/{id}, applying partial updates to fund properties such as name, active status, default designation, and QuickBooks ledger class.

Creates a new household grouping via POST /household, linking individual constituents into a family unit with a designated head for combined giving and communication.

Retrieves a paginated list of households from the Bloomerang CRM via GET /households, representing family or organizational groupings of individual constituents for combined giving and communication.

Retrieves a single household record by its unique numeric ID via GET /household/{id}, returning the complete household grouping details including head, members, and name fields.

Updates an existing household record by ID via PUT /household/{id}, applying partial updates to membership, head designation, and name fields.

Permanently deletes a household grouping by ID via DELETE /household/{id}, removing the family unit but preserving all individual member constituent records.

Creates a new note (free-text annotation) for a constituent via POST /note, adding internal documentation to a donor's record.

Retrieves a paginated list of notes from the Bloomerang CRM via GET /notes, representing free-text annotations attached to constituent records for internal documentation.

Retrieves a single note record by its unique numeric ID via GET /note/{id}, returning the complete annotation including content, constituent association, and custom fields.

Updates an existing note record by ID via PUT /note/{id}, applying partial updates to the content, date, or custom field values.

Permanently deletes a note record by ID via DELETE /note/{id}, removing the annotation from the constituent's timeline.

Creates a new mailing address for a constituent via POST /address, adding a secondary address or the initial address record for a donor.

Retrieves a single address record by its unique numeric ID via GET /addresses/{id}, returning the complete mailing address details.

Updates an existing address record by ID via PUT /address/{id}, applying partial updates to mailing address fields such as street, city, state, and primary designation.

Permanently deletes an address record by ID via DELETE /address/{id}, removing the mailing address from the constituent's record.

Creates a new email address for a constituent via POST /email, adding a secondary email or the initial email record for a donor.

Retrieves a single email address record by its unique numeric ID via GET /email/{id}, returning the complete email details including type, value, and primary designation.

Updates an existing email address record by ID via PUT /email/{id}, applying partial updates to the email type, value, or primary designation.

Permanently deletes an email address record by ID via DELETE /email/{id}, removing the email from the constituent's contact information.

Creates a new phone number for a constituent via POST /phone, adding a secondary phone or the initial phone record for a donor.

Retrieves a paginated list of phone numbers from the Bloomerang CRM via GET /phones, including primary and secondary phone records for all constituents.

Retrieves a single phone number record by its unique numeric ID via GET /phone/{id}, returning the complete phone details including type, number, extension, and primary designation.

Updates an existing phone number record by ID via PUT /phone/{id}, applying partial updates to the phone type, number, extension, or primary designation.

Permanently deletes a phone number record by ID via DELETE /phone/{id}, removing the phone from the constituent's contact information.

Creates a new refund record against an existing transaction via POST /refund, recording a partial or full return of a donation amount while preserving the audit trail.

Retrieves a paginated list of refund records from the Bloomerang CRM via GET /refunds, tracking returned or reversed donation amounts.

Retrieves a single refund record by its unique numeric ID via GET /refund/{id}, returning the complete refund details including amount, date, associated transaction, and reason.

Updates an existing refund record by ID via PUT /refund/{id}, applying partial updates to the refund date, amount, or reason note.

Permanently deletes a refund record by ID via DELETE /refund/{id}, removing the refund entry and restoring the original transaction to its full amount.

Creates a new relationship between two non-household constituents via POST /relationship, defining a bidirectional connection such as Spouse, Parent/Child, or Employer/Employee.

Retrieves a single relationship record by its unique numeric ID via GET /relationship/{id}, returning the complete connection details between two constituents.

Updates an existing relationship record by ID via PUT /relationship/{id}, applying partial updates to the role type, head-of-household designation, or note.

Permanently deletes a relationship record by ID via DELETE /relationship/{id}, removing the bidirectional connection between two constituents.

Retrieves a paginated list of relationship role definitions from the Bloomerang CRM via GET /relationshiproles, providing the available connection types (e.g., Spouse, Parent, Employer) for use when creating relationships.

Retrieves a single relationship role definition by its unique numeric ID via GET /relationshiprole/{id}, returning the role name, reciprocal role, and configuration details.

Creates a new soft credit via POST /softcredit, attributing donation recognition to a constituent who influenced a gift without being the actual donor.

Retrieves a paginated list of soft credits from the Bloomerang CRM via GET /softcredits, representing donation recognition given to constituents who influenced a gift but are not the actual donor.

Retrieves a single soft credit record by its unique numeric ID via GET /softcredit/{id}, returning the complete recognition attribution details.

Updates an existing soft credit record by ID via PUT /softcredit/{id}, allowing modification of the recognized amount.

Permanently deletes a soft credit record by ID via DELETE /softcredit/{id}, removing the donation recognition attribution from the constituent.

Creates a new tribute (honorary or memorial dedication) via POST /tribute, defining a person to be honored or memorialized in donation designations.

Retrieves a paginated list of tributes from the Bloomerang CRM via GET /tributes, representing honorary or memorial dedications that can be attached to donations.

Retrieves a single tribute record by its unique numeric ID via GET /tribute/{id}, returning the complete honorary or memorial dedication details.

Performs a text search across active tributes via GET /tributes/search, matching against tribute names with a minimum 3-character query for autocomplete or lookup functionality.

Updates an existing tribute record by ID via PUT /tribute/{id}, applying partial updates to the tribute name, type, description, and other properties.

Retrieves a paginated list of email interest categories from the Bloomerang CRM via GET /emailInterests, representing the email subscription topics that constituents can opt into or out of.

Retrieves a single email interest category by its unique numeric ID via GET /emailInterest/{id}, returning the subscription topic details.

Creates a new wallet item (stored payment method) for a constituent via POST /walletitem, securely tokenizing a credit card or bank account for recurring donations.

Retrieves a list of wallet items (stored payment methods) from the Bloomerang CRM via GET /walletitems, showing saved credit cards and bank accounts used for recurring donations.

Retrieves a single wallet item (stored payment method) by its unique numeric ID via GET /walletitem/{id}, returning masked payment details including method type, last four digits, and expiration.

Permanently deletes a wallet item (stored payment method) by ID via DELETE /walletitem/{id}, removing the saved credit card or bank account from the constituent's record.

Retrieves a list of payment processors configured in the Bloomerang account via GET /processors, showing the gateways that handle credit card and bank account charges for donations.

Retrieves a single payment processor by its unique numeric ID via GET /processor/{id}, returning the complete gateway configuration including type, status, and supported payment methods.