How to Use the Blackbaud Connector in Claude

Interact with the connector by chatting with Claude as you normally do. Claude now has access to your Blackbaud data within the limits you are authorized to access.

Ask naturally – Describe what you need as if you were asking a colleague. For example, ask about a donor, an event, or a donation. Claude uses the connector's tools to fetch the answer without you specifying databases or running queries.

Real-time data –The connector fetches information on-demand from Raiser's Edge NXT, so the data Claude provides is current at the moment you ask. Claude doesn't store your data beyond the current conversation.

Key Capabilities

Once set up, the Blackbaud connector enables Claude to read your Blackbaud data and assist with common tasks. Some of the capabilities available through this integration include the following:

• Get constituent profile – Retrieve a detailed profile for a specific constituent, including contact info and giving history.

  Example: "Show me the profile of Jane Doe."

• Find a constituent – Search for constituents by name or partial name.

  Example: "Find constituents named Smith."

• Find an event – Search for fundraising events by name or keyword.

  Example: "Find any events titled 'Gala'."

• View an event – Retrieve details about a specific event, including date, location, funds raised, and participants.

  Example: "What are the details of the 2024 Gala event?"

• View a gift – Get details of a specific gift record, including amount, date, donor, and campaign.

  Example: "Tell me about John Doe's $500 donation in July."

• Generate communications – Create draft communications such as thank-you notes or outreach emails using your data.

  Example: "Draft a thank-you email to Jane for her recent $250 donation."

All actions happen through natural language requests to Claude. You don't need to remember tool names or learn a new interface.

Example Queries

Explore these additional sample prompts to discover what’s possible and spark ideas for expanding your learning.

Example prompts	What Claude does
"Find a constituent named Michael Lopez."	Claude searches your Raiser's Edge NXT constituents and returns matching results.
"Show me Jane Doe's profile."	Claude retrieves Jane Doe's constituent profile, including contact details, affiliation, and giving summary.
"How much did John Smith donate in his last gift?"	Claude finds John Smith and retrieves his latest donation amount and date.
"List our upcoming fundraising events in the next three months."	Claude lists upcoming events from your Raiser's Edge NXT records.
"Draft a thank-you email to Emily Wong for her $500 donation."	Claude retrieves Emily's donor info and recent gift, then generates a thank-you email with her name, donation amount, and relevant details.

Tip: Combine Blackbaud data with Claude's general knowledge. For example, "Looking at our records, what are some insights on John Doe's giving history?" prompts Claude to retrieve John Doe's gifts and summarize trends such as increasing donations year over year.

Note: AI can make mistakes — always review responses carefully, especially when they involve sensitive information.