Manage your nonprofit's gift processing directly from Claude. Connect your Chariot account to look up, create, and reconcile donations, process checks received by mail, and edit donation details. Manage the custom properties and policies that automate your donation pipeline, read deposits, ledger transactions, and invoices, and export your data for reporting. Built for nonprofits and their finance teams, Chariot brings your entire donation workflow—records, deposits, reconciliation, and reporting—into your conversation, with secure OAuth access scoped to exactly the data and actions you authorize.
Tools
- add_policy_clause
- add_policy_section
- assign_property
- bulk_create_enum_options
- count_donations
- create_asset_upload_url
- create_donation
- create_enum_option
- create_export
- create_filter_view
- create_payment_source
- create_property
- delete_donation
- delete_enum_option
- delete_filter_view
- delete_policy
- delete_property
- finalize_upload
- get_dafpay_components
- get_deposit
- get_donation
- get_export
- get_export_download_url
- get_invoice
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