fundraiseup_skill

Overview

This skill provides a compact interface to the FundraiseUp REST API for managing donations, recurring plans, supporters, campaigns, and donor portal access. It supports creating and updating API-created donations, retrieving fundraising analytics and events, and generating secure donor portal access links. It is intended for server-side integration with nonprofit CRMs and payment systems.

How this skill works

The skill authenticates every request with a Bearer API key and uses FundraiseUp endpoints under https://api.fundraiseup.com/v1. It implements cursor-based pagination for listing resources and includes endpoints to list, get, create, and (when permitted) update donations, recurring plans, supporters, campaigns, designations, and events. Donor portal access links are created via short-lived POST endpoints and require specific permissions.

When to use it

• Integrating online donation flows into a CRM or fundraising dashboard
• Automating recurring donation management and retrieving next installment dates
• Syncing supporter records and mailing addresses into your donor database
• Retrieving audit events to reconcile payment fees and donation statuses
• Generating secure, short-lived donor portal access links for account management

Best practices

• Keep the FUNDRAISEUP_API_KEY secret and scoped to the correct account/subaccount
• Respect rate limits (8 req/s, 128 req/min) and implement exponential backoff retries
• Use cursor-based pagination with starting_after/ending_before to iterate lists reliably
• Create donations only from trusted server-side environments; follow PCI and Stripe prerequisites
• Validate supporter ownership and use donor portal links only within secure redirects; links expire in 1 minute

Example use cases

• Create a one-time or recurring donation using a Stripe Payment Method ID and capture supporter contact data
• List recent donations and use events to detect when Stripe finalizes processing fees
• Fetch recurring plans to build a dashboard of active, paused, and canceled subscriptions
• Generate a donor portal link for a supporter session and redirect immediately to allow managing payment methods
• Export supporters and designations to a CRM for targeted outreach and reporting