Bloomerang logoMCP server · CRM and sales

Bloomerang MCP server

Bloomerang in any MCP client, through Memtro: Bloomerang does not publish this server. Memtro's Bloomerang connector reads Bloomerang through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Bloomerang donor CRM: constituents by name or email, gifts with amount, date, method, fund, campaign and appeal, campaigns against goal, appeals, funds and users; can add a note, log an interaction and create a task on a constituent, add and update constituents and their email, phone, address and communication settings, record a cash, cheque or in-kind gift, refund a gift, complete or edit tasks, edit notes and interactions, create funds and campaigns, and delete a constituent.

Reads

  • bloomerang_constituentsFind Bloomerang constituents (donors: individuals and organisations) by name or email text, or list the most recently changed.
  • bloomerang_transactionsBloomerang gifts (donations, pledges, recurring donations and their payments), newest first by default: amount, date, method, refunded…
  • bloomerang_campaignsBloomerang campaigns with goal, amount raised, start and end dates and whether active.
  • bloomerang_appealsBloomerang appeals (the asks a gift responds to): id, name and whether active.
  • bloomerang_fundsBloomerang funds (where gifts are designated): id, name, whether active and whether the default.
  • bloomerang_usersBloomerang users (staff who can be assigned tasks): id, name and whether active.

Acts, when you ask

These change something in Bloomerang. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • bloomerang_create_noteAdds a note to a constituent's record in Bloomerang.
  • bloomerang_create_interactionLogs an interaction on a constituent in Bloomerang: a record that a call, meeting, letter or email happened.
  • bloomerang_create_taskCreates a task in Bloomerang for a staff user, optionally on a constituent.
  • bloomerang_create_constituentAdds a constituent (an individual donor or an organisation) to Bloomerang, optionally with a primary email, job title, employer and website.
  • bloomerang_update_constituentChanges a Bloomerang constituent's name, status (Active, Inactive, Deceased), job title, employer or website.
  • bloomerang_delete_constituentPermanently deletes a constituent from Bloomerang, with what hangs off their record.
  • bloomerang_record_donationRecords a gift received from a constituent in Bloomerang: cash, a cheque (with its number) or an in-kind gift, split across one or more funds…
  • bloomerang_refund_transactionRefunds a gift in Bloomerang (the transaction id from bloomerang_transactions), with a reason.
  • bloomerang_complete_taskMarks a Bloomerang task complete.
  • bloomerang_update_taskChanges a Bloomerang task's subject, due date, note, channel, purpose or assignee (bloomerang_users).
  • bloomerang_update_noteEdits a note on a Bloomerang constituent: its text or date.
  • bloomerang_update_interactionEdits a logged Bloomerang interaction: its date, subject, note, channel, purpose or direction.
  • bloomerang_add_emailAdds an email address to a Bloomerang constituent; primary makes it the primary (the old primary is demoted).
  • bloomerang_add_phoneAdds a phone number to a Bloomerang constituent; primary makes it the primary.
  • bloomerang_add_addressAdds a postal address to a Bloomerang constituent; primary makes it the primary.
  • bloomerang_update_communication_settingsChanges how a Bloomerang constituent may be contacted: their restrictions (do not call, mail or solicit; the list given replaces the current one…
  • bloomerang_create_fundCreates a fund in Bloomerang that gifts can be designated to.
  • bloomerang_create_campaignCreates a campaign in Bloomerang with an optional goal and dates.

Connect it

First connect Bloomerang on Dashboard → Connections, then add Memtro to your client once. The Bloomerang tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Bloomerang connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › What has Sarah Chen given this year?
  • › How is the Winter campaign doing against goal?
  • › Which gifts were refunded this month?
  • › Log a call with Dan Fletcher about his pledge renewal.
  • › Record a £250 cheque from the Northwind Trust to the Winter campaign.

Questions

Is this an official Bloomerang MCP server?
No. It is Memtro's MCP server with Memtro's Bloomerang connector behind it: the connector reads Bloomerang through its API with the credentials you connect on Dashboard → Connections, and Bloomerang publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it change anything in Bloomerang?
Only when you ask, and only what it has been granted: add a note to a constituent; log an interaction (a call, meeting or letter) on a constituent; create a task for a Bloomerang user, with email notification off; add a constituent (individual or organisation); change a constituent's name, status, job title, employer or website; delete a constituent; record a cash, cheque or in-kind gift; refund a gift; complete a task; change a task's subject, due date, assignee or note; edit a note; edit an interaction; add an email address, phone number or postal address to a constituent; change a constituent's communication restrictions, preferred channel or email interests; create a fund or a campaign. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

Other MCP servers · CRM and sales

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time