Field2Donor Agent works from your live project, grant and expense data — so you can find what matters, pull the right records together, and move work forward from a single prompt, always with your approval.
Works inside your Field2Donor account, on your own data and permissions.
Already use Claude or another AI tool? Connect Field2Donor via MCP →
Drafted this month's donor update for Climate Resilience, from your activities, expenses and reports:
AI can make mistakes. Always review responses before you send.
/ What it does
A general AI assistant can talk about running an NGO. Field2Donor Agent lives inside your account, so it can work from your real projects, records and permissions.
Ask for a receipt, expense, activity, donor or document and the Agent searches your live Field2Donor records and brings back the answer — no scrolling through folders or spreadsheets.
Ask the Agent to pull activities, expenses and budget lines into a formatted, donor-ready report you can review and export as PDF or Excel.
Log an expense, draft a donor update, fill a form or bulk-import rows from a spreadsheet. Before making changes, the Agent shows its plan and waits for your go-ahead.
Ask by text, send a WhatsApp voice note, or attach a PDF or photo of a receipt for the Agent to read and act on — the same way your field team already works.
Tell the Agent once how you like things done and it remembers, so you are not repeating yourself every session.
The Agent reads across grants and budgets to surface overspending, budget burn and recurring gaps before they become a problem at report time.
/ Try it
Field2Donor Agent works across the whole platform. Try a few real admin prompts and see how it pulls live project data into the answer.
Pick a prompt above, then hit send to run it.
Example responses. The real Field2Donor Agent runs inside your account, on your own data and permissions.
You approve changes before they happen, the Agent works only within your Field2Donor permissions, and Field2Donor does not use your data to train AI models. It is in early access and still improving, so review important details before you rely on them.
You approve first. The Agent shows its plan and waits for your go-ahead before changing records.
Your permissions apply. It can only see and do what your own role allows.
Your data stays yours. It is never used to train AI models.
Frequently Asked Questions
Everything you need to know about Field2Donor Agent.
Prefer to talk to us? Get in touchNo. A general chat assistant can talk about running an NGO, but it cannot see your data. Field2Donor Agent is connected to your live projects, grants, budgets and records, so it works from your real information and acts inside your account — within your permissions.
It can find any record without digging, turn programs into donor-ready reports, log expenses and draft updates for your approval, read receipts and files you attach, remember your preferences, and spot patterns like overspending across your grants — all from a single prompt.
No. The Agent operates strictly within your own Field2Donor permissions. It can only see and act on the projects and records your role already gives you access to.
No. Before making any change — logging an expense, filling a form, importing rows — the Agent shows you its plan and waits for your explicit go-ahead. Nothing is written to your records until you approve it.
No. Your organisation owns all its data, and Field2Donor does not use it to train AI models. We apply industry-standard security including encryption in transit and at rest, and you can export or delete your data at any time.
Still have questions?
Every account includes comprehensive onboarding guides and an in-app help centre — available the moment you sign up.