How to connect Blackbaud to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Blackbaud account to Cowork via Composio Connect, enabling it to create a new donor record for a fundraiser, list recent donations for a specific campaign, update contact info for an existing constituent, and more such actions on your behalf without compromising your account security.

Connecting Blackbaud to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Blackbaud through MCP without you sharing account credentials directly with the agent.

The Blackbaud MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc. directly to your Blackbaud account. It provides structured and secure access to your Blackbaud environment, so your agent can perform actions like managing fundraising campaigns, tracking donor engagement, handling financial records, and supporting nonprofit operations on your behalf.

• Fundraising campaign management: Enable your agent to create, update, or summarize key fundraising initiatives, track progress, and optimize campaign outcomes.
• Donor and constituent engagement: Automate the process of tracking donor information, recording interactions, and segmenting engagement strategies for better relationship management.
• Financial record keeping: Allow your agent to access, update, or reconcile financial transactions, ensuring your organization’s accounts remain accurate and up-to-date.
• Event planning and management: Let your agent coordinate event logistics, handle registrations, and track attendance to streamline in-person or virtual fundraising events.
• Grant and gift processing: Support your agent in processing incoming gifts or grants, managing acknowledgments, and keeping detailed records for compliance and reporting.