Use Case
Stop doing repetitive finance & investment tasks manually. Fundraise Up lets your AI agent handle them automatically through natural conversation. Interact with FundraiseUp REST API to manage donations, recurring plans, supporters, campaigns, and donor portal access. Process online and offline donations, retrieve fundraising analytics, and integrate with nonprofit CRM systems. This guide shows practical examples of using Fundraise Up to automate common finance & investment workflows and save hours every week.
Install Fundraise Up: npx clawhub@latest --dir ~/.claude/skills install fundraiseup
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Fundraise Up will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Fundraise Up
Automate my finance & investment tasks using Fundraise Up
What repetitive tasks can Fundraise Up handle for me?
Set up a workflow that runs Fundraise Up every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install fundraiseupOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install fundraiseupβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/fundraiseup/π‘Extract and place the folder at the path above, then restart your agent.