First-party app
Bloomerang

Bloomerang

Manage Bloomerang nonprofit CRM constituents, donations, funds, notes and tasks via the Bloomerang REST API v2.

stable Customer Relationship ManagementFinance & Accounting

About

Bloomerang ships in the w6w first-party pack. It declares 10 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.bloomerang
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Finance & Accounting

Overview

Bloomerang is a donor management / fundraising CRM built for small and mid-sized nonprofits, and this app covers its core objects through the Bloomerang REST API v2 — constituents (donors, households and organizations), donations and other transactions, funds, notes and tasks.

It searches and manages constituent records, records donations against a fund with the same Designation model the Bloomerang UI itself uses, looks up funds to resolve the ids a donation needs, and logs notes and tasks against a constituent’s timeline.

Good for teams that want to create or update donor records from an external signup form or event platform, log a donation processed elsewhere (this app never touches payment data — Bloomerang’s private-key API is for server-to-server data sync, not for taking payment), or keep follow-up tasks and notes in sync with an outside tool.

Build with Bloomerang

Three routes to the same 10 actions. The Workflow tab is generated from Bloomerang's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Constituent

create-constituent

Create an Individual or Organization constituent, optionally with a primary email and phone number.

Create Donation

create-donation

Record a Donation transaction against a constituent, with a single designation to one fund. Does not process payment — for recording a donation already collected elsewhere.

Create Note

create-note

Add a note to a constituent's timeline.

Create Task

create-task

Add a task, optionally linked to a constituent and assigned to a user.

Get Constituent

get-constituent

Fetch a single constituent by its Bloomerang API id (not the Account Number).

Get Transaction

get-transaction

Fetch a single transaction by its Bloomerang API id.

List Funds

list-funds

List funds, to resolve the fund id a donation's designation needs. Optionally filter by name or active status.

List Transactions

list-transactions

List transactions, optionally filtered by constituent, designation type, amount range, or last-modified date.

Search Constituents

search-constituents

Search for constituents and households by free text, optionally filtered to individuals, organizations, or households.

Update Constituent

update-constituent

Update fields on an existing constituent by its API id.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Bloomerang's real ids.

{
  "manifestVersion": "2",
  "name": "bloomerang-example",
  "steps": [
    {
      "id": "create-constituent",
      "uses": {
        "app": "io.w6w.bloomerang",
        "action": "create-constituent",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "type": "<type>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Constituent

    perform
    create-constituent
  • Create Donation

    perform
    create-donation
  • Create Note

    perform
    create-note
  • Create Task

    perform
    create-task
  • Get Constituent

    read
    get-constituent

+5 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Bloomerang, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Bloomerang. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "create-constituent",
  payload: {
    type: "<value>",
    // status: "<value>",
    // firstName: "<value>",
    // lastName: "<value>",
    // fullName: "<value>",
    // primaryEmail: "<value>",
    // primaryEmailType: "<value>",
    // primaryPhone: "<value>",
    // primaryPhoneType: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action create-constituent --payload '{"type":"<value>"}'

Give an AI agent Bloomerang — without giving it Bloomerang's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.bloomerang#create-constituent",
    "input": {
      "type": "<type>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Bloomerang connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Bloomerang's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Bloomerang itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Bloomerang declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Bloomerang CRM API status

Atlassian Statuspage rollup for bloomerang.statuspage.io, scoped to the "CRM API - api.bloomerang.co" component rather than the page-wide indicator. Unauthenticated and unsigned.

quota

API rate-limit headroom

Not exposed: Bloomerang's REST API v2 documents no rate-limit response headers, and none were observed live on either a successful or a rejected request.