Team
Shared credential for production and unattended runs.
Daffy is a modern platform for charitable giving, offering a donor-advised fund that allows users to set money aside, watch it grow tax-free, and donate to over 1.7 million charities in the U.S.
Tools and triggers
Available tools and events after Daffy is connected.
Tool to create a new charitable gift. Use when you have recipient details and amount ready.
Retrieve the authenticated user's Daffy fund balance information. Returns four key financial metrics: - Total fund amount - Pending deposits (not yet processed) - Portfolio balance (invested funds) - Available balance…
Retrieves paginated list of contributions made to the authenticated user's Daffy donor-advised fund (DAF). Contributions are private - this endpoint only returns contributions associated with the authenticated API key…
Retrieves the authenticated user's donation history from their Daffy account. Returns detailed information about each donation including amount, status, recipient nonprofit, fund details, and donation visibility…
Tool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.
Retrieve a paginated list of gifts associated with the user's Daffy account. Returns gifts with details including recipient name, amount, status, and shareable URLs. Supports pagination using limit and offset parameters.
Tool to retrieve detailed information about a non-profit organization by its EIN. Use when you need comprehensive non-profit details including location coordinates and causes.
Tool to retrieve a user's public profile information by username. Use when you need details about a specific user's account.
Retrieves the list of charitable causes associated with a user's Daffy fund. Use this action to discover which causes a user supports. The user_id can be obtained from the Get User Profile action. Returns an empty list…
Tool to retrieve public donations for a specific user by user ID. Use when you need to see a user's donation history. Limited to publicly visible donations only.
Tool to retrieve the authenticated user's profile. Use when you need details about the current user's account.
Tool to search non-profit organizations by cause ID and query text. Use when you need to find nonprofits matching a search term or a specific cause.
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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