Connectors · CRM & sales

Bloomerang MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Bloomerang and the rest of your systems. It gives your agent 112 Bloomerang actions (61 reads, 36 writes and 15 that wait for a confirmation) and holds the Bloomerang credential itself, so the agent never does. It paces Bloomerang's limits and records every call.

Connect Bloomerang free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

112actionsin one signed file
61readlook, never change
36writecreate and update
15wait for a yesdestructive, confirmed first

Set up

Connect Bloomerang in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Bloomerang.
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyBloomerang private API key: log in as an Administrator User, click the user icon (top right) > Edit My User, and…
```
account { op: "connections.requirements", service: "bloomerang" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "bloomerang.constituents.list" }# gets a list of constituents · read · 1 upstream callcheck { action: "bloomerang.constituents.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Bloomerang at a glance

Sign-in: API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Limits we pace to: 100 calls per 10 seconds, per connection
API covered: Bloomerang REST API v2 (OpenAPI 3.0.0, document version 2.0.0)api.bloomerang.co
Built from: Bloomerang's documentation, read 22 October 2026bloomerang-api-documentation.s3.us-west-2.amazonaws.com bloomerang.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 60 of 61 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 6, so ask can line Bloomerang up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Bloomerang.

112 actions in 33 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

61readlook, never change
36writecreate and update
15destructivewait for a confirmation

Constituents
10
5 read · 4 write · 1 destructive
Gets a list of constituents · Creates a constituent · Gets a constituent by ID · Updates a constituent
Households
6
2 read · 3 write · 1 destructive
Creates a Household · Gets a list of households · Gets a household by ID · Updates a household
Tasks
6
2 read · 3 write · 1 destructive
Gets a list of tasks · Creates a task · Gets a task by ID · Updates a task
Addresses
5
2 read · 2 write · 1 destructive
Creates an address · Gets a list of addresses · Gets an address by ID · Updates an address
Campaigns
5
3 read · 2 write · 0 destructive
Creates a campaign · Gets a list of campaigns · Refreshes campaign goals · Gets a campaign by ID
Emails
5
2 read · 2 write · 1 destructive
Creates an email address · Gets a list of email addresses · Gets an email address by ID · Updates an email address
Interactions
5
2 read · 2 write · 1 destructive
Gets a list of interactions · Creates an interaction · Gets an interaction by ID · Updates an interaction
Notes
5
2 read · 2 write · 1 destructive
Gets a list of notes · Creates a note · Gets a note by ID · Updates a note

25 more areas · 65 actions

Phones 5
Refunds 5
Soft credits 5
Transactions 5
Tributes 5
Appeals 4
Funds 4
Relationships 4
Wallet items 4
Users 3
Custom values 2
Designations 2
Email interests 2
Pledge installments 2
Processors 2
Relationship roles 2
Constituent relationships 1
Constituent timeline 1
Custom field categories 1
Custom fields 1
Groups 1
Organization 1
Pledge payment failures 1
Pledge payments 1
Pledges 1

Top actions

The Bloomerang API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 35 of Bloomerang's 35 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`bloomerang.constituents.list`Gets a list of constituents	Gets a list of constituents.	read	`crm.contact.list`177 connectors
`bloomerang.users.list`Gets a list of users	Gets a list of users.	read	`identity.user.list`474 connectors
`bloomerang.notes.list`Gets a list of notes	Gets a list of notes.	read	`crm.contact_note.list`29 connectors
`bloomerang.constituents.create`Creates a constituent	Creates a constituent.	write	`crm.contact.create`161 connectors
`bloomerang.interactions.list`Gets a list of interactions	Gets a list of interactions.	read	`crm.activity.list`21 connectors
`bloomerang.transactions.list`Gets a list of Transactions	Gets a list of Transactions.	read	`finance.payment.list`75 connectors
`bloomerang.tasks.list`Gets a list of tasks	Gets a list of tasks.	read	`work.task.list`122 connectors
`bloomerang.constituents.delete`Deletes a constituent	Deletes a constituent.	destructive	`crm.contact.delete`147 connectors
`bloomerang.notes.create`Creates a note	Creates a note.	write	`crm.contact_note.create`28 connectors
`bloomerang.interactions.create`Creates an interaction	Creates an interaction.	write	`crm.activity.create`20 connectors
`bloomerang.transactions.create`Creates a transaction	Creates a transaction.	write	`finance.payment.create`67 connectors
`bloomerang.tasks.create`Creates a task	Creates a task.	write	`work.task.create`127 connectors

Try it

Prompts to paste into Claude.

Each one names the Bloomerang actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Bloomerang tasks are overdue, and who owns each one?
callsbloomerang.tasks.list
Writewrite
Creates a constituent in Bloomerang. Show me exactly what you will send before you save it.
callsbloomerang.constituents.create
Across systemsread
Which contacts are in both Bloomerang and HaloPSA, and how many are in only one of them?
callsbloomerang.constituents.listhalopsa.users.list

Across your systems

Bloomerang, joined to the rest of your business.

One ask fetches from Bloomerang and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which contacts are in both Bloomerang and HaloPSA, and how many are in only one of them?
bloomerang.constituents.list + halopsa.users.list, on crm.contact · HaloPSA
Which contacts are in both Bloomerang and NetSuite, and how many are in only one of them?
bloomerang.constituents.list + netsuite.views.contacts, on crm.contact · NetSuite

Also mapped by other connectorsidentity.user 517crm.contact 192work.task 105finance.payment 53crm.activity 10crm.contact_note 9

ask

ask {  intent: "which contacts are in both Bloomerang and HaloPSA, and how many are in only one of them",  steps: [    { action: "bloomerang.constituents.list", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_halopsa"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Bloomerang

Destructive actions wait for a yes.

15 Bloomerang actions are destructive. These are all of them:

Deletes a constituentbloomerang.constituents.delete
Deletes a notebloomerang.notes.delete
Deletes an interactionbloomerang.interactions.delete
Deletes a transactionbloomerang.transactions.delete
Deletes a taskbloomerang.tasks.delete
Deletes a refundbloomerang.refunds.delete
Deletes a householdbloomerang.households.delete
Deletes an email addressbloomerang.emails.delete
Deletes a phonebloomerang.phones.delete
Creates a refundbloomerang.refunds.create
Deletes an addressbloomerang.addresses.delete
Writes off a pledgebloomerang.pledges.write_off
Deletes a soft creditbloomerang.soft_credits.delete
Deletes a wallet itembloomerang.wallet_items.delete
Deletes a Relationshipbloomerang.relationships.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dobloomerang.constituents.deleteconfirm_policy: human

Deletes a constituent?

intent: the user asked me to deletes a constituent

run suspended · waiting for a named person · key bloomerang-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "bloomerang-agent",  allowed_actions: ["bloomerang.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "bloomerang.constituents.delete", approver: "[email protected]" },    { match: "bloomerang.notes.delete", approver: "[email protected]" },    { match: "bloomerang.interactions.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Bloomerang only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Bloomerang costs on actionlake.

Every Bloomerang action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Bloomerang refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 112 Bloomerang actions
112actions pageeach page of a long list is one call
60reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Bloomerang action.

112 actions by area: the id your agent calls, what it does, and its effect.

Constituents10

bloomerang.constituents.createCreates a constituentwrite
bloomerang.constituents.deleteDeletes a constituentdestructive
bloomerang.constituents.find_duplicatesSearches for possible duplicate constituentsread
bloomerang.constituents.getGets a constituent by IDread
bloomerang.constituents.listGets a list of constituentsread
bloomerang.constituents.mergeCreates a new constituent or merges data with an existing constituentwrite
bloomerang.constituents.searchSearches for constituents and householdsread
bloomerang.constituents.search_duplicatesSearches for possible duplicate constituentsread
bloomerang.constituents.updateUpdates a constituentwrite
bloomerang.constituents.update_communication_settingsUpdates the communication settings for a constituentwrite

Households6

bloomerang.households.createCreates a Householdwrite
bloomerang.households.deleteDeletes a householddestructive
bloomerang.households.getGets a household by IDread
bloomerang.households.listGets a list of householdsread
bloomerang.households.updateUpdates a householdwrite
bloomerang.households.update_communication_settingsUpdates the communication settings for a household and all its memberswrite

Tasks6

bloomerang.tasks.completeCompletes a taskwrite
bloomerang.tasks.createCreates a taskwrite
bloomerang.tasks.deleteDeletes a taskdestructive
bloomerang.tasks.getGets a task by IDread
bloomerang.tasks.listGets a list of tasksread
bloomerang.tasks.updateUpdates a taskwrite

Addresses5

bloomerang.addresses.createCreates an addresswrite
bloomerang.addresses.deleteDeletes an addressdestructive
bloomerang.addresses.getGets an address by IDread
bloomerang.addresses.listGets a list of addressesread
bloomerang.addresses.updateUpdates an addresswrite

Campaigns5

bloomerang.campaigns.createCreates a campaignwrite
bloomerang.campaigns.getGets a campaign by IDread
bloomerang.campaigns.listGets a list of campaignsread
bloomerang.campaigns.refresh_summariesRefreshes campaign goalsread
bloomerang.campaigns.updateUpdates a campaignwrite

Emails5

bloomerang.emails.createCreates an email addresswrite
bloomerang.emails.deleteDeletes an email addressdestructive
bloomerang.emails.getGets an email address by IDread
bloomerang.emails.listGets a list of email addressesread
bloomerang.emails.updateUpdates an email addresswrite

Interactions5

bloomerang.interactions.createCreates an interactionwrite
bloomerang.interactions.deleteDeletes an interactiondestructive
bloomerang.interactions.getGets an interaction by IDread
bloomerang.interactions.listGets a list of interactionsread
bloomerang.interactions.updateUpdates an interactionwrite

Notes5

bloomerang.notes.createCreates a notewrite
bloomerang.notes.deleteDeletes a notedestructive
bloomerang.notes.getGets a note by IDread
bloomerang.notes.listGets a list of notesread
bloomerang.notes.updateUpdates a notewrite

Phones5

bloomerang.phones.createCreates a phonewrite
bloomerang.phones.deleteDeletes a phonedestructive
bloomerang.phones.getGets a phone by IDread
bloomerang.phones.listGets a list of phonesread
bloomerang.phones.updateUpdates a phonewrite

Refunds5

bloomerang.refunds.createCreates a refunddestructive
bloomerang.refunds.deleteDeletes a refunddestructive
bloomerang.refunds.getGets a refund by IDread
bloomerang.refunds.listGets a list of refundsread
bloomerang.refunds.updateUpdates a refundwrite

Soft credits5

bloomerang.soft_credits.createCreates a soft creditwrite
bloomerang.soft_credits.deleteDeletes a soft creditdestructive
bloomerang.soft_credits.getGets a soft credit by IDread
bloomerang.soft_credits.listGets a list of soft creditsread
bloomerang.soft_credits.updateUpdates a soft creditwrite

Transactions5

bloomerang.transactions.createCreates a transactionwrite
bloomerang.transactions.deleteDeletes a transactiondestructive
bloomerang.transactions.getGets a transaction by IDread
bloomerang.transactions.listGets a list of Transactionsread
bloomerang.transactions.updateUpdates a transactionwrite

Tributes5

bloomerang.tributes.createCreates a tributewrite
bloomerang.tributes.getGets a tribute by IDread
bloomerang.tributes.listGets a list of tributesread
bloomerang.tributes.searchSearches for active tributesread
bloomerang.tributes.updateEdits a tributewrite

Appeals4

bloomerang.appeals.createCreates an appealwrite
bloomerang.appeals.getGets an appeal by IDread
bloomerang.appeals.listGets a list of appealsread
bloomerang.appeals.updateUpdates an appealwrite

Funds4

bloomerang.funds.createCreates a fundwrite
bloomerang.funds.getGets a fund by IDread
bloomerang.funds.listGets a list of fundsread
bloomerang.funds.updateUpdates a fundwrite

Relationships4

bloomerang.relationships.createCreates a Relationship between two non-household Constituentswrite
bloomerang.relationships.deleteDeletes a Relationshipdestructive
bloomerang.relationships.getGets a relationshipread
bloomerang.relationships.updateUpdates a relationshipwrite

Wallet items4

bloomerang.wallet_items.createCreates a wallet itemwrite
bloomerang.wallet_items.deleteDeletes a wallet itemdestructive
bloomerang.wallet_items.getGets a wallet item by IDread
bloomerang.wallet_items.listGets a list of wallet items for an accountread

Users3

bloomerang.users.listGets a list of usersread
bloomerang.users.meGets the user corresponding to the private API key usedread
bloomerang.users.searchSearches for usersread

Custom values2

bloomerang.custom_values.listGets a list of custom values for all pick fields of the given object typeread
bloomerang.custom_values.list_for_fieldGets a list of custom values for the given fieldread

Designations2

bloomerang.designations.getGets a designation by IDread
bloomerang.designations.listGets a list of designationsread

Email interests2

bloomerang.email_interests.getGets an email interest by IDread
bloomerang.email_interests.listGets a list of email interestsread

Pledge installments2

bloomerang.pledge_installments.generateReturns a list of pledge installments for a given set of criteria. Note that this will not persist to the database, but these can be used as the PledgeInstallments property when creating or modifying a Pledgeread
bloomerang.pledge_installments.listReturns a list of pledge installments for a given pledgeread

Processors2

bloomerang.processors.getGets a processor by IDread
bloomerang.processors.listGets a list of processorsread

Relationship roles2

bloomerang.relationship_roles.getGets a relationship role by IDread
bloomerang.relationship_roles.listGets a list of relationship rolesread

Constituent relationships1

bloomerang.constituent_relationships.listGets all Relationships for the specified constituentread

Constituent timeline1

bloomerang.constituent_timeline.listRetrieves TimelineEntrySummary for the Constituent or all members of a Household (if Household ID is passed in). Excludes transactions the user didn’t create if the user only has access to view transactions they createread

Custom field categories1

bloomerang.custom_field_categories.listGets a list of custom field categoriesread

Custom fields1

bloomerang.custom_fields.listGets a list of custom fieldsread

Groups1

bloomerang.groups.listGets a list of groupsread

Organization1

bloomerang.organization.getGets general organization informationread

Pledge payment failures1

bloomerang.pledge_payment_failures.listReturns a list of payment failures for the specified pledgeread

Pledge payments1

bloomerang.pledge_payments.listReturns a list of successful payments for the specified pledgeread

Pledges1

bloomerang.pledges.write_offWrites off a pledgedestructive

Questions

The Bloomerang MCP server, answered.

Is there a Bloomerang MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 112 Bloomerang actions across constituents, households, tasks and addresses, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Bloomerang.

What do I need to connect Bloomerang?

Bloomerang private API key: log in as an Administrator User, click the user icon (top right) > Edit My User, and…. The free call account { op: "connections.requirements", service: "bloomerang" } lists exactly what to paste.

Can an AI agent delete or change things in Bloomerang?

Only if its key allows it, and only with an explicit confirmation. 15 Bloomerang actions are destructive, including deletes a constituent, deletes a note and deletes an interaction. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Bloomerang API limit?

actionlake paces every call to the limits in the Bloomerang service file: 100 calls per 10 seconds per connection. Repeated reads are answered from cache (60 Bloomerang actions can be), which never reaches Bloomerang.

What does a Bloomerang action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (112 Bloomerang actions page). Cache hits, searches, dry runs and calls Bloomerang refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Bloomerang API does it cover?

The Bloomerang REST API v2 (OpenAPI 3.0.0, document version 2.0.0) at api.bloomerang.co. It is built from Bloomerang's documentation as read on 22 October 2026. 112 actions in 33 areas, each one in the signed service file (version 1.0.0).

Can I combine Bloomerang with my other systems?

Yes. ask joins Bloomerang to HaloPSA or NetSuite on the same customer and returns the answer rather than every row. Bloomerang maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Bloomerang data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Bloomerang credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Bloomerang today.

Connect Bloomerang free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Bloomerang MCP server for AI agents.

Connect Bloomerang in three steps.

Add actionlake to Claude.

Connect Bloomerang.

Make the first call. Check before a write.

What an AI agent can do in Bloomerang.

Constituents

Households

Tasks

Addresses

Campaigns

Emails

Interactions

Notes