Can Lyro see another Daffy user's giving history?

Only what that person made public. Get Donations returns full detail for the authenticated account but public donations only for anyone else, and Get User Donations is limited to publicly visible ones. Contributions are private outright - Get Contributions returns only those tied to the authenticated API key.

Which Daffy balance should a pledge be checked against?

The available balance, which is the figure ready for donations. Get Balance returns it alongside the total fund amount, pending deposits that have not processed yet, and the portfolio balance that is still invested, so Lyro does not treat money in transit as spendable.

What counts as a contribution in the history Lyro reads?

Deposits into the fund from any route Daffy supports: bank accounts, credit cards, crypto, stocks, checks, wires, transfers from another donor-advised fund, and third-party payments. Get Contributions returns them paginated with count and page metadata, so Lyro can work through a long history rather than the first page.

Can Lyro move money into a Daffy fund or cancel a gift?

No. The toolkit creates gifts and reads balances, contributions, donations, and nonprofit records, but exposes no deposit, transfer, or cancellation action. Lyro can say exactly which gift was created and give you its code, then hand the conversation to a person for anything that moves the money itself.

Daffy MCP integration

Checks available fund balance, finds nonprofits by cause or EIN, creates gifts with shareable links, and pulls giving history.

Connect Daffy See all integrations

12actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create gift
Lyro processes a charitable donation directly in chat and confirms it to the donor. Your team converts donor intent into completed gifts without form friction.
Get user donations
Lyro retrieves a donor's giving history to answer questions about past contributions. Your team personalizes outreach and confirms donor recognition instantly.
Search non-profits
Lyro helps donors find charities by cause while they're in conversation. Real-time discovery turns interest into completed donations without leaving chat.

See all 12 actions

How businesses use Daffy + Lyro

Each card is one request a support team gets, and the Daffy actions Lyro runs to close it.

Check what is actually available to give
Lyro reads the fund's total amount, its pending deposits, the portfolio balance still invested, and the available balance ready for donations, so a pledge is sized against money that has cleared.
Get BalanceGet ContributionsGet User Profile
Find the right nonprofit before pledging
Lyro searches nonprofits by cause and query text or looks one up directly by its EIN, returning location and cause detail so the recipient is confirmed rather than matched on a name.
Search Non-ProfitsGet Non-Profit By EINGet User Causes
Create a gift and hand over the link
Once the recipient and amount are settled, Lyro creates the gift and returns its code and shareable URL, then lists the gifts on the account with their status so nothing goes out twice.
Create GiftGet Gift By CodeGet Gifts
Answer a giving history question
Lyro pages through the donations made from the fund with their amount, status, and recipient nonprofit, so a year-end summary comes out of the record instead of a spreadsheet.
Get DonationsGet User DonationsGet User By Username

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Daffy actions it has and picks the ones a request needs.

01
Connect Daffy
Authorize the Daffy account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Daffy actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Daffy · Lyro

Everything else about Daffy

Setup, permissions, and the limits of what Lyro can do inside Daffy.

Only what that person made public. Get Donations returns full detail for the authenticated account but public donations only for anyone else, and Get User Donations is limited to publicly visible ones. Contributions are private outright - Get Contributions returns only those tied to the authenticated API key.

Every action available in Daffy

All 12 actions your agent can call on Daffy, straight from the live MCP connection.

Create gift
Create a new charitable gift.
Get balance
Retrieve the authenticated user's Daffy fund balance information.
Get contributions
Retrieves paginated list of contributions made to the authenticated user's Daffy donor-advised fund (DAF).
Get donations
Retrieves the authenticated user's donation history from their Daffy account.
Get gift by code
Retrieve details of a specific gift by its unique code.
Get gifts
Retrieve a paginated list of gifts associated with the user's Daffy account.
Get non-profit by ein (v2)
Retrieve detailed information about a non-profit organization by its EIN.
Get user by username
Retrieve a user's public profile information by username.
Get user causes
Retrieves the list of charitable causes associated with a user's Daffy fund.
Get user donations
Retrieve public donations for a specific user by user ID.
Get user profile
Retrieve the authenticated user's profile.
Search non-profits
Search non-profit organizations by cause ID and query text.