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AI agent integrationDaffy

Daffy integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Daffy never means pasting credentials into a prompt.

Use Daffy from Claude Code

Bring Daffy context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Daffy with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Daffy integration exposes

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.

One connection, many teammates

Connect Daffy once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Create Gift

    Tool to create a new charitable gift. Use when you have recipient details and amount ready.

  • Get Balance

    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 (ready for donations) No parameters required. Returns balance information for the authenticated user only.

  • Get Contributions

    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. Use this to view your contribution history, including deposits from bank accounts, credit cards, crypto, stocks, checks, wires, DAF transfers, and third-party payments. The response includes pagination metadata (count, current page, last page) to help navigate through multiple pages of results.

  • Get Donations

    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. Supports pagination and filtering by creation date. Note: Only public donations will be shown for users other than the authenticated account owner.

  • Get Gift by Code

    Tool to retrieve details of a specific gift by its unique code. Use after obtaining the gift code.

Connection

API and auth details

Daffy provides APIs for building charitable giving into apps through a donor-advised fund platform. Public docs cover authentication, one-time and recurring donations, charity search across a large US charity database, Daffy Gifts, and giving-history access.

FAQ

Questions people ask before connecting Daffy

Can Claude Code use Daffy?

Yes. Type lets an AI teammate use connected Daffy actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Daffy through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Daffy catalog entry includes public integration details and example capabilities where available.

Is this the same as a Daffy MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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