Resources · Claude connector

Claude Candid connectorWhat Claude can do in your Candid account.

The Claude Candid connector exposes 6 tools: 4 read, 0 write, 2 undocumented. Claude can search Candid's nonprofit and funder data, link organizations you mention, and draw on Candid's research and taxonomy. Below: what it reads, what nobody documents, and the plan question.

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Overview

Why plug Candid into Claude

Grant research usually means juggling a database search, a stack of annual reports and a few articles on sector trends. With the connector, you describe the kind of organization or funder you are looking for in plain words, and Claude searches Candid's data on millions of nonprofits and foundations, then explains what it found in the same conversation.

Funders that match a mission. Ask for foundations in California that fund youth education: search_organizations filters by location, subject and transparency seal, and Claude returns matches with their Candid profile links.

Names turned into profiles. When an article or a list mentions several organizations, identify_mentioned_organizations spots the names and links each one to its official Candid profile.

Expertise on tap. New to grant writing? knowledge_resources searches Candid's research reports, training materials, blog posts and daily news, and taxonomy_terms finds the right Philanthropy Classification System terms for what you describe.

What it won't do: create, edit or apply for anything. The sheet lists no writing tool, and the Claude article says the connector only reaches publicly available nonprofit information. Coverage is strongest for US organizations. Two tools on the sheet have no description anywhere. Nothing runs on its own either: no alert reaches you when a new funder appears. That kind of watch belongs to an automation tool; the Integrations hub covers that side.

Vocabulary

The vocabulary in one minute

Five words you will meet while plugging Candid into Claude.

Connector
The link you set up once between Claude and a service, so Claude can query it while it answers you in the chat.
Tool
One named job a connector lets Claude do, like searching organizations. Claude picks what it needs; the directory lists them by name.
Authorization
The service's own sign-in screen, where you grant Claude the access it will use. Given once per person, and revocable the same way.
Approval
The confirmation Claude waits for before it goes ahead with something that changes an account, shown in the chat when it matters.
MCP
The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Candid.
Connect

Connect Candid to Claude in three steps

  1. 01

    Find Candid in Claude

    In Claude's settings, open Customize, then Connectors, and look for Candid. On a Team or Enterprise workspace, an Owner or Primary Owner adds it for the team first, from the admin connector settings, before members can link it.

  2. 02

    Start the connection

    Click Connect on its row and follow the instructions. If the link breaks one day, use Disconnect, then plug it back in; access can also be withdrawn from the service's side.

  3. 03

    Read the authorization screen

    If a sign-in screen appears, read it before you accept. It belongs to the service, not Claude, and decides what the access covers. It can sound wider than what Claude does day to day.

Tools

The 6 tools, sorted by what they do

Candid gives Claude 6 tools: 4 that read your account, 0 that change something in it, and 2 no official source describes.

Four tools read Candid's data; two have no description in any official source. Names stay in English, exactly as Claude shows them.

  • 4 read
  • 2 not documented

What Claude reads (4)

4 tools

Four tools that search and look up data without changing anything.

knowledge_resources

Searches Candid's expert knowledge base: research reports, training materials, blog posts and a curated daily news feed, which the article says is updated continuously.

When it helps
you are new to grant applications and want best practices from a source that knows the sector.

Sourcesupport.claude.com · October 1, 2026 ↗

identify_mentioned_organizations

Spots organization names in the conversation and links each one to its official Candid profile, so a list of names becomes a list of checkable records.

When it helps
a report on climate philanthropy cites a dozen groups and you want their profiles without searching one by one.

Sourcesupport.claude.com · October 1, 2026 ↗

search_organizations

Finds nonprofits and foundations by name, mission, location, work area, transparency seal or leadership demographics (women, BIPOC, LGBTQ+, people with disabilities), then returns them with profile links.

When it helps
you need food-access nonprofits in Seattle that hold a high transparency seal.

Sourcesupport.claude.com · October 1, 2026 ↗

taxonomy_terms

Turns your plain description into the matching terms of Candid's Philanthropy Classification System, the vocabulary Candid uses to file organizations by subject.

When it helps
you describe helping homeless youth find stable housing and want the official categories before searching.

Sourcesupport.claude.com · October 1, 2026 ↗

Undocumented (2)

2 tools

The directory publishes these two names and nothing more. No official text says what they do, and this page won't guess from a name.

identify_locations

This name appears in the directory's tool list, and that is all anyone knows. Neither the Claude article on Candid nor the sheet describes it, so no official source documents what it returns. Like every tool on the sheet, it sits under the general approvals rule set out further down, and nothing more can honestly be said about it.

current_date

Same silence here: the name is listed, and no official source documents it. Better to flag the gap than to fill it with a guess drawn from how the name sounds. The general approvals rule below is the only frame that applies to it.

Approvals

What Claude asks before it acts

By default, Claude stops and asks for your go-ahead before any action it takes on an account on your behalf. The four documented tools only search and look up, and no source describes what the two others do.

The Claude article on Candid adds a privacy line: the connector only reaches public information about nonprofits, no personal user data is shared with Candid, and your queries are used only to fetch results. On Team and Enterprise, owners decide whether members can let some actions through without being asked, and they can limit what a connector may do for the whole organization. Claude works with the connected person's rights, nothing more.

Plans

Which plans it's available on

Not one of the 819 sheets in the official directory shows plan availability. Connector by connector, Anthropic's directory doesn't publish that answer.

The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner switches a connector on for the organization before members can link it. For Candid, Anthropic's own article says something narrower, and the limits section sets both texts side by side. To know for sure, check the connector's sheet in the official directory from your account.

Limits

Where this connector stops

A connector is not an automation. Claude calls these tools while it answers you: no search runs overnight and no new funder is pushed to you.

The Claude article describes the connector as in beta, with core functionality available. A reading-only list is an observed floor rather than a guarantee, since an admin can open actions that no public sheet shows; by default, this sheet exposes reading only. The directory badge isn't a security audit, and Anthropic says on every sheet that it doesn't control a publisher's tools. For a connector with writing tools, compare with the Claude activecampaign connector page.

Two official sources disagree

On which plans can Claude use the Candid connector?

What this page followsBoth texts come from Anthropic and they don't match: the general rule opens remote connectors to all users, the Candid article limits this one to paid plans. Neither is dated as superseded, so neither settles it for your account: check the directory sheet from your own account.

Need help

Need help connecting Candid to Claude?

A person reads every message.

FAQ

Claude Candid connector: frequently asked questions

01What can Claude do with the Candid connector?
Claude can research nonprofits and funders with Candid's data, which spans millions of organizations. It searches organizations by name, mission, location, work area, transparency seal or leadership demographics, links organizations named in the conversation to their Candid profiles, searches Candid's research, training material and news, and maps your descriptions to Candid's classification terms. Two more tools sit on the directory sheet without any official description, so this page leaves them undocumented.
02Can Claude change anything or apply for grants through Candid?
No tool on the sheet is documented as writing anything. The four described tools search and look up data, and the Claude article says the connector reaches publicly available nonprofit information only. So no grant application, no profile edit and no saved list goes through it. Two listed tools have no description at all, and a reading-only list is an observed floor rather than a promise, but by default this sheet exposes reading only.
03Does Claude ask before using Candid?
Claude's general rule is to ask for confirmation before any action that changes an account on your behalf. The documented Candid tools only search and look up, so there is nothing to confirm there, and the two undocumented ones fall under the same default rule. On Team and Enterprise, owners decide whether members may let some actions through without a prompt, and they can restrict what the connector does for the whole organization.
04Which plans is it available on?
No directory sheet shows plan availability connector by connector. Anthropic's general rule says remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner switching the connector on first on Team and Enterprise. For this connector, though, Anthropic's own article on Candid says something narrower, and the limits section sets the two texts side by side; the connector's sheet in the official directory is where to check.
05Does Candid see my personal data through Claude?
According to the Claude article on Candid, no personal user data is shared with Candid, and your search queries are used only to retrieve relevant results, nothing beyond that. The connector itself reaches publicly available nonprofit information only. Claude works with the rights of the person who connected it and nothing more, and on a Team or Enterprise workspace, an owner can restrict what the connector may do for the whole organization.
06Why can't the Candid connector find an organization outside the US?
Because Candid's coverage is strongest for US organizations, particularly IRS-registered 501(c)(3) charities and US grantmaking foundations. The article gives no figure for other countries, so a missing non-US organization says more about the data than about Claude. That data comes from IRS filings, official registrations and direct input, which explains the US tilt. The same article says the connector reaches publicly available nonprofit information only, and describes it as a beta with core functionality available.
07Claude or an automation tool for Candid?
They don't do the same job, so it depends on the task. Claude researches during a conversation: you describe what you need, it searches Candid, links profiles and explains, then waits for your next question. It doesn't watch for new funders or send you a weekly list on its own. For that kind of scheduled background work, an automation tool is the right trade. For on-demand prospect research in plain English, the connector fits.