Daffy for AI agents

Daffy is a donor-advised fund platform for charitable giving, letting people set money aside tax-free and donate it to registered charities over time. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Finance and accountingAPI keyMCP + RESTdaffy.org
AUDIT LOG · DAFFYPOLICY: acme-support
09:41:07 · claude · u_8f2read
daffy.search_non_profits
Search Non-Profits✓ allowed · 212ms
09:41:08 · claude · u_8f2read
daffy.get_gifts
Get Gifts✓ allowed · 164ms
09:41:09 · claude · u_8f2write
daffy.create_gift
Create Gift✓ approved · approved by user
EVERY DAFFY CALL, ON THE RECORD
01 · USE CASES

What agents do in Daffy.

01

Check a fund's balance

Check the current balance in a donor-advised fund before recommending a donation.

02

Search for a nonprofit

Search for a registered nonprofit by name before directing a donation to it.

03

Confirm before creating a gift

Confirm before creating a gift to a charity, since a donation can't be undone once sent.

02 · ACTIONS

12 Daffy actions, graded by risk.

Every Daffy action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

11

Look things up. Allowed by default.

  • daffy.get_gifts
    Get Gifts
  • daffy.get_balance
    Get Balance
  • daffy.get_donations
    Get Donations
  • daffy.get_user_causes
    Get User Causes
  • daffy.get_gift_by_code
    Get Gift by Code
  • daffy.get_user_profile
    Get User Profile
  • daffy.get_contributions
    Get Contributions
  • daffy.get_user_donations
    Get User Donations
  • daffy.search_non_profits
    Search Non-Profits
  • daffy.get_user_by_username
    Get User by Username
  • daffy.get_non_profit_by_ein2
    Get Non-Profit by EIN (v2)

write

1

Create and change things. Allow, or ask the user first.

  • daffy.create_gift
    Create Gift

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Daffy in three steps.

  1. 01Your users connect DaffyThey add their Daffy api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Gift” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Daffy through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('daffy', {
  read: 'allow',
  write: 'ask',        // create_gift
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Daffy connects.

Users add their Daffy api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Daffy connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Daffy from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Daffy and Arc0, answered.

Q01

Can I use Daffy with Claude, ChatGPT or Cursor?

Yes. Connect Daffy to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Daffy actions you allow.

Q02

How do users connect Daffy?

Users add their Daffy api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Daffy actions can my agent take?

12 in total: 11 read, 1 write and 0 destructive, such as “create Gift”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Daffy?

Yes. Allow read actions and deny writes in the Daffy policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Daffy too?

Yes. The same Daffy connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Daffy into your agent.

Your users connect Daffy once, under your brand. Your agent gets 12 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan