AI assistants
Ask your own AI assistant about your grants.
Connect Claude, ChatGPT or Gemini to Custodian and ask about your foundation's applications, grants, payments, reports and portfolio, from your desk or your phone. It reads what you can already see in Custodian, and nothing more.
https://custodian.fund/mcpYour foundation switches it on.
AI assistants are off for every foundation until one of its admins turns them on, in Custodian under Settings, AI assistants. If your assistant says your foundation has not switched them on, ask your admin.
Use a work or business plan of your assistant if you can. Some personal plans let the provider use conversations to improve its models.
Add Custodian to your assistant.
Each assistant names its settings a little differently, and they change from time to time. If Custodian is listed in your assistant's directory of connectors or apps, you can add it from there instead of pasting the address.
Claude
- Open Settings, then Connectors.
- Choose Add custom connector, name it Custodian and paste the connector address.
- Choose Connect, sign in to Custodian and allow the connection.
On a Claude Team or Enterprise plan, an owner may need to add it for your organisation first.
ChatGPT
- Open Settings, then Apps and connectors.
- Choose to create a connector (on some plans this is under Advanced, with developer mode on), name it Custodian and paste the connector address, with OAuth sign-in.
- Sign in to Custodian and allow the connection.
On a ChatGPT Business or Enterprise workspace, an admin may need to add it for everyone.
Gemini
- On gemini.google.com, open Settings, then Connected apps.
- Choose Add a custom app and paste the connector address.
- Sign in to Custodian and allow the connection.
Custom apps are not yet offered in every country. For Gemini Enterprise, ask us for a sign-in client for your Google admin.
What you can ask.
Ask in your own words. A few examples:
Your week
What do I need to deal with this week? Which payments are overdue, and to whom?
Applications
Summarise the main risks in an application. Which applications in this round scored over 70 but have not been shortlisted?
Grants and reports
Which grantees owe us a report, and how late are they? What did a grantee achieve with their last grant?
Budget
How much of this round's budget is left? What is our available balance at the year end?
Portfolio
How much have we given to youth projects in the North West? How much of our giving reaches the most deprived areas?
Board papers
Give me a one-page brief on every shortlisted application before the board meeting.
What an assistant can and cannot do.
What your assistant reads is sent to the company that runs it, under the terms between that company and you or your organisation. See our privacy policy.
Read-only
It can look but never change anything: no votes, decisions, payments or edits.
Only what you can see
It acts as you, so it never sees more than your role in Custodian allows.
No bank details
Bank account details are never passed to an assistant, whatever your role.
Your foundation decides
Off until an admin switches it on. Switching it off stops every connection at once.
Disconnect any time
Under Settings, AI assistants. Admins can see and disconnect everyone's.
Recorded
Every connection and disconnection is kept in your foundation's activity log.
Need a hand connecting?
Email team@custodian.fund and tell us which assistant you use. Prefer not to set anything up? Ask Custodian answers the same questions inside the app.