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Using the Candid connector in Claude

Connect Claude to Candid's database of 1.9M+ nonprofits and foundations for organizational research, grant discovery, and sector analysis.
  • Category
    Nonprofits
  • Product
    Claude.ai
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    https://claude.com/resources/tutorials/using-the-candid-connector-in-claude

The Candid connector gives Claude access to comprehensive nonprofit and philanthropic data, including 1.9M+ nonprofits and foundations, expert knowledge resources, and the Philanthropy Classification System taxonomy.

The Candid integration relies on Claude's ability to use remote connectors.

Note: This connector is currently in beta with core functionality available.

What this connector provides

  • Search organizations: Find nonprofits and foundations by name, mission, location, work area, transparency seal, or leadership demographics (women, BIPOC, LGBTQ+, people with disabilities)
  • Find mentioned organizations: Automatically identifies organization names in conversation and links them to official Candid profiles
  • Knowledge search: Access Candid's expert knowledge base including research reports, training materials, blog posts, and curated daily news
  • Find relevant taxonomic terms: Uses AI to identify relevant terms from Candid's Philanthropy Classification System based on your descriptions

Who can use this

Available to all paid Claude plan users. Basic search requires no separate Candid account, though some advanced features may require additional authentication.

Setting up the connector

For organization owners (Team and Enterprise)

  1. Navigate to Admin settings > Connectors
  2. Select Browse connectors
  3. Search and select Candid
  4. Select Add to your team

For individual users

  1. Navigate to Settings > Connectors
  2. Select Browse connectors
  3. Search and select Candid
  4. Follow the instructions to enable

Example use cases

Finding local organizations

Find foundations in California that fund youth education programs.

Claude searches with location and subject filters, returning matching foundations with Candid profile links, mission focus, and transparency seal details.

Researching sector trends

What are the latest trends in climate philanthropy?

Claude searches Candid's knowledge base for recent articles and research, links mentioned organizations, and synthesizes findings.

Finding by mission and criteria

Find nonprofits working on food access in Seattle that are highly transparent.

Claude identifies the geographic area, relevant taxonomy terms, and filters by location, subject, and transparency seals.

Learning resources

I'm new to grant writing. What are best practices?

Claude searches Candid's learning and help sources for expert guidance, training materials, and relevant articles.

Tips for best results

Be specific with locations

  • ✓ nonprofits in Brooklyn, New York
  • ✓ foundations serving rural Montana communities
  • ✗ organizations in the Northeast (too broad)

Describe work, not just keywords

  • ✓ organizations helping homeless youth find permanent housing
  • ✓ funders supporting immigrant and refugee integration programs

Combine multiple filters

  • Environmental organizations in California with BIPOC leadership
  • Healthcare nonprofits in Texas with Platinum transparency seals

Ask follow-up questions

  • Tell me more about [organization name]
  • Are there similar organizations in other states?

Understanding seals of transparency

  • Platinum: Most comprehensive information including impact metrics
  • Gold: Detailed financials and demographics
  • Silver: Program information and organizational details
  • Bronze: Basic core organization information

Frequently asked questions

Does it cost extra?

Basic search is free for all paid Claude plans. Advanced features may require additional authentication.

How current is the data?

Organization data is updated regularly from IRS filings, official registrations, and direct input. The knowledge base and news feed are updated continuously.

Does it include international organizations?

Candid has the most comprehensive coverage of US organizations, particularly IRS-registered 501(c)(3) organizations and US grantmaking foundations.

Can't find a specific organization?

Try searching by EIN, alternate names or acronyms, or broadening your search terms. Coverage is strongest for US-registered nonprofits.

Privacy and data usage

  • The connector accesses publicly available nonprofit information only
  • No personal user data is shared with Candid
  • Search queries are used only to retrieve relevant results

For Candid-specific questions, email [email protected].

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    Hi Claude! Could you help me develop a unique voice for an audience? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Improve my writing style

    Hi Claude! Could you improve my writing style? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Brainstorm creative ideas

    Hi Claude! Could you brainstorm creative ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Learn
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    Hi Claude! Could you explain a complex topic simply? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Help me make sense of these ideas

    Hi Claude! Could you help me make sense of these ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Prepare for an exam or interview

    Hi Claude! Could you prepare for an exam or interview? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

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    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Look over my code and give me tips

    Hi Claude! Could you look over my code and give me tips? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Vibe code with me

    Hi Claude! Could you vibe code with me? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

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    Please execute the task as soon as you can - an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

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