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Salesforce NPSP Integrations

NPSP-aware Salesforce donor readers for the AI ecosystem. One shared core, two adapters — repurposed from a LlamaIndex reader into the frameworks that are actually accepting net-new integrations.

Part of the PhilanthroPy donor-analytics ecosystem — this repo is the data on-ramp that pulls Salesforce Nonprofit Success Pack records into RAG pipelines and agent tools.

Packages

Package What it is Distribution
salesforce-npsp-core Framework-neutral Salesforce/SOQL logic → {"text","metadata"} donor records PyPI
haystack-salesforce-npsp Haystack 2.x component → Documents PyPI + haystack-integrations PR
mcp-server-salesforce-npsp MCP server → tools for any MCP client PyPI + MCP Registry

salesforce-npsp-core holds all the Salesforce/SOQL logic; the Haystack component and the MCP server are thin wrappers over it, so the connector code lives in exactly one place.

Ecosystem

These readers are one half of the PhilanthroPy stack for nonprofit donor analytics:

  • PhilanthroPy — an sklearn-native donor-propensity / analytics library. Plug a fitted model into this repo's affinity_score_fn to score donors at ingest time.
  • UniSchema — a TypeScript/npm webhook normalizer that emits a canonical ConstituentEvent stream from fundraising sources.
  • salesforce-npsp-integrations (this repo) — ingests NPSP donor data directly from Salesforce into Haystack (RAG) and MCP (agent tools).

Why NPSP-aware?

Generic Salesforce connectors emit raw JSON. These understand the Nonprofit Success Pack schema (npo02__, npsp__) and produce human-readable donor profiles — giving totals, gift history, engagement — that an LLM can reason over directly. Optional affinity_score_fn injects an ML propensity score per donor.

Develop

python -m venv .venv && source .venv/bin/activate
pip install -e packages/npsp-core[test] \
            -e packages/haystack-salesforce-npsp[test] \
            -e packages/mcp-server-salesforce-npsp[test]
pytest packages

Publish order

salesforce-npsp-core first (the adapters depend on it), then the two adapters.

About

NPSP-aware Salesforce donor readers for the AI ecosystem: shared core + Haystack component + MCP server.

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