> ## Documentation Index
> Fetch the complete documentation index at: https://docs.virtuous.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Documentation Overview

> Your orientation to the Virtuous API Docs — the four tabs, the consistent group structure within each, and how to find what you need by use case

These Virtuous API Docs document the three Virtuous APIs - **CRM+**, **Raise**, and **Volunteer** - plus a platform-wide **Virtuous** tab that covers content cutting across all three. The docs are designed for partners and engineers building integrations, but they're also useful for anyone evaluating or working with the Virtuous platform.

This page is your orientation: what's where, how the content is organized, and how to find what you need.

## The Four Tabs

*The top-level navigation has four tabs:*

| Tab           | What's there                                                                                                  | Who it's for                                                        |
| ------------- | ------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------- |
| **CRM+**      | The donor data platform API — Contacts, Gifts, Transactions, Pledges, Recurring Gifts, Designations, Webhooks | Partners building integrations against the donor data platform      |
| **Raise**     | The donation platform API — Donors, Gifts, Donation Forms, Campaigns, Recurring Gifts, Webhooks               | Partners building integrations against the giving/donation platform |
| **Volunteer** | The volunteer management API (VOMO) — Users, Projects, Groups, Forms, Certificates, Polling patterns          | Partners building integrations against volunteer management         |
| **Virtuous**  | Platform-wide content — Partners program, MCP server, this Docs Guide                                         | Anyone using the docs; partners across all products                 |

Each product tab is self-contained for its API. The Virtuous tab is for content that applies to the platform as a whole.

## The group structure within each product tab

Each of the three product tabs (CRM+, Raise, Volunteer) follows the same group structure, so once you learn one, you can navigate the others. The groups, in the order they appear:

| Group                                                          | What's there                                                                                                 | When to read                                                                             |
| -------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------- |
| **Get Started**                                                | Authentication, base URLs, your first API call, error handling, rate limits, pagination                      | Starting a new integration; coming back to refresh basics                                |
| **Core Concepts**                                              | The data model, major resources, and how they relate                                                         | Designing an integration; understanding what data looks like before you write code       |
| **Common Workflows**                                           | Task-oriented walkthroughs (create a contact, sync donations, manage groups, etc.)                           | When you have a specific task to accomplish                                              |
| **Webhooks** (CRM+, Raise) or **Polling and Sync** (Volunteer) | Change detection — webhooks where supported, polling patterns where webhooks aren't available                | When you need to react to data changes, not just read snapshots                          |
| **Integration Recipes**                                        | End-to-end opinionated implementations of common partner integrations                                        | When you're building something that maps to a recognized pattern                         |
| **Best Practices**                                             | Cross-cutting patterns — data modeling, performance, error recovery, sync architecture, security, versioning | When you're operationalizing — turning a working integration into a production-grade one |

The progression matters: **Get Started → Concepts → Workflows → Webhooks/Polling → Recipes → Best Practices** is also roughly the order in which you'll need them as you build.

## The Virtuous tab

The Virtuous tab holds content that applies platform-wide:

| Group          | What's there                                                                                                                             |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Partners**   | The Virtuous Partner Program — program overview, partner types and tiers, becoming a partner, the integration pathway, partner resources |
| **MCP**        | The Model Context Protocol server for the docs — connect AI tools (Claude, Cursor, etc.) to query these docs in real time                |
| **Docs Guide** | This group — orientation, navigation, AI assistant, contextual menu, the playground                                                      |

If you're new to Virtuous and building integrations, the [Integration Pathway](/virtuous/partners/integration-pathway) in the Partners group is the canonical workflow for technology partners.

## How to find what you need

The right starting point depends on what you're trying to do:

### "I'm starting fresh — what do I need to know?"

1. Start with [Becoming a Partner](/virtuous/partners/becoming-a-partner) if you're not yet in the program
2. Pick the relevant product tab (CRM+, Raise, or Volunteer)
3. Read the **Get Started** group in order — it gives you the foundational concepts
4. Move to **Core Concepts** to understand the data model before writing code

### "I know what I'm building — show me the pattern"

1. Go directly to the relevant product's **Integration Recipes** group
2. Find the recipe closest to what you're building
3. Use the recipe as your reference; cross-link into Workflows and Concepts as needed

### "I have a specific task to accomplish"

1. Go to the relevant product's **Common Workflows** group
2. Find the workflow that matches your task
3. Each workflow is self-contained with code examples

### "Something specific isn't working"

1. Use [Search](/virtuous/docs-guide/search-and-navigation) (Cmd+K) to find the relevant page
2. Or ask the [AI Assistant](/virtuous/docs-guide/ai-assistant) — it can pull from across the docs
3. The [Best Practices](/crm/best-practices/error-recovery-patterns) pages cover most production-grade concerns

### "I'm working in an AI tool while I build"

1. The [AI Assistant](/virtuous/docs-guide/ai-assistant) is built into the docs site — open it with Cmd+I
2. For your external AI tools (Cursor, Claude Code, VS Code, etc.), connect them to the [MCP server](/virtuous/mcp/overview) so they can query these docs as you work

### "I just want to read"

The product tab Overview pages and the Get Started groups are the natural front doors. The docs are also navigable linearly within each group — every page ends with a CardGroup pointing to natural next reads.

## Conventions across the docs

A few things you'll see consistently:

| Convention                                                            | What it means                                                             |
| --------------------------------------------------------------------- | ------------------------------------------------------------------------- |
| **Decision tables at the top** ("When to use this")                   | Helps you confirm a page applies to your situation before reading further |
| **Code in `CodeGroup` blocks** with cURL + JavaScript                 | The two languages partners use most                                       |
| **Mermaid diagrams** for architecture, decision trees, and data flows | Visual reference for things that are hard to convey in prose              |
| **`<Warning>`, `<Note>`, `<Tip>`, `<Info>` callouts**                 | Highlight important context — read these                                  |
| **"Things to watch for" sections at the end**                         | Common pitfalls and edge cases                                            |
| **CardGroup at the bottom of every page**                             | Four suggested next-read pages — follow these to navigate by topic        |

## How the docs evolve

The docs are continuously updated. Things to know:

| Practice                  | Detail                                                                                                                                                                                                                                                               |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Continuous publishing** | New content and updates appear on the live site as they're published — no version waits                                                                                                                                                                              |
| **Recent additions**      | Partner program documentation, MCP server, and these Docs Guide pages are recent additions to the platform tab                                                                                                                                                       |
| **API evolution**         | As CRM+, Raise, and Volunteer evolve, the docs evolve with them. The Best Practices pages cover [Versioning and Backward Compatibility](/crm/best-practices/versioning-and-backward-compatibility) — patterns for keeping integrations resilient through API changes |
| **Audit-driven cleanup**  | A continuous audit pass surfaces and fixes spec gaps, naming inconsistencies, and documentation completeness issues                                                                                                                                                  |

## Where to go next

<CardGroup cols={2}>
  <Card title="Search and Navigation" icon="magnifying-glass" href="/virtuous/docs-guide/search-and-navigation">
    Finding what you need fast — the search bar, keyboard shortcuts, and cross-link patterns.
  </Card>

  <Card title="AI Assistant" icon="message-bot" href="/virtuous/docs-guide/ai-assistant">
    The in-docs AI chat — ask questions, get cited answers, and skip the hunt-and-peck.
  </Card>

  <Card title="Contextual Menu" icon="ellipsis-vertical" href="/virtuous/docs-guide/contextual-menu">
    Copy pages, open them in ChatGPT or Claude, and pull docs into your AI tool of choice.
  </Card>

  <Card title="API Playground" icon="play" href="/virtuous/docs-guide/api-playground">
    Test endpoints directly in the browser and copy the resulting code into your project.
  </Card>
</CardGroup>
