Vet a UK charity before you partner with it

A charity's registration, trustees, five years of income and spending, its company record and recent reporting.

Steps

At most, per call

Partners and funders need more than a mission statement. The Charity Commission gives the registration, trustees and five years of income and spending, Companies House covers the charity's company record where it has one, and Tavily finds recent reporting.

Before this job

The tools must be available in your connected Agentik catalog. Ask for the missing provider configuration if a tool is unavailable.

Step 1: Find the registered charity
Match on the registered number, then reuse the company number the register returns.
- Charity Commission charity name searchCharity CommissionFree
- Charity Commission charity detailsCharity CommissionFree
Step 2: Read five years of finances
Compare income, spending and their sources year by year, and explain any large swing before judging it.
- Charity Commission financial historyCharity CommissionFree
Step 3: Read the company record
A charitable company also files at Companies House. Check its status, accounts dates and officers.
- Companies House company profileCompanies HouseFree
- Companies House company officersCompanies HouseFree
Step 4: Read recent reporting
Keep each article's date and separate reporting from the charity's own statements.
- Tavily agent searchTavily$0.008

Cost of the example

At most $0.008one run

One name search, two Charity Commission reads, two company reads and one press search. Further charities are quoted separately.

Give this to your agent

Use my connected Agentik MCP server for this job: uk charity partner check.

Vet a UK charity before we partner with it. Find the exact registered charity and confirm the match with me. Read its registration, reporting status, trustees and five years of income and spending, and note large swings and the share of spending that goes to charitable activities. If it is a charitable company, read its company record and officers. Search recent reporting. Separate filed figures from press claims and end with the questions I should ask the charity.

Use these Agentik tools for the written steps: charity-commission/name-search, charity-commission/charity-details, charity-commission/financial-history, companies-house/company-profile, companies-house/officers, tavily/search. Inspect their current schemas and availability first. Ask for missing inputs and use identifiers returned by actual earlier results. The page's example identifiers illustrate input shapes. Quote more pages before expanding. Preserve source links, dates and uncertainty.

Before running anything, inspect each tool with inspect_tool, ask me for any input you don’t have instead of inventing it, and tell me the total price. Wait for my go. At the end, tell me what Agentik charged.

3 providers, one connection

What you get

A partner brief with finances, governance and press.

You provide

The charity's name or registered number
What the partnership would involve
The amount at stake

Your agent returns

Registration and reporting status
Five years of income and spending
Trustees and company officers
Press findings and questions for the charity

Your evidence briefExample layout

Scope and source dates
Official records and figures
Interpretation and uncertainty
Questions and next steps

Placeholders. Your rows come from your run.

Each provider does one part

No single provider covers this job. Your agent calls each one for its part, from one connection.

Good to know

This register covers England and Wales. Scottish and Northern Irish charities have their own regulators.
Filed figures can be more than a year old, and a large swing can have an ordinary cause such as an emergency appeal.

When to use something else

For grant tracking and impact reporting across many charities, use a grants management platform. This playbook vets one partner from public records.

Questions

What does the example cost?

At most $0.008 for the illustrated calls. The official records are free through Agentik, and the paid calls are the press, maps or email steps.

Does the result cover every source?

No. Public records have publication lags and search results can be incomplete. Keep the collection date, sample size and missing evidence visible.

Does this send messages or change an account?

No. These steps read public records and prepare a brief. Sending a message or changing an account requires a separate instruction.

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