Instant Connections

Creates a new Airtable base with specified tables and fields within a workspace.

Tool to create a comment on a specific Airtable record. Use when adding comments to records, mentioning collaborators using @[userId] syntax, or creating threaded comment replies. Supports optional parentCommentId for threaded conversations.

Creates a new field within a specified table in an Airtable base.

Creates a new record in an Airtable table from a natural language description. Fetches the table schema, uses an LLM to generate the correct field payload, and creates the record with typecast enabled for automatic type conversion.

Tool to create multiple records (up to 10) in a specified Airtable table. Use when you need to add new rows to a table with field values. Rate limit: 5 requests per second per base.

Creates a new table within a specified existing Airtable base, allowing definition of its name, description, and field structure.

Tool to delete a comment from a record in an Airtable table. Use when you need to remove an existing comment. Non-admin users can only delete their own comments; Enterprise Admins can delete any comment.

Tool to delete up to 10 specified records from a table within an Airtable base. Use when you need to remove multiple records in a single operation.

Permanently deletes a specific record from an existing table within an existing Airtable base.

Retrieves attachment information from a specific field in an Airtable record. Returns metadata including file URLs, sizes, types, and thumbnails for all attachments in the specified field. Use this action when you need to access file metadata or download URLs for attachments stored in Airtable. Note that attachment URLs expire 2 hours after being retrieved from the API.

Retrieves basic metadata for one Airtable base.

Retrieves the detailed schema for a specified Airtable base, including its tables, fields, field types, and configurations, using the `baseId`.

Retrieves a specific record from an Airtable table by its record ID. Requires a known, valid record ID obtained from listing records or another API call - this tool cannot search or list records. Use the list records tool to find record IDs. Empty field values are not returned in the response.

Retrieves information, such as ID and permission scopes, for the currently authenticated Airtable user from the `/meta/whoami` endpoint.

Retrieves all Airtable bases accessible to the authenticated user, which may include an 'offset' for pagination.

Tool to list comments on a specific Airtable record. Use when retrieving comments for a record, with optional pagination support for large comment threads.

Tool to list records from an Airtable table with filtering, sorting, and pagination. Use when you need to retrieve multiple records from a table with optional query parameters.

Tool to update an existing comment on a specific Airtable record. Use when modifying comment text or updating user mentions using @[userId] syntax. API users can only update comments they have created.

Updates a field's name or description in an Airtable table. Use this action to modify field metadata without changing the field's type or options. At least one of 'name' or 'description' must be provided.

Tool to update up to 10 records in an Airtable table with selective field modifications. Use when you need to modify multiple existing records or perform upsert operations. Updates are not performed atomically.

Tool to destructively update multiple records in Airtable using PUT, clearing unspecified fields. Use when you need to fully replace record data or perform upsert operations. Supports up to 10 records per request.

Modifies specified fields of an existing record in an Airtable base and table; the base, table, and record must exist.

Updates an existing record in an Airtable base using PUT method. Use when you want to replace all field values, clearing any unspecified fields. For partial updates that preserve unspecified fields, use the PATCH-based update action instead.

Updates the name, description, and/or date dependency settings of a table in Airtable. Use this action to modify table metadata without changing the table's fields or views. At least one of 'name', 'description', or 'dateDependencySettings' must be provided.

Uploads a file attachment to a specified field in an Airtable record. Use when you need to add a file to an attachment field. The file must be provided as a base64-encoded string.

Return the identity (email) of the connected Airtable account.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.