Instant Connections

Tool to add followers to a project in Asana. Use this tool when you need to add one or more users as followers to a specific project. Followers will receive notifications when tasks are added to the project.

Tool to add followers to a task in Asana. Use this tool when you need to add one or more users as followers to a specific task. This will notify them of updates to the task.

Add a project (or other supported item) to an Asana portfolio using the native addItem endpoint. Use when a workflow needs to attach a newly created project to a portfolio without using ASANA_SUBMIT_PARALLEL_REQUESTS.

Tool to add users to a project in Asana. Use this tool when you need to add one or more users as members to a specific project. Members can view and contribute to the project.

Tool to add a project to a task in Asana. Use when you need to associate a task with a project. Optionally position the task within the project using insert_before, insert_after, or section parameters.

Tool to add a supporting goal relationship to a goal. Use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in Asana.

Tool to add an existing tag to a task in Asana. Use when you need to add a tag for prioritization, routing, or automation workflows. Tags cannot be added via Update Task, so this dedicated endpoint is required.

Tool to add dependency relationships to an Asana task. Use when you need to mark one or more tasks as prerequisites (dependencies) for another task, ensuring the dependency tasks must be completed first.

Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.

Tool to add a user to a team in Asana. Use this when you need to add a user to a specific team by providing their user GID, email, or "me" for the current user.

Tool to add a user to a workspace or organization in Asana. Use this when you need to add a user to a specific workspace by providing their user GID, email, or "me" for the current user.

Tool to approve an access request in Asana. Use when you need to grant access to a resource that requires approval workflow.

Tool to create an access request in Asana. Use when you need to request access to a project or portfolio that you don't currently have access to.

Creates a new allocation. Use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.

Creates a new Asana project in the specified workspace. Requires a `workspace` GID, and additionally a `team` GID if the workspace is an organization.

Creates a new tag, with properties like name and color defined in the request body, within a specific Asana workspace (using `workspace_gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.

Creates a new Asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

Tool to upload an attachment or link an external resource to a task, project, or project_brief in Asana. Use when you need to attach a file or external URL to any Asana object.

Tool to upload an attachment to a task. Use when you need to attach a file to a specific task in Asana.

Tool to create a new custom field in a workspace. Use when you need to define a new field for tracking specific information within Asana tasks.

Tool to create a new enum option for a custom field in Asana. Use this when you need to add a new selectable option to an existing custom field.

Tool to create a membership by adding a user or team to a project, goal, or portfolio. Use when you need to grant access to an Asana resource.

Tool to create a project brief for a project. Use when you need to add a detailed explanation (what and why) to a project.

Tool to create a project in a team. Use when you need to create a new project within a specific Asana team.

Tool to create a project in a workspace. Use when you need to create a new project within a specific Asana workspace. Note: The team field is required when creating projects in workspaces.

Tool to create a new status update on a project. Use when you need to communicate the current status, progress, or any blockers related to a specific project.

Creates a new SECTION (not a task) in a project. Sections are organizational containers within a project used to group and categorize tasks (e.g., 'To Do', 'In Progress', 'Done', 'Backlog'). The new section can be optionally positioned relative to an existing section in the same project. IMPORTANT: This action creates SECTIONS only. Do NOT use this action to create tasks. To create a task, use the ASANA_CREATE_A_TASK action instead. Task-related fields like 'assignee', 'notes', 'due_date', 'description' are NOT supported by this action.

Tool to create a status update on a project, portfolio, or goal. Use when you need to communicate progress, blockers, or current state to all followers of an object.

Creates a new Asana subtask under an existing parent task (`task_gid`); `due_on` and `due_at` are mutually exclusive and cannot be set simultaneously.

Tool to create a new tag in an Asana workspace. Use when you need to create a tag for categorizing tasks. Tags help organize and filter tasks across projects but are not automatically applied to any tasks.

Adds a new text comment (story) to an existing Asana task, appearing in its activity feed.

Tool to create a new team in an Asana workspace. Use when you need to establish a new team for collaboration.

Tool to delete an allocation by its ID. Use this when you need to remove a specific resource allocation in Asana.

Tool to delete an attachment by its globally unique identifier. Use when you need to remove an existing attachment from Asana.

Tool to delete a custom field by its globally unique identifier. Use when you need to remove an existing custom field from Asana.

Tool to delete a membership by its GID. Use this when you need to remove a user or team's access to a project, portfolio, goal, or custom field in Asana.

Delete a project.

Tool to delete a project brief by its GID. Use when you need to remove a project brief from Asana. Note: This requires the project_brief_gid (not the project_gid).

Tool to delete a project status by its GID. Use when you need to remove a specific project status update from Asana.

Tool to delete a section by its GID. Use when you need to permanently remove a section from a project.

Tool to delete a status update by its GID. Use when you need to remove a specific status update from Asana.

Tool to delete a story by its GID. Use when you need to remove a story from Asana.

Tool to delete a specific tag by its GID. Use when you need to remove an existing tag from Asana.

Delete a task.

Duplicate a project.

Duplicate a task

Tool to retrieve access requests for a target object. Use when you need to get pending access requests for a specific resource like a project or portfolio.

Get an allocation by ID. Use when you need to retrieve the details of a specific allocation.

Tool to get multiple allocations. Requires either 'parent' (project GID) OR both 'assignee' AND 'workspace' together.

Retrieves a specific Asana project by its `project_gid`, with an option to include additional fields for comprehensive details using `opt_fields`; this action does not return tasks within the project.

Retrieves full details for a specified task GID accessible by the user; use `opt_fields` to customize returned data.

Tool to get a single attachment by its globally unique identifier. Use when you need to retrieve details about a specific file attached to a task or project.

Tool to get audit log events for a workspace. Use when you need to retrieve a log of actions performed within a specific Asana workspace.

Retrieves a specific user's task list from Asana by its `user_task_list_gid`, optionally returning extended details like name, owner, and workspace if specified in `opt_fields`.

Retrieves the authenticated user's full record, including accessible workspaces, often used as an initial call to establish user context for subsequent operations.

Tool to get a single custom field by its globally unique identifier. Use when you need to retrieve the complete metadata and properties of a specific custom field in Asana.

Tool to get all custom fields in a workspace. Use when you need to retrieve a list of custom fields associated with a specific workspace.

Tool to get all custom types associated with a project. Use when you need to retrieve custom types that extend Asana objects for categorization purposes.

Retrieve events on a resource to monitor changes. Use when you need to track activity or changes related to a specific Asana resource like a task, project, or tag.

Tool to get a user's favorites within a specified workspace. Returns favorites ordered as they appear in the user's Asana sidebar.

Retrieve the full record for a single goal by its GID.

Tool to retrieve goal relationships. Use when you need to get the relationships associated with a specific goal in Asana.

Tool to retrieve multiple goals. Requires exactly one scope parameter (workspace, team, portfolio, or project) to be specified. Can be optionally filtered by time period or archived status.

Tool to retrieve a job by its globally unique identifier. Use when you need to check the status of asynchronous operations like task duplication, project instantiation, or exports.

Tool to retrieve a single membership by its ID. Use this when you need to get details about a specific membership relationship between a user/team and a goal, project, portfolio, or custom field.

Tool to retrieve memberships for goals, projects, portfolios, or custom fields. Use this to find out who has access to a specific Asana resource or what resources a specific user/team has access to.

Returns a list of projects filtered by workspace or team (one required), with optional archived status filter, supporting pagination for large datasets.

Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed_since`, and `modified_since`; `workspace` also requires `assignee`.

Returns a list of users in an Asana workspace or organization, optionally filtered by workspace or team GID, with support for pagination and specifying optional fields.

Retrieves all workspaces accessible by the authenticated user, returning an empty list if the user has no accessible workspaces.

Retrieve the full record for a single portfolio by its GID. Use this when you need to get detailed information about a specific portfolio.

Retrieve items in a portfolio. Use this to get a list of projects or other portfolios contained within a specific portfolio.

Tool to retrieve multiple portfolio memberships. Use this tool when you need to list memberships for a specific portfolio, a user within a portfolio, or a user across all portfolios in a workspace.

Retrieve multiple portfolios. Use when you need to list portfolios within a specific workspace, optionally filtered by owner.

Tool to retrieve a project brief by its GID. Use when you need to get the detailed explanation (what and why) of a project. Note: Requires the project_brief_gid (not the project_gid). First call 'Get a project' with opt_fields=['project_brief'] to obtain the project_brief_gid.

List the custom-field settings attached to an Asana project.

Tool to get a project membership by ID. Use when you need to retrieve details of a specific project membership.

Tool to get memberships from a specific project. Use when you need to see who has access to a project and their permission levels.

Tool to get all projects a task is in. Use when you need to retrieve project associations for a specific task.

Tool to get a list of projects for a specific team in Asana. Use when you need to retrieve project details associated with a team.

Tool to retrieve the full record for a single project status by its GID. Use when you need to get the details of a specific project status update.

Tool to get status updates for a specific project. Use when you need to retrieve the latest or historical status reports associated with an Asana project.

Tool to retrieve multiple project templates. Use when you need to list available project templates in a workspace or team.

Tool to get a team's project templates in Asana. Use when you need to retrieve project templates associated with a specific team.

Tool to get reactions with a specific emoji base character on an object. Use when you need to retrieve user reactions (emoji responses) on a status update or story.

Retrieve the full record for a single section by its GID. Use this when you need to get details about a specific section within a project.

Returns compact records for all sections (used to group tasks) in a specified project.

Tool to retrieve the full record for a single status update by its GID. Use when you need to get the details of a specific status update.

Retrieve status updates from an object. Use when you need to get the latest or historical status updates for a specific project, portfolio, or goal.

Tool to get stories (comments, status updates, etc.) for a task. Use when you need to retrieve the history or discussion associated with a specific task.

Tool to retrieve a story. Use when you need to get the complete record for a single story.

Tool to get a single tag by its globally unique identifier. Use when you need to retrieve detailed information about a specific tag.

Get multiple tags in a workspace.

Tool to get all tags associated with a specific task. Use when you need to retrieve tags for categorization, filtering, or understanding task organization.

Tool to get all tags in a specific workspace. Use when you need to retrieve tags for categorizing tasks within a workspace.

Tool to get the list of attachments for a given task, project, or project_brief. Use when you need to retrieve files attached to a specific Asana object.

Tool to get task count statistics for a project. Use when you need to retrieve the number of tasks, completed tasks, incomplete tasks, and milestone counts for a specific Asana project. Note that all fields are excluded by default - you must specify them in opt_fields to get any data.

Tool to retrieve tasks associated with a specific Asana tag by tag GID. Use when you need to list all tasks that have been tagged with a particular label.

Tool to retrieve tasks from a user task list by user task list GID. Use when you need to list tasks assigned to a specific user's task list.

Retrieves tasks from a specified Asana project, allowing filtering by completion status and selection of optional fields for detailed responses.

Tool to retrieve tasks that belong to a specific Asana section (column/header) by section GID. Use when you need to list tasks within a particular section, such as for agenda or carryover workflows. Board view only feature.

Tool to retrieve multiple task subtasks from a workspace. Use when you need to list or find available task subtasks.

Tool to retrieve multiple task templates from a workspace. Use when you need to list or find available task templates.

Tool to retrieve details of a specific team by its GID. Use when you need to fetch information about a particular team in Asana.

Tool to retrieve a complete team membership record by its GID. Use when you need to fetch details about a specific team membership in Asana.

Tool to retrieve compact team membership records. Use when you need to list members of a team, teams a user belongs to, or all team memberships in a workspace.

Tool to get memberships from a specific team. Use when you need to retrieve the list of users who are members of a particular team, including their membership details such as admin status and guest status.

Tool to get team memberships for a specific user. Use when you need to retrieve all teams that a user belongs to within a workspace.

Tool to get teams for a specific user in an organization. Returns the team records for all teams in the organization or workspace to which the given user is assigned.

Returns the compact records for all teams in the workspace visible to the authorized user.

Tool to retrieve the full record for a single time period by its GID. Use when you need to fetch detailed information about a specific time period, including its start/end dates, display name, and parent period.

Tool to retrieve compact or full representations of time periods. Use this when you need to fetch information about specific time periods, such as their start and end dates, display names, and parent periods.

Tool to get multiple time tracking entries across workspace, tasks, or projects. Use when you need to retrieve time tracking information for filtering by workspace, task, portfolio, user, or date range.

Tool to get time tracking entries for a task. Use when you need to retrieve time tracking information recorded on a specific task.

Tool to retrieve objects in a workspace via a typeahead search algorithm. Use when you need to quickly find objects like tasks, projects, users, etc., based on a search string. This is useful for implementing auto-completion features.

Get a user by their ID.

Tool to get a user in a workspace or organization by their GID. Use when you need to retrieve details about a specific user within a workspace context.

Get users in a team.

Get users in a workspace or organization.

Tool to get a single user task list by its globally unique identifier. Use when you need to retrieve information about a specific user's My Tasks list.

Tool to retrieve multiple webhooks in a workspace. Use when you need to list all webhooks for a workspace or filter webhooks by a specific resource.

Tool to retrieve details of a specific workspace by its GID. Use when you need to get information about a particular Asana workspace.

Tool to retrieve a specific workspace membership by its GID. Use when you need to get details about a user's membership in a workspace.

Tool to retrieve the workspace memberships for a specific workspace. Use when you need to list members of a workspace.

Tool to retrieve workspace memberships for a specific user. Use when you need to list all workspaces a user is a member of.

Tool to retrieve the projects associated with a specific workspace. Use when you need to list all projects within a given Asana workspace.

Tool to reorder an existing enum option within a custom field by moving it before or after another specified enum option. Use when you need to change the order/position of options in an enum or multi_enum custom field. Note: To create new enum options, use 'Create Enum Option for Custom Field' action instead.

Tool to move or reorder an existing section within a project by repositioning it before or after another section. Use when you need to change the position/order of sections in a project. Note: This action moves existing sections only. To create new sections, use 'Create Section in Project' action instead.

Instantiate (create) a real Asana project from a project template, returning the async job record. Use when you need to create a new project from a template with specific date and role assignments.

List the prerequisite tasks that must be completed before an Asana task.

List tasks that are blocked by a specified Asana task.

Tool to reject an access request. Use when you need to deny a user's request for access to a project or resource.

Tool to remove one or more followers from a task. Use when you need to update the list of users following a specific task.

Tool to remove followers from a project in Asana. Use when you need to remove one or more users as followers from a specific project.

Tool to remove an item (e.g., a project) from an Asana portfolio. Use to undo/cleanup portfolio membership, support moves between portfolios, or enforce portfolio hygiene.

Tool to remove users from a project in Asana. Use this tool when you need to remove one or more users as members from a specific project.

Tool to remove a project from a task in Asana. Use this when you need to disassociate a task from a specific project.

Tool to remove an existing tag from a task in Asana. Use this tool when you need to detach a tag from a specific task for cleanup or retagging automation.

Tool to unlink selected prerequisite relationships from an Asana task without deleting any task.

Tool to remove a user from a team. Use when you need to revoke team membership for a specific user.

Tool to remove a user from a workspace or organization. Use when you need to revoke a user's access to a specific workspace.

Tool to search tasks across a workspace with advanced filters. Use when performing complex queries such as overdue tasks, by project or custom field, for reporting or automation.

Tool to set the parent of a task in Asana. Use when you need to make a task a subtask of another task or remove the parent relationship.

Tool to submit multiple Asana API requests in parallel using the Batch API. Use when you need to perform several operations efficiently, such as fetching multiple tasks or creating multiple subtasks at once.

Tool to update an existing allocation by its ID. Use this when you need to modify details like the start date, end date, effort, or assignee for an allocation.

Updates attributes of an existing Asana task identified by its task_gid.

Tool to update a custom field by its globally unique identifier. Use when you need to modify properties of an existing custom field in Asana.

Tool to update an enum option for a custom field. Use when you need to modify the name, color, or enabled status of an existing enum option.

Update a project.

Tool to update a project brief by its GID. Use when you need to modify the content/description of a project brief. Note: Requires the project_brief_gid (not the project_gid). First call 'Get a project' with opt_fields=['project_brief'] to obtain the project_brief_gid.

Update a section's name or position within a project. Use when you need to rename a section or reorder sections by specifying insert_before or insert_after.

Tool to update a story on a task. Use when you need to modify the text, html_text, or pin status of an existing story. Only comment stories can have text/html_text updated, and only comment and attachment stories can be pinned.

Tool to update an existing tag by its globally unique identifier. Use when you need to change the name or color of a tag.

Tool to update details of an existing team. Use when you need to change a team's name, description, or organization.

Update a user's custom fields. Note: Asana's API has very limited user update capabilities - most user properties are read-only and managed by users themselves.

Tool to update a user in a workspace or organization. Use when you need to modify user-specific custom field values for a workspace.

Tool to update an existing Asana webhook's filter configuration. Use when you need to modify which events trigger webhook notifications.

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.