Instant Connections

Tool to mark a to-do as completed in Basecamp. Use when you need to complete a to-do item.

Tool to create a new card in a column of a Basecamp card table. Use when you need to add a card to a card table column with optional content and due date.

Tool to create a step within a card in a Basecamp card table. Use when you need to add a subtask or checklist item to an existing card with optional due date and assignees.

Tool to create a new chatbot in a Basecamp Campfire chat. Use when you need to add an automated bot to a chat room for posting messages and responding to commands.

Tool to post a message as a chatbot to a Basecamp Campfire. Use when you need to post messages via a chatbot integration without OAuth authentication.

Tool to create a new document in a Basecamp vault. Use when you need to publish a document in a specific project vault with title, HTML content, and optional publication status.

Tool to create a new project from a Basecamp template asynchronously. Use when you need to instantiate a project based on an existing template. Poll the returned URL to monitor construction progress until status becomes 'completed'.

Tool to create a new to-do group within a parent to-do list in Basecamp. Use when organizing todos into groups with optional color coding.

Tool to create a new upload (file) in a Basecamp vault. Use when you need to create an upload entry for a previously uploaded attachment in a specific project vault.

Tool to create a new vault (folder) within an existing parent vault in a Basecamp project. Use when you need to organize documents and files hierarchically by creating nested vaults.

Tool to remove the on-hold section from a card table column. Use when you need to delete the on-hold section from a column in a Basecamp project's card table.

Tool to unpin a recording (message) in a Basecamp project. Use when you need to remove the pinned status from a message on a message board or project.

Tool to delete a Campfire line from a chat conversation. Use when removing a specific message from a Basecamp Campfire chat.

Tool to delete a chatbot from a Campfire chat. Use when removing a chatbot from the account. Note: Deletion is account-wide and only account administrators can delete chatbots.

Tool to delete a message type from a Basecamp project. Use when removing a custom message category. Permanently removes the specified message type.

Tool to delete a webhook from a Basecamp project. Use when you need to remove a webhook subscription from a project. Permanently deletes the specified webhook.

Tool to retrieve a paginated list of cards from a card table column. Use when you need to fetch cards from a specific list/column within a Basecamp project's card table.

Tool to retrieve all message types (categories) from a Basecamp project. Use when you need to list all available message categories for organizing messages in a project.

Tool to retrieve all chatbot integrations from a Campfire chat. Use when you need to get the list of chatbots accessible to the account with chat-specific line URLs for posting messages.

Tool to retrieve a paginated list of Campfire lines from a specific chat. Use when you need to fetch messages from a Campfire conversation in a Basecamp project.

Tool to retrieve a paginated list of active email forwards from a project's inbox. Use when you need to fetch forwarded emails in a Basecamp inbox.

Tool to retrieve a paginated list of active messages from a message board in a Basecamp project. Use when you need to fetch messages from a specific message board.

Tool to retrieve a specific question answer by ID from a Basecamp project. Use when you need to fetch details about an automatic check-in question answer including its content, creator, and associated comments.

Tool to retrieve a specific questionnaire (automatic check-ins) from a Basecamp project. Use when you need to fetch details about a questionnaire including its questions count and metadata.

Tool to retrieve a paginated list of questions from a questionnaire in a Basecamp project. Use when you need to fetch questions from a specific questionnaire.

Tool to retrieve a specific check-in question by ID from a Basecamp project. Use when you already know the question ID and need its details without listing all questions from a questionnaire.

Tool to retrieve a paginated list of events for a recording. Use when you need to fetch change history from a specific recording in a Basecamp project.

Tool to retrieve a paginated list of schedule entries from a schedule. Use when you need to fetch entries from a specific schedule in a Basecamp project.

Tool to retrieve a paginated list of active groups from a to-do list in a Basecamp project. Use when you need to list all groups within a specific to-do list for organizing tasks.

Tool to retrieve a paginated list of to-dos from a specific to-do list in a Basecamp project. Use when you need to fetch to-do items from a to-do list, optionally filtering by status or completion state.

Tool to retrieve a specific to-do by ID from a Basecamp project. Use when you need to fetch a single to-do item including its content, title, assignees, completion status, and dates.

Tool to retrieve a paginated list of to-do lists within a specific to-do set in a Basecamp project. Use when you need to fetch all to-do lists from a to-do set, optionally filtering by status.

Tool to retrieve a specific upload by ID from a Basecamp project vault. Use when you need to fetch details about an uploaded file including its metadata, download URL, and dimensions.

Tool to retrieve a specific vault from a Basecamp project. Use when you need details about a vault including its documents, uploads, and nested vaults.

Tool to retrieve a paginated list of active documents from a vault in a Basecamp project. Use when you need to fetch all documents stored in a specific vault.

Tool to retrieve a paginated list of active uploads from a vault in a Basecamp project. Use when you need to fetch all uploaded files stored in a specific vault.

Tool to retrieve a paginated list of vaults nested within a parent vault in a Basecamp project. Use when you need to fetch child vaults from a specific vault.

Tool to retrieve all webhooks configured for a Basecamp project. Use when you need to list all webhook configurations including their payload URLs, event types, and active status.

Tool to retrieve a specific Campfire (chat room) by ID from a Basecamp project. Use when you need to get complete Campfire details including metadata, URLs, topic, and creator information.

Tool to retrieve a specific Campfire line by ID from a Basecamp project. Use when you need to fetch a single message from a chat transcript.

Tool to get a specific card by ID from a card table. Use when you need to retrieve complete card details including title, description, status, assignees, steps, and metadata.

Tool to retrieve a card table (Kanban board) for a project. Use when you need to fetch information about a specific card table including its columns, cards count, and subscribers.

Tool to get a specific column from a card table within a Basecamp project. Use when you need to fetch details about a card table column by its ID.

Tool to get a specific chatbot by ID from a Basecamp Campfire chat. Use when you need to retrieve details about a chatbot, including its service name, command URL, and lines URL.

Tool to retrieve a paginated list of all active Campfires (chats) visible to the current user. Use when you need to list all available chat rooms in Basecamp.

Tool to retrieve all people on this Basecamp account who can be pinged. Use when you need to get a list of all pingable users in the account.

Tool to retrieve a specific comment by ID from a Basecamp project. Use when you need to fetch details about a particular comment including its content, creator, and parent resource.

Tool to get a specific document by ID from a Basecamp project bucket. Use when you need to retrieve complete document details including title, content, creator, metadata, and comments count.

Tool to get the inbox (email forwards) for a Basecamp project. Use when you need to retrieve details about a specific inbox including its forwards count and metadata.

Tool to retrieve a specific message by ID from a Basecamp project message board. Use when you need to fetch details of a single message including its content, author, and metadata.

Tool to get the message board for a project. Use when you need to retrieve details about a specific message board including its title, creator, message count, and URLs.

Tool to retrieve a specific message type by ID from a Basecamp project. Use when you need details about a specific message type/category.

Tool to retrieve the current user's personal info including profile details, permissions, and settings. Use when you need to get information about the authenticated user.

Tool to retrieve all people visible to the current user in the Basecamp account. Use when you need to list users, check permissions, or get contact information for team members.

Tool to retrieve the profile for a specific user by their ID. Use when you need to get detailed information about a specific person in the Basecamp account.

Tool to retrieve a specific project by its ID with complete details. Use when you need to get comprehensive information about a particular project including its status, metadata, and dock tools configuration.

Tool to retrieve a paginated list of projects visible to the current user, sorted by most recently created first. Use when you need to list all projects, filter by status (active/archived/trashed), or access project details.

Tool to retrieve a single project by its ID with full details including dock tools. Use when you need to get information about a specific project that the user has access to.

Tool to retrieve all active people assigned to a Basecamp project. Use when you need to list all members who have access to a specific project.

Tool to retrieve a paginated list of records for a given type of recording across projects. Use when you need to list recordings of a specific type (Message, Document, Todo, etc.) with optional filtering by project, status, and sorting.

Tool to retrieve all timesheet entries across the Basecamp account within a given timeframe. Use when you need to generate time reports, track hours logged, or analyze time entries by person or project. Without date parameters, returns only the last month of entries.

Tool to retrieve schedule details for a specific project. Use when you need information about a schedule including entries count and configuration.

Tool to get a specific schedule entry by ID from a Basecamp project. Use when you need to retrieve details about a scheduled event including its time, participants, and metadata.

Tool to get subscription information for a recording. Use when you need to check subscription status, view subscriber count, or get detailed information about all subscribers for a specific recording.

Tool to retrieve a paginated list of active templates visible to the current user, sorted by most recently created first. Use when you need to list templates or filter by status (active/archived/trashed).

Tool to retrieve a single template by its ID with full details including dock tools. Use when you need to get information about a specific template that the user has access to.

Tool to retrieve the status of a project construction from a template. Use when you need to monitor the progress of a project being created from a template. Can be polled at intervals (no more than once per second) to track construction status.

Tool to retrieve a specific to-do by ID from a Basecamp project. Use when you need to fetch detailed information about a single to-do item including its content, title, assignees, completion status, dates, and parent relationships.

Tool to retrieve a specific to-do list from a Basecamp project by its ID. Use when you need to get details about a to-do list including its title, description, completion status, and URLs for todos and groups.

Tool to retrieve a specific to-do set from a Basecamp project. Use when you need to get details about a to-do set, including its completion status and to-do lists count.

Tool to get a specific upload by ID from a Basecamp project. Use when you need to retrieve details about an uploaded file including metadata, download URL, and dimensions.

Tool to retrieve a specific webhook by ID from a Basecamp project. Use when you need details about a webhook including its delivery history.

Tool to get all chatbots for a chat/campfire. Use when you need to retrieve the list of chatbot integrations with their line URLs for posting messages.

Tool to get all comments on a recording in a Basecamp project. Use when you need to retrieve the list of active comments with their content, creators, and metadata.

Tool to retrieve all message types in a Basecamp project. Use when you need to list all available message types for organizing messages in a project.

Tool to get all people on a specific Basecamp project. Use when you need to retrieve the list of active members who have access to a particular project.

Tool to get all to-do lists in a to-do set within a Basecamp project. Use when you need to retrieve all to-do lists from a specific to-do set, optionally filtering by status (archived or trashed).

Tool to retrieve all active uploads from a vault in a Basecamp project. Use when you need to list all uploaded files stored in a specific vault.

Tool to move a card to a different column within a Basecamp card table. Use when you need to relocate a card from one column to another in a project.

Tool to reorder columns within a Basecamp card table. Use when you need to change the position of a column in a card table by specifying the column to move and its new position.

Tool to pin a message to the top of the message board. Use when you need to feature a message prominently at the top of a message board in a project.

Tool to upload a file to Basecamp system. Use when you need to upload a file to get an attachable_sgid reference for use in other operations like creating messages or todos with attachments.

Tool to move a card to a different column within a Basecamp card table. Use when you need to relocate a card from one column to another in a project.

Tool to reposition a step within a card in a Basecamp card table. Use when you need to change the order of steps/subtasks within a card by moving a step to a specific position.

Tool to create a column within a Basecamp card table. Use when you need to add a new column to organize cards in a card table project.

Tool to create an on-hold section in a card table column. Use when you need to add an on-hold area to organize cards that are temporarily paused or waiting.

Tool to create a new message type (category) in a Basecamp project. Use when you need to create a custom message category for organizing different types of messages in a project.

Tool to create a line in a Basecamp Campfire chat. Use when you need to post a message to a specific Campfire chat within a project.

Tool to publish a message to a Basecamp message board within a project. Use when you need to create a new message with optional rich HTML content and subscriptions.

Tool to publish a comment on a recording within a Basecamp project. Use when you need to add a comment with rich text to any recording such as a todolist, message, or document.

Tool to pin a recording (message) in a Basecamp project. Use when you need to feature a message prominently at the top of a message board or project.

Tool to subscribe the current user to a recording for notifications. Use when you need to start watching/subscribing to a specific recording to receive notifications for new comments.

Tool to create a schedule entry in a Basecamp schedule within a project. Use when you need to add a new event with start/end times and optional participants.

Tool to add a comment to a to-do list in a Basecamp project. Use when you need to comment on a todolist with feedback, updates, or discussions. All subscribers to the to-do list will be notified.

Tool to create a to-do in a Basecamp to-do list within a project. Use when you need to add a new to-do item with optional description, assignees, and due date.

Tool to add a comment to a to-do in a Basecamp project. Use when you need to add feedback, updates, or discussion to a specific to-do item.

Tool to create a new to-do list in a Basecamp to-do set within a project. Use when you need to add a new to-do list with optional HTML description.

Tool to create a new webhook subscription for a Basecamp project. Use when you need to receive event notifications at a specified HTTPS endpoint for project activities.

Tool to create a line in a Basecamp Campfire chat using a chatbot key. Use when you need to post messages via a chatbot integration without OAuth authentication.

Tool to create an account-wide marker that shows up in the Lineup. Use when you need to add a visual marker to highlight important dates or milestones across all projects.

Tool to create a new project in Basecamp with a name and optional description. Use when you need to set up a new project workspace for team collaboration.

Tool to create a new template in Basecamp with a name and optional description. Use when you need to set up a reusable project template for standardizing workflows.

Tool to update a card table column's visual color designation in a Basecamp project. Use when you need to change the color of a specific column for better visual organization.

Tool to update an existing card table step in Basecamp. Use when you need to modify a step's title, due date, or assignees. Omitted parameters remain unchanged.

Tool to mark a card table step as completed or uncompleted in Basecamp. Use when you need to toggle the completion status of a step by setting completion to "on" or "off".

Tool to update an existing message type (category) in a Basecamp project. Use when you need to modify the name or icon of a message category.

Tool to update an existing chatbot integration in a Basecamp Campfire chat. Use when you need to change the service name or command URL of a chatbot.

Tool to update comment content in a Basecamp project. Use when you need to modify the content of an existing comment.

Tool to update an existing document in a Basecamp project bucket. Use when you need to modify a document's title, content, or both. Omitted parameters remain unchanged.

Tool to update a message's subject, content, or category in a Basecamp project. Use when you need to modify an existing message's title, body text, or categorization.

Tool to update client visibility for a recording in Basecamp. Use when you need to show or hide a recording from clients. Returns 403 if the recording inherits visibility from parent resource.

Tool to unarchive a recording in a Basecamp project by marking it as active. Use when you need to restore an archived recording to make it visible again in the project.

Tool to mark a recording as archived in a Basecamp project. Use when you need to archive a recording to remove it from active view while preserving it for reference.

Tool to mark a recording as trashed in a Basecamp project. Use when you need to move a recording to trash without permanently deleting it.

Tool to update recording subscriptions by adding or removing subscribers. Use when you need to manage who receives notifications for a specific recording. At least one of subscriptions or unsubscriptions must be provided.

Tool to update an existing schedule entry in a Basecamp schedule. Use when you need to modify an entry's title, times, description, or participants. Omitted parameters remain unchanged.

Tool to update a schedule configuration in a Basecamp project. Use when you need to change whether the schedule includes due assignments from to-dos, cards and steps.

Tool to reposition a to-do list group within its parent to-do list in a Basecamp project. Use when you need to change the order of to-do list groups by moving a group to a specific position.

Tool to update an existing to-do in a Basecamp project. Use when you need to modify a to-do's content, description, assignees, dates, or notification settings. Note: Pass all existing parameters along with those being updated to prevent clearing values.

Tool to change the position of a to-do within its list in a Basecamp project. Use when you need to reorder to-dos by moving a specific to-do to a new position.

Tool to update an existing upload in a Basecamp project bucket. Use when you need to modify an upload's description or filename. Omitted parameters remain unchanged.

Tool to update a vault's title in a Basecamp project. Use when you need to rename a vault within a specific project bucket.

Tool to update an existing webhook in a Basecamp project. Use when you need to modify the webhook's URL, event types, or active status.

Tool to update an existing project's name, description, access policy, or schedule in Basecamp. Use when you need to modify project details or settings. Note: name parameter is required; schedule dates must be provided as pairs (both start_date and end_date).

Tool to grant or revoke project access for users in Basecamp. Use when you need to add existing users to a project, create new users with access, or remove users from a project. At least one of grant, revoke, or create must be provided.

Tool to update a template's name and description in Basecamp. Use when you need to modify template metadata. Omitted parameters remain unchanged.

Tool to change the position of a step within a card. Use when you need to reorder steps in a card table card by moving a step to a specific position.

Tool to mark a Basecamp project as trashed. Use when you need to trash a project. Trashed projects will be permanently deleted after 30 days.

Tool to mark a template as trashed in Basecamp. Use when you need to soft-delete a template; it will be permanently removed after 30 days.

Tool to mark a to-do as uncompleted in Basecamp. Use when you need to reverse the completion status of a completed to-do item.

Tool to unpin a message from the message board. Use when you need to remove the pinned status from a message that was previously pinned to the top of a message board.

Tool to unsubscribe the current user from a recording. Use when you need to stop receiving notifications for a specific recording. This is an idempotent operation that returns success even if the user wasn't previously subscribed.

Tool to stop watching a card table column. Use when you want to unsubscribe from a specific column and no longer receive notifications about changes to it.

Tool to update a card's details in a Basecamp card table. Use when you need to modify a card's title, content, due date, or assignees.

Tool to update a card table column's properties in a Basecamp project. Use when you need to modify a column's title or description.

Tool to update an existing document's title or content in a Basecamp project. Use when you need to modify document title, content, or both.

Tool to update a to-do's content, assignees, or due date in a Basecamp project. Use when you need to modify an existing to-do item. Pass all existing parameters along with those being updated to prevent clearing values.

Tool to update a to-do list's name or description in a Basecamp project. Use when you need to modify an existing to-do list's title or HTML description. Pass all existing parameters along with those being updated to prevent clearing values.

Tool to update a vault's title in a Basecamp project. Use when you need to rename a vault within a specific project bucket.

Validates Basecamp API credentials by verifying the OAuth token and retrieving authorization details. Returns user identity, token expiration, and accessible accounts. Use this action when you need to verify that API credentials are valid and working correctly before making other API calls.

Tool to start watching a card table column in a Basecamp project. Use when you need to subscribe to a specific column to receive notifications about changes.

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.