Instant Connections

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 cancel a scheduled Calendly event by creating a cancellation record. Use when you need to permanently cancel an existing, active event. The cancellation will trigger notifications to all invitees.

Tool to create a new one-on-one event type (kind: solo) in Calendly. Use when you need to programmatically create a new event type for scheduling meetings.

Creates a temporary Calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host URIs, a future date/range for `date_setting`, and a positive `duration`.

Create a single-use scheduling link. Creates a scheduling link that can be used to book an event. The link allows invitees to schedule up to the specified maximum number of events. Once the limit is reached, the link becomes inactive.

Creates a customizable, one-time share link for a Calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.

Creates a one-time, single-use scheduling link for an active Calendly event type, expiring after one booking.

Tool to create a webhook subscription for receiving Calendly event notifications. Use when you need to set up automated notifications for events like meeting bookings or cancellations. Organization scope triggers webhooks for all events organization-wide, while user/group scopes limit triggering to specific users or groups.

Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires Enterprise subscription; deletion may take up to one week).

Deletes an Invitee No-Show record by its `uuid` to reverse an invitee's 'no-show' status; the `uuid` must refer to an existing record.

Tool to remove a user from a Calendly organization by membership UUID. Use when you need to revoke a user's access to an organization. Requires admin rights; organization owners cannot be removed.

For Enterprise users, initiates deletion of an organization's scheduled event data between a `start_time` and `end_time` (inclusive, where `start_time` must be <= `end_time`); actual data deletion may take up to 7 days to complete.

Deletes an existing webhook subscription to stop Calendly sending event notifications to its registered callback URL; this operation is idempotent.

Use to retrieve a specific Calendly scheduled event by its UUID, provided the event exists in the user's Calendly account.

Retrieves detailed information about a specific invitee of a scheduled event, using their unique UUIDs.

Retrieves details for a specific Calendly event type, identified by its UUID, which must be valid and correspond to an existing event type.

Tool to retrieve availability schedules configured for a specific Calendly event type. Use when you need to get the availability rules including day-of-week schedules and date-specific overrides.

Retrieves all attributes of a specific Calendly group by its UUID; the group must exist.

Retrieves a specific Calendly group relationship by its valid and existing UUID, providing details on user-group associations and membership.

Retrieves details for a specific Invitee No Show record by its UUID; an Invitee No Show is marked when an invitee does not attend a scheduled event.

Tool to retrieve information about a specific Calendly organization. Use when you need to get organization details such as name, slug, or timestamps.

Retrieves a specific Calendly organization invitation using its UUID and the parent organization's UUID.

Retrieves a specific Calendly organization membership by its UUID, returning all its attributes.

Retrieves a specific routing form by its UUID, providing its configuration details including questions and routing logic.

Tool to retrieve details about a specific routing form submission by its UUID. Use when you need submission details including questions, answers, and routing results.

Tool to retrieve sample webhook payload data for testing webhook subscriptions. Use when you need to verify webhook setup and understand the data structure before creating actual webhook subscriptions.

Retrieves comprehensive details for an existing Calendly user.

Retrieves an existing user availability schedule by its UUID; this schedule defines the user's default hours of availability.

Retrieves the details of an existing webhook subscription, identified by its UUID, including its callback URL, subscribed events, scope, and state.

Tool to mark an invitee as a no-show for a scheduled event. Use when an invitee fails to attend their scheduled meeting and you need to record their absence in Calendly.

Retrieves a list of activity log entries for a specified Calendly organization (requires an active Enterprise subscription), supporting filtering, sorting, and pagination.

Retrieves a list of invitees for a specified Calendly event UUID, with options to filter by status or email, and sort by creation time.

Fetches available time slots for a Calendly event type within a specified time range; results are not paginated.

Tool to retrieve a list of event type hosts (memberships) for a specific event type. Use when you need to see which users are configured as hosts for an event type.

Tool to list all Event Types associated with a specified User or Organization. Use when you need to retrieve event types for a user or organization. Use scheduling_url from results directly; do not manually construct event type URLs.

Retrieves a list of group relationships defining an owner's role (e.g., member, admin) within a group; an owner can have one membership per group but multiple admin roles across different groups.

Returns a list of groups for a specified Calendly organization URI, supporting pagination.

Retrieves a list of invitations for a specific organization, identified by its UUID.

Retrieves a list of organization memberships.

Retrieves a list of outgoing SMS communications for a specified organization; requires an Enterprise subscription and if filtering by creation date, both `min_created_at` and `max_created_at` must be provided to form a valid range.

Retrieves routing forms for a specified organization; routing forms are questionnaires used to direct invitees to appropriate booking pages or external URLs.

Tool to list all submissions associated with a specific routing form. Returns questions, answers, routing results, and tracking data for each submission. Use this action when you need to retrieve multiple routing form submissions for analysis or processing. To fetch details of a single submission, use GetRoutingFormSubmission instead.

Tool to retrieve a list of scheduled Calendly events. Use when you need to view events for a specific user, organization, or group. Provide one scope parameter, or organization plus user or group to list that member's or group's events as an organization admin/owner. Use user alone for your own personal events.

Retrieves all availability schedules for the specified Calendly user.

Fetches a user's busy time intervals (internal and external calendar events) in ascending order for a period up to 7 days; keyset pagination is not supported.

Tool to retrieve configured meeting location information for a given Calendly user. Use when you need to see all available location options configured by a user for their meetings.

Retrieves webhook subscriptions for a Calendly organization; `scope` determines if `user` or `group` URI is also required for filtering.

Tool to invite a user to a Calendly organization via email. Use when you need to send an organization invitation to a new user. Requires organization owner or admin privileges.

Tool to create a new Event Invitee with standard notifications, calendar invites, reschedules, and workflows. Use when programmatically scheduling meetings via API. Requires paid Calendly plan (Standard+).

Removes a user (who is not an owner) from an organization by their membership UUID, requiring administrative privileges.

Revokes a pending and revokable (not yet accepted or expired) organization invitation using its UUID and the organization's UUID, rendering the invitation link invalid.

Tool to update an existing one-on-one event type (kind: solo) in Calendly. Use when you need to modify event type settings such as name, duration, location, or description. NOTE: Currently only supports one-on-one event types.

Tool to update an event type availability schedule in Calendly. Use when you need to change the timezone or availability rules for an event type. WARNING: Updating rules will overwrite all existing rules - retrieve existing rules first using GET /event_type_availability_schedules.

Return the identity (name, email) of the connected Calendly 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.