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.

Lists brand templates available to users on plans with brand-template access, such as Canva Pro, Canva Teams, or Canva Enterprise. Returns one page of template metadata, including IDs and titles. Follow the response's continuation token to retrieve additional pages. Dataset definitions are available from CANVA_RETRIEVE_BRAND_TEMPLATE_DATASET_DEFINITION.

Uploads an asset file to the user's Canva content library. This endpoint initiates an asynchronous upload job for images or videos. Returns a job ID to track the upload progress. Once complete, the asset can be used in designs, referenced by its asset ID, and managed through other asset endpoints. IMPORTANT: This is an async operation. Use CANVA_FETCH_ASSET_UPLOAD_JOB_STATUS to poll the job status until it reaches 'success' or 'failed' status.

Imports an external file as a new Canva design. This endpoint converts documents (PDF, Word, PowerPoint, Excel) and design files (PSD, AI) into editable Canva designs. The import runs asynchronously and returns a job ID to track progress and retrieve the created design. IMPORTANT: This is an async operation. Use CANVA_RETRIEVE_DESIGN_IMPORT_JOB_STATUS to poll the job status until it reaches 'success' or 'failed' to get the final design ID.

Start a preview job that creates or modifies a design using page operations. New designs support page insertion. Existing designs support insert, move, and delete operations. Poll the returned ID with CANVA_GET_DESIGN_MERGE_JOB.

Creates a resized copy of an existing design (Canva Pro/Enterprise only). This endpoint creates a new design with different dimensions from an existing one. The resize operation runs asynchronously and preserves content where possible. Returns a job ID to track progress and retrieve the new design once complete. IMPORTANT: This is an async operation. Use CANVA_RETRIEVE_DESIGN_RESIZE_JOB_STATUS to poll the job status until completion to get the resized design ID and access URLs.

Tool to create an asynchronous Canva asset import job from a public URL. Use when you need to import an asset into Canva directly from a publicly accessible URL without S3 choreography.

You can delete an asset by specifying its `assetId`. This operation mirrors the behavior in the Canva UI. Deleting an item moves it to the trash. Deleting an asset doesn't remove it from designs that already use it.

The OAuth 2.0 endpoint issues time-limited (4-hour) access tokens of up to 4KB for user authorization via codes or refresh tokens. It requires client ID/secret for authentication.

Polls for asset upload job completion status. Use this after CANVA_CREATE_ASSET_UPLOAD_JOB to check the upload progress. Repeatedly call this endpoint until a 'success' or 'failed' status is received to get the final asset ID and metadata. IMPORTANT: This tool is ONLY for direct file upload jobs (CANVA_CREATE_ASSET_UPLOAD_JOB). Do NOT use this for URL import jobs created by CANVA_CREATE_URL_ASSET_UPLOAD_JOB - those use a different API endpoint. Use CANVA_GET_URL_ASSET_UPLOADS_JOBID to poll URL asset upload job status.

The API for verifying Canva webhooks, 'connect/keys,' is in preview, meaning unstable, not for public integrations, and provides a rotating JWK for signature verification to prevent replay attacks. Cache keys for efficiency.

Returns the User ID and Team ID associated with the provided access token. Use CANVA_RETRIEVE_USER_PROFILE_DATA to retrieve the user's display name.

Gets the metadata for a design. This includes owner information, URLs for editing and viewing, and thumbnail information.

Retrieves a page of replies for a comment or suggestion thread on a design. Returns up to limit replies (default 50, maximum 100); follow the continuation token to retrieve the rest. This is a preview API. Public integrations that use it cannot pass Canva's review process.

Retrieves a specific reply to a comment or suggestion thread on a design. Use when you need to view details of a particular reply. This is a preview API. Public integrations that use it cannot pass Canva's review process.

Get a design's autofill dataset definition and accepted field types.

Polls for design export job completion status. Use this after CANVA_CREATE_CANVA_DESIGN_EXPORT_JOB to check the export progress. Call this endpoint repeatedly until the job is complete to receive download links for the exported design pages. Download URLs expire after 24 hours.

Retrieve a design generation job created by the same user and integration. Call repeatedly until the returned status reaches `success` or `failed`. The user must have Canva's `design_generation` capability. Jobs expire 24 hours after creation, and only the creating user, integration, and team can retrieve them.

Return a design merge job's current status and result. Call this action repeatedly until the returned status is `success` or `failed`.

Retrieves metadata for a comment or suggestion thread on a design. Use when you need to get details about a specific thread including content, author, timestamps, and status. This is a preview API. Public integrations that use it cannot pass Canva's review process.

Lists available file formats for exporting a design. Use this to check which export formats (PDF, JPG, PNG, SVG, PPTX, GIF, MP4, HTML bundle, standalone HTML, and CSV) are supported for a specific design.

Tool to retrieve the status and result of a URL-based asset upload job. Use this after creating a URL asset upload job to check progress and retrieve the uploaded asset ID when successful.

Polls for URL import job completion status. Use this after creating a URL import job to check the import progress. Repeatedly call this endpoint until a 'success' or 'failed' status is received to get the final imported design ID and metadata.

Lists the API capabilities for the user account associated with the provided access token. Use when you need to check what features are available based on the user's Canva plan.

Creates an asynchronous autofill job from a brand template or existing design, or updates an existing design in place. Canva Enterprise users are eligible; paid-plan users can use a limited development trial. Poll the returned job ID with CANVA_RETRIEVE_DESIGN_AUTOFILL_JOB_STATUS.

Preview API for Canva: subject to unannounced changes and not for public integrations. Lists metadata for design pages with optional `offset` and `limit`; not applicable to all design types.

Lists folder items, including folders, designs, image assets, and brand templates. Brand templates are returned only when explicitly requested in `item_types` and the user's plan supports them. Video assets are currently not returned.

Provides a summary of Canva user designs, includes search filtering, and allows showing both self-created and shared designs with sorting options.

Transfers an item to a different folder by specifying both the destination folder's ID and the item's ID. If the item is in various folders, an error occurs; manual relocation via Canva UI is required.

Creates a Canva design with a preset type, custom dimensions, an existing design, or a brand template. Copying designs and using brand templates are Canva preview features. Optionally insert an image asset when using a preset or custom type. Returns design ID, edit/view URLs, and metadata.

Creates a comment thread on a Canva design. Use when you need to add feedback or collaboration comments to a specific design. Rate limited to 100 requests per minute per user. This is a preview API. Public integrations that use it cannot pass Canva's review process.

Tool to create a reply to a comment or suggestion thread on a Canva design. Use when you need to respond to existing comments or suggestions. Maximum 100 replies per thread allowed. This is a preview API. Public integrations that use it cannot pass Canva's review process.

Starts a new asynchronous job to export a Canva design file. Use when exporting designs to various formats (PDF, JPG, PNG, GIF, PPTX, MP4, CSV, and HTML). Returns a job ID that can be used to poll for completion status and download URLs. IMPORTANT: Format compatibility varies by design type. Before exporting, use the CANVA_GET_DESIGNS_DESIGNID_EXPORT_FORMATS action to check which formats are supported for the specific design. Attempting to export in an unsupported format will result in a 400 error (e.g., 'png export not supported for this design type').

Tool to create a folder in Canva. Use when you need to organize designs, assets, or create nested folder structures in a user's projects or uploads folder.

Tool to start an asynchronous job to import an external file from a URL as a new design in Canva. Use when you need to import a design from a publicly accessible URL. This is an async operation; poll the job status using the job ID until it reaches 'success' or 'failed'.

Deletes a folder by moving the user's content to Trash and reassigning other users' content to their top-level projects.

Returns the Json Web Key Set (public keys) of an app. These keys are used to verify JWTs sent to app backends.

You can retrieve the metadata of an asset by specifying its `assetId`.

Gets the dataset definition for a brand template. Available to users on plans with brand-template access, such as Canva Pro, Canva Teams, or Canva Enterprise. Data fields can contain images, text, and charts; chart data is a preview feature.

Retrieves metadata for a brand template. Available to users on plans with brand-template access, such as Canva Pro, Canva Teams, or Canva Enterprise.

Retrieves a design autofill job result. Canva Enterprise users are eligible, while paid-plan users can use a limited development trial. Poll until the status is `success` or `failed`.

Polls for design import job completion status. Use this after CANVA_CREATE_DESIGN_IMPORT_JOB to check the import progress. Repeatedly call this endpoint until a 'success' or 'failed' status is received to get the final imported design ID and metadata.

Retrieves the status and results of a design resize job. Polls for design resize job completion status. Use this after CANVA_CREATE_DESIGN_RESIZE_JOB to check the resize progress. Keep polling until status is 'success' or 'failed'. Successful jobs include the new design ID and temporary access URLs.

Gets the name and other details of a folder using a folder's `folderID`.

Currently, this returns the display name of the user account associated with the provided access token. More user information is expected to be included in the future.

Revoke an access token or refresh token. Revoking a refresh token also revokes its lineage and user consent, requiring re-authentication. Authenticate using either basic access with Base64-encoded credentials or body parameters with client ID and secret.

You can update the name and tags of an asset by specifying its `assetId`. Updating the tags replaces all existing tags of the asset.

Updates a folder's details using its `folderID`. Currently, you can only update a folder's name.

Check an access token's validity and properties via introspection, requiring authentication. Use Basic access (Base64 encoded `client_id:client_secret`) or body parameters for credentialing.

Return the identity (display name) of the connected Canva 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.