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.

Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends_on` (task becomes waiting on) or `dependency_of` (task becomes blocking), but not both; `team_id` is required if `custom_task_ids` is true.

Adds a guest to a folder with specified permissions; requires a ClickUp Enterprise Plan.

Shares a ClickUp List with an existing guest user, granting them specified permissions; requires the Workspace to be on the ClickUp Enterprise Plan.

Assigns a guest to a task with specified permissions; requires ClickUp Enterprise Plan, and `team_id` if `custom_task_ids` is true.

Associates a list of specified tags with one or more time entries within a given Team (Workspace).

Adds an existing tag to a specified task; team_id is required if custom_task_ids is true.

Links two existing and accessible ClickUp tasks, identified by `task_id` (source) and `links_to` (target).

Adds an existing task to an additional ClickUp List; the "Tasks in Multiple Lists" ClickApp must be enabled in the Workspace for this.

Tool to update/edit a ClickUp Doc page's title and/or content via the v3 Docs API. Use when you need to modify a Doc page's name or content programmatically.

Creates a new time entry for a specified team.

Tool to create a chat channel in a ClickUp workspace. Use when you need to set up a new communication channel for team collaboration with configurable visibility.

Tool to send a message in a ClickUp chat channel. Use when you need to post messages to team chat channels. Supports both regular messages and structured posts with optional assignments, followers, and reactions.

Tool to add a reaction to a ClickUp chat message. Use when you need to react to a message with an emoji.

Posts a new comment to a specified ClickUp Chat view; the 'view_id' must correspond to an existing and accessible Chat view.

Creates a new checklist with a specified name within an existing task, which can be identified by its standard ID or a custom task ID (if `custom_task_ids` is true, `team_id` is also required).

Creates a new checklist item within a specified, existing checklist, optionally setting the item's name and assigning it to a user.

Tool to create a direct message channel in ClickUp. Use when you need to start a direct message conversation with up to 15 users. A Self DM is created when no user IDs are provided.

Tool to create a new ClickUp Doc in a Workspace (v3 Docs API) and return the new doc_id for follow-up page/content operations. Use when you need to create a new document in ClickUp.

Tool to create a page in a ClickUp Doc (v3 Docs API). Use when you need to add a new page to an existing document, either as a root page or as a sub-page under a parent page.

Creates a new ClickUp Folder within the specified Space, which must exist and be accessible.

Creates a new folderless list (a list not part of any Folder) directly within a specified ClickUp Space.

Creates a new, highly customizable view within a specific ClickUp folder using its `folder_id`.

Creates a new goal in a ClickUp Team (Workspace).

Creates a new Key Result (Target) for a specified Goal in ClickUp to define and track measurable objectives towards achieving that Goal.

Creates a new list in ClickUp within an existing folder. This action requires a folder_id - lists cannot be created directly in a Space using this action. If you need to create a list directly in a Space (without placing it in a folder), use the 'CLICKUP_CREATE_FOLDERLESS_LIST' action with space_id instead.

Adds a new comment with specific text to an existing and accessible ClickUp List, assigns it to a user, and sets notification preferences for all list members.

Creates a new list from a template in a specified ClickUp folder. Use this when you need to instantiate a list based on an existing template within a folder structure.

Creates a new, customizable view (e.g., list, board, calendar) within a specified ClickUp List, requiring an existing list_id accessible by the user.

Tool to create a Channel on a Space, Folder, or List in ClickUp. Use when you need to create a location-based chat channel.

Tool to create a reply to a chat message in ClickUp. Use when replying to an existing chat message. Requires workspace_id, message_id, type, and content.

Creates a new ClickUp Space within a specified Workspace, allowing feature configuration which defaults to Workspace settings if unspecified.

Creates a new tag (name, foreground color, background color) in an existing ClickUp Space.

Creates a customizable view (e.g., List, Board, Gantt) within a specified ClickUp Space, allowing configuration of grouping, sorting, filtering, and display settings.

Creates a new ClickUp task in a specific list, optionally as a subtask if a `parent` task ID (which cannot be a subtask itself and must be in the same list) is provided.

Uploads a file as an attachment to a specified ClickUp task using multipart/form-data.

Adds a comment to a ClickUp task; `team_id` is required if `custom_task_ids` is true.

Creates a new task in a specified ClickUp list from a task template, using the provided name for the new task.

Creates a new team (user group) with specified members in a Workspace; member IDs must be for existing users, and be aware that adding view-only guests as paid members may incur extra charges.

Tool to create a threaded reply to a comment in ClickUp. Use when you need to respond to an existing comment with context.

Creates a ClickUp webhook for a Team (Workspace) to notify a public URL on specified events (at least one, or '*' for all), optionally scoped to a Space, Folder, List, or Task; the endpoint must accept requests from dynamic IPs.

Creates a new, customizable view (e.g., List, Board) at the 'Everything' level for a specified Team (Workspace ID), encompassing all tasks within that Workspace.

Tool to delete a chat channel in ClickUp. Use when you need to permanently remove a chat channel from a workspace.

Tool to delete a chat message in ClickUp. Use when you need to permanently remove a specific message from a workspace chat.

Tool to delete a reaction from a chat message in ClickUp. Use when you need to remove an emoji reaction that was previously added to a chat message.

Permanently deletes an existing checklist identified by its `checklist_id`.

Permanently deletes an existing item, identified by `checklist_item_id`, from an existing checklist, identified by `checklist_id`.

Deletes an existing comment from a task using its `comment_id`.

Removes a dependency relationship for a task. Provide exactly one of: `depends_on` to remove a 'waiting on' dependency (task_id is blocked by another task), or `dependency_of` to remove a 'blocking' dependency (another task is blocked by task_id). `team_id` is required if `custom_task_ids` is true.

Permanently and irreversibly deletes a specified folder and all its contents (Lists, Tasks) if the folder_id exists.

Permanently removes an existing Goal, identified by its `goal_id`, from the Workspace.

Deletes an existing Key Result, also referred to as a Target within a Goal, identified by its `key_result_id`.

Permanently deletes an existing List and all its contents; this action is destructive and irreversible via the API.

Permanently deletes a specified Space in ClickUp; this action is irreversible as the Space cannot be recovered via the API.

Deletes a Tag from a Space, identified by `tag_name` in path; precise matching of Tag details in the request body (`tag_name_1`, `tag_tag_fg`, `tag_tag_bg`) is generally required for successful deletion.

Permanently deletes a task, using its standard ID or a custom task ID (requires `custom_task_ids=true` and `team_id`).

Deletes an existing link, effectively a dependency or relationship, between two ClickUp tasks; set `custom_task_ids=true` and provide `team_id` if using custom task IDs.

Permanently deletes an existing Team (user group) from the Workspace using its `group_id`.

Deletes an existing time entry, specified by `timer_id`, from a Workspace identified by `team_id`.

Deletes a time-tracked interval from a task; use this legacy endpoint for older time tracking systems.

Permanently and irreversibly deletes an existing View in ClickUp, identified by its `view_id`.

Permanently removes an existing webhook, specified by its ID, thereby ceasing all its event monitoring and notifications.

Retrieves all accessible Custom Field definitions for a specified ClickUp List using its `list_id`.

Exchanges a ClickUp OAuth 2.0 authorization code (obtained after user consent) for an access token.

Retrieves all unique tags applied to time entries within a specified ClickUp Team (Workspace).

Retrieves a list of Workspaces (Teams) the authenticated user can access.

Retrieves the details of the currently authenticated ClickUp user.

Retrieves the time spent in each status for multiple tasks; requires the 'Total time in Status' ClickApp to be enabled in the Workspace.

Retrieves details for a specific chat channel in a ClickUp Workspace. Use when you need information about a particular chat channel.

Tool to retrieve followers of a ClickUp chat channel. Use when you need to list users following a specific channel in a workspace.

Tool to get members of a chat channel. Use when you need to retrieve the list of members in a specific ClickUp chat channel.

Tool to retrieve chat channels in a ClickUp workspace. Use when you need to list available chat channels, DMs, or group chats in a workspace. Supports pagination via cursor and filtering by follower status, closed channels, and recent activity.

Tool to retrieve reactions on a ClickUp chat message. Use when you need to see who reacted to a message and with what emoji.

Retrieves replies to a chat message in ClickUp. Use when you need to fetch responses to a specific message in a workspace chat.

Tool to retrieve messages from a ClickUp chat channel. Use when you need to fetch chat messages for a specific channel within a workspace.

Tool to retrieve users tagged in a ClickUp chat message. Use when you need to get a list of users mentioned in a specific chat message.

Retrieves comments from a specified Chat view in ClickUp, supporting pagination via `start` and `start_id` to fetch comments older than the default 25 most recent.

Retrieves all Custom Roles, which allow granular permission configurations, for a specified Workspace (Team).

Retrieves all custom task types available within a specified Workspace (team_id).

Fetch metadata for one ClickUp Doc without fetching its pages or content.

Tool to fetch the full content of a ClickUp Doc including metadata and all page contents in markdown format. Use when you need to read or summarize a Doc's content given workspace_id and doc_id.

Tool to fetch a single ClickUp Doc page's content and metadata by workspace_id + doc_id + page_id (v3 Docs API). Use when you need to read the content of a specific page without fetching the entire Doc.

Tool to fetch the page listing structure of a ClickUp Doc by workspace_id and doc_id. Use when you need to discover the hierarchical structure of pages and subpages within a Doc without fetching the actual content.

Tool to fetch pages belonging to a ClickUp Doc. Use when you need to list all pages in a doc with their content and structure.

Retrieves a paginated list of tasks (up to 100 per page) from a specified workspace based on various filter criteria, respecting user access permissions. Unexpectedly missing tasks may indicate permission restrictions rather than filter issues. Task comments are not included; use CLICKUP_GET_TASK_COMMENTS for complete context. No keyword/text search is supported; filter client-side on returned results.

Retrieves detailed information about a specific folder in ClickUp.

Tool to view custom fields available in a ClickUp folder. Use to discover what custom fields can be used when working with tasks in this folder. Only returns folder-level custom fields, not list-level fields.

Retrieves all Lists within a specified Space that are not located in any Folder.

Retrieves Folders within a specified ClickUp Space, ensuring `space_id` is valid, with an option to filter by archived status.

Retrieves all configured views (like List, Board, Calendar) for a specified, existing Folder in ClickUp.

Retrieves detailed information for an existing ClickUp Goal, specified by its unique `goal_id`.

Retrieves goals for a specified ClickUp Workspace (Team); the `team_id` must be valid and accessible.

Call this to retrieve detailed information for a specific guest within a Team (Workspace), ensuring the `guest_id` is valid for the given `team_id`; this action requires the ClickUp Enterprise Plan.

Retrieves detailed information for an existing List in ClickUp, identified by its unique `list_id`.

Retrieves comments for a specific ClickUp List, supporting pagination using `start` (timestamp) and `start_id` (comment ID) to fetch earlier comments; omits them for the latest 25.

Retrieves all members of a specific, existing ClickUp List by its ID.

Retrieves all lists within a specified, existing ClickUp folder, optionally filtering by archived status.

Retrieves all task and page views for a specified and accessible ClickUp List.

Retrieves the currently active time entry for a user in a Workspace; a negative 'duration' in its data indicates it's running, and the response may be empty if no entry is active.

Retrieves the hierarchy of tasks, Lists, and Folders shared with the authenticated user within an existing ClickUp Team (Workspace), identified by its `team_id`.

Retrieves detailed information for an existing Space in a ClickUp Workspace, identified by its unique space_id.

Retrieves all custom fields available in a ClickUp Space, identified by space_id. Returns Space-level custom fields only.

Retrieves Spaces for a Team ID; member information for private Spaces is returned only if the authenticated user is a member.

Retrieves all tags for tasks within a specified ClickUp Space, requiring a valid `space_id`.

Retrieves all task and page views for a specified Space ID in ClickUp.

Tool to retrieve post subtype IDs (Announcement, Discussion, Idea, Update) for a ClickUp Workspace. Use when you need subtype IDs to send messages with type: post.

Retrieves comprehensive details for a ClickUp task by its ID, supporting standard or custom task IDs (requires `team_id` for custom IDs).

Retrieves up to 25 comments for a specified task, supporting pagination using `start` and `start_id` to fetch older comments.

Retrieves users with explicit access (directly assigned or shared) to a specific existing task, excluding users with inherited permissions.

Retrieves tasks from a specified ClickUp list; only tasks whose home is the given list_id are returned. Closed and archived tasks are excluded by default. Key task attributes may appear only in the response `custom_fields` array, not top-level fields. Fields like `space`, `folder`, `list`, and `custom_type` may be absent; apply null checks. High-volume paginated calls may return HTTP 429; honor the `Retry-After` header.

Retrieves task templates for a specified Workspace (Team ID), supporting pagination.

Retrieves the duration a task has spent in each status, provided the 'Total time in Status' ClickApp is enabled for the Workspace.

Retrieves all custom fields available in a ClickUp Workspace (Team), identified by team_id. Returns Workspace-level custom fields only.

Retrieves user groups (Teams) from a ClickUp Workspace, typically requiring `team_id` (Workspace ID), with an option to filter by `group_ids`.

Retrieves threaded replies to a parent comment. Use when you need to fetch conversation threads under a specific comment.

Retrieves time entries for a specified Team (Workspace ID) within a date range (defaults to the last 30 days for the authenticated user if dates are omitted); active timers are indicated by negative durations in the response.

Fetches a specific time entry by its ID for a given team; a negative duration in the response indicates an active timer.

Retrieves the modification history for an existing time entry within a specific ClickUp Team (Workspace).

Retrieves tracked time for a task using a legacy endpoint; prefer newer Time Tracking API endpoints for managing time entries.

Retrieves detailed information for a specific user within a ClickUp Workspace (Team), available only for Workspaces on the ClickUp Enterprise Plan.

Fetches details for a specific ClickUp view, identified by its `view_id`, which must exist.

Retrieves all tasks visible in a specified ClickUp view, respecting its applied filters, sorting, and grouping.

Fetches webhooks for a Team (Workspace), returning only those created by the authenticated user via API, for a `team_id` they can access.

Retrieves all task and page views at the 'Everything Level' (a comprehensive overview of all tasks across all Spaces) for a specified ClickUp Workspace.

Retrieves the details of the current subscription plan for a specified ClickUp Workspace.

Retrieves seat utilization (used, total, available for members/guests) for a ClickUp Workspace (Team) ID, which must be for an existing Workspace.

Invites a guest by email to a ClickUp Workspace (Team) on an Enterprise Plan, setting initial permissions and optionally a custom role; further access configuration for specific items may require separate actions.

Invites a user via email to a ClickUp Workspace (Team), optionally granting admin rights or a custom role; requires an Enterprise Plan for the Workspace.

Tool to move a task to a new home List using ClickUp Public API v3. Use when you need to change a task's home list (not just add to additional lists).

Removes an existing value from a Custom Field on a specific task; this does not delete the Custom Field definition or its predefined options.

Revokes a guest's access to a specific ClickUp Folder, optionally unsharing items explicitly shared with them within it; requires an Enterprise Plan.

Revokes a guest's access to a specific List, provided the guest currently has access to this List and the Workspace is on the ClickUp Enterprise Plan.

Revokes a guest's access to a specific task; only available for Workspaces on the ClickUp Enterprise Plan.

Permanently removes a guest from a specified Workspace, revoking all their access; this destructive operation requires the Workspace to be on the ClickUp Enterprise Plan.

Removes a tag from a specified task by disassociating it (does not delete the tag from Workspace), succeeding even if the tag is not on the task.

Removes tags from specified time entries in a team, without deleting the tags from the workspace.

Removes a task from an extra list (not its home list); the 'Tasks in Multiple Lists' ClickApp must be enabled.

Deactivates a user from a specified ClickUp Workspace, revoking their access (user can be reactivated later); requires the Workspace to be on an Enterprise Plan.

Tool to search and list Docs metadata in a ClickUp workspace. Use after confirming the workspace ID to quickly locate relevant meeting notes before fetching pages.

Sets or updates a Custom Field's value for a task; the new value (with type-dependent structure, e.g., `{"value": "text"}` or `{"value": 123, "value_options": {"currency_type":"USD"}}`) is provided in the JSON request body.

Starts a new time entry (timer) in the specified Team (Workspace), optionally associating it with a task, adding a description, setting billable status, or applying tags (tags feature requires Business Plan or higher).

Stops the authenticated user's currently active time entry in the specified Team (Workspace), which requires an existing time entry to be running.

Records a time entry for a task using ClickUp's legacy time tracking system; newer endpoints are generally recommended.

Tool to update a ClickUp chat channel's properties including name, topic, description, visibility, and location. Use when you need to modify an existing chat channel's settings. The endpoint requires both workspace_id and channel_id.

Tool to update a ClickUp chat message's content, assignee, or resolved status via the v3 API. Use when you need to edit an existing chat message.

Updates an existing checklist's name or position, identified by its `checklist_id`.

Updates an existing checklist item, allowing modification of its name, assignee, resolution status, or parent item for nesting.

Updates an existing task comment's text, assignee (who must be a valid workspace member), or resolution status, requiring a valid existing comment_id.

Updates the name of an existing folder in ClickUp.

Updates attributes of an existing ClickUp goal, identified by its `goal_id`.

Modifies the details and permissions of an existing guest user within a specific Workspace.

Updates an existing key result's progress or note in ClickUp, where the key result measures progress towards a goal.

Updates attributes of an existing ClickUp list, such as its name, content, due date, priority, assignee, or color status, identified by its `list_id`.

Updates an existing ClickUp Space, allowing modification of its name, color, privacy, and feature settings (ClickApps).

Updates an existing tag's name and colors in a ClickUp Space; requires current tag name for identification, and new values for tag name, foreground color, and background color, all of which are mandatory for the update.

Updates attributes of an existing task; `team_id` is required if `custom_task_ids` is true, use a single space (" ") for `description` to clear it, and provide at least one modifiable field.

Updates an existing ClickUp User Group (Team) using its `group_id`; note that adding a view-only guest as a paid member may incur charges.

Updates an existing ClickUp time entry. Requires team_id (workspace ID) and timer_id (time entry ID). Optional fields: description, tags, tag_action, start/end times, duration, tid (task ID), billable status. Note: start and end times should be provided together. This is an Advanced Time Tracking feature that may require a Business Plan or higher.

Updates the name, background color, and/or foreground color for an existing time entry tag, identified by its current `name` and `team_id`.

Edits a legacy time-tracked interval for a task (identified by `task_id` and `interval_id`) to update its start/end times and duration; `team_id` is required if `custom_task_ids` is true.

Updates a user's username, admin status, or custom role in a Workspace; requires the Workspace to be on an Enterprise Plan.

Updates an existing ClickUp view's settings such as name, type, grouping, or filters; ensure `parent_id` and `parent_type` define a valid hierarchy, and that specified field names (e.g. for sorting, columns) are valid within the ClickUp workspace.

Updates the endpoint URL, monitored events, and status of an existing webhook, identified by its `webhook_id`.

Updates privacy and access control list (ACL) permissions for a workspace object or location. Use this to make objects private/public or manage user/team permissions for spaces, folders, lists, tasks, and other ClickUp objects.

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.