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 add labels to a piece of content. Use after obtaining the content ID to tag pages or blog posts with metadata labels.

Searches for content in Confluence using Confluence Query Language (CQL). CQL is a powerful query language that allows you to search across all Confluence content with advanced filtering capabilities including: - Full-text search: `text ~ "search term"` - searches within page content - Title search: `title ~ "meeting notes"` - searches page titles - Label filtering: `label = "important"` - filters by labels - Space filtering: `space = DEV` - limits search to specific spaces - Type filtering: `type = page` or `type = blogpost` - filters by content type - Creator filtering: `creator = currentUser()` - filters by content creator - Date filtering: `lastModified > now("-7d")` - filters by modification date - Combined queries: `text ~ "api" AND space = DOCS AND type = page` This action uses the Confluence REST API v1 search endpoint which fully supports CQL.

Tool to create a new Confluence blog post. Use when you need to publish content in a specific space. Response includes `data.id` for the post ID and `data._links.base` + `data._links.webui` for the URL.

Tool to create a property on a specified blog post. Use when you need to add custom metadata to a blog post. Creates a new property with a key-value pair on a specified Confluence blog post. This allows users to add custom metadata relevant to the blog post.

Tool to create a new content property on a whiteboard. Use when you need to attach custom metadata to a Confluence whiteboard.

Tool to create a footer comment on a Confluence page, blog post, attachment, or custom content. Use when you need to add a comment without editing the page body itself.

Creates an inline comment on a Confluence page or blog post, highlighting specific text. Inline comments allow users to comment on specific portions of content without editing the page itself. Use this action when you need to add context or feedback on particular text within a page or blog post. For top-level comments, you must specify which text to highlight using inlineCommentProperties. For replies to existing inline comments, only provide the parentCommentId.

Tool to create a new Confluence page in a specified space. Use when you need to create new documentation or content.

Tool to create a property on a Confluence page. Use when you need to add custom metadata or settings to a page.

Tool to create a private Confluence space. Use when you need an isolated workspace viewable only by its creator.

Tool to create a new Confluence space. Use when setting up a new knowledge area for organization. Must include a `plain.representation` field, e.g., `{"plain": {"representation": "plain", "value": "text here"}}`. Omitting this field causes a 400 error.

Tool to create a new property on a Confluence space. Use after confirming the space ID when adding custom metadata.

Tool to create a new Confluence whiteboard. Use when you need to start a collaborative whiteboard session.

Deletes a Confluence blog post by ID. Use this action when you need to remove a blog post from a Confluence space. This action is irreversible — the blog post cannot be recovered once deleted (especially if purge=true). In move or migration workflows, confirm all target blog posts were successfully created before deleting source blog posts — partial creation failures combined with deletion result in unrecoverable data loss.

Tool to delete a blog post property. Use when you need to remove custom metadata from a specified blog post.

Tool to delete a content property from a page by property ID. Use when you need to remove custom metadata from a page for cleanup or auditing. This action deletes a specified content property from a Confluence page using its page ID and property ID. It is useful for removing outdated or unnecessary metadata.

Tool to delete a content property from a whiteboard by property ID. Use when you need to remove custom metadata from a whiteboard.

Tool to delete a Confluence page. Use with caution as this permanently removes the page and its content with no recovery option. In move or migration workflows, confirm all target pages were successfully created before deleting source pages — partial creation failures combined with deletion result in unrecoverable data loss.

Tool to delete a Confluence space by its key. Use when you need to permanently remove a space. Deletion runs as an asynchronous long-running task; this action waits (briefly) for it to finish and reports whether it actually completed.

Tool to delete a space property. Use when you need to remove a property from a Confluence space after review.

Downloads an attachment from a Confluence page and returns a downloadable file. Use this when you need to share the attachment with users who don't have Confluence access. First use get_attachments to list attachments and get the attachment ID.

Finds text occurrences in a Confluence page's content to help with inline comment creation. This action retrieves the page content and searches for the specified text string, returning information about each match including character position and surrounding context. Use this action when you need to locate specific text in a page before creating inline comments, or when you want to identify all occurrences of a particular phrase or term within a page's content.

Tool to list labels on an attachment. Use after confirming the attachment ID to fetch its labels.

Tool to retrieve attachments of a Confluence page. Use after confirming page ID to list its attachments (supports pagination).

Tool to retrieve Confluence audit records. Use when you need to fetch and filter audit logs for compliance or troubleshooting.

Tool to retrieve a specific Confluence blog post by its ID. Use when you have a blog post ID and need detailed metadata and content.

Tool to retrieve labels of a specific Confluence blog post by ID. Use after obtaining the blog post ID to list its labels.

Tool to get like count for a Confluence blog post. Use after confirming the blog post ID to retrieve total likes.

Tool to retrieve permitted operations for a Confluence blog post. Use after confirming the blog post ID to see allowed actions.

Tool to retrieve a list of blog posts. Use when you need a paginated list of Confluence blog posts.

Tool to list all blog posts under a specific label. Use when you have a label ID and need to retrieve associated blog posts.

Tool to retrieve details for a specific version of a blog post. Use when you have a blogpostId and versionNumber and need detailed metadata for that version.

Tool to retrieve all versions of a specific blog post. Use when you have a blogpostId and need to list version numbers.

Tool to list all direct child pages of a given Confluence page. Use when you have a parent page ID and need to discover its direct descendants. Response nests child page data under `data.data.results`; unwrap this before iterating. Paginate using `_links.next` cursor until no further results to avoid missing children.

Tool to retrieve all content properties on a blog post. Use when you need to list metadata properties set on a specific Confluence blog post.

Tool to retrieve all content properties on a page. Use when you need to list metadata properties set on a specific Confluence page.

Tool to retrieve restrictions on a Confluence content item. Use when you need to see who can view or edit a page or blog post.

Tool to get information about the currently authenticated user — always scoped to the account tied to the configured connection, not arbitrary users. Use CONFLUENCE_SEARCH_USERS to look up other users. Response contains nested metadata; key fields include accountId, displayName, and email for use in downstream logic.

Tool to retrieve inline comments for a Confluence blog post. Use when you need inline comment details by blog post ID.

Tool to retrieve all labels in a Confluence site; use for label discovery when you need to list or page through labels. For label-based filtering, use CONFLUENCE_GET_LABELS_FOR_PAGE or CONFLUENCE_GET_LABELS_FOR_SPACE_CONTENT instead.

Tool to retrieve labels of a specific Confluence page by ID. Labels are returned in `data.results[*].name` and are not available in CONFLUENCE_GET_PAGES responses. Use after obtaining the page ID to list its labels. Paginate with `cursor` (plus `limit`): pass the token from `data._links.next` as `cursor` to fetch subsequent pages so no labels are missed when the count exceeds 25.

Tool to list labels on a space. Use when you need to retrieve labels for a specific space.

Tool to list labels on all content in a space. Use when you need to retrieve or filter content labels by space, with pagination and optional prefix filtering. For label discovery across a space before per-page filtering, use this tool first, then CONFLUENCE_GET_LABELS_FOR_PAGE; CONFLUENCE_SEARCH_CONTENT does not filter by labels.

Tool to retrieve all ancestors for a given Confluence page by its ID. Use when you need the full page hierarchy.

Tool to retrieve a Confluence page by its ID. Use when you have a page ID and need its detailed metadata and content. Response body is in `body.storage.value` as Confluence storage format (HTML); strip tags before plain-text use. Before calling CONFLUENCE_UPDATE_PAGE, fetch the latest version here — that tool requires `version.number` = current + 1, else a 409 conflict occurs.

Tool to retrieve footer (non-inline) comments for a Confluence page. Use when you need to collect review feedback left as standard page comments.

Tool to retrieve inline comments for a Confluence page. Use when you need inline comment details by page ID.

Tool to get like count for a Confluence page. Use after confirming the page ID to retrieve total likes.

Tool to retrieve a paginated list of Confluence pages. Results are permission-scoped to the authenticated user; empty results may reflect access restrictions. Omitting filters like spaceId or status can return unexpectedly broad result sets. Labels are not included in results; use CONFLUENCE_GET_LABELS_FOR_PAGE for label data. Timestamps are ISO 8601 UTC strings.

Tool to retrieve all versions of a specific Confluence page. Use to audit edit history or to get the latest version.number before calling CONFLUENCE_UPDATE_PAGE — using a stale version.number causes a 409 Conflict error.

Tool to retrieve a Confluence space by its ID. Use when you need detailed metadata of a specific space. Space names are non-unique; use the numeric spaceId or spaceKey from the response for stable identification in downstream operations such as CONFLUENCE_GET_SPACE_PROPERTIES, CONFLUENCE_GET_LABELS_FOR_SPACE, CONFLUENCE_GET_SPACE_CONTENTS, and CONFLUENCE_CREATE_BLOGPOST.

Tool to retrieve content in a Confluence space. Use when you need to list pages or blogposts of a specific space key. Results are in data.results; follow response._links.next (cursor pagination) until absent to avoid missing content. Only returns content accessible to the authenticated user — missing items may indicate permission restrictions. Attachments are not space-scopable in Confluence v2 (the /attachments endpoint is site-wide); to list a page's attachments use CONFLUENCE_GET_ATTACHMENTS. Construct item URLs by combining data._links.base with each item's _links.webui.

Tool to get properties of a Confluence space. Use when you need to retrieve custom metadata or settings stored as space properties.

Tool to retrieve a paginated list of Confluence spaces with optional filtering. Paginate with `cursor`: pass the token from `data._links.next` (or the full next URL) as `cursor` to fetch the next page, and stop when no `_links.next` is returned. Results are scoped to spaces visible to the authenticated user; absent spaces may be restricted rather than nonexistent. Use `spaceKey` or numeric space ID (not display name) for stable identification in downstream calls. Combined filters apply as AND logic — relax filters before concluding a space is missing.

Tool to list Confluence tasks (action items) with filtering by assignee, creator, space, page, blog post, status, and dates. Use when you need to retrieve user action items without unreliable keyword searching for "TODO".

Tool to retrieve information about the anonymous user. Use when you need to obtain guest user details before unauthenticated interactions.

Retrieves a paginated list of Confluence spaces visible to the authenticated user. Use when you need to discover available spaces or iterate through all spaces in an instance. Results are scoped to spaces the user has permission to view; missing spaces may be restricted rather than nonexistent. Paginate by using the cursor from the '_links.next' field in the response until no next link is returned.

Searches one page of content from the Confluence v2 API with intelligent title ranking. Call this action again with the cursor from `_links.next` to search the next page. Since the native search endpoint is deprecated, this action fetches one batch from the v2 pages endpoint, applies client-side filtering, and ranks matches by exact phrase, all words, then partial matches. NOTE: Only page titles in the current API page are searched — queries matching only body content return no results. Results omit full body content and canonical URLs; use CONFLUENCE_GET_PAGE_BY_ID for complete page data. Cannot filter by author, date, or labels. Results reflect only pages accessible to the authenticated user. When multiple pages share similar titles, verify the correct page via spaceId or pageId before performing writes.

Searches for pages in Confluence using filters like title, space, and status. Returns a paginated list of pages matching the specified criteria. Use this action when you need to find specific pages by title or filter pages within a particular space. For full-text content search, use CONFLUENCE_SEARCH_CONTENT instead. For advanced CQL-based queries, use CONFLUENCE_CQL_SEARCH.

Searches for Confluence spaces with flexible filtering by name, key, type, status, and labels. Use this action when you need to find specific spaces by partial name/key match or filter spaces by attributes like type (global/personal), status (current/archived), or labels. Supports cursor pagination for browsing large result sets: pass the token from `data._links.next` (or the full next URL) as `cursor` to fetch the next page; a missing `_links.next` means the last page. Results are scoped to spaces visible to the authenticated user; absence may indicate restricted access rather than nonexistence.

Searches for users using user-specific queries from the Confluence Query Language (CQL).

Tool to update a Confluence blog post's title or content. Use when you need to modify an existing blog post. Ensure you have the latest version number before calling.

Tool to update a property of a specified blog post. Use when you need to modify custom metadata on a blog post.

Tool to update a content property on a Confluence page. Use when you need to modify an existing metadata property by its ID.

Tool to update a content property on a whiteboard. Use when you need to modify metadata on a Confluence whiteboard.

Tool to update an existing Confluence page, replacing the entire page content. Use when you need to modify existing documentation or content.

Tool to update a space property. Use when you need to modify custom metadata stored on a Confluence space (requires fetching the current property version first).

Tool to update a Confluence task status. Use when you need to mark tasks as complete or incomplete in workflows or dashboards.

Validates Confluence credentials by attempting to retrieve the current authenticated user's information. Use this action when you need to verify that API credentials are valid and the connection is properly authenticated before performing other operations. Returns validation status along with basic user details if successful.

Return the Atlassian (Confluence) sites accessible to the connection. Identity is workspace-level.

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.