Instant Connections

Associate an existing contact with an existing account in Dynamics 365. Sets the contact's parent customer to this account through the contact_customer_accounts relationship, replacing any previous parent customer. Does not create an account or contact. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

Assign a security role to a system user in the connected Dataverse environment. Security-sensitive: requires administrator privileges and changes the user's effective permissions. Both records must exist in the same environment. Avoid changing the executing user's roles or assigning roles outside trusted fixtures. This adds a role association; it does not replace the user's other roles. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

Sets an existing contact's parent account, replacing any current parent customer. Both records must exist in the connected Dynamics 365 environment.

Clear an existing account's description to null without deleting the account. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/update-delete-entities-using-web-api#delete-a-single-property-value

Create a text or attachment note, optionally linked to a supported record.

Create a Dataverse appointment from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply subject, scheduledstart, and scheduledend in ISO 8601 format. Attendee activity-party bindings may trigger calendar side effects. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

Create and store a draft email activity without sending it.

Create a Dataverse invoice line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply invoiceid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

Create a Dataverse opportunity line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply opportunityid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

Record a CRM phone-call activity; this does not place a telephone call.

Create a Dataverse price list from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply name and transactioncurrencyid@odata.bind. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

Create a Dataverse catalog product and return its selected representation.

Add an existing product and unit to an existing Dynamics price list.

Create a Dataverse quote from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Include name and customerid_account@odata.bind or customerid_contact@odata.bind as required by the environment. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

Create a Dataverse quote line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply quoteid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

Create a Dataverse sales order line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply salesorderid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

Create a Dataverse social activity and return its stored representation.

Create a Dataverse system user from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Creates a Dataverse user row, not a Microsoft Entra identity or license. Provisioning requires an existing permitted Entra principal or application and suitable administrator privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

Create a Dataverse task activity and return its selected representation.

Create a Dataverse transaction currency from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply currencyname, isocurrencycode, currencysymbol, currencyprecision, and exchangerate. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

Delete a Dataverse account by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

Delete a Dataverse appointment by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

Delete a Dataverse case by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

Delete a Dataverse contact by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

Delete a Dataverse email activity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

Delete a Dataverse invoice by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoice

Delete a Dataverse invoice line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

Delete a Dataverse lead by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/lead

Delete a Dataverse note by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

Delete a Dataverse opportunity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

Delete a Dataverse opportunity line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

Delete a Dataverse price list by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

Delete a Dataverse product by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

Delete a Dataverse quote by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

Delete a Dataverse quote line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

Delete a Dataverse sales order by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

Delete a Dataverse sales order line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

Request deletion of a Dataverse system user by GUID. The provider may soft-delete the user first, removing roles and team memberships while retaining the row. Regular users must first be deleted from Microsoft Entra ID; permanent deletion requires the provider's further prerequisites. Never delete the executing user. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest Deletion prerequisites: https://learn.microsoft.com/en-us/power-platform/admin/delete-users

Delete a Dataverse task by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

Delete a Dataverse transaction currency by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

Remove a contact's parent account relationship without deleting either record. Uses DELETE on the parentcustomerid_account single-valued navigation property's $ref. Dataverse security roles determine access to the contact. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#other-methods

Creates a new account entity record in Dynamics CRM using the Web API.

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Creates a new contact entity record in Dynamics CRM using the Web API.

Creates a new invoice entity record in Dynamics CRM using the Web API.

Creates a new lead entity record in Dynamics CRM using the Web API.

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoice

Dynamicscrm get a lead

Dynamicscrm get all leads

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Updates an existing lead entity record in Dynamics CRM using the Web API.

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Execute a Dataverse multipart batch, optionally containing atomic change sets. May create, update or delete records. Returns raw multipart data and per-part statuses, not an assertion that every operation succeeded. A failed change set rolls back its operations. Outer HTTP 200 can contain individual failures. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/execute-batch-operations-using-web-api

Retrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

Get all invoices action

Retrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

Retrieve one Dataverse attribute definition by its metadata IDs.

Retrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

Retrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

Retrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

Retrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

Retrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

Retrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

Retrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

Retrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

Retrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

Retrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

Retrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

Retrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

Retrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

Retrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

Retrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

Retrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

List one page of Dataverse appointments. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

Discover Dataverse table definitions and return caller-selected metadata.

List available Dataverse entity sets and their resource URLs, not table rows. Use this service document to discover the exact entity set name before addressing a table; do not infer it from the table's logical collection name.

List one page of Dataverse invoice line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

List one page of Dataverse notes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

List one page of Dataverse opportunity line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

List one page of Dataverse price lists. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

List one page of Dataverse products. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

List one page of Dataverse quote line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

List one page of Dataverse quotes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

List one page of Dataverse sales orders. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

List one page of Dataverse system users. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

List one page of Dataverse transaction currencies. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

List or filter Dynamics accounts with projection, ordering, and bounded results. Optionally include the matching count, expand related resources, or aggregate and group records. Returns an OData next link when another page is available.

List, filter, expand, or aggregate Dynamics campaigns. Use this action to select campaign fields, order and bound results, include related records, request a matching count, or group and aggregate campaign data with OData. Results include an OData next link when another page is available.

Return one bounded page of cases; pass next_link back to fetch the next page.

List or filter Dynamics contacts with selected fields and ordering. Optionally include the matching count, expand related resources, or aggregate and group records. Results are bounded and include an OData next link when another page is available.

Return one bounded page of email activities; pass next_link back to fetch the next page.

Query supported CRM collections and return one bounded page plus its next link.

Return one bounded page of opportunities; pass next_link back to fetch the next page.

Return one bounded page of phone-call activities; pass next_link back to fetch the next page.

Return one bounded page of social activities; pass next_link back to fetch the next page.

Return one bounded page of tasks; pass next_link back to fetch the next page.

Remove an existing contact from an account without deleting either record. Deletes the contact_customer_accounts collection member's $ref, clearing the contact's parent account relationship. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#remove-a-record-from-a-collection

Resolve an active case by creating its incident-resolution activity.

Update only the supplied writable columns of an existing Dataverse account and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

Updates only the name of an existing Dynamics 365 account.

Update only the supplied writable columns of an existing Dataverse appointment and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse contact and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse email activity and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse invoice line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

Update only the supplied writable columns of an existing Dataverse note and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

Update only the supplied writable columns of an existing Dataverse price list and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

Update only the supplied writable columns of an existing Dataverse product and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

Update only the supplied writable columns of an existing Dataverse quote and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

Update only the supplied writable columns of an existing Dataverse quote line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

Update only the supplied writable columns of an existing Dataverse sales order line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

Update only the supplied writable columns of an existing Dataverse system user and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse task and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

Update only the supplied writable columns of an existing Dataverse transaction currency and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

Return the connected Dataverse caller's identity IDs.

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.