Instant Connections

Add a chart to a worksheet using Microsoft Graph API.

Add Named Item

Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.

Create a new table in a worksheet using the Microsoft Graph API.

Add a column to a table using Microsoft Graph API.

Add a row to a table using Microsoft Graph API.

Tool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.

Add a new worksheet to an Excel workbook using Microsoft Graph API.

Apply a filter to a table column using Microsoft Graph API.

Apply a sort to a table using Microsoft Graph API.

Autofit columns or rows intersecting a workbook range.

Run one allowlisted Microsoft Graph v1.0 workbook function.

Calculate Excel Workbook

Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.

Clear a filter from a table column using Microsoft Graph API.

Clear All Table Filters

Clear Table Sort

Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and already-closed sessions. This action validates the session first and returns an error for invalid or already-closed sessions to provide clearer user feedback. The validation uses refreshSession which is the only API endpoint that can detect closed sessions.

Convert a table to a range using Microsoft Graph API.

Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

Create a folder under a parent Microsoft Graph drive item.

Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.

Move a OneDrive or SharePoint drive item to the recycle bin by item ID.

Permanently delete a workbook-scoped named item; this cannot be undone.

Delete worksheet cells and shift the remaining cells up or left.

Permanently delete an Excel table by its ID or name.

Delete a column from a table using Microsoft Graph API.

Delete a row from a table using Microsoft Graph API.

Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."

Download an Excel workbook in its original file format.

Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

Get Excel Application

Get chart

Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.

Get chart component

Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

Get chart image

Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.

Get chart point

Get chart series

Retrieve one workbook comment by its exact ID.

Retrieve one reply to a workbook comment by its exact ID.

Return a range derived from another range by navigation or geometry.

Retrieve OneDrive or SharePoint drive item metadata by exact ID or path.

Retrieve a workbook-scoped named item by exact name.

Get Named Item Range

Get Excel Operation Status

Get Pivot Table

Read selected properties from a worksheet range, its used range, or worksheet protection.

Get a range from a worksheet using Microsoft Graph API.

Read one formatting component from a workbook range.

Create a session for an Excel workbook using Microsoft Graph API.

Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.

Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.

Retrieve one workbook- or worksheet-addressed table by ID or exact name.

Tool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.

Read one cell by row within a selected table column's data body.

Get Table Column Range

Get Table Range

Get Table Row

Get Table Row Range

Get Table Sort

Read cells visible after worksheet filtering.

Tool to retrieve the properties and relationships of a workbook. Use when you need to inspect comments, names, tables, or worksheets.

Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.

Get Worksheet Protection

Read a zero-based worksheet row bounded to columns containing values.

Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

Tool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.

List chart points

List charts in a worksheet using Microsoft Graph API.

Tool to list all data series in a chart. Use when you need to enumerate chart series for further analysis.

List replies to one workbook comment.

Tool to list comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.

Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

List retained versions of a OneDrive or SharePoint workbook file.

List files and folders in a drive root or specified path.

List named items in a workbook using Microsoft Graph API.

List Pivot Tables

List tables in a SharePoint worksheet using Microsoft Graph Sites API.

List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.

List SharePoint lists in a known Microsoft Graph site. Use site search first when the site ID is unknown. The action exposes projection and page controls but does not automatically follow the returned next link.

List columns in a table using Microsoft Graph API.

List rows in a table using Microsoft Graph API.

List tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name or ID, and can optionally use a session ID for workbook operations.

Tool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions for workbook with drive_id 'b!abc123' and item_id '0123456789abcdef'."

List worksheets in an Excel workbook using Microsoft Graph API.

Merge cells in a worksheet range using Microsoft Graph API.

Tool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."

Reapply All Table Filters

Reapply Table Sort

Refresh Pivot Tables

Refresh Excel Session

Create, update, or delete drive or workbook resources in up to 20 requests; inspect every subresponse status because individual mutations can fail.

Read drive or workbook data in up to 20 GET requests; inspect every subresponse status because individual requests can fail.

Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

Search OneDrive and SharePoint content using Microsoft Search.

Search SharePoint sites by free-text query for workbook discovery.

Set chart data

Set chart position

Sort a range in a worksheet using Microsoft Graph API.

Split a merged worksheet range back into separate cells.

Remove protection from a worksheet so it can be edited again.

Update a chart in a worksheet using Microsoft Graph API.

Update chart component

Tool to update formatting or position of a chart legend. Use when adjusting legend settings after confirming chart and worksheet exist.

Rename one Excel chart series by ID or zero-based collection position.

Rename, move within the same drive, or update client timestamps for a DriveItem by stable ID.

Update a workbook named item's visibility or comment.

Update a range in a worksheet using Microsoft Graph API.

Update exactly one formatting component on a workbook range.

Update a range in a SharePoint worksheet using Microsoft Graph Sites API.

Update a table in a workbook using Microsoft Graph API.

Update Table Column

Update raw values in a table column's data-body cells by zero-based index.

Update Table Row

Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.

Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

Return the identity (email, name) of the connected Excel (Microsoft) account.

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.