Instant Connections

Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.

Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).

Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.

Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.

Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.

Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.

Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.

Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.

Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, current_assets, and liabilities. The allowable_for_tax field is required for cost_of_sales and admin_expenses.

Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.

Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.

Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.

Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.

Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.

Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated_on set to today.

Tool to email an estimate in FreeAgent. Use when you need to send an estimate to a contact via email with customizable subject, body, and attachments. You can use an existing email template (use_template=true) or provide manual email fields.

Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.

Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.

Tool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and the next reference number in sequence.

Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.

Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.

Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.

Tool to delete a bank transaction explanation in FreeAgent. Use when you need to remove an explanation from a bank transaction.

Tool to delete default additional text for estimates in FreeAgent. Use when you need to remove the default additional text that appears on estimates.

Tool to delete a note by its ID. Use when you need to permanently remove a note from FreeAgent.

Tool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities.

Tool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims.

Tool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items.

Tool to retrieve the authenticated user's personal profile from FreeAgent. Use when you need information about the current user's details, role, or permissions.

Tool to retrieve the opening balances from the trial balance summary. Use when you need to get the initial balance amounts for all account categories at the start of the accounting period.

Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent. Use when you need financial performance overview including income, expenses, and retained profit.

Tool to get the trial balance summary from FreeAgent. Use when you need to retrieve the trial balance report data for accounting purposes.

Tool to retrieve the balance sheet for a FreeAgent account. Use when you need to get financial position data including assets, liabilities, and equity. Returns balance sheet data for the specified date or current date if not specified.

Tool to retrieve opening balances for the balance sheet from FreeAgent. Use when you need to get the initial financial position values including capital assets, current assets, liabilities, and equity.

Tool to list all accounting transactions from FreeAgent. Use when you need to retrieve transaction history for accounting purposes. Filter by date range or nominal code to narrow results.

Tool to list all CIS (Construction Industry Scheme) bands for a company. Use when you need to retrieve the available CIS bands configured for a UK company enrolled in CIS for Subcontractors. The bands include gross, standard, and higher rate bands with their respective deduction rates and nominal codes.

Tool to list all expenses from FreeAgent. Use when you need to retrieve expense records, optionally filtered by view type (recent/recurring), date range, project, or last update timestamp.

Tool to list all price list items from FreeAgent. Use when you need to retrieve all price list items with optional sorting by creation date, code, or update date.

Tool to list all properties in FreeAgent. Use when you need to retrieve property records for UK unincorporated landlord companies. Supports pagination for large result sets.

Tool to retrieve a list of recurring invoices from FreeAgent. Use when you need to query recurring invoices by status or contact. Supports filtering by draft, active, or inactive status and can include nested invoice line items.

Tool to list all sales tax periods for a company in FreeAgent. Use when you need to retrieve sales tax configuration history including rates, registration status, and effective dates. Available for US and Universal companies only.

Tool to list all stock items from FreeAgent. Use when you need to retrieve stock items with optional sorting by creation date, description, or update date.

Tool to list all tasks in FreeAgent. Use when you need to retrieve tasks with optional filtering by status, project, or update date, and sorting options.

Tool to list all timeslips from FreeAgent. Use when you need to retrieve time tracking records with optional filtering by date range, user, project, task, billing status, or last update timestamp.

Tool to list users in FreeAgent. Use when you need to retrieve users with optional filtering by type (all, staff, advisors). Requires 'Tax, Accounting & Users' permission scope.

Tool to list bank accounts in FreeAgent. Use when you need to retrieve all bank accounts or filter by account type (standard, credit card, or PayPal).

Tool to list all bank feeds for a company. Use when you need to retrieve the list of bank feeds and their current status.

Tool to list all bank transactions under a certain bank account in FreeAgent. Use when you need to retrieve transaction history, reconcile accounts, or find specific transactions for a bank account.

Tool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project.

Tool to retrieve all available business categories from FreeAgent. Use when you need to get the complete list of industry classifications for company categorization.

Tool to retrieve all categories for the current FreeAgent company. Categories are used to classify income or costs for estimate items, invoice items, expenses, bills, and bank transaction explanations. Returns four category sets: admin expenses, cost of sales, income, and general. Use sub_accounts parameter to include sub-accounts instead of top-level accounts.

Tool to list contacts in FreeAgent. Use when you need to retrieve contacts with optional filtering by type, sort order, or update date.

Tool to retrieve all credit note reconciliations from FreeAgent. Use when you need to list credit notes that have been reconciled against invoices. Optionally filter by update timestamp or date range.

Tool to list credit notes from FreeAgent. Use when you need to retrieve credit notes with optional filtering by contact, project, status, or date range. Requires 'Estimates and Invoices' permission.

Tool to retrieve EC VAT MOSS sales tax rates for a specific EU country and date. Use when you need to determine the applicable VAT rates for cross-border digital services within the EU.

Tool to list estimates in FreeAgent. Use when you need to retrieve estimates with optional filtering by status, date range, contact, project, or invoice. Set nested_estimate_items to true to include estimate items in the response.

Tool to retrieve the default additional text for estimates. Use when you need to get the default text that appears on all estimate documents.

Tool to list final accounts reports for a company in FreeAgent. Use when you need to retrieve all final accounts reports with their filing status and period dates.

Tool to retrieve all hire purchases for the authorized FreeAgent account. Use when you need to view existing hire purchase agreements. Requires 'Bills' access level and is only available for UK companies.

Tool to get the default additional text shown on all invoices. Use when you need to retrieve the default invoice text.

Tool to retrieve a list of notes for a contact or project. Use when you need to view all notes associated with a specific contact or project.

Tool to list projects in FreeAgent. Use when you need to retrieve projects with optional filtering by status and sorting. Requires 'Contacts and Projects' permission scope.

Tool to list VAT returns for a company in FreeAgent. Use when you need to retrieve VAT return records, their filing status, and payment information.

Tool to retrieve the company's tax timeline showing upcoming tax events and deadlines. Use when you need to view VAT returns, corporation tax payments, Companies House filings, and other tax-related events with their due dates and amounts.

Tool to update a bank transaction explanation in FreeAgent. Use when you need to modify an existing explanation's details such as description, category, amounts, or tax information.

Tool to update the default additional text for estimates in FreeAgent. Use when you need to set or change the standard text that appears on all estimates.

Tool to convert an estimate to an invoice in FreeAgent. Use when an estimate has been approved and needs to be converted into a billable invoice. The estimate's status will transition to 'Invoiced' and a new invoice will be created automatically.

Tool to update an existing expense in FreeAgent. Use when you need to modify expense details such as description, amount, date, category, or tax information. Only the fields you provide will be updated; omitted fields remain unchanged.

Tool to update the default additional text shown on all invoices. Use when you need to set or change the default invoice text that appears at the bottom of all invoices.

Tool to convert a draft negative invoice to a credit note in FreeAgent. Use when you need to transform a draft invoice with a negative value into a credit note. The invoice must be in draft status and have a negative value before conversion.

Tool to update a journal set in FreeAgent. Use when you need to modify journal entries, change description, date, or tag. Can add new entries, modify existing ones, or remove entries using _destroy flag.

Tool to update an existing note in FreeAgent. Use when you need to modify the text content of a note attached to a contact or project.

Tool to update a price list item in FreeAgent. Use when you need to modify existing price list item fields like description, price, code, quantity, or tax settings.

Tool to update the authenticated user's personal profile in FreeAgent. Use when you need to modify user details such as name, email, role, or tax information.

Tool to upload a bank statement to FreeAgent. Use when you need to import multiple bank transactions at once for a specific bank 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.