Instant Connections

Tool to archive a CustomDimension on a property. Use when you need to remove a custom dimension from active use without permanently deleting it. Archived dimensions cannot be used in new reports.

Tool to return multiple pivot reports in a batch for a GA4 property. Use when you need to fetch multiple pivot table reports with multi-dimensional analysis in a single request.

Tool to return multiple analytics data reports in a batch. Use when you need to fetch multiple reports for one GA4 property in a single request.

Tool to list dimensions and metrics compatible with a GA4 report request. Use when you need to validate compatibility of chosen dimensions or metrics before running a report.

Tool to create an audience export for Google Analytics. Use when you need to export a snapshot of users in an audience at a specific point in time. This initiates a long-running asynchronous request that returns an operation resource name immediately. The export begins in CREATING state with rowCount=0; the operation must complete before export data is accessible for querying.

Tool to create an audience list for later retrieval by initiating a long-running asynchronous request. Use when you need to create a snapshot of users currently in an audience. The method returns quickly with an Operation resource while processing occurs in the background.

Tool to create a CustomDimension for a Google Analytics property. Use when you need to add a new custom dimension to track specific user properties, event parameters, or eCommerce item parameters.

Tool to create a custom metric in Google Analytics. Use when you need to define a new custom metric for tracking specific event parameters.

Tool to create an expanded data set for a property. Use when you need to combine specific dimensions and metrics into a custom dataset after property creation.

Tool to create a recurring audience list that automatically generates new audience lists daily based on the latest data. Use when you need to automate audience list creation and reduce quota token consumption.

Tool to create a report task as a long-running asynchronous request for customized Google Analytics event data reports. Use when you need to generate large or complex reports that process asynchronously.

Tool to create a roll-up property. Use when consolidating multiple GA4 properties into one aggregated view.

Tool to retrieve a single Account by its resource name. Use when you need detailed account info after confirming the account resource name (e.g., accounts/100).

Tool to retrieve attribution configuration for a Google Analytics property. Use when you need to check attribution models, lookback windows, and conversion export settings.

Tool to retrieve a single Audience configuration from a Google Analytics property. Use when you need detailed audience information including membership criteria and filter clauses.

Tool to get configuration metadata about a specific audience export. Use when you need to understand an audience export after it has been created or check its status.

Tool to get configuration metadata about a specific audience list. Use after confirming the audience list resource name.

Tool to retrieve a single CustomDimension by its resource name. Use when you need detailed information about a specific custom dimension including its display name, scope, and parameter name.

Tool to retrieve data retention configuration for a Google Analytics property. Use when you need to check event-level and user-level data retention durations and reset settings.

Tool to retrieve data sharing configuration for a Google Analytics account. Use when you need to check which data sharing settings are enabled for an account, including sharing with Google support, sales teams, products, and benchmarking.

Tool to retrieve Google Signals configuration settings for a GA4 property. Use when you need to check whether Google Signals is enabled and the consent status for a property.

Tool to retrieve a Key Event. Use after confirming the key event resource name. Read-only; create, update, or delete operations require the Google Analytics UI.

Tool to get metadata for dimensions, metrics, and comparisons for a GA4 property. Use to discover available fields before building a report — always derive dimension/metric apiNames from this output rather than hardcoding from GA4 UI labels, which differ. Available fields vary per property; skip validation and downstream report tools like GOOGLE_ANALYTICS_RUN_REPORT return 400 INVALID_ARGUMENT on incompatible or invalid field combinations. Response can contain hundreds of fields; filter to relevant subset before passing to downstream logic.

Tool to retrieve a single GA4 Property by its resource name. Use when you need detailed property configuration including display name, time zone, currency, and other settings.

Tool to retrieve all property quotas organized by category (corePropertyQuota, funnelPropertyQuota, realtimePropertyQuota) for a given GA4 property. Use when you need to check current quota usage. Snapshot data can lag real consumption by several minutes; treat reported values as approximate and avoid scheduling high-volume jobs at full apparent capacity.

Tool to get configuration metadata about a specific recurring audience list. Use when you need to understand a recurring audience list's state after it has been created or to get the resource name of the most recent audience list instance.

Tool to get report metadata about a specific report task. Use after creating a report task to check its processing state or inspect its report definition.

Tool to retrieve summaries of all Google Analytics accounts accessible by the caller. Use when you need a high-level overview of accounts and their properties without fetching full account details.

Tool to list all Google Analytics accounts accessible by the caller using v1beta API. Use when you need to enumerate accounts. Note that these accounts might not have GA properties yet. Soft-deleted accounts are excluded by default.

Tool to list all AdSenseLinks on a property. Use when you need to fetch all AdSense links for a given Google Analytics property.

Tool to list all audience exports for a property. Use when you need to find and reuse existing audience exports rather than creating new ones.

Tool to list all audience lists for a specified property to help find and reuse existing lists. Use when you need to retrieve a property's configured audience lists after confirming the property ID.

Tool to list Audiences on a property. Use when you need to retrieve audience configurations for a Google Analytics property. Audiences created before 2020 may not be supported.

Tool to list BigQuery Links on a property. Use when you need to retrieve BigQuery link resources associated with a Google Analytics property. Results support pagination for large datasets.

List Calculated Metrics

Tool to list ChannelGroups on a property. Use when you need to retrieve channel groups that categorize traffic sources in Analytics reports.

Tool to list conversion events on a property. Use when you need to retrieve conversion events configured for a given property.

List Custom Dimensions

Tool to list CustomMetrics on a property. Use when you need to retrieve all custom metrics configured for a given property.

Tool to list DataStreams on a property. Use when you need to retrieve data stream configurations for a Google Analytics property.

Tool to list Display & Video 360 advertiser links on a property. Use when you need to retrieve DisplayVideo360AdvertiserLink resources associated with a Google Analytics property. Results support pagination for large datasets.

Tool to list DisplayVideo360AdvertiserLinkProposals on a property. Use when you need to retrieve Display & Video 360 advertiser link proposals associated with a Google Analytics property. Results support pagination for large datasets.

Tool to list EventCreateRules configured on a web data stream. Use when you need to retrieve event create rules for a specific GA4 property data stream.

Tool to list ExpandedDataSets on a property. Use when you need to retrieve expanded data set configurations for a Google Analytics 360 property.

Tool to list FirebaseLinks on a property. Use when you need to retrieve Firebase connections associated with a Google Analytics property. Each property can have at most one FirebaseLink.

Tool to list GoogleAdsLinks on a property. Use when you need to retrieve Google Ads account links configured for a Google Analytics property. Supports pagination for large result sets.

Tool to list Key Events. Use when you need to retrieve all key event definitions for a given property. Key events are read-only via API; creation, updates, and deletion require the Google Analytics UI. An empty results list means no key events are configured, not a failure. Do not infer key-event status from report data (e.g., eventCount); use this tool to confirm.

Tool to list MeasurementProtocolSecrets under a data stream. Use when you need to retrieve measurement protocol secrets for server-side event tracking.

Tool to list GA4 properties based on filter criteria. Use when you need to find properties under a specific parent account or with specific firebase projects. Supports pagination and including soft-deleted properties.

Tool to list all recurring audience lists for a GA4 property. Use when you need to find and reuse existing recurring audience lists.

Tool to list all Reporting Data Annotations for a specific property. Use when you need to retrieve annotations that document important events or periods in GA4 reporting data.

Tool to list all report tasks for a Google Analytics property. Use when you need to retrieve report task definitions and their execution status.

Tool to list all SearchAds360Links on a property. Use when you need to retrieve all Search Ads 360 links for a given Google Analytics property. Supports pagination for large result sets.

Tool to list SKAdNetworkConversionValueSchema configurations for an iOS data stream. Use when you need to retrieve conversion value schemas for iOS app tracking. Maximum one schema per property is supported.

Tool to list all subproperty event filters on a property. Use when you need to retrieve event filters that route events to subproperties.

Tool to list SubpropertySyncConfig resources for managing subproperty synchronization configurations. Use when you need to fetch subproperty sync configs for a GA4 property.

Tool to request a ticket for creating a Google Analytics account. Use when you need to initiate the account creation flow that requires user acceptance of Terms of Service.

Tool to query a completed audience export. Use when you need to fetch user rows with pagination.

Tool to query an audience list. Use when you need to retrieve user rows from a GA4 audience list with pagination.

Tool to retrieve a report task's content. Use this after creating a report task with CreateReportTask and confirming it is in ACTIVE state. This method returns an error if the report task's state is not ACTIVE.

Tool to run a GA4 funnel report. Use when you need a customized funnel analysis report for a given property. Funnel step sequence is determined by step attributes in the response, not row order.

Tool to run a customized pivot report of Google Analytics event data. Use when you need a pivot table view with advanced segmentation and multi-dimensional analysis of GA4 data.

Tool to run a customized realtime report of Google Analytics event data. Use when you need realtime data (last 30-60 minutes) with dimensions and metrics for a GA4 property.

Tool to run a customized GA4 data report. Use when you need event data after specifying dimensions, metrics, and date ranges. IMPORTANT - DIMENSION/METRIC COMPATIBILITY: The Google Analytics Data API has strict compatibility rules between dimensions and metrics. Not all combinations are valid. If you receive a 400 error with a message about incompatible dimensions/metrics, use the GOOGLE_ANALYTICS_CHECK_COMPATIBILITY action first to validate your dimension/metric combinations before running reports. Common incompatibilities include: - Demographic dimensions (userAgeBracket, userGender) with session-scoped dimensions/filters (sessionCampaignName, sessionSource) - Certain user-scoped dimensions with event-scoped metrics For complex queries, consider starting with simpler dimension/metric combinations or use CHECK_COMPATIBILITY to pre-validate your request.

Tool to send event data to Google Analytics 4 using the Measurement Protocol. Use when you need to track server-side events that supplement client-side gtag.js or Firebase tracking. The Measurement Protocol allows sending event data directly to GA4 from servers, applications, or other devices. Events are processed asynchronously and typically appear in reports within 24-48 hours. For validation, use the validation server endpoint first (mp/collect/validate).

Tool to update an existing GA4 Property. Use when you need to modify property settings such as display name, time zone, currency code, or industry category.

Tool to validate Measurement Protocol events before sending them to production. Use when you need to verify event structure and parameters are correct before sending real data.

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.