Instant Connections

Tool to create a copy of an existing Google Document. Use this to duplicate a document, for example, when using an existing document as a template. The copied document will have a default title (e.g., 'Copy of [original title]') if no new title is provided, and will be placed in the user's root Google Drive folder.

Creates a new table in a Google Document and populates its cells with provided text data in a single operation. Use this action when you need to insert a structured table with predefined content into a document. The action handles both table creation and cell population automatically, eliminating the need for separate operations.

Creates a new Google Docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's ID and metadata (excluding body content).

Creates a new Google Docs document, optionally initializing it with a title and content provided as Markdown text.

Create a metadata-only Google Drive file, folder, or shortcut.

Tool to create a new footer in a Google Document. Use when you need to add a footer, optionally specifying its type and the section it applies to.

Tool to create a new footnote in a Google Document. Use this when you need to add a footnote at a specific location or at the end of the document body.

Tool to create a new header in a Google Document, optionally with text content. Use this tool when you need to add a header to a document. You can provide: - document_id: The ID of the document (required) - type: The header type (DEFAULT is the standard header) - text: Optional text content to add to the header - section_break_location: Optional location for section-specific headers

Tool to create a new named range in a Google Document. Use this to assign a name to a specific part of the document for easier reference or programmatic manipulation.

Tool to add bullets to paragraphs within a specified range in a Google Document. Use when you need to format a list or a set of paragraphs as bullet points.

Creates a new tab in a Google Docs document. Tabs allow you to organize document content into separate sections within a single document. Use this action when you need to add a new organizational tab to a document. When a tab is added at a specified index, all subsequent tabs' indexes are automatically incremented.

Tool to delete a range of content from a Google Document. Use when you need to remove a specific portion of text or other structural elements within a document. Note: Every segment (body, header, footer, footnote) in Google Docs ends with a final newline character that cannot be deleted. Ensure the endIndex does not include this trailing newline.

Tool to delete a footer from a Google Document. Use when you need to remove a footer from a specific section or the default footer.

Deletes the header from the specified section or the default header if no section is specified. Use this tool to remove a header from a Google Document.

Tool to delete a named range from a Google Document. Use when you need to remove a previously defined named range by its ID or name.

Tool to remove bullets from paragraphs within a specified range in a Google Document. Use when you need to clear bullet formatting from a section of a document.

Deletes a tab from a Google Document. This action is irreversible — the tab cannot be recovered once removed. Use when you need to remove a tab and all its child tabs from a document's tab structure.

Tool to delete a column from a table in a Google Document. Use this tool when you need to remove a specific column from an existing table within a document.

Tool to delete a row from a table in a Google Document. Use when you need to remove a specific row from an existing table.

Tool to export a Google Docs file as PDF using the Google Drive API. Use when you need to generate a PDF version of a Google Docs document for download or distribution. Note: Google Drive enforces a 10MB limit on export content.

Get selected metadata fields for one Google Drive file by ID.

Read cell values from one range in a Google Sheets spreadsheet.

Retrieves an existing Google Document by its ID; will error if the document is not found.

Retrieves the end index and paragraph structure of a Google Document or specific segment. Use this action when you need to determine valid insertion points for text operations, especially before using insertText requests. The end index represents the maximum boundary of the document body or specified segment (header, footer, footnote, or tab).

Retrieve a Google Doc by ID and return a best-effort plain-text rendering. Converts document structure into plain text including paragraphs, lists, and tables without requiring clients to traverse complex Docs API JSON.

Inserts an image from a given URI into a specific table cell in a Google Document. Use this action when you need to add an image to a particular cell within a table. The action identifies the target cell by table start index, row index, and column index, then inserts the image at the specified position within that cell's content.

Tool to insert an image from a given URI at a specified location in a Google Document as an inline image. Use when you need to add an image to a document programmatically.

Tool to insert a page break into a Google Document. Use when you need to start new content on a fresh page, such as at the end of a chapter or section.

Tool to insert a table into a Google Document. Use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document.

Tool to insert a new column into a table in a Google Document. Use this tool when you need to add a column to an existing table at a specific location.

Inserts a new row into a table in a Google Document at a specified location. Use this action when you need to add a row to an existing table, either above or below a reference cell location.

Tool to insert a string of text at a specified location within a Google Document. Use when you need to add new text content to an existing document. IMPORTANT: Two ways to specify insertion location: 1. Use 'insertion_index' to insert at a specific position (index 1 is safe for document start) 2. Use 'append_to_end=true' to append text to the end of the document (recommended for appending) CRITICAL CONSTRAINT: When using insertion_index, the index MUST fall within the bounds of an EXISTING paragraph. You cannot insert text at arbitrary indices or at structural boundaries (e.g., table starts). The index must also be strictly less than the document's end index. To safely append text without index concerns, use append_to_end=true.

Inserts text into a specific cell of a table in a Google Document by row and column position. Use this action when you need to add or update text content in a table cell at a known row and column index. To use this action, you must first retrieve the document structure using GOOGLEDOCS_GET_DOCUMENT_BY_ID to find the table's start index. Then specify the target cell by its zero-based row and column indices (e.g., row_index=0, column_index=0 for the top-left cell).

List permissions for a Google Drive file, folder, or shared drive.

Tool to retrieve a list of all charts from a specified Google Sheets spreadsheet. Use when you need to get chart IDs and their specifications for embedding or referencing elsewhere, such as in Google Docs.

Tool to replace all occurrences of a specified text string with another text string throughout a Google Document. Use when you need to perform a global find and replace operation within a document.

Tool to replace a specific image in a document with a new image from a URI. Use when you need to update an existing image within a Google Doc.

Search for Google Documents using various filters including name, content, date ranges, and more.

Tool to unmerge previously merged cells in a table. Use this when you need to revert merged cells in a Google Document table back to their individual cell states.

Replaces the entire content of an existing Google Docs document with new Markdown text; requires edit permissions for the document.

Tool to insert or replace a section of a Google Docs document with Markdown content. Use when you need to update only a section of a document by specifying start and optional end indices. Supports full Markdown formatting.

Tool to update the overall document style, such as page size, margins, and default text direction. Use when you need to modify the global style settings of a Google Document.

Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified Google Doc using the `batchUpdate` API method.

Tool to update the style of a table row in a Google Document. Use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers.

Updates properties of a document tab such as title, parent tab, index, and icon emoji. Use this action when you need to rename a tab, change its emoji icon, move it within the tab hierarchy, or reorganize tab structure.

Upload a file of 5 MiB or less to Google Drive using multipart upload.

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.