Instant Connections

Add a GRID sheet with rows and columns to an existing spreadsheet. This action does not create chart-only or DATA_SOURCE sheets. Use properties to configure the GRID sheet's dimensions, tab color, position, visibility, and text direction. Notes: - Sheet names must be unique; use forceUnique=true to auto-append suffix (_2, _3) if name exists - For tab colors, use EITHER rgbColor OR themeColor, not both - Avoid 'index' when creating sheets in parallel (causes errors)

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

Tool to append new rows or columns to a sheet, increasing its size. Use when you need to add empty rows or columns to an existing sheet.

Auto-fit column widths or row heights for a dimension range using batchUpdate.autoResizeDimensions. Use when you need to automatically adjust row heights or column widths to fit content after writing data.

Clears one or more ranges of values from a spreadsheet using data filters. The caller must specify the spreadsheet ID and one or more DataFilters. Ranges matching any of the specified data filters will be cleared. Only values are cleared -- all other properties of the cell (such as formatting, data validation, etc..) are kept.

Retrieves data from specified cell ranges in a Google Spreadsheet.

Tool to update values in ranges matching data filters. Use when you need to update specific data in a Google Sheet based on criteria rather than fixed cell ranges.

Tool to clear the basic filter from a sheet. Use when you need to remove an existing basic filter from a specific sheet within a Google Spreadsheet.

Clears cell content (preserving formatting and notes) from a specified A1 notation range in a Google Spreadsheet; the range must correspond to an existing sheet and cells.

Create a chart in a Google Sheets spreadsheet using the specified data range and chart type. Conditional requirements: - Provide either a simple chart via chart_type + data_range (basicChart), OR supply a full chart_spec supporting all chart types. Exactly one approach should be used. - When using chart_spec, set exactly one of the union fields (basicChart | pieChart | bubbleChart | candlestickChart | histogramChart | waterfallChart | treemapChart | orgChart | scorecardChart).

Creates a new Google Spreadsheet in Google Drive. If a title is provided, the spreadsheet will be created with that name. If no title is provided, Google will create a spreadsheet with a default name like 'Untitled spreadsheet'. Optionally create the spreadsheet in a specific folder by providing either: - folder_id: The Google Drive folder ID (preferred, unambiguous) - folder_name: The folder name (searches for exact match; if multiple folders match, returns choices) If neither folder_id nor folder_name is provided, the spreadsheet is created in the root Drive folder.

Creates a new column in a Google Spreadsheet. Specify the target sheet using sheet_id (numeric) or sheet_name (text). If neither is provided, defaults to the first sheet (sheet_id=0).

Inserts a new, empty row into a specified sheet of a Google Spreadsheet at a given index, optionally inheriting formatting from the row above.

Delete an existing chart from a Google Sheets spreadsheet. Use this action when you need to remove a chart that is no longer needed or needs to be replaced. This action is irreversible — once a chart is deleted, it cannot be recovered. The chart data source (the cells containing the data) remains unchanged; only the chart visualization is removed.

Tool to delete specified rows or columns from a sheet in a Google Spreadsheet. Use when you need to remove a range of rows or columns.

Tool to delete a sheet (worksheet) from a spreadsheet. Use when you need to remove a specific sheet from a Google Sheet document.

Export an entire native spreadsheet as XLSX, ODS, PDF, ZIP, CSV, or TSV; use Export Sheet as PDF for print layout and range controls.

Render one sheet tab or rectangular range as PDF with orientation, gridline, margin, and fit-to-width controls.

Tool to find and replace text in a Google Spreadsheet. Use when you need to fix formula errors, update values, or perform bulk text replacements across cells. Common use cases: - Fix #ERROR! cells by replacing with empty string or correct formula - Update old values with new ones across multiple cells - Fix formula references or patterns - Clean up data formatting issues

Applies text and background cell formatting to a specified range in a Google Sheets worksheet.

List conditional formatting rules for each sheet (or a selected sheet) in a normalized, easy-to-edit form. Use when you need to view, audit, or prepare to modify conditional format rules.

Tool to extract data validation rules from a Google Sheets spreadsheet. Use when you need to understand dropdown lists, allowed values, custom formulas, or other validation constraints for cells.

Get JSON metadata for one Drive file without downloading its content.

Lists all worksheet names from a specified Google Spreadsheet (which must exist), useful for discovering sheets before further operations.

Returns the spreadsheet at the given ID, filtered by the specified data filters. Use this tool when you need to retrieve specific subsets of data from a Google Sheet based on criteria like A1 notation, developer metadata, or grid ranges. Important: This action is designed for filtered data retrieval. While it accepts empty filters and returns full metadata in that case, GOOGLESHEETS_GET_SPREADSHEET_INFO is the recommended action for unfiltered spreadsheet retrieval.

Retrieves metadata for a Google Spreadsheet using its ID. By default, returns essential information (ID, title, sheet properties) to avoid payload size issues. Use the fields parameter for comprehensive metadata or specific fields.

Tool to insert new rows or columns into a sheet at a specified location. Use when you need to add empty rows or columns within an existing Google Sheet.

Lists all charts in a Google Sheets spreadsheet across all sheets, returning chart_id, sheet metadata, chart type, title, and position. Use this action when you need to discover what charts exist in a spreadsheet, retrieve chart IDs for update or delete operations, or inspect chart configurations. The default field mask in GOOGLESHEETS_GET_SPREADSHEET_INFO omits chart data, making this dedicated action necessary for chart discovery.

Start a Drive change monitor or list one page after an existing token.

Finds the first row in a Google Spreadsheet where a cell's entire content exactly matches the query string, searching within a specified A1 notation range or the first sheet by default.

Move or resize an existing chart on a Google Sheets spreadsheet. Use this action when you need to reposition a chart to a different location on the same or different sheet, move it to a brand-new sheet, or change its size. This action wraps the updateEmbeddedObjectPosition batchUpdate request type and supports three positioning modes: moving to a new sheet, moving to an existing sheet, or repositioning via pixel-perfect overlay coordinates.

Move an existing Google Spreadsheet to a different Google Drive folder.

Add, update, delete, or reorder conditional format rules on a Google Sheet. Use when you need to create, modify, or remove conditional formatting without manually building batchUpdate requests. Supports four operations: ADD (create new rule), UPDATE (replace existing rule), DELETE (remove rule), MOVE (reorder rules by changing index).

Tool to search for developer metadata in a spreadsheet. Use when you need to find specific metadata entries based on filters.

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

Tool to set a basic filter on a sheet in a Google Spreadsheet. Use when you need to filter or sort data within a specific range on a sheet.

Tool to set or clear data validation rules (including dropdowns) on a range in Google Sheets. Use when you need to apply dropdown lists, range-based dropdowns, or custom formula validation to cells.

Sorts data within a specified range in a Google Sheet based on one or more sort criteria. Use this action when you need to reorder rows in a range by column values, with support for multi-level (cascading) sorts.

Tool to copy a single sheet from a spreadsheet to another spreadsheet. Use when you need to duplicate a sheet into a different spreadsheet.

Tool to append values to a spreadsheet. Use when you need to add new data to the end of an existing table in a Google Sheet.

Tool to clear one or more ranges of values from a spreadsheet. Use when you need to remove data from specific cells or ranges while keeping formatting and other properties intact.

Tool to return one or more ranges of values from a spreadsheet that match the specified data filters. Use when you need to retrieve specific data sets based on filtering criteria rather than entire sheets or fixed ranges.

Update the specification of an existing chart in a Google Sheets spreadsheet. Use this action when you need to modify an existing chart's properties such as its title, chart type, data ranges, colors, axes, or other visual settings. This action updates the chart's specification but does not change its position or size on the sheet.

Tool to hide/unhide rows or columns and set row heights or column widths. Use when you need to change visibility or pixel sizing of dimensions in a Google Sheet.

Tool to update properties of a sheet (worksheet) within a Google Spreadsheet, such as its title, index, visibility, tab color, or grid properties. Use this when you need to modify the metadata or appearance of a specific sheet.

Tool to update SPREADSHEET-LEVEL properties such as the spreadsheet's title, locale, time zone, or auto-recalculation settings. Use when you need to modify the overall configuration of a Google Spreadsheet. NOTE: To update individual SHEET properties (like renaming a specific sheet/tab), use GOOGLESHEETS_UPDATE_SHEET_PROPERTIES instead.

Tool to set values in one or more ranges of a spreadsheet. Use when you need to update multiple ranges in a single operation for better performance.

Upsert rows - update existing rows by key, append new ones. Automatically handles column mapping and partial updates. Use for: CRM syncs (match Lead ID), transaction imports (match Transaction ID), inventory updates (match SKU), calendar syncs (match Event ID). Features: - Auto-adds missing columns to sheet - Partial column updates (only update Phone + Status, preserve other columns) - Column order doesn't matter (auto-maps by header name) - Prevents duplicates by matching key column Example inputs: - Contact update: keyColumn='Email', headers=['Email','Phone','Status'], data=[['john@ex.com','555-0101','Active']] - Inventory sync: keyColumn='SKU', headers=['SKU','Stock','Price'], data=[['WIDGET-001',50,9.99],['GADGET-002',30,19.99]] - CRM lead update: keyColumn='Lead ID', headers=['Lead ID','Score','Status'], data=[['L-12345',85,'Hot']] - Partial update: keyColumn='Email', headers=['Email','Phone'] (only updates Phone, preserves Name/Address/etc)

Returns a range of values from a spreadsheet. Use when you need to read data from specific cells or ranges in a Google Sheet.

Tool to set values in a range of a Google Spreadsheet. Use when you need to update or overwrite existing cell values in a specific range.

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.