Instant Connections

Add an existing subscriber to a form by their IDs. This action associates a subscriber with a form in Kit. The subscriber must already exist in your Kit account (use KIT_LIST_SUBSCRIBERS to find them). The form must also exist (use KIT_LIST_FORMS to find valid form IDs). Returns HTTP 201 if the subscriber is newly added to the form, or HTTP 200 if they were already associated with the form. Both cases are considered successful operations. Important: This action requires both form_id and subscriber_id (aliased as 'id' in requests). An optional referrer URL can be provided for tracking purposes and will have its UTM parameters automatically parsed.

Tool to add an existing subscriber to a form using their email address. Use when you know the subscriber's email but not their ID. The subscriber must already exist in your Kit account before adding them to a form. Returns HTTP 201 if the subscriber is newly added to the form, or HTTP 200 if they were already associated with the form.

Tool to create a new broadcast (email campaign) to send to subscribers. Use when you need to draft, schedule, or immediately publish an email broadcast. To save as draft, set send_at to null; to schedule, provide a future send_at timestamp; to publish to web, set public to true.

Tool to create a new custom field for subscriber data. Use when you need to store extra attributes for subscribers.

Tool to create a new subscriber or update an existing one (upsert). If a subscriber with the provided email address does not exist, creates one. If already exists, updates the first name.

Tool to create a new tag in the account. Use when you need a custom label to segment subscribers. Use after confirming tag uniqueness to avoid duplicates. Example: "Create a tag called 'VIP' for premium customers."

Creates a webhook subscription for real-time event notifications. Use this to receive HTTP POST notifications when subscriber events (activate, unsubscribe, form subscribe, tag add/remove, link clicks, etc.) or purchase events occur in your Kit account.

Tool to delete a specific broadcast. Use when you need to permanently remove a broadcast by ID (after confirming the ID). Example prompt: "Delete broadcast with ID 123"

Tool to delete a specific custom field. Use after confirming the custom field ID is correct. Deletes the field permanently.

Unsubscribe a subscriber from all email communications by their ID. This action permanently unsubscribes a subscriber, removing them from all sequences and forms. The subscriber's historical data is retained but they will no longer receive emails. This operation is idempotent - unsubscribing an already-unsubscribed subscriber succeeds without error. Use KIT_LIST_SUBSCRIBERS to find valid subscriber IDs before calling this action. Returns: Empty response on success (HTTP 204 No Content). Raises: ExecutionFailed: If the subscriber ID doesn't exist (404), authentication fails (401), or other API errors occur.

Tool to delete a tag by ID. Use when you need to remove obsolete or incorrect tags after confirming the tag exists.

Tool to delete a webhook by ID. Use when you want to permanently remove a webhook after confirming its ID.

Tool to filter subscribers based on engagement criteria such as email opens, clicks, or delivery status. Use when you need to segment subscribers by their engagement behavior with specific date ranges and count thresholds.

Tool to retrieve current account information. Use after validating API key to fetch account ID, plan type, primary email, and timezone details.

Tool to retrieve list of colors associated with the account. Use after confirming authentication to fetch account-specific color palette.

Tool to retrieve details of a specific broadcast by ID. Use when you have a valid broadcast ID and need its metadata.

Tool to retrieve link click data for a specific broadcast by ID. Use when you need to analyze which links were clicked and their engagement metrics.

Tool to retrieve statistics for a specific broadcast by ID. Use after a broadcast has been sent to monitor performance.

Tool to retrieve the creator profile information for the account. Use when you need creator metadata (name, bio, avatar, profile URL) before publishing or customizing content.

Tool to retrieve email statistics for the account. Use after confirming authentication to fetch metrics on emails (sent, opened, clicked) over the last 90 days.

Tool to retrieve growth statistics for the account over a date range. Stats are returned in your sending time zone (not UTC). Defaults to last 90 days if no dates specified.

Tool to retrieve a specific subscriber by their ID. Use when you need to fetch detailed information about a single subscriber.

Tool to retrieve email stats for a specific subscriber. Use when you need subscriber engagement metrics (opens, clicks, bounces, rates). Data only available for events from June 2025 onwards.

Tool to retrieve a paginated list of all broadcasts. Use when you need to enumerate or review broadcast summaries with cursor-based pagination.

Tool to retrieve a paginated list of custom fields. Use after confirming you need to enumerate or inspect all custom fields with cursor-based pagination.

Retrieve a paginated list of all email templates in the Kit account. Returns template details including ID, name, default status, and category. Supports cursor-based pagination for navigating large template collections. Use this when you need to view or iterate through email templates.

Lists all forms in your Kit account with optional filtering and cursor-based pagination. Use this to retrieve forms when you need to: - Get all available forms (landing pages and embedded forms) - Filter by status (active, archived, trashed) or type (embed, hosted) - Paginate through large collections of forms - Get form IDs and metadata for other operations

Tool to retrieve a paginated list of segments. Use when you need to enumerate segments with cursor-based pagination for further processing or display.

Tool to retrieve a paginated list of all sequences. Use when you need to enumerate sequences with pagination for further processing or display.

Tool to retrieve a list of subscribers. Use when you need to fetch subscriber records with optional filtering, sorting, and pagination.

Retrieves subscribers for a specific form by ID with optional filtering and cursor-based pagination. Use this action to: - Get all subscribers who have joined a specific form - Filter subscribers by when they were added to the form (added_after/added_before) - Filter subscribers by when they were created (created_after/created_before) - Filter by subscriber status (e.g., 'active') - Navigate through results using cursor-based pagination (after/before cursors) - Control page size with per_page parameter - Optionally get total subscriber count with include_total_count='true' First use KIT_LIST_FORMS to get valid form_id values.

Retrieve a paginated list of all tags in the Kit account. Returns tag details including ID, name, and creation date. Supports cursor-based pagination for navigating large tag collections. Use this when you need to view or iterate through tags.

Tool to retrieve subscribers for a specific tag. Use after confirming the tag ID when you need to list subscribers associated with a tag.

Retrieve a paginated list of all webhooks configured in the Kit account. Returns webhook details including ID, event type, and target URL. Supports cursor-based pagination for navigating large webhook collections. Use this when you need to view or iterate through webhooks.

Tool to remove a tag from a subscriber using their subscriber ID. Use when you need to untag a subscriber from a specific tag after confirming both tag and subscriber IDs exist.

Tool to associate a subscriber with a specific tag by ID. Use after confirming tag and subscriber IDs when tagging a subscriber.

Assigns a tag to an existing subscriber using their email address. The subscriber must already exist in your Kit account. Returns the subscriber's details including the timestamp when they were tagged. Use when you have a valid tag ID and the subscriber's email address.

Tool to remove a tag from a subscriber using their email address. Use when you need to untag an existing subscriber after confirming both the tag ID and subscriber's email address are valid.

Tool to update the list of colors for the account. Use when customizing your Kit account's color palette for broadcasts and templates. Maximum 5 hex color codes allowed per account.

Tool to update a custom field's label. Use after listing or retrieving custom fields and confirming the field ID to rename.

Tool to update an existing subscriber's information. Use when you need to modify a subscriber's first name, email address, or custom fields. Supports updating up to 140 custom fields at a time.

Tool to update a tag's name by ID. Use after retrieving tag ID and confirming the new name.

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.