Instant Connections

Tool to add multiple followers to a Productboard note. Use when you need to bulk-add existing users as followers to a specific note by their email addresses.

Adds a tag to a Productboard note for categorization and organization. Use this action to apply tags to notes based on their content, priority, source, or any other classification criteria. Tags help organize and filter notes in Productboard. If the specified tag doesn't exist in the workspace, it will be automatically created. Tags are case-sensitive. Common use cases: - Categorize notes by priority (e.g., "Urgent", "High Priority") - Label feature requests vs. bugs (e.g., "feature-request", "bug") - Mark notes for review stages (e.g., "needs review", "approved") - Associate notes with time periods (e.g., "Q1-2026", "Sprint-5")

Tool to create a new company in Productboard. Use when you need to add a company record after gathering its details and optional metadata.

Tool to create a new custom field for companies. Use when you need to define custom company attributes in Productboard after confirming the field schema.

Tool to create a new (sub)component under a product or component. Use after determining the parent component ID.

Tool to create a relationship between two entities in Productboard. Use when you need to establish a parent, child, link, or dependency relationship between entities.

Tool to create a new entity in Productboard using the v2 API. Use when you need to create products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.

Tool to create a new feature or subfeature in Productboard. Use when you need to add a feature to a product or component, or create a subfeature under an existing feature.

Tool to create a link between a feature and an objective (OKR). Use when associating a feature with a specific objective to track alignment.

Tool to create a link between a note and an entity. Use when associating a note with a productboard entity.

Tool to create a new note in Productboard using the v2 API. Use when you need to create simple text notes or conversation-style notes with optional relationships to customers, companies, or external links.

Tool to create a new objective in Productboard. Use when you need to create a strategic objective with optional details like owner, parent, status, and timeframe.

Tool to create a new link between an objective and a feature. Use when associating a feature with an objective (OKR).

Tool to create a new release in Productboard. Use when you need to create a release with a name, description, and assigned release group.

Tool to create a new user in Productboard. Use when you need to add a user with email, name, and/or external identifier.

Tool to create a new webhook subscription. Use when you need to register a public endpoint to receive webhooks from Productboard.

Tool to delete a specific company. Use when you have confirmed the company ID and need to remove it from Productboard.

Tool to delete a specific company custom field. Use after confirming the field ID and ensuring no dependencies remain.

Tool to delete a custom field value from a hierarchy entity in Productboard. Use when you need to remove a custom field value from a product, component, or feature after confirming the field and entity IDs.

Tool to delete a relationship between two entities. Use when you need to remove a specific relationship type between entities in Productboard.

Tool to delete a PM entity using the v2 API. Use when you need to permanently remove an entity from Productboard. Returns 204 on success.

Tool to delete a specific feature. Use when you have confirmed the feature ID and deleted its subfeatures before removal.

Tool to delete a link between a feature and an objective. Use when you need to remove the association between a specific feature and objective.

Tool to delete a specific initiative. Use when you have confirmed the initiative ID and need to permanently remove it from Productboard.

Tool to delete a specific key result from Productboard. Use when you need to remove a key result that is no longer relevant or was created in error.

Tool to delete a note relationship. Use when you need to remove a specific relationship between a note and another entity (customer or link) in Productboard.

Tool to delete a note using the v2 API. Permanently removes the note and all its associated data. Returns 204 on success.

Tool to remove a tag from a Productboard note. Use when you need to detach a specific tag from a note after tagging.

Tool to delete a specific objective from Productboard. Use when you have confirmed the objective ID and need to permanently remove it.

Tool to delete a link between an objective and a feature. Use when you need to remove the association between a specific objective and feature.

Tool to delete a specific release. Use when you have confirmed the release ID and need to remove it from Productboard.

Tool to delete a specific user. Use when you have confirmed the user ID and need to remove it from Productboard.

Tool to delete a webhook subscription. Use when you need to remove a webhook subscription from Productboard.

Tool to retrieve details of a specific component. Use when you have the component ID to fetch its full details including description, parent hierarchy, owner, and timestamps.

Tool to retrieve a custom field's value for a specific hierarchy entity. Use when you need to get the current value of a custom field on a product, component, or feature.

Tool to retrieve entity configuration for a specific type. Use when you need to understand the structure, fields, and relationships available for an entity type in Productboard.

Tool to retrieve a PM entity using the v2 API. Use when you need to fetch details of a specific entity by its UUID. Returns entity data with optional field filtering.

Tool to retrieve a specific feature release assignment. Use when you need to check if a particular feature is assigned to a specific release. Returns assignment status (true/false) and entity references.

Tool to retrieve a specific custom field definition for hierarchy entities. Use when you have a custom field ID to fetch its complete details including type, name, description, and options.

Tool to retrieve note configuration by type (simple, conversation, or opportunity). Use when you need to understand the fields, relationships, and constraints for a specific note type.

Tool to retrieve a note using the v2 API. Use when you need to fetch details of a specific note by its UUID.

Tool to retrieve details of a specific objective. Use when you have the objective ID to fetch its full details including name, description, status, timeframe, and owner.

Tool to retrieve details of a specific release by ID. Use when you need complete information about a single release.

Tool to retrieve details of a specific release group. Use when you have the release group ID to fetch its full details.

Tool to retrieve details of a specific webhook subscription. Use when you have the webhook ID to fetch its complete configuration.

Tool to retrieve member activity analytics data from Productboard. Use when you need to analyze member engagement metrics, activity patterns, or usage statistics. Supports date-range filtering and pagination.

Tool to list companies. Use when you need a paginated list of companies with optional filters.

Lists all custom field definitions for companies in your Productboard workspace. This endpoint returns metadata about company custom fields (field schemas), not the actual values. Use this to discover available company fields before setting or retrieving field values. Returns field ID, name, type, and optional description/settings for each field.

Lists custom field definitions for hierarchy entities (Products, Components, Features). Returns metadata about custom fields (name, type, description) but not their values. Use this to discover available custom fields before querying their values for specific entities.

Lists custom field values for hierarchy entities (products, components, features) in Productboard. Returns only non-empty values. Filter by custom field type or specific field ID. Combine filters to narrow results (e.g., get specific field values for a specific entity). Use links.next for pagination if more results exist.

Tool to retrieve configurations for all entity types in Productboard. Use when you need to understand available fields, relationships, and metadata for entity types like features, components, products, etc.

Tool to retrieve relationships for an entity in Productboard. Use when you need to find parent, child, or link relationships between entities.

Tool to list entities from Productboard using the v2 API. Use when you need a paginated list of PM entities (products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups) with optional filters.

Tool to list initiatives linked to a given feature. Use when you need to retrieve all initiatives associated with a feature after confirming its ID.

Lists all objectives (OKRs) linked to a top-level feature. Returns objective IDs and hypermedia links. Note: This endpoint only works with top-level features, not subfeatures. Use PRODUCTBOARD_LIST_FEATURES to obtain valid feature IDs first.

Tool to list feature–release assignments. Use when you need to retrieve assignments for a specific feature or release with optional state or date filters; paginate using links.next.

Tool to list feature statuses. Use when you need to retrieve all feature status records in a paginated form. Follow 'links.next' for additional pages.

Tool to list feedback form configurations. Use when you need a paginated list of feedback form configurations.

Tool to list initiatives from Productboard. Use when you need a paginated list of initiatives with optional filters for archived status, owner, and status. Follow 'links.next' URL to retrieve additional pages.

Tool to list Jira integrations. Use when you need to retrieve Productboard's connected Jira integrations with optional pagination.

List key results from Productboard. Key results are measurable outcomes that track progress toward objectives. Use this action to: - Get all key results in the workspace - Filter key results by parent objective, status, owner, or archived state - Track progress on objectives through their associated key results Returns paginated results with comprehensive details including progress metrics, ownership, and status. Note: If key results are not enabled in the workspace, this returns an empty list gracefully.

Tool to list note configurations from Productboard v2 API. Use when you need to discover available fields, relationships, and validation rules for different note types (simple, conversation, opportunity, feature, initiative).

Tool to list links associated with a note. Returns entities (products, components, features, or subfeatures) linked to the specified note.

Tool to retrieve relationships associated with a note. Returns entities (users, companies, features, components, products) linked to the specified note via customer or link relationships.

Tool to retrieve a paginated list of notes from Productboard using the v2 API. Use when you need to list notes with advanced filtering by archived/processed status, owner, creator, source, or date ranges. Supports field selection to optimize response size.

Tool to retrieve all tags associated with a specific Productboard note. Use when you need to view the current tags applied to a note for filtering, categorization, or analysis purposes.

Lists all features linked to a specific objective. Returns feature IDs and hypermedia links for each linked feature.

Tool to list initiatives linked to a specific objective. Use when you need to retrieve all initiatives associated with an objective after confirming its ID.

List all plugin integrations in the Productboard workspace. Plugin integrations allow you to add columns to the Productboard Features board that integrate with third-party systems (e.g., Jira, GitHub). They enable a "push button" workflow to send features to external systems. Returns a paginated list of plugin integration objects, each containing id, name, and description. Use the links.next URL in pageUrl parameter to fetch subsequent pages.

Lists all release groups in the Productboard workspace. Release groups allow organizing multiple sets of releases (e.g., sprints, development cycles, internal releases, or marketing launches). Use this action to discover available release groups, their IDs, names, and whether they are archived. Returns the first 100 release groups. Follow the 'links.next' URL to retrieve additional pages if more than 100 groups exist.

Tool to list all releases in Productboard. Use when you need a paginated list of releases; follow links.next for more pages.

Retrieves a paginated list of all users in the Productboard workspace. Returns user details including id, name, email, externalId, and companyId. The API paginates results (up to 100 users per page). Use the 'next' URL from the response links to fetch subsequent pages if available.

Tool to list all webhook subscriptions. Use when you need to retrieve all registered webhook endpoints and their configurations.

Tool to remove a follower from a Productboard note. Use after confirming the note ID and follower email are correct.

Tool to retrieve details of a specific company. Use when you have the company ID to fetch its full details.

Tool to retrieve details of a specific company custom field. Use when you have the custom field ID and need its metadata.

Tool to retrieve a specific company custom field value. Use when you need the current value of a custom field for a given company by its IDs.

Tool to retrieve details of a specific feature. Use when you need complete info on one feature.

Tool to retrieve details of a specific product. Use when you have the product ID to fetch its full details.

Tool to retrieve details of a specific user. Use when you have the user ID to fetch its full details.

Tool to list users via SCIM. Use when checking for existing users before creation.

Tool to search for entities across Productboard using the v2 API. Use when you need to find entities by various criteria like IDs, name, type, status, owner, parent, or archived status. Supports pagination for large result sets.

Tool to set or replace a specific company custom field's value. Use when you need to update a company's custom field after confirming the field ID and ensuring the new value matches the field type.

Tool to set a custom field value on a hierarchy entity. Use when you need to update a product, component, or feature field with a specific value after confirming the field and entity IDs.

Tool to set parent relationship on an entity. Use when establishing hierarchical relationships between entities in Productboard.

Tool to update a feature release assignment. Use when you need to assign a feature to a release (set assigned=true) or remove it from a release (set assigned=false).

Tool to update a feature by ID. Use when you need to modify feature properties like name, description, status, parent, timeframe, or archived flag.

Tool to set a customer relationship on a note in Productboard. Use when you need to associate a note with a user or company customer entity.

Tool to update a product using PUT method in Productboard. Use when you need to modify a product's name, description, or owner with full replacement semantics.

Tool to update a company custom field name. Use when you need to rename an existing company custom field in Productboard.

Tool to update an existing company in Productboard. Use when you need to modify company details such as name, description, domain, or source metadata.

Tool to update an existing component. Use when you need to modify component name, description, owner, or parent entity.

Tool to update a PM entity using the v2 API. Use when you need to modify entity fields or apply patch operations to products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.

Tool to update a feature in Productboard. Use when modifying feature details like name, description, status, owner, parent, or timeframe.

Tool to update a note using the v2 API. Supports two update methods: direct field updates via 'fields' parameter or granular patch operations via 'patch' parameter. Use 'fields' for simple updates (e.g., changing name), and 'patch' for array operations like adding/removing tags.

Tool to update an existing objective in Productboard. Use when you need to modify objective properties such as name, description, owner, status, timeframe, or archive state.

Tool to update a product in Productboard. Use when you need to modify a product's name, description, or owner.

Tool to update an existing release in Productboard. Use when you need to modify release properties such as name, description, state, archived status, release group, or timeframe.

Tool to update a user's information. Use when you need to modify a user's name, email, or external ID.

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.