Instant Connections

Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.

Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself.

Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.

Add a SharePoint role assignment to a file or folder selected by server-relative path after role inheritance has been broken. This visibly changes who can access the document; obtain explicit human approval for the target path, principal_id, and role_definition_id before executing.

Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.

Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.

Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.

Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.

Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.

Check out a modern SharePoint page by its positive Site Pages list-item ID.

Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared.

Update a SharePoint list view's title, CAML query, row limit, or visible fields, then read back the resulting configuration. At least one mutation is required.

Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.

Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.

Create a folder beneath a path-addressed parent in a SharePoint document-library drive.

Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date.

Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.

Create a SharePoint list field from native Field XML and AddFieldOptions flags.

Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.

Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL (e.g., 'https://site.sharepoint.com/sites/sitename/Lists/MyList'). To create files in document libraries, use a different action like upload_file.

Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided.

Create a child link beneath an existing SharePoint navigation node.

Add a navigation link to the selected SharePoint site's Quick Launch collection.

Start provisioning a modern communication or non-group team site collection and return its initial provisioning status; status 1 is not yet ready.

Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column.

Create a reusable site-scoped SharePoint field from complete field schema XML.

Create an unpublished Article-layout modern SharePoint site page draft.

Create a resumable upload session for a new file and return its preauthenticated upload URL.

Tool to create a new SharePoint subsite under the current site. Use when you need to create a new subsite with specific settings for permissions, language, and template.

Move a drive item selected by drive and item IDs to the SharePoint recycle bin.

Tool to delete content for a specific version of a drive item in SharePoint. Use when you need to remove the binary content associated with a particular version of a file while keeping the version metadata.

Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error. Requires the server-relative path of the file (e.g., '/Shared Documents/FileName.ext').

Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName').

Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.

Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.

Delete one field, identified by canonical field GUID, from an explicitly selected SharePoint list. This permanently changes that list's schema.

Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.

Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.

Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.

Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.

Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|user@domain.com'). This action only registers the user in the site collection and does not grant any permissions. To assign list-level access, pass the returned Id field as principal_id to SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST.

Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type=3).

Tool to retrieve all folders in the SharePoint web. Use when you need to discover all available folders across the site. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.

Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes.

Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata.

Retrieves all content types from the current SharePoint site. Use this action to discover available content types on a SharePoint site. Returns metadata for each content type including Id, Name, Description, Group, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.

Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list.

Tool to retrieve SharePoint context information including the form digest value. Use when you need a form digest token for write operations (POST, PUT, DELETE).

Tool to retrieve the current user for the site. Use after authenticating to get the current SharePoint user. A successful response confirms authentication only; access to specific sites, lists, or libraries depends on separate scopes and item-level permissions.

Resolve and return the connected user's default OneDrive.

Get the root drive item of a SharePoint site's default document library.

Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint.

Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive.

Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL.

Get a file or folder from a site's default document library by its drive-root-relative path.

Return one page of drive-item changes and the opaque next or delta link. Use token='latest' to obtain a checkpoint without enumerating existing items, then pass a returned continuation URL back unchanged.

Retrieve thumbnail URL and dimension sets for a default-drive item by path.

Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. Use this when you need to audit group membership, check user permissions, or list members of a specific group.

Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination.

Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename.

Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named lists.

Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.

Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata.

Get one field definition from a SharePoint list by field GUID or exact internal name/title.

Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID.

Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.

Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters.

Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items.

Tool to get entities the current user is following. Use when you need to retrieve followed users, documents, sites, or tags after authentication.

Retrieves the list of users who are following the authenticated user in SharePoint. Returns an array of SocialActor objects containing follower details like name, email, account name, and personal site URI. No parameters required - automatically retrieves followers for the current authenticated user.

Tool to list role definitions at the web level. Role definition IDs and names are scoped per web/site collection — never hard-code them, as admins can modify role sets and IDs differ across site collections. Always resolve current values dynamically via this tool.

Access a shared SharePoint file or folder by share ID or encoded sharing URL without granting lasting access.

Retrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs.

Tool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template information.

Tool to fetch site collection metadata (URL, ID, root web URI) only—not list item or document-level details. Use before subsequent calls to resolve correct API names. Requires SharePoint connection with site-collection-level scopes; may fail even when user-level tools succeed. Verify site_id before use—an incorrect site_id can silently return data for an unrelated site.

Tool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path.

Tool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a .aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsContent) of modern pages.

Retrieves metadata about the root web of a SharePoint site collection. Use this action when you need to get information about the root site in a site collection, such as its title, URL, language settings, or template information. This is useful for discovering the top-level site properties before navigating to subsites or performing collection-wide operations.

Get the regional time-zone definition for a selected SharePoint site.

Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected.

Tool to retrieve a specific webhook subscription by ID from a SharePoint list. Use when you need to check subscription details like expiration date or notification URL.

Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list.

Tool to retrieve information about the current SharePoint web (site) using REST API. Use when you need web metadata such as title, URL, language, or template information.

Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations.

Retrieves all lists in the current SharePoint web/site. Use this action to discover available lists and document libraries on a SharePoint site, or to pre-check for existing lists before creation (duplicate list names will fail). Returns metadata for each list including Title, Id, BaseType, ItemCount, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.

List the field internal names currently displayed in a SharePoint list's default view. Use this before adding or clearing default-view fields, and use SHARE_POINT_LIST_LIST_COLUMNS when full field definitions are needed.

Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive.

List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them.

List retained versions of a SharePoint drive item, newest first.

Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/children endpoint with $orderby=lastModifiedDateTime desc to retrieve recently modified items from the root folder.

Tool to retrieve drives using SharePoint REST API v2.0. Use when you need to list document libraries and drives from a SharePoint site using native SharePoint authentication (not Microsoft Graph).

Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool separately for each subfolder.

Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID.

List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties.

List saved views for a SharePoint list selected by GUID or exact title, with optional OData projection, filtering, sorting, and offset pagination.

List transcript metadata for a media item in the selected SharePoint site's or explicit OneDrive personal site's default drive, without downloading transcript content. This action does not support an arbitrary drive ID.

List child navigation nodes beneath a specified SharePoint navigation node.

List a site's SharePoint Quick Launch navigation nodes.

Tool to list items in the SharePoint Recycle Bin. Use when you need to retrieve deleted items and page through results.

List principals and expanded permission-level bindings on a SharePoint list or list item. The delegated user must have a permission level containing Enumerate Permissions on the selected resource.

Tool to retrieve all document libraries (drives) in a SharePoint site. Use when you need to discover available document libraries or storage locations within a SharePoint site. This action lists all drives accessible in the specified site, including default document libraries and any custom document libraries created by users.

List reusable web-level SharePoint fields (site columns). Use this action to discover schema shared across lists in a selected site; use SHARE_POINT_LIST_LIST_COLUMNS for fields attached to one list.

Tool to list SharePoint site groups for a site collection. Use when you need to see all groups and their settings before managing permissions.

List one provider page of modern SharePoint site pages, optionally filtering or selecting fields. This action returns next_link when more provider pages exist but does not retrieve that continuation itself.

Tool to retrieve all SharePoint sites accessible to the user. Use when you need to discover available sites before performing site-specific operations.

Tool to list users in the site collection. Results include person users, groups, and system principals by default; use filter 'PrincipalType eq 1' to restrict to individual users.

Tool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL.

List principals assigned SharePoint permission levels on a web/site, including each principal and its bound role definitions. Delegated users must have a SharePoint permission level containing Enumerate Permissions on the selected web, such as Full Control or Manage Hierarchy. Use this for SharePoint role assignments, not file sharing links.

Log custom usage analytics events in SharePoint for tracking user activities. Records usage events (views, edits, custom actions) to SharePoint's analytics system. Use this after performing actions to track usage patterns. The event will be logged to SharePoint's usage analytics database for reporting and analytics purposes. Common use cases: - Track document views or edits - Record custom user interactions - Log application-specific events for analytics Note: Obtain site/web GUIDs from GET /api/site or GET /api/web endpoints. Use consistent item_id, scope_id, and site GUIDs across related events for the same entity to ensure correct analytics grouping and correlation in reports.

Move an existing SharePoint file or folder to a new server-relative path. Set overwrite only when an item at the destination may be replaced.

Publish the latest version of a modern SharePoint site page by its positive item ID.

Execute a CAML query against a SharePoint list and return native list-item records.

Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths.

Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it.

Redeem a SharePoint sharing link and grant the connected account durable access to the shared file or folder.

Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy.

Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints.

Resolve a SharePoint sharing URL or provider share token to its underlying drive item. Provide exactly one of sharing_url or share_token.

Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version.

Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID.

Search for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets.

Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction.

Tool to get search query suggestions. Use when you need to provide autocomplete options for user search input.

Tool to check out a file in a document library. Use when you need to lock a file before making changes.

Creates a new folder in SharePoint using the REST API. Returns `server_relative_url`; use it for downstream operations instead of constructing paths manually. Does not configure sharing or permissions on the created folder.

Creates a new list in SharePoint using the REST API. Custom columns cannot be added at creation time; use SHARE_POINT_CREATE_LIST_FIELD with the returned `list_id` to add them afterward. Check `success` and `error` fields in the response to confirm creation. Returns a `list_id` used by downstream tools; note SHARE_POINT_SHAREPOINT_CREATE_LIST_ITEM targets lists by `list_name` (title).

Creates a new item in a SharePoint list. Returns an `item_data` object containing `item_id`, `Title`, and timestamps on success.

Searches for a user in the SharePoint site by email address and returns their profile information if found. Response includes `exists_in_graph`, `exists_in_sharepoint`, and `error_details` fields; inspect all three together — `successful=true` can coexist with Graph errors in `error_details`. When the two backends diverge, treat `exists_in_sharepoint` as authoritative for access decisions.

Removes a user from SharePoint. Returns success even if user doesn't exist or was never a member; check response fields `was_removed` (bool) and `message` (str) to distinguish an actual removal from a no-op.

Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving.

Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata.

Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property.

Tool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column.

Tool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments.

Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list.

Tool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE.

Add, move, or remove all fields in one SharePoint list view selected by GUID or title.

Tool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE.

Rename or move a SharePoint site drive item, or set its client file-system timestamps, and return the updated item.

Update mutable properties of an existing SharePoint site field by GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes reusable web-level schema for the selected site.

Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library.

Tool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use conflict_behavior to control the behavior: - 'replace': Overwrites the existing file (fails with HTTP 423 if the file is locked/open) - 'fail': Returns an error if a file with that name exists - 'rename': Uploads with an auto-generated suffix (e.g., 'report 1.docx'), bypassing file locks

Create a direct-v2 upload session and upload one file in sequential chunks.

Validate and commit document-library field values for a SharePoint file. Inspect every returned HasException and ErrorMessage because HTTP 200 can include rejected fields.

Validate SharePoint credentials by attempting to retrieve the current user information. Use this action during setup or configuration to verify that provided credentials have valid access to the SharePoint site before performing other operations.

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.