Instant Connections

Tool to create a new address in Shippo. Use when you need to store sender or recipient addresses for shipping labels and transactions. Addresses can be validated against carrier databases before creation by setting validate=true.

Tool to create a batch of shipments for bulk label purchasing. Use when you need to process multiple shipments at once with the same carrier and service level. Requires a valid carrier account ID from your Shippo account.

Tool to create a new carrier account in Shippo. Use when you need to register carrier credentials for shipping operations. This action requires detailed billing and contact information, and for UPS accounts specifically, the user must agree to UPS terms and conditions.

Create a new customs item for international shipments. Customs items are required for customs declarations when shipping internationally. Use this action to define the contents, value, and origin of items being shipped across international borders.

Tool to generate live shipping rates from multiple carriers for a given shipment. Use when you need real-time pricing for shipping from origin to destination with specific items. Returns available rates with costs and delivery estimates.

Tool to create a new shipping manifest with Shippo. Use when you need to generate a manifest document for a carrier with multiple shipments that need to be scanned at pickup.

Tool to create a new address for a merchant using Shippo's Platform API. Use when you need to add an address to a merchant's account for shipping operations. This endpoint is part of the Platform API and requires a merchant ID.

Tool to create a batch for a merchant using the Shippo Platform API. Use when you need to create bulk shipment batches for a specific merchant account. Requires valid merchant ID, carrier account, and shipment IDs.

Tool to create a carrier account for a merchant using the Shippo Platform API. Use when you need to register carrier credentials for a specific merchant in a platform integration scenario.

Tool to create a new customs declaration for a merchant using Shippo's Platform API. Use when you need to create a customs declaration for international shipments on behalf of a merchant. This endpoint is part of the Platform API and requires a merchant ID.

Tool to create a new customs item for a merchant using Shippo's Platform API. Use when you need to create customs items for a merchant's international shipments. This endpoint is part of the Platform API and requires a merchant ID.

Tool to create an order for a merchant using the Shippo Platform API. Use when you need to create an order on behalf of a merchant account with recipient address and order details.

Tool to create a new parcel for a merchant using Shippo's Platform API. Use when you need to define package dimensions for a merchant's shipping operations. This endpoint is part of the Platform API and requires a merchant ID.

Tool to create a refund for a merchant using the Shippo Platform API. Use when you need to refund a transaction for a specific merchant account. Requires valid merchant ID and transaction ID.

Tool to create a new shipment for a merchant using Shippo's Platform API. Use when you need to create a shipment with origin/destination addresses and parcel details to get shipping rates. This endpoint is part of the Platform API and requires a merchant ID.

Tool to create a shipping label transaction for a merchant using the Shippo Platform API. Use when you need to purchase a shipping label for a specific merchant account using an existing rate ID.

Tool to create a new order in Shippo. Use when you need to register an order for shipment processing. The order must include a recipient address and placement timestamp. Line items can be provided for detailed tracking, or a total weight can be specified.

Tool to create a new parcel in Shippo with dimensions and weight specifications. Use when you need to define package dimensions for shipping rate calculations or label generation. The parcel object is required to create shipments and obtain shipping rates.

Tool to create a refund for a Shippo transaction. Use when you need to refund a previously created shipping label or transaction.

Tool to create a new Shippo service group with specified pricing model and carrier service levels. Use when you need to configure a custom shipping rate group for checkout display.

Tool to create a new shipment with Shippo. Use when you need to generate shipping rates for a package by providing origin and destination addresses and parcel details.

Tool to register a tracking webhook for a shipment. Use when you need to start tracking a shipment using its carrier and tracking number. This creates a tracking object that will receive updates about the shipment's status and location.

Tool to create a shipping label transaction with Shippo. Use when you need to purchase a shipping label either from an existing rate ID or by specifying shipment details directly.

Tool to create a new user parcel template in Shippo with preset dimensions and weight specifications. Use when you need to define reusable package configurations for shipping rate calculations or label generation. User parcel templates can be based on carrier templates with custom weights.

Tool to create a new webhook subscription in Shippo. Use when you need to register an endpoint to receive real-time notifications for shipping events such as tracking updates, transaction creation, or batch processing. Webhooks enable automated workflows by pushing event data to your application as events occur.

Tool to clear the current default parcel template. Use when you need to remove the default parcel template configuration for live rates at checkout.

Tool to delete a user-created parcel template. Use when you need to remove a custom parcel template that is no longer needed.

Tool to delete a specific webhook from Shippo. Use when you need to remove a webhook that is no longer needed or needs to be reconfigured.

Tool to retrieve a previously created address from Shippo. Use when you need to get the details of an existing address using its object ID.

Tool to retrieve a carrier account by its ID. Use when you need to get details about a specific carrier account configuration.

Tool to retrieve a specific carrier parcel template by its token. Use when you need to get detailed dimensions and specifications for a standardized carrier package type.

Tool to retrieve carrier registration status from Shippo. Use when you need to check the registration or authentication status of a carrier account.

Tool to retrieve a customs declaration by its ID. Use when you need to fetch details about a specific customs declaration including items, certifications, and shipping information.

Tool to retrieve a customs item from Shippo. Use when you need to fetch details about a previously created customs declaration for international shipments.

Tool to retrieve the current default parcel template for live rates at checkout. Use when you need to view the default parcel dimensions and weight settings.

Tool to retrieve a merchant from the Shippo Platform API. Use when you need to get the details of an existing merchant using their object ID.

Tool to retrieve a merchant address from Shippo Platform API. Use when you need to get the details of an existing merchant address using merchant ID and address ID.

Tool to retrieve a batch for a merchant from the Shippo Platform API. Use when you need to get details of an existing batch using merchant and batch IDs.

Tool to retrieve a carrier account for a merchant using the Shippo Platform API. Use when you need to get details about a specific carrier account associated with a merchant on the platform.

Tool to retrieve carrier registration status for a specific merchant using Shippo's Platform API. Use when you need to check if a merchant has registered or connected a carrier account.

Tool to retrieve a specific customs declaration for a merchant using Shippo's Platform API. Use when you need to fetch details about a merchant's customs declaration for international shipments.

Tool to retrieve a customs item for a merchant using the Shippo Platform API. Use when you need to fetch details about a specific customs item for a merchant's international shipments.

Tool to retrieve a manifest for a merchant from the Shippo Platform API. Use when you need to get details of an existing manifest using merchant and manifest IDs.

Tool to retrieve an order for a merchant from the Shippo Platform API. Use when you need to get details of an existing order using merchant and order IDs.

Tool to retrieve a parcel for a merchant from the Shippo Platform API. Use when you need to fetch details of a parcel that belongs to a specific merchant.

Tool to retrieve a specific shipping rate for a merchant using the Shippo Platform API. Use when you need to fetch detailed rate information for a merchant's shipment, including pricing, carrier details, and service level.

Tool to retrieve a merchant refund from Shippo Platform API. Use when you need to get the details or status of a specific refund for a merchant.

Tool to retrieve a shipment for a merchant from the Shippo Platform API. Use when you need to fetch details of a shipment that belongs to a specific merchant.

Tool to retrieve tracking status for a merchant from Shippo Platform API. Use when you need to get the current status, location, and history of a package for a specific merchant using carrier and tracking number.

Tool to retrieve a shipping label transaction for a merchant from the Shippo Platform API. Use when you need to get the details of an existing transaction for a merchant including tracking information, label URLs, and transaction status.

Tool to retrieve an order from Shippo. Use when you need to fetch details about a specific order including shipping addresses, line items, and transactions.

Tool to retrieve a parcel by its ID. Use when you need to fetch details of an existing parcel object including dimensions, weight, and metadata.

Tool to retrieve a specific shipping rate by its ID. Use when you need to fetch detailed rate information including pricing, carrier details, and service level.

Tool to retrieve a refund by its ID from Shippo. Use when you need to check the status or details of a specific refund transaction. Requires the refund_id which is obtained when creating a refund.

Tool to retrieve a shipment by its ID. Use when you need to fetch details about a specific shipment including addresses, parcels, rates, and status.

Tool to retrieve a Shippo Account from the Shippo Platform API. Use when you need to get the details of an existing Shippo Account using its object ID.

Tool to retrieve tracking status for a shipment from Shippo. Use when you need to get the current status, location, and history of a package using its carrier and tracking number.

Tool to retrieve a shipping label transaction by its ID. Use when you need to get the details of an existing transaction including tracking information, label URLs, and transaction status.

Tool to retrieve a specific user-created parcel template by its object ID. Use when you need to get dimensions and specifications for a custom parcel template.

Tool to retrieve a specific webhook subscription from Shippo. Use when you need to get the details of an existing webhook using its object ID.

Tool to list all addresses in the Shippo account with pagination support. Use when you need to retrieve stored addresses for shipment creation or management.

Tool to list all carrier accounts configured in the Shippo account with pagination support. Use when you need to retrieve carrier accounts for shipment creation or management.

Tool to list all carrier parcel templates available for creating shipments. Use when you need to retrieve standardized parcel dimensions provided by carriers like FedEx, USPS, UPS, etc.

Tool to list all customs declarations in the Shippo account with pagination support. Use when you need to retrieve customs declarations for international shipments.

Tool to list all customs items with pagination support. Use when you need to retrieve customs declarations for international shipments.

Tool to list all shipping manifests from Shippo. Use when you need to retrieve a paginated list of manifests with optional filtering by page number and results per page.

Tool to list all addresses for a specific merchant using the Shippo Platform API. Use when you need to retrieve merchant addresses with pagination support.

Tool to list all carrier accounts for a specific merchant using the Shippo Platform API. Use when you need to retrieve carrier accounts configured for a merchant in a platform context.

Tool to list all customs declarations for a specific merchant using the Shippo Platform API. Use when you need to retrieve merchant customs declarations for international shipments.

Tool to list all customs items for a specific merchant using the Shippo Platform API. Use when you need to retrieve merchant customs items for international shipments.

Tool to list all manifests for a specific merchant using Shippo's Platform API. Use when you need to retrieve manifests for a merchant account with optional pagination.

Tool to list all parcels for a specific merchant using the Shippo Platform API. Use when you need to retrieve merchant parcels with pagination support.

Tool to list all merchants using the Shippo Platform API with pagination support. Use when you need to retrieve merchant accounts in a platform context.

Tool to retrieve available shipping rates for a merchant's shipment filtered by currency code using the Shippo Platform API. Use when you need to compare carrier pricing in a specific currency for a merchant's shipment.

Tool to list all shipments for a specific merchant using Shippo's Platform API. Use when you need to retrieve shipments for a merchant account with optional pagination.

Tool to list all shipping label transactions for a merchant using the Shippo Platform API. Use when you need to retrieve shipping labels created for a specific merchant with pagination support.

Tool to list all orders in the Shippo account with pagination support. Use when you need to retrieve customer orders for creating shipments or managing order fulfillment.

Tool to retrieve a list of all refunds from Shippo. Use when you need to view refund history, check refund statuses, or audit reimbursements for unused shipping labels. Supports pagination for large result sets.

Tool to retrieve all service groups configured in Shippo. Use when you need to view available shipping service groups, their configurations, rates, and service levels.

Tool to retrieve available shipping rates for a specific shipment. Use when you need to compare carrier pricing and service options for a shipment.

Tool to retrieve available shipping rates for a specific shipment filtered by currency code. Use when you need to compare carrier pricing in a specific currency (e.g., USD, EUR, GBP).

Tool to list all shipments in the Shippo account with pagination support. Use when you need to retrieve shipment records, check shipment status, or manage shipping operations.

Tool to list all Managed Shippo Accounts. Use when you need to retrieve all Shippo Accounts associated with your platform account. Supports pagination for large result sets.

Tool to list all user-created parcel templates. Use when you need to retrieve custom parcel dimensions and configurations that were created by the user.

Tool to purchase a batch for a merchant via the Shippo Platform API. Use when you need to purchase a previously created batch of shipments. The batch must be in VALID status before it can be purchased.

Tool to remove shipments from a batch for a merchant using the Shippo Platform API. Use when you need to remove one or more shipments from an existing batch before purchase or during batch management.

Tool to update an existing carrier account in Shippo. Use when you need to modify carrier account settings such as activation status, account credentials, or carrier-specific parameters.

Tool to update the default parcel template for live rates at checkout in Shippo. Use when you need to set a specific parcel template as the default for calculating shipping rates.

Tool to update an existing merchant in Shippo Platform API. Use when you need to modify merchant details such as name, email, or business information. This action requires Platform API authentication.

Tool to update a carrier account for a merchant in Shippo Platform API. Use when you need to modify merchant carrier account settings such as activation status, billing address, or UPS-specific parameters. Requires Platform API authentication with merchant context.

Tool to update an existing Shippo service group. Use when you need to modify service group details such as name, description, rate adjustment, or service levels.

Tool to update an existing user parcel template with new weight and carrier template settings. Use when you need to modify the dimensions or weight of a previously created custom parcel template.

Tool to update an existing webhook in Shippo. Use when you need to modify webhook settings such as the event type, URL endpoint, activation status, or test mode flag.

Tool to validate an address using the Shippo API. Use when you need to verify that a shipping address is valid and complete before creating a shipment.

Tool to validate a merchant address using the Shippo Platform API. Use when you need to verify that a merchant's shipping address is valid and complete.

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.