Instant Connections

Tool to create a new client in the specified Timely account. Use when adding a new client to track time against. Client names must be unique within an account.

Tool to create a day locking entry that prevents editing of time entries for specific dates and users. Use when you need to lock time entries to prevent modifications after approval or billing.

Tool to create a new label in the specified Timely account. Use when you need to create a label for categorizing projects, time entries, or other resources.

Tool to generate reports for a Timely account with optional filters. Use when you need to create reports for time tracking, billing analysis, or project summaries with date range or user/project filters.

Tool to create a new team in the specified Timely account. Use when organizing users into teams for better collaboration and project management.

Tool to create a new webhook for the specified account. Use after specifying the target URL and event subscriptions. Call only once per configuration.

Tool to delete a label by ID from a Timely account. Use when you need to remove an existing label.

Tool to delete a team by its ID. Use when you need to remove a specific team from the account. This operation is destructive and cannot be undone.

Tool to delete an existing webhook by its ID. Use when you need to remove a webhook subscription from an account.

Tool to filter Timely reports based on date range, users, projects, labels, teams, and billing status. Use when you need to generate custom reports with specific criteria or analyze time tracking data for specific periods or resources.

Tool to retrieve all activities (audit trail) for a Timely account. Activities include logged hours, created reports, shared reports, project changes, and other account events. Use when you need to view the activity log or audit trail for an account.

Tool to retrieve details of a specific client by its ID. Use when you need to fetch client information such as name, color, active status, or external references.

Tool to retrieve the current user's permissions for a specified account. Use when you need to check what actions the authenticated user can perform.

Tool to retrieve the currently authenticated user. Use when you need to get details of the logged-in user.

Tool to retrieve a label by ID from a Timely account. Use when you need to fetch label details such as name, color, and parent relationship.

Tool to retrieve a single project by its ID. Use when you need detailed information about a specific project, such as its name, budget, billable status, or associated client.

Tool to retrieve details of a specific team by its ID. Use when you need to fetch team information including name, color, and members.

Tool to retrieve a user by ID from a Timely account. Use when you need to fetch user details such as name, email, and avatar.

Tool to retrieve capacity information for a specific user in a Timely account. Use when you need to check user work capacity or availability schedules.

Tool to retrieve a user's permissions by their ID. Use when you need to check what permissions a specific user has in a Timely account.

Tool to retrieve a specific webhook by its ID. Use when you need to check the configuration or status of an existing webhook.

Retrieve all accessible Timely accounts for the authenticated user. Example: "List all Timely accounts"

Tool to list all clients in a Timely account with optional filtering and sorting. Use when you need to discover client IDs or names for project creation, reporting, or mapping external systems.

Tool to list all events (time entries) in a Timely account with optional filtering by date range, users, and projects. Use when you need to retrieve time entries for reporting, analysis, or synchronization with external systems.

Tool to list all forecasts (tasks) in a Timely account with optional date filtering. Use when you need to view planned tasks, retrieve forecast IDs, or analyze scheduled work.

Tool to list all labels in a Timely account. Use when you need to discover label IDs or names for organizing projects and time entries. Can optionally filter to show only child labels by providing a parent_id.

Tool to list all events (time entries) for a specific project in Timely. Use when you need to retrieve all time logs associated with a project for reporting, analysis, or verification.

Tool to list all projects in a Timely account with optional filtering and sorting. Use when you need to discover project IDs or names for time entry creation, reporting, or mapping external systems.

Tool to list all available roles in a Timely account. Use when you need to discover role IDs or names for user assignment or permission management.

Tool to list all teams in the specified Timely account. Use when you need to retrieve all teams for collaboration and project management purposes.

Tool to list all events (time entries) for a specific user in Timely. Use when you need to retrieve all time logs for a user for reporting, analysis, or verification.

Tool to list all users in a Timely account with optional filtering and pagination. Use when you need to discover user IDs, names, or emails for time entry creation, reporting, or user management.

Tool to list all webhooks in the specified account. Use when you need to see existing webhook configurations or verify webhook setup.

Tool to create, update, or delete multiple events in a single bulk operation. Use when performing multiple event operations to improve efficiency. Supports up to 100 operations per request across create, update, and delete operations.

Tool to retrieve details of a specific account by its ID. Use when you need to fetch fresh account info after confirming the ID. Example: "Retrieve account details for account ID 364"

Tool to update an existing client by ID in Timely. Use when you need to modify client details such as name, status, color, or external ID.

Tool to update day locking settings for specified users and dates. Use when you need to lock or unlock specific days for time tracking. Locked days prevent users from editing time entries on those dates.

Tool to update a label by ID in a Timely account. Use when you need to modify an existing label's name, color, or hierarchy.

Tool to update a project by ID in a Timely account. Use when you need to modify project details such as name, description, billing status, or archive a project.

Tool to update a user by ID in a Timely account. Use when you need to modify user details such as email, name, role, or status.

Tool to update an existing webhook by ID. Use when you need to modify webhook settings such as URL, subscriptions, or active status.

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.