Instant Connections

Tool to create a new workspace in a specific Typeform account. Use when you need to create a workspace within a particular account using the account ID.

Tool to create a new Typeform form with customizable fields, logic, and settings. Use when you need to programmatically create a form with specific questions, welcome screens, thank you screens, and conditional logic.

Tool to upload a new image to your Typeform account via base64 encoding or URL. Use when you need to add images for forms or presentations. Either 'image' (base64) or 'url' parameter must be provided.

Tool to create a new webhook or update an existing one for a specified Typeform. Use when you need to configure webhooks to receive form response notifications at a specified URL.

Tool to create a new custom theme in Typeform with colors, fonts, background, and layout settings. Use when you need to create a theme for branding and styling Typeform forms.

Tool to create a new workspace in Typeform. Use when organizing forms into separate workspaces for teams or projects.

Tool to permanently delete a Typeform and all of its responses. Use when you need to remove a form completely from the account.

Tool to delete an image from your Typeform account. Use when you need to remove an image that is no longer needed. Returns a success status once the image has been deleted (204 No Content).

Tool to delete specific responses from a Typeform by response IDs. Use when you need to remove response data from a form. Deletion is asynchronous - a 200 status means the deletion request was registered, not that deletion is complete. Maximum 1000 response IDs can be deleted per request.

Tool to delete a theme from your Typeform account. Use when you need to permanently remove a theme. This operation cannot be undone.

Tool to delete a webhook configuration from a Typeform form. Use when you need to remove a webhook from a specific form. The operation returns 204 No Content on success and 404 if the webhook is not found.

Tool to delete a workspace from your Typeform account. Use when you need to remove a workspace. Note: The default 'My Workspace' cannot be deleted, and workspaces containing forms cannot be deleted (will return an error).

Get information about the owner account in Typeform.

Tool to retrieve a compressed archive containing all files that respondents uploaded for a specified form. Use when you need to download all file uploads from a Typeform form as a ZIP archive.

Tool to retrieve a background image by size from Typeform. Use when you need to get a background image in a specific size (default, tablet, mobile, or thumbnail). Images are scaled and cropped from top-left alignment to fill the screen properly.

Tool to retrieve a choice image by size from Typeform. Use when you need to download images used in picture_choice question options at specific sizes.

Tool to retrieve a specific form's complete configuration including fields, logic, settings, and theme. Use when you need to get detailed information about a Typeform form.

Tool to retrieve custom messages for a Typeform including button labels, error messages, and UI text. Use when you need to get the current message configuration for a form.

Tool to retrieve form responses from Typeform with filtering by date, pagination, search, and response type. Use when you need to get responses for a specific form including timestamps of when users landed on and submitted the form. Note: Recent responses may take up to 30 minutes to appear.

Tool to retrieve an image in a specific size from Typeform. Use when you need to get a Typeform image optimized for different display contexts (default for desktop, mobile for mobile devices, or thumbnail for previews).

Tool to retrieve a specific theme's configuration including colors, fonts, and layout settings. Use when you need to get the design settings of a Typeform theme.

Tool to retrieve a single webhook by specifying both the form ID and webhook tag. Use when you need to get details about a specific webhook configuration.

Tool to retrieve detailed information about a specific workspace including its name, forms, and team members. Use when you need to get workspace details or check member access.

Tool to retrieve a list of all forms in your Typeform account with filtering, pagination, and sorting options. Use when you need to list, search, or browse forms across workspaces. Supports filtering by search terms, workspace, and sorting by creation or modification date.

Tool to retrieve all images in your Typeform account in reverse-chronological order. Use when you need to list or browse available images.

Tool to retrieve a paginated list of themes in your Typeform account. Use when you need to access available themes for form styling. Returns both public and private themes with their styling configurations.

Tool to retrieve all webhooks associated with a specified typeform. Use when you need to view webhook configurations for a form. Returns webhook IDs, URLs, enabled status, event types, and timestamps.

Tool to retrieve all workspaces in a Typeform account with their IDs, names, form counts, and members. Use when you need to list available workspaces or search for specific workspaces by name.

Tool to partially update a Typeform using JSON Patch operations. Use when you need to modify specific fields without replacing the entire form. Supports updating title, settings, theme, workspace, and other form properties.

Tool to partially update a Typeform theme by ID. Updates only the specified properties while leaving other theme settings unchanged. Each provided field must be complete (e.g., if updating colors, all color subfields must be provided). Cannot modify Typeform's public built-in themes.

Tool to update an existing Typeform by completely replacing its configuration. PUT request overwrites the entire form - any fields not included will be deleted along with their response data. Always retrieve the form first using Get Form, modify the desired properties, then send the complete updated form definition.

Tool to update custom messages for form UI elements like buttons, errors, and placeholders in Typeform. Use when you need to customize the text displayed to form respondents.

Tool to update a theme's complete definition in Typeform. Use when you need to update all aspects of a theme including colors, fonts, and visual properties. This is a full update (PUT) operation that requires name, font, and colors to be provided. For partial updates, use PATCH instead.

Tool to update a workspace's name or manage team member access (add/remove members) in Typeform. Use when you need to rename a workspace or modify its member list using JSON Patch operations.

Initiate a video upload to Typeform by obtaining a signed upload URL. Use this action to prepare for uploading a video file to a specific form field. After receiving the upload_url, use it to upload the actual video file via a PUT request.

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.