Instant Connections

Creates a new Webex team and automatically adds the authenticated user as a member. Teams are used to organize and group multiple rooms (spaces) under a common umbrella. Use this when you need to create a collaborative workspace for a project, department, or any group that needs multiple related discussion spaces. Note: The creator is automatically added as a team member and can manage team memberships. Use the Team Memberships API to add additional members after creation.

Tool to retrieve details for a specific team by teamId. Use when you need full metadata of a team before performing team-related operations.

Lists all teams the authenticated user belongs to. Teams are groups of people with shared rooms visible to all members. Use this when you need to find available teams, get team IDs for other operations, or discover which teams a user has access to. Results are ordered by creation date (newest first) and can be paginated using the max parameter.

Lists all webhooks registered for the authenticated user or organization. Supports optional filtering by maximum results and ownership type (creator vs org-wide).

Tool to post a message to a Webex room or person. Use when you have a target roomId or private recipient and want to send text, markdown, files, or card attachments.

Creates a new Webex room for team collaboration. The authenticated user is automatically added as a member. Use this to create group rooms for team discussions or associate rooms with existing teams. To create a 1:1 room, use the Create Message action with toPersonId/toPersonEmail instead. Note: Team rooms cannot be moved after creation. Bots cannot simultaneously create and classify rooms.

Tool to add a person to a Webex team by personId or personEmail. Use when granting a user access to a team; requires teamId and one of personId or personEmail.

Tool to delete a Webex membership by its unique identifier. Use when you need to remove a member from a space after confirming the membership exists. Example: "Delete the membership with ID Y2lzY29zcGFjMDczNzA2Njg0ZDliY2YxNDE4NDQyYzQ5NDQzOTExYTk4".

Tool to delete a Webex message by its unique identifier. Use after confirming the messageId to remove unintended or obsolete messages. Example: "Delete the message with ID Y2lzY29zcGFyazovL21lc3NhZ2UvYWJjMTIzNDU2Nzg5".

Deletes a Webex room by its ID. Deleted rooms cannot be recovered. Note: Non-moderators will be removed from the room instead of deleting it (as a safety measure). Rooms that are part of a team will be archived instead of deleted. Use this when you need to permanently remove a room or leave a room.

Tool to retrieve details for a specific membership. Use when you need metadata for a membership by its ID.

Tool to retrieve details for a specific message. Use when you need full content and metadata by message ID.

Tool to retrieve details for a specific team membership. Use when you need metadata for a team membership by its ID.

List memberships in Webex rooms. When called without parameters, returns memberships for all rooms the authenticated user belongs to. Use roomId to list all members of a specific room. Use personId or personEmail with roomId to check if a specific person is a member of a room. Supports filtering by teamId and limiting results with max parameter.

Tool to list messages in a room. Use when you need to retrieve chat history filtered by room, time window, or mentions.

Tool to list rooms the authenticated user belongs to. Use after authentication when needing to retrieve spaces filtered by team, type, or sorted. Example: "List my group rooms sorted by last activity."

Tool to list all memberships for a specific team. Use when you need to retrieve all members of a team, including their roles (moderator status). Requires a valid teamId.

Retrieves detailed profile information for a specific person by their ID. Returns comprehensive user details including contact information, organizational data, presence status, and Webex Calling information. Use when you need full profile details for a known person ID. To find person IDs, use the List People action first.

Tool to list people in your organization. Use when you need to retrieve people filtered by email, display name, IDs, roles, or location.

Tool to retrieve details for a specific room. Use when you need full metadata of a room before posting messages or updating settings.

Updates a Webex room membership by ID to change moderator or monitor status. Use this to grant or revoke moderator privileges, or to enable/disable room monitoring for a member. Note: Assigning moderator status requires special account permissions; operations may fail with 403 Forbidden if the authenticated user lacks the necessary entitlements.

Update a room's title, lock status, or team association. The title parameter is always required by the Webex API - if you're only updating isLocked or teamId, you must still provide the current room title.

Tool to update a team's name by teamId. Use when you need to rename a Webex team. Example: "Change team 12345 name to 'Project X Team'".

Creates a Webex webhook to receive real-time event notifications via HTTP POST requests to your specified URL. Use this tool to register for automated notifications when resources (messages, rooms, memberships, meetings, etc.) are created, updated, deleted, or undergo other state changes. Webhooks enable event-driven integrations without polling. Important: The webhook will be automatically disabled if your target URL fails to respond with HTTP 2xx status codes 100 times within five minutes. Requires 'read' scope for the monitored resource type.

Tool to delete a specific webhook. Use when you need to remove an existing webhook by its ID after confirming the identifier.

Retrieves detailed information about a specific Webex webhook by its ID. Use this action to: - Inspect a webhook's configuration (target URL, resource, event type, filters) - Verify webhook status (active/inactive) - Check webhook ownership and security settings (secret, ownedBy) - Get webhook metadata (creation date, creator, organization) The webhook must exist and be accessible with your current credentials. Returns 404 error if the webhook ID is invalid or you don't have permission to view it.

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.