Instant Connections

Adds or removes members for multiple Wrike groups in a single request; all specified user IDs must correspond to existing Wrike users.

Copies a Wrike folder synchronously to a specified parent location with customizable options. Use when duplicating folder structures, optionally copying descriptions, responsibles, custom fields, statuses, and rescheduling tasks.

Duplicate a folder asynchronously in Wrike, creating a copy in a specified parent location. Use when copying large folder structures that may take time to complete. Returns an async job ID for tracking progress.

Creates a webhook for the current account to receive notifications about changes. Use when you need to set up real-time event notifications for tasks, folders, or other Wrike objects.

Tool to create equipment/asset in Wrike. Use when you need to add new equipment or assets to track in the system.

Tool to create a new custom field in Wrike. Use when you need to define a new custom field for tasks, folders, or projects.

Creates a new Wrike subfolder within the specified `folderId`, optionally as a project if `customItemTypeId` is given; the folder is auto-shared with its creator.

Tool to create a booking in a Wrike folder. Use when you need to allocate resources (users or placeholders) to a folder for a specific date range. Either responsibleId or responsiblePlaceholderId must be provided, and bookingDates must include at least two of: startDate, finishDate, or duration.

Tool to create a new approval in a Wrike folder. Use when you need to create an approval workflow for folder content review.

Creates a new comment on a specified Wrike folder. Use when adding feedback, updates, or notes to a folder.

Creates a timelog lock period for a specific folder. Timelogs on or before the specified period date will be locked and cannot be edited. Use when you need to prevent modifications to timelog entries up to a certain date.

Tool to create a webhook for a Wrike folder or project. Use when you need to set up real-time notifications for events occurring within a specific folder or its subfolders.

Creates a new user group in Wrike with a specified title, optionally setting members, parent group, avatar, and custom metadata.

Invites a user to a Wrike workspace by email, optionally with name, specifying EITHER `userTypeId` OR a combination of `role`/`external`; custom email subject/message available for paid accounts.

Tool to create a timelog lock period for a space to prevent time entries from being edited. Use when you need to lock timelogs for specific dates, typically before creating payrolls or preparing invoices.

Tool to create a webhook on a Wrike space for receiving notifications about changes to tasks, folders, and projects. Use when you need to set up event-driven integrations for space-level changes.

Creates a new task in a specified Wrike folder; if setting priority with `priorityBefore` or `priorityAfter`, the referenced task must be in the same folder or project.

Tool to upload a file attachment to a Wrike task. Use when you need to attach files to tasks.

Tool to create a new comment on a Wrike task. Use when you need to add a comment or note to a task.

Tool to create an approval on a specific task in Wrike. Use when you need to add an approval workflow to a task.

Tool to create a new dependency relationship between Wrike tasks. Use when you need to establish that one task must be completed before another can start or finish. Both tasks must have Planned scheduling type (not Backlog) for dependencies to work.

Tool to create a timelog entry for a specific task in Wrike. Use when you need to log time spent on a task.

Tool to create a timesheet for a user for a specified time period. Use when you need to initialize or retrieve a timesheet for a given week.

Tool to create a new custom workflow in Wrike. Use when you need to create a new workflow with a specific name.

Cancels/deletes an approval by its identifier. Use when removing an approval request that is no longer needed.

Permanently deletes a Wrike asset/equipment by assetId. Use when removing equipment that is no longer needed.

Tool to permanently delete a Wrike attachment by its ID. Use when removing an attachment from tasks or folders. This action is irreversible.

Permanently removes a resource booking allocation by its ID; use when deallocating resources from projects or tasks.

Permanently deletes a Wrike comment by its ID; this action is irreversible and the comment must exist.

Permanently deletes a custom field by its ID; this action is irreversible and requires a valid, existing custom field ID.

Permanently removes a task dependency relationship by its ID; use when unlinking predecessor/successor task relationships.

Permanently deletes the folder specified by `folderId` and all its contents (e.g., tasks, documents, subfolders) from the Wrike workspace; this irreversible action is for when the folder is no longer needed and has no active tasks or dependencies that would block deletion.

Deletes a timelog lock period for a specific folder. This unlocks timelogs on or before the specified period date, allowing them to be edited again. Use when you need to remove a lock period and allow modifications to previously locked timelog entries.

Permanently deletes a group by its `groupId`; this action is irreversible and does not affect user accounts that were members of the group.

Permanently deletes an existing invitation, specified by its unique `invitationId`; this action cannot be undone.

Permanently deletes a job role by its identifier; deleted job roles are removed from all tasks and users and cannot be restored.

Permanently deletes a Wrike space and all its contents by spaceId; this action is irreversible and should be used with caution.

Tool to unlock (delete) a timelog lock period for a specific space in Wrike. Use when you need to remove a previously set lock period that prevents timelog modifications.

Permanently deletes a Wrike task and all its associated data by its ID; this action is irreversible and the task must exist.

Permanently deletes a Wrike timelog entry by its ID; use when removing an incorrect or obsolete time log entry.

Tool to permanently delete a webhook by webhook_id. Use when you need to remove a webhook subscription. You can only delete webhooks created with the same API token.

Fetches tasks from a Wrike account, allowing filtering by status, due date, and subfolder inclusion, with customizable response fields and pagination.

Retrieves detailed Wrike account information, where the response content is influenced by selected fields, account subscription, and user permissions.

Retrieves all custom field definitions (including ID, name, type, and settings) from the Wrike account; this returns the definitions themselves, not their specific values on Wrike items, and is useful for obtaining custom field IDs.

Tool to retrieve a list of all webhooks created using the same API token. Use when you need to view all webhooks configured for the authenticated API app.

Tool to retrieve all approvals accessible to the authenticated user. Use when you need to list approvals or check approval statuses across the workspace.

Tool to retrieve specific Wrike approvals by their IDs (up to 100). Use when you need to fetch approval details for known approval identifiers.

Tool to retrieve status and details for an asynchronous job in Wrike. Use this after initiating async operations (like launch_async endpoints) to check job progress, completion status, and retrieve results.

Tool to retrieve multiple Wrike attachments by their IDs (up to 100). Use when you need to fetch details for specific attachments using comma-separated attachment IDs.

Tool to download a Wrike attachment file. Use when you need to retrieve the actual file content of an attachment by its ID.

Tool to download a preview version of a Wrike attachment. Use when you need to retrieve a preview image of an attachment by its ID.

Tool to get a public access URL for a Wrike attachment. Use when you need to retrieve a temporary URL to access or share an attachment. The returned URL is valid for 24 hours.

Retrieves one or more Wrike bookings by their IDs. Use when you need to fetch specific booking details for resource allocation and scheduling.

Tool to query the list of available colors in Wrike. Use when you need to retrieve color options for tasks, folders, or other Wrike entities.

Tool to retrieve all comments accessible to the authorized user. Use when you need to fetch comments across tasks and folders, optionally filtered by date range or text format.

Tool to retrieve multiple Wrike comments by their IDs. Use when you need to fetch specific comments using comma-separated comment IDs (up to 100).

Tool to retrieve hourly budget rates for up to 100 Wrike contacts. Use when you need to fetch budget rate information for one or multiple contacts.

Retrieves a list of Wrike contacts (e.g., team members, clients, collaborators); response includes contact details but not their detailed task or project involvement.

Tool to access field modification history for Wrike contacts. Use when you need to track changes made to contact information over time.

Tool to retrieve all timelog records created by a specific contact in Wrike. Use when you need to query time tracking entries for a particular user.

Tool to retrieve all custom item types from Wrike. Use when you need to discover available custom item type definitions for creating work items or understanding the custom item type structure.

Tool to retrieve one or more Wrike dependencies by their IDs (up to 100). Use when you need to fetch details for specific dependencies using comma-separated dependency IDs.

Tool to query bookings for a specific folder in Wrike. Use when you need to retrieve booking information for resource allocation within a particular folder or project.

Retrieves folders and/or projects from Wrike, with filters; when using `nextPageToken`, all other filter parameters must match the initial request.

Tool to retrieve all approvals from a specific Wrike folder. Use when you need to fetch approval details for a folder using its folder ID.

Tool to retrieve all attachments from a specific Wrike folder. Use when you need to fetch attachment metadata and optionally download URLs for files in a folder.

Tool to retrieve multiple Wrike folders by their IDs. Use when you need to fetch details for specific folders using comma-separated folder IDs.

Tool to retrieve comments from a specific Wrike folder. Use when you need to fetch all comments associated with a folder.

Tool to access field modification history for Wrike folders. Use when you need to track changes made to folder information over time.

Tool to retrieve hourly budget rates for a specific Wrike folder. Use when you need to fetch budget rate information configured for a folder or project.

Tool to query rollup settings for items in a folder. Use when you need to fetch rollup configuration for a specific folder. Pagination is supported for folders with descendants=true, applying to the entire folder hierarchy.

Query tasks within a specific folder. Use this to retrieve all tasks contained in a folder, with optional filtering by status, due date, and metadata.

Tool to query timelog lock periods for a specific folder. Use when you need to check which time periods are locked for timelog entries in a folder.

Tool to retrieve all timelog records for a specific folder. Use when you need to query time tracking data for a folder and its tasks.

Tool to convert legacy Wrike API v2 IDs to current v4 format. Use when you need to work with numeric IDs from the Wrike interface or legacy integrations and convert them to the alphanumeric v4 IDs required by the current API.

Retrieves detailed information for a specific Wrike contact using their unique `contactId`, optionally including `metadata` and `customFields` if specified in the `fields` parameter.

Tool to retrieve details for one or more Wrike job roles by job role IDs. Use when you need to fetch information about specific job roles.

Tool to retrieve hourly budget rates for one or more Wrike placeholders. Use when you need to fetch budget rate information for placeholders, supporting up to 100 IDs in a single request.

Tool to retrieve details for one or more Wrike placeholders by their IDs. Use when you need to fetch information about specific placeholders, supporting up to 100 IDs in a single request.

Tool to retrieve details for a single Wrike space by spaceId. Use when you need to fetch complete information about a specific space, typically after listing spaces to select one.

Tool to retrieve all custom item types scoped to a specific Wrike space. Use when you need to discover available custom item types for a space before creating work items based on these types.

Tool to retrieve the folder tree for a specific Wrike space. Use when you need to list all folders and projects within a space, optionally filtered by project type, authors, owners, title, or custom statuses.

Tool to retrieve all custom fields defined for a specific Wrike space. Use when you need to discover what custom fields are available in a space before querying tasks or folders with custom field data.

Tool to query tasks within a specific Wrike space. Use when you need to retrieve tasks from a particular space, with optional filtering by status, importance, title, and other criteria.

Tool to query workflows for a specific Wrike space. Use when you need to retrieve the list of available workflows and their custom statuses for a space.

Tool to query timelog lock periods for a specific space. Use when you need to check which time periods are locked for timelog entries in a space.

Retrieves detailed information about a specific user in Wrike using their unique user ID.

Retrieves read-only detailed information for a specific Wrike task by its unique ID, optionally allowing specification of fields to include in the response.

Retrieves all dependency relationships for a specific task. Use when you need to see which tasks the specified task depends on (predecessors) or which tasks depend on it (successors).

Retrieves all approval records for a specific task. Use when you need to see approval workflow status and decisions for a task.

Tool to retrieve all attachments from a specific Wrike task. Use when you need to fetch attachment metadata and optionally download URLs for files attached to a task.

Tool to retrieve all comments from a specific Wrike task. Use when you need to fetch comments associated with a task.

Query task field modification history for up to 100 tasks. Use when you need to retrieve the history of changes made to task fields. Returns information about who changed what fields, when the changes occurred, and the old and new values.

Tool to query rollup settings for a specific task. Use when you need to retrieve the rollup configuration that determines how custom field values are aggregated from subtasks.

Tool to query timelog lock periods for a specific task. Use when you need to check which time periods are locked for timelog entries on a task.

Retrieves all timelog records for a specific task. Use when you need to see time tracking entries for a task. Supports filtering by creation date, tracked date, and user.

Tool to query the list of timelog categories in Wrike. Use when you need to retrieve available time tracking categories for categorizing timelog entries.

Retrieves timelog records from Wrike with optional filters for dates, users, and task scope. Use to query time tracking data across tasks and projects.

Retrieves detailed information for one or more Wrike timelogs by their unique IDs (up to 100), optionally including export and lock status.

Tool to query timesheets from Wrike. Use when you need to retrieve user timesheets showing weekly tracked time, approval status, and timesheet periods.

Tool to retrieve global timesheet submission rules across all work schedules. Use when you need to check timesheet submission configurations globally.

Tool to retrieve current Wrike API version information. Use when you need to check the API version being used or verify API compatibility.

Tool to retrieve details for a specific webhook by webhook_id. Use when you need to inspect webhook configuration including the hook URL, status, events, and scope. You can only access webhooks created with the same API token.

Tool to retrieve timesheet submission rules for a specific work schedule. Use when you need to check the configuration of timesheet submission requirements for a work schedule.

Asynchronously launches a new project or folder structure in Wrike from a specified Folder Blueprint. Important Notes: - The folder_blueprint_id must be an actual launchable blueprint, NOT a BpRoot container. - Use WRIKE_LIST_FOLDER_BLUEPRINTS to get blueprint IDs. Look for child blueprints within the tree structure. - Blueprints with scope 'BpRoot' are root containers and cannot be launched directly. - The blueprint must fit within 250 items (subfolders, subprojects, and subtasks count towards this limit). - Returns an async job ID that can be used to track progress via the Async Job endpoint.

Asynchronously launches a Wrike Task Blueprint to create tasks/projects, requiring either `super_task_id` (parent task) or `parent_id` (parent folder/project) for placement.

Tool to retrieve all attachments from the Wrike account. Use when you need to list attachments with optional date filtering and download URLs.

Retrieves all account-level Folder Blueprints, which are templates for standardizing folder/project creation with predefined structures, custom fields, and workflows.

Retrieves all placeholders accessible to the authenticated user; placeholders are templates used in Wrike for creating standardized tasks or projects.

Lists all folder blueprints (templates for new folders/projects) within a specified Wrike space, requiring a valid and accessible space ID.

Tool to list spaces the authorized user can access. Use when you need to discover valid spaceIds for downstream space-scoped operations like listing space blueprints.

Lists task blueprints (templates for creating tasks with consistent structures) available in a specific, accessible Wrike space.

Lists subfolders (metadata only, not their contents) for an existing Wrike folder specified by `folderId`, supporting recursive descent, filtering, and pagination.

Retrieves a list of defined Task Blueprints (predefined task templates) from the Wrike account, supporting pagination.

Updates or adds custom key-value metadata to the Wrike account, useful for integrations, storing app-specific data, or mapping external system identifiers.

Modifies an existing Wrike folder: updates title, description, parents (not root/recycle bin), sharing, metadata, custom fields/columns; restores, converts to project, or manages access roles.

Updates an existing Wrike user group's attributes like title, members, parent, avatar, or metadata, using its `groupId` and specifying only the fields to change.

Modifies an existing Wrike task by its ID, allowing updates to attributes such as title, status, dates, assignees, and custom fields; `priorityBefore` and `priorityAfter` are mutually exclusive, and parent folder IDs for `addParents`/`removeParents` cannot be the Recycle Bin.

Retrieves a Wrike custom field's detailed information (e.g., type, possible values for dropdowns), properties, and metadata; the `customFieldId` must correspond to an existing custom field.

Retrieves all active invitations in Wrike, useful for viewing and auditing pending invitations or managing user onboarding.

Tool to retrieve all available job roles in the Wrike account. Use when you need to discover job roles or get a complete list of roles without knowing specific IDs.

Retrieves detailed information for a specific Wrike group using its `groupId`, optionally including 'metadata'.

Fetches a list of all workflows with their detailed information from the Wrike account; this is a read-only action and does not support pagination or filtering through its parameters.

Retrieves a list of user groups from the Wrike account, supporting metadata filtering, pagination, and inclusion of specific fields; this is a read-only operation.

Tool to perform eDiscovery search across Wrike items (folders, projects, tasks). Use when you need to find items matching specific search terms across different scopes. Supports wildcard searches and filtering by item types.

Updates an existing Wrike approval by its ID, allowing modifications to the title, description, and due date.

Tool to update a Wrike asset/equipment by ID. Use when you need to rename or modify an equipment asset in the system.

Tool to update a Wrike attachment by uploading new file content. Use when you need to replace an existing attachment with a new version.

Updates a Wrike booking's date range by ID. Use when you need to reschedule a resource booking by modifying its start and finish dates.

Tool to update an existing Wrike comment. Use when you need to modify the text content of a comment. Supports HTML formatting with limited tags.

Updates properties of an existing Wrike custom field by its ID, such as its title, type, scope, or sharing settings.

Tool to modify an existing Wrike dependency relationship between tasks. Use when you need to update the dependency type or change which tasks are linked.

Tool to update rollup settings for a folder. Use when you need to enable or disable field aggregation from descendant items.

Updates a pending Wrike invitation (`invitationId`) to resend it or change user's role/type (use EITHER `userTypeId` OR `role`/`external`).

Updates an existing Wrike job role by its ID, allowing modifications to the title and short title.

Updates metadata, job role, or custom fields for an existing Wrike contact specified by `contactId`; if `jobRoleId` is provided, it must be a valid ID.

Updates specified profile attributes (e.g., account ID, role, external status) for an existing Wrike user; unspecified fields remain unchanged. Note: The current API user can only update users they have permission to modify. Account owners, robot users, and the current user themselves typically cannot be modified. This action requires the 'amReadWriteUser' OAuth scope.

Updates rollup settings for a task. Rollup settings control how field values aggregate from child tasks to parent tasks. Use this when you need to enable or disable automatic rollup calculations for specific fields like start dates, due dates, or custom fields.

Tool to modify an existing timelog entry in Wrike. Use when you need to update the hours, comment, tracked date, or category of a time log.

Updates a Wrike timesheet row by its ID, allowing modification of the timelog category. Use when you need to change the time tracking category for a timesheet entry.

Tool to update a timesheet's approval status in Wrike. Use when you need to submit, approve, or reject a timesheet.

Tool to update the state of a Wrike webhook. Use when you need to re-enable a suspended webhook or suspend an active one. Wrike automatically suspends webhooks after 3 failed delivery attempts. Call this with status=Active to re-enable.

Tool to modify an existing Wrike workflow. Use when you need to update a workflow's name or description. Requires amReadWriteWorkflow scope.

Tool to update timesheet submission rules for a work schedule. Use when you need to configure or modify how timesheet submissions are validated and enforced for a specific work schedule.

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.