Instant Connections

Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.

Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.

Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).

Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.

Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.

Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.

Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.

Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.

Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.

Tool to retrieve the authorized user's information. Use after authentication to get current user details.

Retrieves all accounts for a specified YNAB budget. Use this tool to: - Get a complete list of accounts (checking, savings, credit cards, loans, etc.) in a budget - Retrieve account IDs for use with other YNAB account-related operations - Monitor account balances (current, cleared, and uncleared) - Perform efficient delta syncing by passing last_knowledge_of_server Returns account details including balances in milliunits (1000 milliunits = 1 currency unit). For example, a balance of 150000 milliunits equals $150.00. Note: Use 'default' or 'last-used' as budget_id for convenience, or obtain specific budget UUIDs from the List Budgets endpoint.

Retrieves all budgets accessible to the authenticated YNAB user. Use this tool to: - Get a list of all budgets in the user's YNAB account - Retrieve budget IDs for use with other YNAB operations - Optionally include account details for each budget Returns budget summaries including name, last modification time, date range, and formatting preferences. Budget IDs from this response are required for most other YNAB API operations.

Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync. Category names may include emojis or near-identical labels; always use category_id from the response in downstream requests.

Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).

Retrieves all GPS locations associated with payees in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find all recorded locations for payees in a budget. Note: Not all payees will have locations recorded.

Retrieves all GPS locations associated with a specific payee in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find where a payee's transactions typically occur. Note: Not all payees will have locations recorded.

Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.

List all scheduled (recurring) transactions for a YNAB budget. Returns future-dated transactions that repeat on a schedule (e.g., rent, subscriptions, paychecks). Supports delta sync to fetch only changes since a previous request using the server_knowledge value.

Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce large payloads; prefer since_date, type, or last_knowledge_of_server to scope results.

Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.

Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id. Response includes deleted transactions; filter client-side using the deleted boolean field.

Tool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for a payee after confirming budget and payee IDs.

Tool to update a payee. Use when you need to rename an existing payee.

Update an existing scheduled transaction in YNAB. Allows modifying the date, frequency, amount, payee, category, memo, or account of a scheduled transaction. Use YNAB_LIST_SCHEDULED_TRANSACTIONS first to get the scheduled_transaction_id. Amounts should be in milliunits (negative for expenses, positive for income).

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.