Instant Connections

Tool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.

Tool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.

Tool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.

Tool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.

Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.

Tool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.

Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.

Tool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.

Tool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.

Tool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.

Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.

Tool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.

Tool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.

Tool to create a new estimate (quote) for a customer. Use when you need to generate a price quotation before creating an invoice.

Tool to add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.

Tool to create an exchange rate for a specified currency. Use when you need to set or update the exchange rate for a currency with respect to the base currency, effective from a specific date.

Tool to create a new expense category in Zoho Invoice. Use when you need to add a new expense category for tracking business expenses.

Tool to create a new invoice for a customer in Zoho Invoice. Use when you need to bill a customer with line items and pricing details.

Tool to create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.

Tool to post a comment to a project. Use when you need to add comments or notes to a specific project.

Tool to create a recurring invoice profile that automatically generates invoices at specified intervals. Use when you need to set up automatic invoice generation for subscriptions or regular billing.

Tool to create a refund for a credit note. Use when you need to refund credit note amount to a customer.

Tool to create a new task in a Zoho Invoice project. Use when you need to add a task to an existing project with task name and optional details like description, hourly rate, and budget hours.

Tool to create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.

Tool to create a new tax group in Zoho Invoice. Use when you need to combine multiple taxes into a single group for easier application to invoices and items.

Tool to log time entries for projects in Zoho Invoice. Use when you need to track billable or non-billable hours against a project or task.

Tool to create a new user in Zoho Invoice. Use when you need to add a user to an organization. The user will receive an invitation email.

Tool to delete an additional address from a contact. Use when you need to remove a specific address from a contact's address list.

Tool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.

Tool to delete a contact person from Zoho Invoice. Use when you need to remove a specific contact person from the system.

Tool to delete invoices credited from a credit note. Use when you need to remove an invoice that was previously credited by a credit note.

Tool to delete a currency from Zoho Invoice settings. Use when you need to permanently remove a currency from the system.

Tool to delete an existing payment from Zoho Invoice. Use when you need to remove a specific customer payment from the system.

Tool to delete an employee from Zoho Invoice. Use when you need to permanently remove an employee from the system.

Tool to delete a comment from an estimate. Use when you need to remove a specific comment from an existing estimate.

Tool to delete one or more estimates (quotes). Use when you need to permanently remove estimates from the system. This is a bulk delete operation that can delete multiple estimates at once.

Tool to delete an expense from Zoho Invoice. Use when you need to permanently remove an expense from the system.

Tool to delete an expense category from Zoho Invoice. Use when you need to permanently remove an expense category. Note: Categories associated with expenses cannot be deleted.

Tool to delete an existing invoice from Zoho Invoice. Use when you need to permanently remove an invoice. Invoices with payments or credit notes applied cannot be deleted.

Tool to delete an attachment from an invoice. Use when you need to remove a document or file from a Zoho Invoice.

Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an existing invoice.

Tool to delete the receipt attached to an expense in Zoho Invoice. Use when you need to remove the receipt file from an expense while keeping the expense itself.

Tool to delete an existing item from Zoho Invoice. Items that are part of a transaction cannot be deleted and will return an error.

Tool to delete a project from Zoho Invoice. Use when you need to permanently remove a project from the system.

Tool to delete a comment from a project. Use when you need to remove a specific comment from an existing project.

Tool to delete a simple or compound tax from Zoho Invoice settings. Use when you need to permanently remove a tax from the system.

Tool to delete a task from a Zoho Invoice project. Use when you need to permanently remove a task from a project.

Tool to delete a time entry from Zoho Invoice. Use when you need to permanently remove a time entry from a project.

Tool to delete a user from Zoho Invoice. Use when you need to permanently remove a user from an organization.

Tool to disable payment reminders for a contact. Use when you need to stop automatic payment reminder notifications for all invoices associated with a specific contact.

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder notifications for a specific invoice.

Tool to email a statement to a contact in Zoho Invoice. Use when you need to send account statements showing transaction history for a specific period to a customer or vendor.

Tool to email an estimate to a customer. Use when you need to send an estimate via email to one or more recipients.

Tool to email an invoice to customers. Use when you need to send an invoice via email to one or more recipients with optional CC recipients and custom email content.

Tool to send estimates via email to customers in bulk. Use when you need to email multiple estimates at once to their respective customers.

Tool to enable payment reminders for an invoice. Use when you need to activate automatic payment reminder notifications for a specific invoice.

Tool to enable payment reminders for a contact. Use when you need to activate automatic payment reminder notifications for a specific contact.

Tool to enable portal access for contact persons in Zoho Invoice. Use when you need to grant customer portal access to specific contact persons.

Tool to bulk export multiple invoices as a single PDF file. Use when you need to download invoices in PDF format for multiple invoice IDs at once.

Tool to list all tasks in a Zoho Invoice project. Use when you need to retrieve tasks for a specific project with optional pagination.

Tool to retrieve details of a particular client review by comment ID. Use when you need to fetch a specific client review or feedback from Zoho Invoice.

Tool to retrieve a specific contact by ID. Use when you need to fetch detailed information about a customer or vendor.

Tool to retrieve all addresses for a contact. Use when you need to fetch shipping or billing addresses associated with a specific contact.

Tool to retrieve details of a specific contact person. Use when you need to fetch information about a contact person associated with a contact.

Tool to retrieve the details of a specific credit note by creditnote_id. Use when you need to fetch a credit note's information after confirming its existence.

Tool to retrieve email history for a credit note. Use when you need to see all emails sent for a specific credit note.

Tool to retrieve details of a specific credit note refund. Use when you need to fetch refund information by credit note ID and refund ID.

Tool to retrieve a specific expense by ID. Use when you need to fetch detailed information about an expense record.

Tool to retrieve the details of a specific invoice by invoice_id. Use when you need to fetch an invoice's information after confirming its existence.

Tool to get invoice attachment details. Use when you need to retrieve information about files attached to a Zoho Invoice.

Tool to retrieve the email content for a specific invoice. Use when you need to fetch the email subject, body, and recipients that would be used when emailing an invoice.

Tool to retrieve the details of a specific item by item_id. Use when you need to fetch an item's data after confirming its existence.

Tool to retrieve payment reminder mail content for a specific invoice. Use when you need to fetch the email subject, body, and settings for sending payment reminder emails.

Tool to retrieve the details of a specific price list by pricebook_id. Use when you need to fetch pricing information for items.

Tool to retrieve details of a specific project by project ID. Use when you need to fetch project information including tasks, users, and billing details.

Tool to retrieve a specific user from a project. Use when you need to fetch details about a user assigned to a project.

Tool to retrieve the details of a specific recurring invoice by recurring_invoice_id. Use when you need to fetch a recurring invoice's information.

Tool to retrieve statement mail content for a specific contact. Use when you need to fetch the email subject, body, and settings for sending statement emails to customers or vendors.

Tool to retrieve a specific task from a Zoho Invoice project. Use when you need to fetch detailed information about a task using its ID.

Tool to retrieve details of a specific tax by tax_id. Use when you need to fetch information about a tax rate configured in Zoho Invoice.

Tool to retrieve a specific tax group by ID. Use when you need to fetch details about a tax group including its name, total percentage, and individual taxes.

Tool to retrieve a specific time entry from Zoho Invoice. Use when you need to fetch details of a time entry by its ID.

Tool to deactivate a project in Zoho Invoice. Use when you need to change a project's status from active to inactive.

Tool to list child expenses created from a recurring expense. Use when you need to retrieve all expense instances generated from a recurring expense pattern.

Tool to retrieve all client reviews for contacts. Use when you need to view feedback and reviews from clients in Zoho Invoice.

Tool to list all comments on a contact. Use when you need to retrieve comments or notes added to a specific contact.

Tool to list refunds associated with a contact. Use when you need to retrieve all refunds for a specific contact with optional pagination.

Tool to list contacts. Use after obtaining the organization ID to retrieve contacts with optional filters and pagination.

Tool to list credit notes. Use when you need to retrieve all credit notes with optional filters and pagination.

Tool to list all currencies configured for the organization. Use when you need to retrieve available currencies after specifying the organization ID.

Tool to list refunds of a customer payment. Use when you need to retrieve all refunds for a specific customer payment with optional pagination.

Tool to list all employees in the organization. Use when you need to retrieve the list of employees with pagination support after specifying the organization ID.

Tool to list all estimates. Use when you need to retrieve estimates with optional filtering and pagination.

Tool to list all expense categories with optional filtering, sorting, and pagination. Use when you need to retrieve expense categories for tracking business expenses.

Tool to list expense history and comments. Use when you need to retrieve all comments, notes, and history entries for a specific expense.

List all expenses with optional filtering, sorting, and pagination. Use this tool when you need to: - Retrieve a list of expenses - Filter expenses by status (billable, unbilled, invoiced, reimbursed) - Search expenses by customer name, account name, or description - Filter expenses by date range - Sort expenses by date, total, account name, etc.

Tool to list all comments and history for an invoice. Use when you need to retrieve comment history and notes associated with a specific invoice.

Tool to list payments for a specific invoice. Use when you need to retrieve all payments applied to a particular invoice.

Tool to list invoices. Use after obtaining the organization ID to retrieve invoices with optional filters and pagination.

Tool to list invoices to which a specific credit note has been applied. Use when you need to see which invoices have received credits from a particular credit note.

Tool to list all items. Use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization ID.

Tool to list all organizations. Use when you need to retrieve all organizations you are part of to obtain organization IDs for other API calls.

Tool to list payments. Use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.

Tool to list all price lists. Use when you need to retrieve available price lists with optional pagination.

Tool to list all comments for a project. Use when you need to retrieve comments or notes associated with a specific project.

Tool to list all invoices for a specific project. Use when you need to retrieve invoices associated with a project, with optional sorting and pagination.

Tool to list all projects. Use when you need to retrieve projects with optional filters by status or customer, and pagination support.

Tool to list all users assigned to a specific project. Use when you need to retrieve all users working on a project.

Tool to list recurring invoices. Use when you need to retrieve all recurring invoices with optional filters for status, search text, and pagination.

Tool to list retainer invoices. Use when you need to retrieve all retainer invoices with optional filters and pagination.

Tool to list retainer invoice templates. Use when you need to retrieve available retainer invoice templates for an organization.

Tool to list users in a Zoho Invoice organization. Use after obtaining the organization ID to retrieve all users with optional filters and pagination.

Tool to mark an inactive contact as active. Use when you need to reactivate a previously deactivated contact.

Tool to mark a contact as inactive in Zoho Invoice. Use when you need to deactivate a contact without deleting it.

Tool to mark a contact person as primary in Zoho Invoice. Use when you need to designate a specific contact person as the primary contact.

Tool to mark an estimate as declined. Use when you need to change an estimate's status to declined.

Tool to mark an inactive expense category as active. Use when you need to reactivate a previously deactivated expense category.

Tool to mark an invoice as sent. Use when you need to update an invoice's status to sent without actually emailing it.

Tool to mark an invoice as void. Use when you need to void an existing invoice without deleting it.

Tool to mark an active item as inactive. Use when you need to deactivate an item without deleting it.

Tool to mark a retainer invoice as sent. Use when you need to update a retainer invoice's status to sent without actually emailing it.

Tool to bulk print multiple estimates as PDF. Use when you need to generate printable versions of multiple estimates at once. Maximum of 10 estimates can be printed at once.

Tool to bulk print invoices as PDF. Use when you need to export and print multiple invoices. Maximum of 25 invoices can be printed at once.

Tool to refund an excess customer payment. Use when you need to process a refund for a customer payment that has excess funds.

Tool to resume a recurring invoice in Zoho Invoice. Use when you need to reactivate a stopped recurring invoice to restart automatic invoice generation.

Tool to send payment reminders for multiple invoices in bulk. Use when you need to remind customers about pending payments for multiple invoices at once.

Tool to send an email to a contact in Zoho Invoice. Use when you need to email customer statements or other communications to contacts.

Tool to start a timer on an existing time entry in Zoho Invoice. Use when you need to begin tracking time on a previously created time entry.

Tool to stop a recurring invoice in Zoho Invoice. Use when you need to prevent future invoices from being automatically generated while keeping the profile and history intact.

Tool to update an additional address for a contact. Use when you need to modify an existing secondary shipping or billing address.

Tool to update an existing contact in Zoho Invoice. Use when you need to modify customer or vendor information. To delete a contact person, remove it from the contact_persons list.

Tool to update a contact person in Zoho Invoice. Use when you need to modify details of an existing contact person such as name, email, phone, or other attributes.

Tool to update an existing credit note in Zoho Invoice. Use when you need to modify credit note details such as line items, reference numbers, or notes.

Tool to update the template associated with a credit note. Use when you need to change the PDF template applied to an existing credit note.

Tool to update an existing customer payment refund. Use when you need to modify refund details such as amount, date, refund mode, reference number, or description.

Tool to update the shipping address for an estimate. Use when you need to modify the delivery address for an existing estimate.

Tool to write off an invoice. Use when you need to mark an invoice amount as uncollectable or bad debt.

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.