Instant Connections

Create a signature, optionally assign it to users, and return it.

List all connected-user signatures or retrieve one signature by ID.

Retrieves all Zoho Mail accounts associated with the authenticated user. Returns account details including accountId (required for other mail operations), email addresses, storage information, account status, user preferences, and security settings. Use this action first to get the accountId needed for subsequent mailbox, message, folder, and email operations. The accountId is a unique identifier for each mail account. Typical workflow: List accounts → Get accountId → Use accountId in other mail operations.

Update the display name of a Zoho Mail account owned by the user.

Delete a label and remove it from associated Zoho Mail messages.

Create a folder in a Zoho Mail account and return its folder record.

Delete a folder from a Zoho Mail account. The first delete moves the folder to Trash; deleting it again from Trash removes it permanently.

Retrieve one Zoho Mail folder by account and folder ID.

List every folder in a Zoho Mail account. Use the returned folder IDs for message listing, attachment, content, and header operations that require a folder identifier.

Update a Zoho Mail folder and return its observed saved state.

Delete multiple groups in a single API call. This action permanently removes the specified groups from your Zoho Mail organization. Use this when you need to: - Remove multiple obsolete or unused groups at once - Clean up groups after organizational restructuring - Batch delete groups for administrative purposes Note: Deleted groups cannot be recovered. Ensure you have the correct group IDs before deletion.

Tool to delete a specific mail group by its zgid. Use when you need to remove a group from your organization after confirming the IDs.

Retrieve one Zoho Mail organization group, including members and settings.

List messages held for moderation in one Zoho Mail organization group.

Release held group messages for delivery or permanently reject them.

Create a label in a Zoho Mail account and return its identifiers.

List every label configured in a Zoho Mail account.

Tool to retrieve all personal bookmarks from a Zoho Mail account. Use when you need to fetch saved bookmarks/links with support for pagination and field filtering.

List one offset-paginated page of accounts managed by a Zoho organization.

List mail domains configured for a Zoho Mail organization.

Add or permanently remove domain aliases, catch-all delivery, and notification addresses.

Add, verify, regenerate, default, or delete a domain DKIM selector.

Set a primary domain or enable/disable mail hosting and subdomain stripping.

Tool to create and save an email draft in Zoho Mail without sending it. Use when composing emails that need to be saved for later editing or sending.

Move one Zoho Mail email to trash or permanently delete it.

Download one attachment from a Zoho Mail message as a file.

Get normal and optional inline attachment metadata for one message.

Tool to retrieve the full content/body of a specific Zoho Mail email. Use when you need to fetch the complete email content after listing or searching messages, as list/search endpoints typically return only metadata/summary.

Get one email's internet message headers without flattening repeated values.

Retrieve one email's complete metadata record by account, folder, and message ID.

Tool to retrieve a list of emails from a Zoho Mail account folder. Use when you need to fetch emails from inbox or specific folder, with support for filtering by read status, attachments, flags, and pagination.

Send or schedule a reply while preserving the original message thread. Delivery is an irreversible external side effect.

Send an email immediately or schedule it for later delivery. Delivery is an irreversible external side effect; use only confirmed recipients.

Batch-update message or thread read, folder, flag, label, archive, or spam state.

Tool to retrieve storage details for a specific user in the organization. Use when you need to know a user’s total and used storage quotas.

Tool to update organization spam processing type. Use when changing the spam filtering strategy for an organization.

Updates a user's storage allocation within a Zoho Mail organization. Can modify either base storage plan or extra storage add-ons. Use this when you need to: - Change a user's base storage plan (e.g., from basic to mailPremium) - Add or modify extra storage add-ons for a user Prerequisites: You must have valid zoid (organization ID) and zuid (user ID) before calling this action.

Tool to search emails in a Zoho Mail account using Zoho's searchKey syntax. Use when you need to find specific emails by sender, subject, keywords, status (e.g., unread), attachments, or flags. Returns messageId and folderId needed to fetch full message content.

Create a task in a Zoho Mail group.

Create a personal task for the connected Zoho Mail user.

List one offset-paginated page of personal tasks for the connected Zoho Mail user. Use from_index and limit to retrieve additional pages.

Update one documented field on a task in a Zoho Mail group.

Tool to update group settings. Use after group creation to adjust general or text settings.

Enable or disable an external account, or update incoming, outgoing, IMAP, POP, or ActiveSync status for an organization-managed mailbox.

Verify domain ownership, SPF, or MX DNS records for a Zoho Mail domain.

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.