get_constituent
Get Constituent
Retrieve a constituent record by ID. Optionally includes related data such as addresses, emails, phones, notes, relationships, constituent codes, and custom fields.
get_constituent
Retrieve a constituent record by ID. Optionally includes related data such as addresses, emails, phones, notes, relationships, constituent codes, and custom fields.
create_action
Create a new action (interaction or task) for a constituent. Actions track meetings, calls, emails, and other interactions required to cultivate relationships and secure gifts.
list_lists
Retrieve available lists from Raiser's Edge NXT or Financial Edge NXT. Lists are pre-built or custom queries that return filtered result sets.
get_giving_summary
Retrieve giving summary for a constituent, including lifetime giving totals, first gift, latest gift, and greatest gift. Provides a comprehensive view of a constituent's giving history.
update_action
Update an existing action. Only provided fields are updated; omitted fields remain unchanged.
search_constituents
Search for constituent records by name, email, phone, address, or lookup ID. Supports fuzzy matching (e.g., "Smith" matches "Smyth"). Returns up to 500 results.
get_appeal
Retrieve a fundraising appeal by ID.
update_constituent
Update an existing constituent record. Only provided fields are updated; omitted fields remain unchanged. Can also add new addresses, emails, phones, and notes.
list_appeals
List fundraising appeals. Appeals are solicitations used to bring in gifts, such as direct mailings, phonathons, auctions, or gala events.
get_fund
Retrieve a fundraising fund by ID.
list_funds
List fundraising funds. Funds represent a constituent's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose.
get_list_results
Execute a saved list and retrieve its results. Returns the records matching the list's criteria. Use **List Available Lists** first to find the list ID.
create_constituent
Create a new constituent record. Supports creating individual or organization constituents with optional addresses, emails, and phones in a single operation.
list_gifts
List gift records with flexible filtering by constituent, campaign, fund, appeal, date range, amount range, and gift type. Supports pagination and sorting.
list_campaigns
List fundraising campaigns. Campaigns represent overall fundraising efforts or initiatives such as operating expenses, new buildings, and endowments.
list_constituents
List constituent records with optional filtering by date, code, or list. Supports pagination and sorting. Use **Search Constituents** for text-based searches.
list_actions
List actions (interactions and tasks) with optional filtering by constituent, date, or list. Actions track interactions required to secure gifts and cultivate relationships.
create_gift
Create a new gift (donation) for a constituent. Supports various gift types and payment methods. Gift splits allow allocating portions to different campaigns, funds, and appeals.
get_campaign
Retrieve a fundraising campaign by ID.
get_gift
Retrieve a gift record by ID. Returns detailed gift information including splits, fundraiser credits, soft credits, receipts, acknowledgements, and payments.
Manage nonprofit and educational institution data through Blackbaud's SKY API. Create, read, update, and delete constituent records (donors, prospects, volunteers) with addresses, emails, phone numbers, relationships, and custom fields. Track gifts and donations including pledges, recurring gifts, acknowledgements, and soft credits. Manage fundraising opportunities, campaigns, funds, and appeals. Track prospect assignments and cultivation activities. Access financial management data including general ledger accounts, journal entries, invoices, and vendors. Manage education data for K-12 schools including students, academics, admissions, and schedules. Run custom lists and queries against Raiser's Edge NXT and Financial Edge NXT. Subscribe to webhook events for constituent changes, gift activity, and action updates.
Common questions about connecting Blackbaud to AI agents with Metorial.