Blackbaud MCP server

Connect Blackbaud to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Blackbaud MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get constituent tool in Blackbaud
  • Use the create action tool in Blackbaud
  • Use the list available lists tool in Blackbaud
  • Use the get giving summary tool in Blackbaud
  • Use the update action tool in Blackbaud
  • Use the search constituents tool in Blackbaud

Supported Tools

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.

create_action

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

List Available Lists

Retrieve saved Raiser's Edge NXT lists for a record type. Lists contain filtered sets of constituents, gifts, actions, or opportunities.

get_giving_summary

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 Action

Update an existing action. Only provided fields are updated; omitted fields remain unchanged.

search_constituents

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

Get Appeal

Retrieve a fundraising appeal by ID.

update_constituent

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 Appeals

List fundraising appeals. Appeals are solicitations used to bring in gifts, such as direct mailings, phonathons, auctions, or gala events.

get_fund

Get Fund

Retrieve a fundraising fund by ID.

list_funds

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

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 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 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 Campaigns

List fundraising campaigns. Campaigns represent overall fundraising efforts or initiatives such as operating expenses, new buildings, and endowments.

list_constituents

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

List actions (interactions and tasks) for one constituent, or across constituents with date or saved-list filters. Actions track interactions required to secure gifts and cultivate relationships.

create_gift

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

Get Campaign

Retrieve a fundraising campaign by ID.

get_gift

Get Gift

Retrieve a gift record by ID. Returns detailed gift information including splits, fundraiser credits, soft credits, receipts, acknowledgements, and payments.

list_opportunities

List Opportunities

List fundraising opportunities with amounts, statuses, constituent IDs, and linked gifts. Filter by constituent, text, dates, or a saved opportunity list.

get_opportunity

Get Opportunity

Retrieve a fundraising opportunity by ID, including its amounts, status, assigned fundraisers, and linked gifts.

get_action

Get Action

Retrieve a constituent action by ID, including its completion state and associated fundraising records.

Connect Blackbaud to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Blackbaud in Metorial. In your Metorial portal, enable the Blackbaud MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Blackbaud tools.

Run Blackbaud through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Blackbaud and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Blackbaud tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Blackbaud

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Blackbaud

Manage Raiser's Edge NXT constituents, gifts, actions, fundraising opportunities, campaigns, funds, appeals, giving summaries, and saved lists through Blackbaud's SKY API.

Frequently asked questions

Common questions about connecting Blackbaud to AI agents with Metorial.

  1. How many tools does the Blackbaud MCP server have?
    The Blackbaud MCP server exposes 23 tools, including Get Constituent, Create Action, List Available Lists. Each one is governed and traced through Metorial.
  2. Blackbaud exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Blackbaud MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Blackbaud and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Blackbaud MCP server yourself or use the hosted gateway.

Connect Blackbaud to production AI agents

See how Metorial gives your team governed access to Blackbaud, with tracing and security controls built in.