Connect Blackbaud to AI agents

Connect Blackbaud to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 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

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) with optional filtering by constituent, date, or list. 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.

More integrations teams use with Blackbaud

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Blackbaud

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.

Connect Blackbaud to production AI agents

See how Metorial gives Blackbaud access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Blackbaud to AI agents with Metorial.

  1. Can Metorial connect Blackbaud to AI agents?
    Yes. Metorial connects AI agents to Blackbaud through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.