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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
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 saved Raiser's Edge NXT lists for a record type. Lists contain filtered sets of constituents, gifts, actions, or opportunities.
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) 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 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.
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
Retrieve a fundraising opportunity by ID, including its amounts, status, assigned fundraisers, and linked gifts.
get_action
Retrieve a constituent action by ID, including its completion state and associated fundraising records.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage Raiser's Edge NXT constituents, gifts, actions, fundraising opportunities, campaigns, funds, appeals, giving summaries, and saved lists through Blackbaud's SKY API.
Common questions about connecting Blackbaud to AI agents with Metorial.