Built by Metorial, the integration platform for agentic AI.
Retrieve a constituent record by ID. Optionally includes related data such as addresses, emails, phones, notes, relationships, constituent codes, and custom fields.
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.
Retrieve available lists from Raiser's Edge NXT or Financial Edge NXT. Lists are pre-built or custom queries that return filtered result sets.
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 an existing action. Only provided fields are updated; omitted fields remain unchanged.
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.
Retrieve a fundraising appeal by ID.
Update an existing constituent record. Only provided fields are updated; omitted fields remain unchanged. Can also add new addresses, emails, phones, and notes.
List fundraising appeals. Appeals are solicitations used to bring in gifts, such as direct mailings, phonathons, auctions, or gala events.
Retrieve a fundraising fund by ID.
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.
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 a new constituent record. Supports creating individual or organization constituents with optional addresses, emails, and phones in a single operation.
List gift records with flexible filtering by constituent, campaign, fund, appeal, date range, amount range, and gift type. Supports pagination and sorting.
List fundraising campaigns. Campaigns represent overall fundraising efforts or initiatives such as operating expenses, new buildings, and endowments.
List constituent records with optional filtering by date, code, or list. Supports pagination and sorting. Use **Search Constituents** for text-based searches.
List actions (interactions and tasks) with optional filtering by constituent, date, or list. Actions track interactions required to secure gifts and cultivate relationships.
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.
Retrieve a fundraising campaign by ID.
Retrieve a gift record by ID. Returns detailed gift information including splits, fundraiser credits, soft credits, receipts, acknowledgements, and payments.