Blackbaud

Returns detailed contextual information about a Financial Edge NXT general ledger account, including the account number, name, financial class, cashflow classification, working capital status, custom fields, and default transaction codes.

fenxt_get_gl_account_details

Returns detailed contextual information about a Financial Edge NXT grant, including the grant ID, description, amount, type, status, date range, transaction code, and associated projects.

fenxt_get_grant_details

Returns a Financial Edge NXT journal entry batch as Financial Edge NXT stores it: the header, status, entry count, Financial Edge NXT's own total debits and total credits, and a page of entries, up to 100 per call; use offset for the next page, or offset and a smaller limit to read only some lines. Each entry has its entry ID, debit or credit, amount, post date, journal, reference, distributions and custom fields, and its account number split into named segments (such as fund, account code and department) with the account code's category. Report totals exactly as returned; never recalculate them.

fenxt_get_je_batch

Returns the values a Financial Edge NXT journal entry can use: journal names, transaction codes (with their values when there are few), and journal entry custom fields with whether each is required. Use it before writing entries to choose valid journals and transaction codes. Accounts and projects aren't listed; find those with fenxt_search_gl_accounts and fenxt_search_projects.

fenxt_get_je_options

Returns a Financial Edge NXT project's budgeted and actual amounts, broken down by account category, for the fiscal year containing the supplied date and compared against the supplied budget. Requires a budget ID from fenxt_search_project_budgets and a project ID from fenxt_search_projects. Amounts are calculated server-side and must be reported exactly as returned. Covers the fiscal year as a whole, not individual periods.

fenxt_project_budget_vs_actual

Returns detailed contextual information about a Financial Edge NXT project, including the project ID, description, type, status, date range, field characteristics, and balance sheet.

fenxt_get_project_details

Returns detailed contextual information about a Financial Edge NXT vendor, including the vendor name, type, payee details, contact information, bank account, payment method, and credit limit.

fenxt_get_vendor_details

Returns the prior conversation of one Blackbaud Unified Chat thread (identified by threadId from search_threads) as a readable transcript, so you can continue it. The transcript is prior turns between the user and a different assistant; tool activity is summarized and the internal tools are not callable here. Continue the conversation from where it left off.

read_thread

Raiser's Edge NXT (RENXT) multi-step analytics over the organization's fundraising data in the Blackbaud lakehouse. ALWAYS use this tool for an open-ended fundraising investigation that needs several SQL queries, comparisons, or iterative exploration within the fundraising analysis. Trigger on requests to compare periods or segments, explain why a fundraising metric changed, identify trends or patterns, analyze cohorts or retention, evaluate campaign, fund, appeal, or donor performance, find drivers or anomalies, or give an analytical overview, even when the user does not say research, search, data, analytics, lakehouse, query, or report. For campaign questions, use this tool when the user needs multi-query investigation or explanation; use search_data_fundraising_renxt_ask for a single campaign goal, amount raised or committed, percent achieved, remaining or variance to goal, or progress-against-target calculation. A compound or cross-product request alone does not require research: use the ask tool for its fundraising analytics portion and combine it with the appropriate product tool for other portions, such as FENXT budget or expense data. Prefer this over generic RENXT record lookup, detail, list, summary, or paginated tools for organization-wide, portfolio-wide, cross-record, or aggregate analysis. A purpose-built tool that directly returns the exact requested measure or performs the requested workflow may still take precedence. This tool builds a research plan, runs several SQL queries, iterates on the results, and returns a written report plus reusable structured result rows. Results are never truncated, so state how many rows you want for lists or rankings, such as 'top 10'; an unbounded list can return thousands of rows. Pass conversationId to continue a prior investigation. Reads only; never writes.

search_data_fundraising_renxt_research

Finds the current user's prior Blackbaud Unified Chat threads so you can resume one. Pass a query to match thread titles and summaries (e.g. "gala budget"); omit it for the most recent threads. To resume one specific conversation — e.g. "continue my last conversation" — omit the query and pass limit=1 to get just the most recent; for a specific topic, pass the query (with limit=1 for just the best match). When exactly one thread is returned it is the intended one: call read_thread with its threadId and continue it, without asking the user to choose. When several are returned they are genuinely ambiguous — show them and let the user pick. Each result has a title, a short summary, when it was last active, and, when available, a relevance score.

search_threads

Searches Financial Edge NXT accounts payable invoices by number or description and returns a list of matching AP invoices with their IDs.

fenxt_search_ap_invoices

Searches Financial Edge NXT general ledger budgets by description and returns a list of matching budgets with their IDs.

fenxt_search_budgets

Searches Financial Edge NXT general ledger accounts by description or account number and returns a list of matching accounts with their IDs.

fenxt_search_gl_accounts

Searches Financial Edge NXT general ledger grants by description and returns a list of matching grants with their IDs.

fenxt_search_grants

Searches Financial Edge NXT journal entry batches and returns matching batch headers: batch ID, batch number, description, status, and who added and last changed each batch. Filter by status, by text matching the batch number or description, and by last-changed date. Results are paged, up to 100 per call; use offset for the next page, or a smaller limit when only a few are needed. Pass a returned batch ID to fenxt_get_je_batch to read the batch's entries.

fenxt_search_je_batches

Lists the budgets available for one Financial Edge NXT project in the fiscal year containing the supplied date, returning each budget's ID and description along with the resolved fiscal year. Use this to choose a budget ID before calling fenxt_project_budget_vs_actual. This does not search budgets by name or across projects — use fenxt_search_budgets for that.

fenxt_search_project_budgets

Searches Financial Edge NXT general ledger projects by name and returns a list of matching projects with their IDs.

fenxt_search_projects

Searches Financial Edge NXT accounts payable vendors by name and returns a list of matching vendors with their IDs.

fenxt_search_vendors

Checks a Financial Edge NXT journal entry batch for the errors that would stop it posting, such as debits and credits that don't balance, and returns Financial Edge NXT's errors verbatim. Changes nothing. Batches can be saved out of balance, so use this to find out what must be fixed before someone approves and posts the batch.

fenxt_validate_je_batch

Returns details about the gift such as gift amount and payment method. Returns an empty response if the gift is not found.

get_gift_details

Returns details about the event record

get_event_details