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AI agent integrationBlackbaud

Blackbaud integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Blackbaud never means pasting credentials into a prompt.

Use Blackbaud from Claude Code

Bring Blackbaud context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Blackbaud with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Blackbaud integration exposes

Blackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising, financial management, and donor engagement in mission-driven organizations

One connection, many teammates

Connect Blackbaud once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Add Gifts To Batch

    Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

  • Get Gift By ID

    Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

  • Get Membership Details

    Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

  • Get Payment Transaction

    Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

  • OneRoster OAuth2 Base API

    Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Connection

API and auth details

Blackbaud provides SKY APIs and legacy ON APIs for social-good software workflows, including constituents, fundraising, education/schools data, CRM, Altru, Raiser’s Edge NXT, Financial Edge NXT, authorization, and partner integrations.

FAQ

Questions people ask before connecting Blackbaud

Can Claude Code use Blackbaud?

Yes. Type lets an AI teammate use connected Blackbaud actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Blackbaud through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Blackbaud catalog entry includes public integration details and example capabilities where available.

Is this the same as a Blackbaud MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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