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Live 104 Actions

Bloomerang Integration for AI Agents

Connect your AI agent to 104 QA'd Bloomerang actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Bloomerang AI Agent Actions

104 production-ready actions for your agent to do more on Bloomerang.

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104 Actions

List Constituents - Retrieves a paginated list of all constituents (donors, contacts, and organizations) from the Bloomerang CRM database via GET /constituents.

Get Constituent - Retrieves a single constituent record by its unique numeric ID via GET /constituent/{id}, returning the complete donor or organization profile.

Create Constituent (Merge) - Creates a new constituent or merges data into an existing duplicate record via POST /constituent/merge, using intelligent duplicate detection based on name plus contact info.

Update Constituent - Updates an existing constituent record by ID via PUT /constituent/{id}, applying partial updates where only provided fields are modified.

Delete Constituent - Permanently deletes a constituent record by ID via DELETE /constituent/{id}, removing the donor or organization and all associated data from the CRM.

Search Constituents - Performs a text search across constituents and households via GET /constituents/search, matching against names and returning paginated results.

Get Constituent Relationships - Retrieves all relationships for a specific constituent via GET /constituent/{id}/relationships, showing family, professional, and organizational connections.

Get Constituent Timeline - Retrieves a chronological timeline of all activity for a constituent (or all household members if a Household ID is provided) via GET /constituent/{id}/timeline.

Find Duplicate Constituents - Searches for possible duplicate constituent records via POST /constituent/duplicates, requiring a name match plus at least one matching contact detail.

Update Constituent Communication Settings - Updates communication preferences and restrictions for a constituent via PUT /constituent/{id}/updateCommunicationSettings, managing opt-outs and email interest subscriptions.

List Transactions - Retrieves a paginated list of all donation transactions from the Bloomerang CRM via GET /transactions, with filters for amount range, donor, type, and transaction number.

Get Transaction - Retrieves a single transaction record by its unique numeric ID via GET /transaction/{id}, returning the complete donation details including designations and payment information.

Create Transaction - Creates a new donation transaction for a constituent via POST /transaction, recording the gift in the CRM database without initiating a payment charge unless a WalletItem is provided.

Update Transaction - Updates an existing transaction record by ID via PUT /transaction/{id}, applying partial updates to donation details such as amount, date, method, and designations.

Delete Transaction - Permanently deletes a transaction record by ID via DELETE /transaction/{id}, removing the donation and all associated designations from the CRM.

List Designations - Retrieves a paginated list of transaction designations via GET /transactions/designations, showing how donations are allocated across funds, campaigns, and appeals.

Get Designation - Retrieves a single designation record by its unique numeric ID via GET /transactions/designation/{id}, returning the complete fund/campaign/appeal allocation details.

List Interactions - Retrieves a paginated list of donor interactions (touchpoints) from the Bloomerang CRM via GET /interactions, tracking all communications and engagement activities with constituents.

Get Interaction - Retrieves a single interaction record by its unique numeric ID via GET /interaction/{id}, returning the complete communication touchpoint details.

Create Interaction - Creates a new interaction (communication touchpoint) for a constituent via POST /interaction, logging a donor engagement activity such as an email, call, or meeting.

Update Interaction - Updates an existing interaction record by ID via PUT /interaction/{id}, applying partial updates to communication details such as channel, purpose, and notes.

Delete Interaction - Permanently deletes an interaction record by ID via DELETE /interaction/{id}, removing the communication touchpoint from the constituent's timeline.

List Tasks - Retrieves a paginated list of tasks (scheduled follow-up actions) from the Bloomerang CRM via GET /tasks, with filters for status, due date range, assignee, and associated constituent.

Get Task - Retrieves a single task record by its unique numeric ID via GET /task/{id}, returning the complete scheduled action details including assignee, due date, and status.

Create Task - Creates a new task (scheduled follow-up action) via POST /task, assigning a stewardship activity to a user with a due date, channel, and purpose.

Update Task - Updates an existing task record by ID via PUT /task/{id}, applying partial updates to scheduled action details such as due date, subject, assignee, and notes.

Delete Task - Permanently deletes a task record by ID via DELETE /task/{id}, removing the scheduled follow-up action from the CRM.

Complete Task - Marks a task as completed via PUT /task/{id}/complete, with an option to automatically create a corresponding interaction record from the task details.

List Campaigns - Retrieves a paginated list of fundraising campaigns from the Bloomerang CRM via GET /campaigns, used to organize and track donation drives and fundraising initiatives.

Get Campaign - Retrieves a single campaign record by its unique numeric ID via GET /campaign/{id}, returning the complete fundraising initiative details including goal progress.

Create Campaign - Creates a new fundraising campaign via POST /campaign, setting up an organizational unit for tracking donations and measuring progress toward a fundraising goal.

Update Campaign - Updates an existing campaign record by ID via PUT /campaign/{id}, applying partial updates to campaign details such as name, dates, goal, and active status.

Refresh Campaign Summaries - Triggers a recalculation of all campaign goal summaries via GET /campaigns/refreshsummaries, updating progress metrics to reflect the latest transaction data.

List Appeals - Retrieves a paginated list of fundraising appeals from the Bloomerang CRM via GET /appeals, representing specific solicitation efforts or outreach methods used to generate donations.

Get Appeal - Retrieves a single appeal record by its unique numeric ID via GET /appeal/{id}, returning the complete solicitation method details.

Create Appeal - Creates a new fundraising appeal via POST /appeal, defining a solicitation method that can be referenced in transaction designations.

Update Appeal - Updates an existing appeal record by ID via PUT /appeal/{id}, applying partial updates to the appeal name or active status.

List Funds - Retrieves a paginated list of funds from the Bloomerang CRM via GET /funds, representing financial accounts or categories that donations are allocated to (e.g., General Fund, Building Fund).

Get Fund - Retrieves a single fund record by its unique numeric ID via GET /fund/{id}, returning the complete financial account details.

Create Fund - Creates a new fund (financial account category) via POST /fund, defining a donation allocation target for use in transaction designations.

Update Fund - Updates an existing fund record by ID via PUT /fund/{id}, applying partial updates to fund properties such as name, active status, default designation, and QuickBooks ledger class.

Get Pledge Installments - Retrieves a paginated list of installment schedule entries for a specific pledge via GET /pledge/{id}/installments, showing scheduled payment dates and amounts.

Generate Pledge Installments - Generates a preview installment schedule for a pledge via GET /pledge/generateInstallments without saving to the database, useful for calculating payment plans before creating or modifying a pledge.

Get Pledge Payments - Retrieves a paginated list of successful payments made against a specific pledge via GET /pledge/{id}/payments, showing fulfilled installment transactions.

Get Pledge Payment Failures - Retrieves a paginated list of failed payment attempts for a specific pledge via GET /pledge/{id}/paymentFailures, showing declined or errored transactions.

Write Off Pledge - Writes off the remaining unpaid balance of a pledge via POST /pledge/{id}/writeOff, marking the outstanding amount as uncollectible.

List Households - Retrieves a paginated list of households from the Bloomerang CRM via GET /households, representing family or organizational groupings of individual constituents for combined giving and communication.

Get Household - Retrieves a single household record by its unique numeric ID via GET /household/{id}, returning the complete household grouping details including head, members, and name fields.

Create Household - Creates a new household grouping via POST /household, linking individual constituents into a family unit with a designated head for combined giving and communication.

Update Household - Updates an existing household record by ID via PUT /household/{id}, applying partial updates to membership, head designation, and name fields.

Delete Household - Permanently deletes a household grouping by ID via DELETE /household/{id}, removing the family unit but preserving all individual member constituent records.

List Notes - Retrieves a paginated list of notes from the Bloomerang CRM via GET /notes, representing free-text annotations attached to constituent records for internal documentation.

Get Note - Retrieves a single note record by its unique numeric ID via GET /note/{id}, returning the complete annotation including content, constituent association, and custom fields.

Create Note - Creates a new note (free-text annotation) for a constituent via POST /note, adding internal documentation to a donor's record.

Update Note - Updates an existing note record by ID via PUT /note/{id}, applying partial updates to the content, date, or custom field values.

Delete Note - Permanently deletes a note record by ID via DELETE /note/{id}, removing the annotation from the constituent's timeline.

List Addresses - Retrieves a paginated list of physical mailing addresses from the Bloomerang CRM via GET /addresses, including primary and secondary addresses for all constituents.

Get Address - Retrieves a single address record by its unique numeric ID via GET /addresses/{id}, returning the complete mailing address details.

Create Address - Creates a new mailing address for a constituent via POST /address, adding a secondary address or the initial address record for a donor.

Update Address - Updates an existing address record by ID via PUT /address/{id}, applying partial updates to mailing address fields such as street, city, state, and primary designation.

Delete Address - Permanently deletes an address record by ID via DELETE /address/{id}, removing the mailing address from the constituent's record.

List Email Addresses - Retrieves a paginated list of email addresses from the Bloomerang CRM via GET /emails, including primary and secondary email records for all constituents.

Get Email Address - Retrieves a single email address record by its unique numeric ID via GET /email/{id}, returning the complete email details including type, value, and primary designation.

Create Email Address - Creates a new email address for a constituent via POST /email, adding a secondary email or the initial email record for a donor.

Update Email Address - Updates an existing email address record by ID via PUT /email/{id}, applying partial updates to the email type, value, or primary designation.

Delete Email Address - Permanently deletes an email address record by ID via DELETE /email/{id}, removing the email from the constituent's contact information.

List Phone Numbers - Retrieves a paginated list of phone numbers from the Bloomerang CRM via GET /phones, including primary and secondary phone records for all constituents.

Get Phone Number - Retrieves a single phone number record by its unique numeric ID via GET /phone/{id}, returning the complete phone details including type, number, extension, and primary designation.

Create Phone Number - Creates a new phone number for a constituent via POST /phone, adding a secondary phone or the initial phone record for a donor.

Update Phone Number - Updates an existing phone number record by ID via PUT /phone/{id}, applying partial updates to the phone type, number, extension, or primary designation.

Delete Phone Number - Permanently deletes a phone number record by ID via DELETE /phone/{id}, removing the phone from the constituent's contact information.

List Refunds - Retrieves a paginated list of refund records from the Bloomerang CRM via GET /refunds, tracking returned or reversed donation amounts.

Get Refund - Retrieves a single refund record by its unique numeric ID via GET /refund/{id}, returning the complete refund details including amount, date, associated transaction, and reason.

Create Refund - Creates a new refund record against an existing transaction via POST /refund, recording a partial or full return of a donation amount while preserving the audit trail.

Update Refund - Updates an existing refund record by ID via PUT /refund/{id}, applying partial updates to the refund date, amount, or reason note.

Delete Refund - Permanently deletes a refund record by ID via DELETE /refund/{id}, removing the refund entry and restoring the original transaction to its full amount.

Get Relationship - Retrieves a single relationship record by its unique numeric ID via GET /relationship/{id}, returning the complete connection details between two constituents.

Create Relationship - Creates a new relationship between two non-household constituents via POST /relationship, defining a bidirectional connection such as Spouse, Parent/Child, or Employer/Employee.

Update Relationship - Updates an existing relationship record by ID via PUT /relationship/{id}, applying partial updates to the role type, head-of-household designation, or note.

Delete Relationship - Permanently deletes a relationship record by ID via DELETE /relationship/{id}, removing the bidirectional connection between two constituents.

List Relationship Roles - Retrieves a paginated list of relationship role definitions from the Bloomerang CRM via GET /relationshiproles, providing the available connection types (e.g., Spouse, Parent, Employer) for use when creating relationships.

Get Relationship Role - Retrieves a single relationship role definition by its unique numeric ID via GET /relationshiprole/{id}, returning the role name, reciprocal role, and configuration details.

List Soft Credits - Retrieves a paginated list of soft credits from the Bloomerang CRM via GET /softcredits, representing donation recognition given to constituents who influenced a gift but are not the actual donor.

Get Soft Credit - Retrieves a single soft credit record by its unique numeric ID via GET /softcredit/{id}, returning the complete recognition attribution details.

Create Soft Credit - Creates a new soft credit via POST /softcredit, attributing donation recognition to a constituent who influenced a gift without being the actual donor.

Update Soft Credit - Updates an existing soft credit record by ID via PUT /softcredit/{id}, allowing modification of the recognized amount.

Delete Soft Credit - Permanently deletes a soft credit record by ID via DELETE /softcredit/{id}, removing the donation recognition attribution from the constituent.

List Tributes - Retrieves a paginated list of tributes from the Bloomerang CRM via GET /tributes, representing honorary or memorial dedications that can be attached to donations.

Get Tribute - Retrieves a single tribute record by its unique numeric ID via GET /tribute/{id}, returning the complete honorary or memorial dedication details.

Create Tribute - Creates a new tribute (honorary or memorial dedication) via POST /tribute, defining a person to be honored or memorialized in donation designations.

Update Tribute - Updates an existing tribute record by ID via PUT /tribute/{id}, applying partial updates to the tribute name, type, description, and other properties.

Search Tributes - Performs a text search across active tributes via GET /tributes/search, matching against tribute names with a minimum 3-character query for autocomplete or lookup functionality.

List Custom Field Categories - Retrieves a list of custom field categories for a specific entity type via GET /customFieldCategories/{type}, showing how custom fields are organized into groups in the Bloomerang CRM.

List Custom Fields - Retrieves a list of custom field definitions for a specific entity type via GET /customFields/{type}, showing the available custom data fields and their configurations.

List Custom Values - Retrieves all selectable option values for PickOne and PickMultiple custom fields of a given entity type via GET /customValues/{type}, providing the dropdown options available when setting custom field values.

List Custom Values By Field - Retrieves selectable option values for a specific custom field via GET /customValues/{type}/{fieldId}, narrowing results to a single PickOne or PickMultiple field.

List Email Interests - Retrieves a paginated list of email interest categories from the Bloomerang CRM via GET /emailInterests, representing the email subscription topics that constituents can opt into or out of.

Get Email Interest - Retrieves a single email interest category by its unique numeric ID via GET /emailInterest/{id}, returning the subscription topic details.

List Wallet Items - Retrieves a list of wallet items (stored payment methods) from the Bloomerang CRM via GET /walletitems, showing saved credit cards and bank accounts used for recurring donations.

Get Wallet Item - Retrieves a single wallet item (stored payment method) by its unique numeric ID via GET /walletitem/{id}, returning masked payment details including method type, last four digits, and expiration.

Create Wallet Item - Creates a new wallet item (stored payment method) for a constituent via POST /walletitem, securely tokenizing a credit card or bank account for recurring donations.

Delete Wallet Item - Permanently deletes a wallet item (stored payment method) by ID via DELETE /walletitem/{id}, removing the saved credit card or bank account from the constituent's record.

List Processors - Retrieves a list of payment processors configured in the Bloomerang account via GET /processors, showing the gateways that handle credit card and bank account charges for donations.

Get Processor - Retrieves a single payment processor by its unique numeric ID via GET /processor/{id}, returning the complete gateway configuration including type, status, and supported payment methods.

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Integration Infrastructure for Bloomerang AI Agents

Multiple Interfaces

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Falcon Engine

Every Bloomerang action runs on Falcon.

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