--- title: "Connect Raiser's Edge to Charla - APIANT.ai" description: "When \"New Constituent\" fires in Raiser's Edge, your agent runs \"Create Article\" in Charla." canonical: "https://apiant.ai/connect/raiser-s-edge-to-charla" --- # Connect Raiser's Edge to Charla When **New Constituent** fires in [Raiser's Edge](https://apiant.ai/connections/raiser-s-edge), your agent runs **Create Article** in [Charla](https://apiant.ai/connections/charla). Describe the whole flow and it is built, tested on every scenario and kept running. Raiser's Edge **9** triggers Raiser's Edge **39** actions Charla **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Raiser's Edge and Charla to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Raiser's Edge can start in Charla - When **New Constituent** in Raiser's Edge then **Create Article** in Charla - When **New Event Participant** in Raiser's Edge then **Update Article** in Charla Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Raiser's Edge and Charla ## Triggers and actions 9 triggers · 45 actions - Trigger **New Constituent** Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id. - Trigger **New Event Participant** Triggers when a new participant is added to the selected Raiser's Edge NXT event. - Trigger **New Fund** Triggers when a new fund is created in Raiser's Edge NXT. - Trigger **New Gift** Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id. - Trigger **New Note** Triggers when a new note is added to a constituent record in Raiser's Edge NXT. - Trigger **New Opportunity** Triggers when a new opportunity is created in Raiser's Edge NXT. - Trigger **New or Updated Gift** Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear. - Trigger **New or Updated Opportunity** Triggers when an opportunity is created or updated in Raiser's Edge NXT. - Trigger **Updated Constituent** Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified. - Action **Find Duplicate Constituents** Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match. - Action **Get Action** Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal. - Action **Get Appeal** Returns an appeal by its ID, including its category, dates, goal and custom field values. - Action **Get Campaign** Returns a campaign by its ID, including its category, dates, goal and custom field values. - Action **Get Constituent** Retrieves a constituent by system record id. - Action **Get Constituent Latest Gift** Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to. - Action **Get Constituent Lifetime Giving** Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving. - Action **Get Event** Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal. - Action **Get Event Participant** Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level. - Action **Get Gift** Retrieves a gift by system record id. - Action **Get Membership** Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed. - Action **Get Note** Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to. - Action **Get Opportunity** Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values. - Action **Get Package** Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count. - Action **List Actions** Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list. - Action **List Appeals** Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals. - Action **List Campaigns** Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns. - Action **List Constituent Actions** Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first. - Action **List Constituent Addresses** Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses. - Action **List Constituent Codes** Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status. - Action **List Constituent Custom Fields** Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date. - Action **List Constituent Email Addresses** Returns all email addresses on file for a constituent, optionally including inactive ones. - Action **List Constituent Memberships** Returns every membership held by a constituent, including program, category, dues, dates, standing and members. - Action **List Constituent Notes** Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes. - Action **List Constituent Phones** Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags. - Action **List Constituents** Lists constituents with paging (limit/offset). - Action **List Constituents in List** Returns constituents that belong to a saved list (by list id). - Action **List Event Fees** Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold. - Action **List Event Participants** Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more. - Action **List Events** Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified. - Action **List Funds** Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds. - Action **List Gift Custom Fields** Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date. - Action **List Gifts** Lists gifts, optionally filtered by constituent, with paging. - Action **List Memberships** Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date. - Action **List Opportunities** Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text. - Action **List Opportunity Notes** Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author. - Action **List Packages** Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified. - Action **List Participant Fees** Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for. - Action **Search Constituents** Searches constituents by name, lookup id, email, or other text. - Action **Create Article** Create a new article. The article will be automatically used for chatbot training based on the AI Chatbot settings and the types of articles configured for training. - Action **Delete Article** Delete an existing article by id. - Action **Find Article By Id** Find Article details by id. You can get the id from the Articles section, under the Knowledge base tab in the Property settings. - Action **Find Articles** Find all articles associated with a property. The results are sorted by creation date in descending order, with a page size of 25 items. - Action **Find Knowledge Base Categories** Find all categories. - Action **Update Article** Update an existing article. The article will be automatically used for chatbot training based on the AI Chatbot settings and the types of articles configured for training. ## Each app on its own - [ **Raiser's Edge** The Raiser's Edge NXT by Blackbaud — a cloud-based fundraising and constituent relationship management...](https://apiant.ai/connections/raiser-s-edge) - [ **Charla** Charla is a Conversational Platform that allows you to connect with your customers instantly through Live...](https://apiant.ai/connections/charla) Reviews ## What our customers say ## More from Raiser's Edge - [ **Raiser's Edge to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/raiser-s-edge-to-salesforce) - [ **Raiser's Edge to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/raiser-s-edge-to-slack) - [ **Raiser's Edge to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/raiser-s-edge-to-stripe) - [ **Raiser's Edge to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/raiser-s-edge-to-shopify) - [ **Raiser's Edge to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/raiser-s-edge-to-trello) - [ **Raiser's Edge to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/raiser-s-edge-to-zoom) ## More into Charla - [ **HubSpot to Charla** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-charla) - [ **Salesforce to Charla** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-charla) - [ **Slack to Charla** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-charla) - [ **Google Sheets to Charla** Google Sheets](https://apiant.ai/connect/google-sheets-to-charla) - [ **Gmail to Charla** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-charla) - [ **Google Calendar to Charla** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-charla) Questions ## Raiser's Edge and Charla, answered ### ### What can start an automation from Raiser's Edge? Any of Raiser's Edge's 9 triggers in the catalog, including New Constituent, New Event Participant, New Fund and New Gift. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Charla when something happens in Raiser's Edge? Any of Charla's 6 actions, including Create Article, Update Article, Find Article By Id and Find Articles. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Charla to Raiser's Edge? Charla has no triggers in the catalog today, so automations start in Raiser's Edge. If you need the other direction, ask: your agent reads Charla's API documentation and adds it. ### ### Do I have to build a connector for Raiser's Edge or Charla? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Raiser's Edge and Charla without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.