Search for constituents by name, email, phone, or other keyword

Server-side constituent search combining custom attribute filters (including blank/not-blank checks) with standard LGL filters (keyword, location, membership, groups, lists, updated date) and an optional free-text query. All provided filters AND together, matching LGL's actual q[] behavior — there is no OR support. Custom attributes, keywords, groups, lists, and membership levels are all referenced by their display name (not internal LGL IDs); names are resolved and cached for the life of this server process, so only the first call referencing a given name pays a lookup round-trip. Filtering ON a custom attribute (via custom_attributes) works independently of whether its VALUE comes back in results — set include_custom_attrs to also fetch attribute values, which is otherwise omitted to keep responses small.

Find constituents that have NEVER had a given custom attribute touched — distinct from search_constituents_advanced's 'blank' operator, which only matches constituents that have a row for the attribute whose value happens to be empty. LGL's blank/not_blank operators both confirmed live to return zero matches for constituents that have no row for the attribute at all, so 'never touched' requires diffing the full constituent set against the union of blank+not_blank matches — there is no single LGL query for it. Paginates through both sets server-side (LGL's own filters compute the blank/not_blank sets; this only diffs the resulting ID sets, since LGL has no 'attribute row does not exist' query token).

List all constituents with optional pagination

Get full details for a single constituent by ID. Writes an 'AI Access Log' note directly to that constituent's record noting when and by which tool it was accessed — this happens automatically in full and assisted (LGL_ASSISTED_MODE=true) modes, and is silently skipped under strict LGL_READ_ONLY.

Create a new constituent in LGL

Update an existing constituent's core information

Delete an existing constituent by ID

List street addresses for a specific constituent

Add a street address to a constituent

Update an existing street address record by Address ID

Delete a street address record by Address ID

List phone numbers for a specific constituent

Add a phone number to a constituent

Update an existing phone number record by Phone ID

Delete a phone number record by Phone ID

List email addresses for a specific constituent

Add an email address to a constituent

Update an existing email address record by Email ID

Delete an email address record by Email ID

List web addresses (websites/social profiles) for a specific constituent

Add a web address to a constituent

Update an existing web address record by Web Address ID

Delete a web address record by Web Address ID

List gifts, either for a specific constituent (nested) or across the account (search). Supports date-range filtering via start_date/end_date (YYYY-MM-DD).

Get full details for a specific gift record by ID

Record a new gift nested under a specific constituent

Update an existing gift record by Gift ID

Delete a specific gift record by Gift ID

List all campaigns

Create a new fundraising campaign

Get fundraising campaign details by ID

Update an existing campaign details

Delete a campaign by ID

List all funds

Create a new fund

Get fund details by ID

Update fund details

Delete a fund by ID

List all fundraising events

Create a new event

Get fundraising event details by ID

Update event details

Delete an event by ID

List all appeals

Create a new appeal

Get appeal details by ID

Update appeal details

Delete an appeal by ID

Fetch appeal requests, either for a specific appeal or for a specific constituent

Create a new appeal request, either linked to an appeal or constituent

Get details for an appeal request by ID

Update an appeal request details

Delete an appeal request by ID

List notes, optionally filtered by constituent, or fetch all notes

Get full details of a note by ID

Log a new note nested under a specific constituent

Update an existing note record by Note ID

Delete a note record by Note ID

NOT a real file attachment — LGL's API has no upload endpoint at all (even LGL's own web forms only accept a hosted URL, never raw file bytes). This logs a note on the constituent's record containing a link to a file hosted elsewhere (e.g. OneDrive, SharePoint, Google Drive) plus a short description, so the document is at least referenced and findable via list_notes/search_constituents. The linked file itself is not verified, downloaded, or stored by this server.

List contact reports, optionally filtered by constituent, or fetch all

Search across contact reports

Get full details of a contact report by ID

Create a new contact report nested under a constituent

Update an existing contact report by ID

Delete a contact report by ID

List volunteer times, optionally filtered by constituent, or fetch all

Search for volunteer times

Get volunteer time record details by ID

Record volunteer hours nested under a constituent

Update an existing volunteer hours record

Delete a volunteer time record by ID

List constituent relationships for a specific constituent

Create a relationship between two constituents (nested under the parent constituent)

Get details for a constituent relationship by Relationship ID

Update relationship type between two constituents by Relationship ID

Delete a constituent relationship by Relationship ID

List class affiliations for a constituent

Add a class affiliation to a constituent

Get class affiliation details by ID

Update a class affiliation record

Delete a class affiliation record by ID

List all available class affiliation types

List all constituent groups defined in LGL

Create a new constituent group

Get details for a single group by ID

Update constituent group details

Delete a constituent group

List group memberships for a specific constituent

Add a constituent to a group (creates a group membership)

Get details for a group membership record by ID

Update a group membership record

Remove a constituent from a group (deletes the group membership record by ID)

Creates a new LGL group and adds one or more constituents to it in a single call. This is the closest API-native substitute for LGL's UI-only saved/dynamic Lists — LGL's API has no endpoint to create or edit a List at all. Unlike a List, a group is a static set of members (not a live, re-run query); add or remove members afterward with add_constituent_to_group / remove_constituent_from_group. Partial failures (e.g. one bad constituent_id) don't fail the whole call — check each entry's result.

List membership program enrollments for a specific constituent

Add a membership record to a constituent

Get membership record details by ID

Update a membership record by ID

Delete a membership record by ID

List all membership levels defined in LGL