Tasks

Manage tasks for contacts and campaigns. Requires Connect (full) access (same as campaigns).

Tool	Description	Risk	Schema
`list_tasks`	List tasks or get one by ID.	`read`	#list_tasks
`create_task`	Create email, call, or custom task.	`write`	#create_task
`update_task`	Update name, due date, priority, status.	`write`	#update_task
`delete_task`	Permanently delete a task.	`destructive`	#delete_task
`execute_task_action`	pause, reschedule, complete, cancel, etc.	`write`	#execute_task_action

create_task

string

required

manual-email, call, action-item, or linkedin (not type).

integer | string

Saved contact ID from get_my_contacts.

Example

{
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "name": "create_task",
    "arguments": {
      "contactId": 456,
      "name": "Follow-up call",
      "taskType": "call"
    }
  },
  "id": 1
}

Install

Tools

Workflows

create_task

Example

​create_task

​Example

create_task

Example