Documentation IndexFetch the complete documentation index at: /llms.txtUse this file to discover all available pages before exploring further.
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Create, assign, and manage tasks linked to CRM records.
tasks.list
status
assigned_to
priority
record_ids
tasks.get
task_id
tasks.create
title
due_date
tasks.update
tasks.complete
tasks.delete
low
medium
high
urgent
todo
in_progress
done
{ "tool": "tasks.create", "params": { "title": "Send proposal to Acme Corp", "priority": "high", "status": "todo", "assigned_to": "user_abc", "due_date": "2026-03-28", "record_ids": ["rec_deal_01", "rec_contact_01"] } }
{ "tool": "tasks.list", "params": { "assigned_to": "user_abc", "status": "todo" } }
{ "tool": "tasks.complete", "params": { "task_id": "task_xyz789" } }