CRM / Pipeline / MCP

Create crm task

Create a task without sending. Reuse idempotencyKey for uncertain retries within 24 hours.

tools/callDeterministic operation

Parameters

workspaceIdOptional · string
See the input schema for this field.
prospectIdRequired · string
See the input schema for this field.
titleRequired · string
See the input schema for this field.
dueDateOptional · string | null
See the input schema for this field.
idempotencyKeyRequired · string
See the input schema for this field.
Request example
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create-crm-task",
    "arguments": {
      "prospectId": "00000000-0000-4000-8000-000000000000",
      "title": "example",
      "idempotencyKey": "example"
    }
  }
}
Full input schema
Input schema
{
  "type": "object",
  "properties": {
    "workspaceId": {
      "type": "string"
    },
    "prospectId": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "dueDate": {
      "type": [
        "string",
        "null"
      ]
    },
    "idempotencyKey": {
      "type": "string"
    }
  },
  "required": [
    "prospectId",
    "title",
    "idempotencyKey"
  ]
}
See this operation inCLI REST API TypeScript SDK
Tool directory | Pipeline v2 preview