Tools — Tasks & Notes

Three tools for task lifecycle management, quick statistics, and note-taking with visibility control. All tools operate through the MCP connection configured in Setup.

crm_manage_tasks

Full task lifecycle: list, create, update, complete, and delete tasks. Tasks can be linked to any CRM record (contacts, companies, opportunities) and assigned to workspace users.

Parameters

Side Effects

• Create with assignee: sends a task_assigned notification to the assigned user (unless the creator is the assignee).
• Complete: sets completed_at to the current timestamp and completed_by to the authenticated user. Sends a task_completed notification.
• Reopen (completed: false): clears completed_at and completed_by.

List Mode Presets

Examples

Create a call task linked to a contact:

{
  "action": "create",
  "title": "Call Alice about contract renewal",
  "due_date": "2025-03-15T09:00:00Z",
  "priority": "high",
  "action_type": "call",
  "assigned_to_id": "550e8400-e29b-41d4-a716-446655440000",
  "linked_entities": [
    { "id": "a1b2c3d4-e5f6-7890-abcd-ef0123456789", "type": "contacts" }
  ]
}

List overdue high-priority tasks:

{
  "action": "list",
  "mode": "overdue",
  "priority_filter": "high"
}

Complete a task:

{
  "action": "complete",
  "task_id": "7a1b2c3d-4e5f-6789-abcd-ef0123456789"
}

Response includes completed_at timestamp and triggers a task_completed notification.

crm_task_stats

Quick statistics about tasks without loading individual records. Useful for dashboards and daily briefings.

Parameters

Response

{
  "total": 48,
  "completedToday": 3,
  "remainingToday": 5,
  "overdue": 2,
  "thisWeek": 12,
  "completionRate": 72
}

crm_manage_notes

Create, list, update, and delete notes with visibility control and entity linking. Notes support HTML content, @mentions, and can be linked to multiple CRM records simultaneously.

Parameters

Automatic Behaviors

• Title generation: a title is automatically extracted from the HTML content. No need to provide one.
• @mention extraction: mentions are parsed from HTML content (e.g., <span data-mention="user-id">@Name</span>). You can also pass explicit UUIDs via mentioned_user_ids.
• Notifications: a mention_in_note notification is sent to each mentioned user.
• Visibility enforcement: notes with visibility: "private" are only visible to their creator. Other users cannot list, read, or update them.

M2M Entity Linking

Notes can be linked to multiple CRM records at once using linked_entities.

• On create with entity_type + entity_id: creates a single link to the specified record.
• On create with linked_entities: creates links to all specified records.
• On update with linked_entities: replaces all existing links with the new set (sync mode). To keep existing links, include them in the array.

Examples

Create a note on a company:

{
  "action": "create",
  "content": "<p>Met with the CEO. They are interested in the enterprise plan and want a demo next week.</p>",
  "visibility": "workspace",
  "entity_type": "companies",
  "entity_id": "b2c3d4e5-f6a7-8901-bcde-f01234567890"
}

List notes for a contact:

{
  "action": "list",
  "entity_type": "contacts",
  "entity_id": "a1b2c3d4-e5f6-7890-abcd-ef0123456789"
}

Update a note and replace linked entities:

{
  "action": "update",
  "note_id": "c3d4e5f6-a7b8-9012-cdef-012345678901",
  "content": "<p>Updated: demo confirmed for Thursday 2pm.</p>",
  "linked_entities": [
    { "id": "b2c3d4e5-f6a7-8901-bcde-f01234567890", "type": "companies" },
    { "id": "d4e5f6a7-b8c9-0123-efab-234567890123", "type": "opportunities" }
  ]
}