Tasks

Manage tasks. Use action=“create” to create a new task (requires title, type, lead_id). Use action=“update” to update an existing task (requires task_id). Use action=“list” to get tasks with filters.

Input Schema

Parameter	Type	Description
action	string	Action to perform on tasks. Enum: create, list, update
task_id	string	Task UUID (required for update)
title	string	Task title (required for create)
type	string	Task type: website_visit, demo, meeting, email, call, quote, contract, payment, referral, feedback (required for create)
lead_id	string	Lead UUID (required for create)
description	string	Task description
status	string	pending, in_progress, completed, failed
stage	string	Task stage in pipeline
priority	number	Priority 0-10
scheduled_date	string	ISO 8601 datetime
completed_date	string	ISO 8601 when completed
amount	number	Monetary amount if applicable
assignee	string	Assignee user UUID
notes	string	Additional notes
conversation_id	string	Conversation UUID
address	object	Address/location data
user_id	string	Filter by user UUID
site_id	string	Filter by site UUID
visitor_id	string	Filter by visitor UUID
scheduled_date_from	string	ISO 8601 start
scheduled_date_to	string	ISO 8601 end
search	string	Text search
limit	number	Max results (default 50)
offset	number	Pagination offset

REST Endpoint

Actions map to sub-routes: create → /create, list → /get, update → /update.


POST /api/agents/tools/tasks/create
POST /api/agents/tools/tasks/get
POST /api/agents/tools/tasks/update


POST /api/agents/tools/tasks/create
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
 
{
  "site_id": "YOUR_SITE_ID",
  "title": "Schedule product demo",
  "type": "demo",
  "lead_id": "LEAD_UUID",
  "status": "pending",
  "scheduled_date": "2026-03-15T10:00:00Z"
}

Response:


{
  "success": true,
  "task": { "id": "...", "title": "Schedule product demo", "status": "pending" }
}