update_task
Change one CRM task: its fields, its status, or which contacts it is linked to, in one call. Tasks live in CRM → Tasks. A task may stand alone or be linked to contacts. While leads are on for the workspace, linking parks the contact's open lead until the task is done (parkLeads, default true), and marking the task done brings the linked leads back to Waiting on us so someone tells them the result (Won and Lost leads are left alone unless named in returnContactIds). Deleting a task, or unlinking a contact, brings a lead parked on it back to Waiting on us. A task is internal work for the team: nothing is sent to anyone. Setting status "done" is what brings the linked leads back; it does not message anyone.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"taskId": "<taskId>"
},
"name": "update_task"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| link | No | New link; null clears it. | |
| dueAt | No | New due date, ISO 8601; null clears it. | |
| notes | No | New notes in Markdown; null clears them. | |
| title | No | New title. | |
| status | No | todo, in_progress or done. Moving a done task back reopens it and changes no lead. | |
| taskId | Yes | Required. Task id, as returned by list_tasks or create_task. | |
| doneNote | No | With status "done": a note added to the history of the leads that come back, e.g. what was found. | |
| parkLeads | No | With linkContactIds: park the newly linked contacts' open leads until the task is done. Defaults to true. | |
| ownerUserId | No | New owner (a workspace member); null for nobody. | |
| applicationId | No | Application (workspace) id. Optional: an application-scoped key (app_...) defaults to its own application, but a personal key (usr_...) has no default and omitting it fails with MCP_APPLICATION_REQUIRED. Call list_applications to get the id. | |
| linkContactIds | No | Contacts to link, as returned by list_contacts. Already linked ones are skipped. | |
| returnContactIds | No | With status "done": which linked contacts come back to Waiting on us. Omit for every linked lead that is not Won or Lost. Leads parked on the task that are not named are Resolved. | |
| unlinkContactIds | No | Contacts to unlink. A lead parked on this task comes back to Waiting on us. |