Create a task or a standing loop
create_taskCreate a bookkeeping loop from a user-requested task, in the user's language. Suitable for recurring work on a schedule or after documents reach the Caribooks document box. The loop defines its data access, permitted actions and approval requirements. Returns the saved task and its proposed configuration for review. The loop is saved paused unless run_now is true, which starts it and runs it once right away. New loops run in preview mode: a run writes nothing to QuickBooks, and every change it wants waits for the user's approval in Caribooks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company | No | Which connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected. | |
| run_now | No | true to start the loop and run it once immediately, only when the user asked for the work now. | |
| schedule | No | recurring for standing work, once for a single errand. Defaults to recurring when the sentence names a rhythm (every morning, chaque lundi) or waits on arriving documents, and once otherwise. | |
| sentence | Yes | What the user wants done, in their own words and their own language, one or two sentences. Do not translate or tidy it. |