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List Tasks

list_tasks
Read-onlyIdempotent

List every open task (action-item) across your whole account — things the platform needs you to do before a case (or your account) can proceed: reply to a chat, sign a contract, assign a bank account, and so on. Use get_case_tasks instead to scope this to one case.

Tasks auto-resolve once the underlying condition clears — e.g. replying to a case's chat makes its ReplyToChat task disappear on its own. Treat this as a live work queue, not a log: a task seen on one call may no longer be open on the next.

Every task carries a solutionUrl — an absolute link a human can open to resolve it in one click, whatever the type. Some types (today: ReplyToChat, ClientInputRequired, MoreInfoNeeded) additionally carry a non-null action pointing at the exact API call that resolves them — for those, call send_case_message with the task's caseId instead of sending a human to solutionUrl. Tasks without an action rely on solutionUrl alone.

Task types: Generic, ReplyToChat, SelectQuoteWinner, ReviewPartner, ClientInputRequired, SignContract, MoreInfoNeeded, AssignBankAccount, CaseValidationNeedsInfo.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting from 1 (default 1)
typeNoRestrict to specific task types, e.g. ["ReplyToChat", "SignContract"]. Valid values: Generic, ReplyToChat, SelectQuoteWinner, ReviewPartner, ClientInputRequired, SignContract, MoreInfoNeeded, AssignBankAccount, CaseValidationNeedsInfo
statusNoFilter by task status. "Open" (default) or "Solved".
pageSizeNoResults per page (default 10, max 100)

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate read-only and idempotent; description adds key behaviors: auto-resolution, solutionUrl usage, action field for certain types, and instructions to call send_case_message for those types. Fully transparent beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Description is well-structured: starts with purpose, then differentiation, then behavioral details, and ends with type list. Every sentence adds value without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, description fully explains return values (solutionUrl, action), task behavior, and how to resolve tasks. Pagination is handled via parameters. Complete for a list tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with clear parameter descriptions. Description does not add additional meaning beyond listing allowed types, which are already enumerated in schema. Baseline score of 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description clearly states it lists every open task across the whole account. It contrasts with sibling tool get_case_tasks, which scopes to one case. Verb 'list' and resource 'tasks' are specific.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly advises to use get_case_tasks instead for case-scoped tasks. Describes tasks as a live work queue, not a log, guiding appropriate usage. No misleading statements.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.1/5.0
Disambiguation5/5

Each tool targets a clearly distinct resource and action: case vs. tasks vs. files vs. messages vs. payments vs. account summary. The get_case_* family is broken out by specific sub-resource (activity, contract status, messages, payments, tasks), and preview_case is explicitly distinguished from create_case. list_tasks vs. get_case_tasks are scoped differently and the descriptions call out the difference.

Naming Consistency5/5

All tool names follow a consistent lowercase verb_noun pattern: create_, get_, list_, send_, upload_, preview_, ping. Even the standalone 'ping' is a common health-check convention and does not break the pattern. No camelCase or mixed verb styles appear.

Tool Count4/5

At 16 tools, the server is slightly above the typical 3-15 well-scoped range, but the breadth of the domain (case lifecycle, tasks, files, messages, payments, team management) justifies each tool. The count feels reasonable rather than bloated, earning a 4 rather than a 5.

Completeness4/5

The core workflow is well covered: preview, create, monitor (list/get, activity, payments, messages, contract status, files, tasks), communicate, and attach files. Missing operations like update_case, delete_case, or explicit task resolution are gaps, but they are often not needed in this domain since tasks auto-resolve and the partner drives legal processes. Overall, the surface is complete enough for typical agent workflows.