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Tasks and follow-ups

list_tasks
Read-onlyIdempotent

What needs doing: each lead's open task (what it waits on, the next action, the due day, a callback time) grouped as overdue, due today, waiting, or received (the merchant answered). Defaults to this person's own; whose=everyone shows every task on the leads they see. Use it for "what's on my plate", "who do I call back today".

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "list_tasks"
  }
}

Input Schema

NameRequiredDescriptionDefault
groupNoall
limitNoHow many to return, at most 50 (more is cut to 50).
whoseNomine: tasks this person owns; everyone: all tasks on leads they see.mine

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.6/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and openWorldHint=false, so the safety profile is covered. The description usefully adds the grouping taxonomy and the default-vs-everyone visibility rule, but says nothing about ordering, truncation behavior, or what an empty result means.

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

Conciseness4/5

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

A single dense paragraph that front-loads the core question ('What needs doing') and then the shape of the response, with quoted user phrasings that are genuinely useful for intent matching. The nested parenthetical listing task fields is slightly heavy but earns its space.

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

Completeness4/5

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

With no output schema, the description takes on the job of describing return shape and does so by naming the four buckets and the per-task fields. Missing ordering/truncation semantics and the limit-cap discrepancy keep it from being fully complete.

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?

At 67% schema coverage, the description carries real weight: it defines the four meaningful groups and the whose scoping rule. However, it never mentions the 'all' enum value that is the actual default, and its limit note ('at most 50, more is cut to 50') directly conflicts with the schema's maximum of 500, which could mislead an agent into wrong assumptions about result volume.

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

Purpose4/5

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

States a specific resource (each lead's open task) and enumerates the fields it carries and the four groupings, so an agent knows exactly what comes back. It does not name a sibling tool or explicitly contrast itself with list_events/get_lead_timeline, so differentiation is implied by content rather than stated.

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

Usage Guidelines4/5

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

Gives concrete when-to-use triggers ('what's on my plate', 'who do I call back today') and explains the scoping default versus whose=everyone. There is no explicit when-not guidance or named alternative for the case where the agent wants closed tasks or lead-level detail.

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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