list_crm_tasks
Read-onlyIdempotent
List CRM follow-up tasks you may see (portal tasks, owned by users). Filter by status, owner ("mine" or ownerId), linked account, dueWindow overdue or today (company timezone), or exact dueAfter/dueBefore datetimes with a zone. Returns the true total and pages. Unassigned tasks cannot be filtered here.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1) | |
| limit | No | Page size (default 20, max 50) | |
| owner | No | "mine" shows only tasks you own | |
| status | No | Task status: todo, in_progress or done | |
| ownerId | No | Only tasks owned by this users.id. Company membership IDs do not match. | |
| dueAfter | No | ISO 8601 datetime with timezone offset or Z; inclusive lower bound | |
| accountId | No | Only tasks linked to this CRM account, if you can see it | |
| dueBefore | No | ISO 8601 datetime with timezone offset or Z; exclusive upper bound | |
| dueWindow | No | overdue: due before now. today: due today in the company timezone. Both list open tasks only. |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Tool result payload — shape varies per tool, see the tool description | |
| summary | Yes | One-line human-readable summary of the action | |
| renderType | Yes | UI rendering hint for the result |