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Mgabr90

Zoho CRM + Books MCP Server

by Mgabr90

crm_create_task

Create CRM tasks linked to accounts, contacts, or deals, with due dates, priorities, and reminders for follow-up.

Instructions

Create a task in CRM linked to accounts, contacts, or deals. Tasks can have due dates, priorities, and reminders for follow-up activities.

Example: Create follow-up task {"Subject": "Follow up on proposal", "Due_Date": "2024-12-31", "Priority": "High", "What_Id": "deal-123", "Who_Id": "contact-456"}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
StatusNoTask status (e.g., "Not Started", "In Progress", "Completed", "Deferred")
Who_IdNoContact ID - Person this task is about (get from CRM contacts)
SubjectYesTask title/subject (e.g., "Follow up on proposal")
What_IdNoRelated record ID - Account, Deal, or other business record this task relates to
Due_DateNoDue date in YYYY-MM-DD format (e.g., "2024-12-31")
PriorityNoPriority level (e.g., "High", "Medium", "Low")
Remind_AtNoReminder datetime in YYYY-MM-DD HH:MM format
Related_ToNoAdditional related record reference
DescriptionNoDetailed task description or notes
Recurring_ActivityNoRecurrence pattern (e.g., "Daily", "Weekly", "Monthly")
Behavior2/5

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

With no annotations, the description must carry the full behavioral burden. It only says 'Create a task' without disclosing side effects, required permissions, or idempotency. For a mutation tool with no annotation coverage, this is a significant gap.

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?

The description is two sentences plus an example, with no wasted words. It is front-loaded with the main purpose and the example is directly useful.

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

Completeness3/5

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

Given the tool has 10 parameters and no output schema, the description gives a decent overview and example but does not cover return values or additional behavioral details. It is adequate but leaves room for more information about what the API returns after creation.

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

Parameters4/5

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

The schema provides descriptions for all 10 parameters (100% coverage), so the baseline is 3. The description adds a concrete example showing how to combine Subject, Due_Date, Priority, What_Id, and Who_Id, which clarifies usage beyond the schema.

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?

The description clearly states the tool creates a CRM task and specifically mentions linking to accounts, contacts, or deals. This differentiates it from sibling tools like crm_create_event or crm_create_note. The example reinforces the purpose.

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?

The description mentions tasks are for follow-up activities, providing a clear use case. However, it does not explicitly state when not to use it or mention alternatives like events or notes, so it lacks exclusions.

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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