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createTaskV2

Create a task or appointment in Lofty CRM with type (Other, Call, Email, Text, Appointment) and optional address for appointments.

Instructions

Create a task or appointment (v2 API). Type: Other | Call | Email | Text | Appointment. For Appointment type, provide address.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesTask type
contentNoTask description
leadIdNoLead ID
assignedRoleNoAssigned role
startAtNoStart time (ISO 8601)
endAtNoEnd time (ISO 8601)
timeZoneCodeNoIANA time zone code, e.g. America/Chicago
addressNoAddress (for Appointment type)
Behavior2/5

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

No annotations exist, and description only says 'Create', omitting side effects, auth requirements, or error handling. Transparency is minimal.

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?

Two sentences front-load purpose with minimal waste. Could combine lists for conciseness, but overall efficient.

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

Completeness2/5

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

Despite 100% schema coverage, description lacks return value info, no output schema, and doesn't clarify parameter relationships (e.g., startAt/endAt for appointments). Incomplete for a creation tool with 8 params.

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%, so baseline is 3. Description redundantly lists enum values and address condition already present in schema, adding no new semantic value.

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?

Clearly states it creates a task or appointment, lists supported types, and distinguishes from v1 via 'v2 API' reference. Verb+resource is specific.

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

Usage Guidelines2/5

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

No guidance on when to use this tool vs siblings like createTaskV1 or alternatives. No prerequisites or context for selection.

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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