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ashev87

Propstack MCP

create_task

Create notes, to-dos, appointments, or cancellations in Propstack CRM. Link tasks to contacts, properties, or projects to keep activity feeds organized.

Instructions

Create a task (note, to-do, appointment, or cancellation) in Propstack.

This is the central write endpoint for ALL activity types. The mode is determined by which flags you set:

MODE 1 — Note (Notiz): Just provide title + body. No special flags needed. Example: log a call note after a conversation.

MODE 2 — To-do (Aufgabe): Set is_reminder: true + due_date. Example: "remind me to call Herr Müller back tomorrow"

MODE 3 — Appointment (Termin): Set is_event: true + starts_at + ends_at. Example: "schedule a viewing at Musterstr 12 at 3pm"

MODE 4 — Cancellation (Absage): Set reservation_reason_id to a valid reason. Example: "cancel deal — buyer withdrew financing"

Always link tasks to contacts/properties/projects via the *_ids arrays so they appear in the correct activity feeds.

The body field accepts HTML content.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyNoTask body (HTML allowed). Call notes, meeting minutes, etc.
doneNoMark to-do as completed (default: false)
rruleNoiCal RRULE for recurring events (e.g. 'FREQ=WEEKLY;COUNT=4')
stateNoEvent state (e.g. 'neutral', 'took_place', 'cancelled')
titleYesTask title / subject line
all_dayNoAll-day event flag
ends_atNoEvent end time (ISO 8601). Requires is_event: true
privateNoPrivate event — hidden from other brokers
due_dateNoDue date for to-do (ISO 8601). Requires is_reminder: true
is_eventNoSet true to create an Appointment/Termin (MODE 3)
locationNoEvent location (address or description)
broker_idNoID of the assigned broker/agent
recurringNoRecurring event flag
remind_atNoReminder notification time (ISO 8601). Requires is_reminder: true
starts_atNoEvent start time (ISO 8601). Requires is_event: true
client_idsNoContact IDs to link this task to
is_reminderNoSet true to create a To-do/Aufgabe (MODE 2)
project_idsNoProject IDs to link this task to
note_type_idNoActivity type ID (e.g. for note, brief, SMS subtypes)
property_idsNoProperty IDs to link this task to
reservation_reason_idNoCancellation reason ID — setting this activates MODE 4 (Absage)
Behavior4/5

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

Without annotations, the description effectively discloses key behaviors: the mode is determined by flags, body accepts HTML, and tasks are linked via IDs. It covers the four distinct creation behaviors. However, it does not mention side effects like notifications or idempotency, which would improve transparency.

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 well-structured with clear sections for each mode, using bold headers and bullet points. It is concise despite the complexity, with every sentence contributing value (e.g., examples, mode definitions). No redundant or vague statements.

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?

Given the tool's complexity (21 parameters, 4 modes) and the absence of an output schema, the description is adequate. It covers all key use cases, provides examples, and explains parameter dependencies. The agent can correctly invoke the tool for any of the four activity types without additional information.

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

Parameters5/5

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

The description adds significant meaning beyond the input schema by grouping parameters into modes and providing concrete examples. It clarifies conditional requirements (e.g., due_date requires is_reminder; starts_at requires is_event). This helps the agent understand parameter relationships and usage context.

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 task, which can be a note, to-do, appointment, or cancellation. It uses the verb 'create' and specifies the resource 'task' in Propstack. It distinguishes itself from sibling tools like update_task and get_task by being the central write endpoint for all activity types.

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?

The description provides explicit usage guidelines by defining four modes with examples for each: note, to-do, appointment, cancellation. It explains how to set specific flags to achieve each mode, and advises linking tasks to contacts, properties, or projects via *_ids arrays. This helps the agent choose the correct mode and parameters.

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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