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ckalima

Pipedrive MCP Server

pipedrive_create_task

Create a new task in a project by providing a title and project ID. Optionally set due date, assignees, priority, and milestone status.

Instructions

Create a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesTask title (required, 1-255 chars)
project_idYesID of the project this task belongs to (required)
parent_task_idNoID of the parent task (null for root-level)
descriptionNoTask description
is_doneNoMark as done (true/false)
is_milestoneNoMark as milestone (true/false); a milestone task must have a due_date
due_dateNoTask due date (YYYY-MM-DD)
start_dateNoTask start date (YYYY-MM-DD)
assignee_idNoAssignee user ID
assignee_idsNoArray of assignee user IDs (max 10)
priorityNoTask priority (integer >= 0, or null to unset)
Behavior4/5

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

The description adds value beyond annotations by noting that the tool requires the Projects add-on and that the Projects API is in public beta. It also clarifies that boolean fields use the same names as the GET response. This provides useful behavioral context without contradicting annotations.

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 concise—two to three sentences—and front-loads the primary purpose. Every sentence provides necessary information without wasted words.

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?

While the description covers the basic purpose and key parameter notes, it lacks information about the return value or side effects. Given there is no output schema, the description could be more complete by mentioning what is returned upon successful creation. It is adequate for the tool's complexity but not fully comprehensive.

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 covers 100% of parameters with descriptions. The description adds extra guidance: it highlights that title and project_id are required, advises using the same boolean field names as the GET response, and reiterates the milestone-due_date constraint. This adds moderate value 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 verb 'Create', the resource 'task', and the scope 'in a project'. It also specifies the required fields (title, project_id). This distinguishes it from sibling tools like pipedrive_create_project or pipedrive_create_activity.

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

Usage Guidelines3/5

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

The description implies usage for creating tasks but does not explicitly mention when to use this tool versus alternatives (e.g., pipedrive_create_activity). It provides some usage hints like the requirement of due_date for milestone tasks, but no guidance on when not to use it.

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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