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dbett4

regulated-reporting-mcp

by dbett4

workiva_create_task

Create a new task in Workiva by specifying title, assignee, approver, due date, file, and description. Handles API parameter mapping for reliable task creation.

Instructions

Create a new task.

Args: name: Task title (sent as title per the 2026-01-01 API; name is rejected) assignee: User ID to assign (wrapped as {id, type:"USER"}) approver: User ID for the approval step (wrapped as a participant) due_date: Due date ISO string file: File ID to associate description: Task description

Note: the v2026 Tasks API requires title (NOT name) and OBJECT assignees [{"id":..,"type":"USER"}] — confirmed against the live API 2026-05-31 with a readback-verified create probe. This tool maps the flat args to that shape so callers keep working.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fileNo
nameNo
approverNo
assigneeNo
due_dateNo
descriptionNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With no annotations, the description carries the behavioral burden. It goes beyond the basic action by disclosing that the v2026 API rejects `name` and requires `title`, that assignees must be objects `{id, type:'USER'}`, and that the tool maps flat args accordingly, including a readback-verified probe. It does not mention permissions or error behavior, but the API constraint disclosure is highly valuable.

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?

The description is well-structured with a clear one-line purpose, a parameter block, and a concise API note. The note is slightly redundant with the Args entry for `name` but adds version and verification context, so no content feels wasted. It is appropriately sized for a six-parameter tool.

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

Completeness4/5

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

Given the tool's moderate complexity and the presence of an output schema, the description covers the essential creation semantics, parameter transformations, and API constraints. It does not explain workflow interplay (e.g., how creation relates to submit/approve), but for a create operation with complete parameter docs and an output schema, this is sufficient.

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?

Schema description coverage is 0%, yet the description's Args list gives meaningful semantics for all six parameters: name (mapped to title), assignee (wrapped as object), approver (wrapped as participant), due_date (ISO string), file (ID), and description. This fully compensates for the empty schema descriptions and adds operational detail.

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 opens with 'Create a new task', a specific verb and resource that clearly states the tool's purpose. It differentiates from sibling task tools (get_task, update_task, submit_task, etc.) by focusing on creation, and the Args/Note sections reinforce that this creates a task with the specified properties.

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 indicates usage by saying 'Create a new task' but provides no explicit guidance on when to use this tool versus alternatives like update_task, submit_task, approve_task, or delete_task. There are no 'use when' or 'use instead' statements, relying on the agent to infer from the name and the presence of sibling tools.

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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