List Tasks
list_tasksList all open tasks across your account that require action to proceed with cases or account setup. Use as a live work queue to identify pending items like replying to chats, signing contracts, or assigning bank accounts.
Instructions
List every open task (action-item) across your whole account — things the platform needs you to do before a case (or your account) can proceed: reply to a chat, sign a contract, assign a bank account, and so on. Use get_case_tasks instead to scope this to one case.
Tasks auto-resolve once the underlying condition clears — e.g. replying to a case's chat makes its ReplyToChat task disappear on its own. Treat this as a live work queue, not a log: a task seen on one call may no longer be open on the next.
Every task carries a solutionUrl — an absolute link a human can open to resolve it in one click, whatever the type. Some types (today: ReplyToChat, ClientInputRequired, MoreInfoNeeded) additionally carry a non-null action pointing at the exact API call that resolves them — for those, call send_case_message with the task's caseId instead of sending a human to solutionUrl. Tasks without an action rely on solutionUrl alone.
Task types: Generic, ReplyToChat, SelectQuoteWinner, ReviewPartner, ClientInputRequired, SignContract, MoreInfoNeeded, AssignBankAccount, CaseValidationNeedsInfo.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number, starting from 1 (default 1) | |
| type | No | Restrict to specific task types, e.g. ["ReplyToChat", "SignContract"]. Valid values: Generic, ReplyToChat, SelectQuoteWinner, ReviewPartner, ClientInputRequired, SignContract, MoreInfoNeeded, AssignBankAccount, CaseValidationNeedsInfo | |
| status | No | Filter by task status. "Open" (default) or "Solved". | |
| pageSize | No | Results per page (default 10, max 100) |