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jonnyanarx

Freshsales MCP Server

by jonnyanarx

create_task

Create a Freshsales task with a title and due date, optionally linked to a contact, account, deal, or lead for follow-ups.

Instructions

Create a task, optionally linked to a contact/account/deal/lead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesTask title
due_dateYesISO date, e.g. "2026-10-01"
owner_idNoSee list_owners
descriptionNo
task_type_idNo
targetable_idNoID of the linked record
targetable_typeNoWhat this task is linked to

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

C2.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden. It notes the link is optional, but says nothing about side effects (notifications, assignment), permission requirements, or whether the task is created for the caller by default.

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?

A single front-loaded sentence with no filler. It is efficient, though the brevity comes partly from omitting useful detail rather than from tight editing.

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?

For a 7-parameter mutation with no annotations and no output schema, the description omits required fields, permission/ownership behavior, and side effects. It covers the linking concept but leaves the agent without enough context to invoke the tool confidently.

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 description coverage is 71%, so the schema documents most fields including the targetable_type enum. The description adds that linking is optional and enumerates the four linkable record kinds, but does not clarify owner_id, task_type_id, or the required title/due_date pair.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb+resource ('Create a task') and adds the linking scope, which separates it from create_appointment and create_note. It does not explicitly name or contrast with those siblings, so it stops short of a 5.

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?

There is no when-to-use guidance, no mention of when to prefer create_appointment or create_note, and no prerequisites such as required permissions or the fact that title and due_date are mandatory. Usage is only implied by the tool name.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.