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rhyeal

wealthbox-mcp

by rhyeal

wealthbox.tasks.create

Create a task in Wealthbox CRM with title, due date, category, description, and assignment. Use it to schedule follow-ups and client actions.

Instructions

Create task. Example: {"title":"Call client","due_date":"2025-10-04"}. You can also provide a raw body.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyNo
titleNo
due_dateNoe.g. '2025-10-04'
category_idNo
descriptionNo
assigned_to_team_idNo
assigned_to_user_idNo
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 burden. It only says 'Create task' without disclosing side effects, permissions, required fields, or response behavior. The example hints at payload structure but does not clarify what happens on success or how the raw body is processed.

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 brief and front-loaded with the action, plus a concrete example. No fluff, but it is under-specified. The structure is acceptable for such a short text.

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?

With 7 parameters, a nested body object, no annotations, and no output schema, the description is grossly incomplete. It does not explain how to construct a valid request or what the response will be, leaving the agent without essential context for a complex create operation.

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

Parameters2/5

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

Schema description coverage is only 14%, and the description adds only a simple example with title and due_date. It mentions 'raw body' but does not explain the semantics of other parameters like category_id, assigned_to_team_id, or how body relates to the individual fields. This is insufficient compensation for the low schema coverage.

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 'Create task' with a specific verb and resource, and the example reinforces the action. It is easily distinguishable from sibling tools like tasks.update, tasks.delete, and tasks.list.

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 by the directive 'Create task,' but it does not provide explicit context or alternatives. There is no mention of when to use this vs. the generic 'request' tool or other task operations, though for a create action the intent is fairly obvious.

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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