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soil-dev

capsulemcp

create_task

Create a new task in Capsule CRM, optionally linked to a party, opportunity, or project. Use as a standalone task for personal reminders or workflow tasks.

Instructions

Create a new task, optionally linked to a party, opportunity, or project. Pass at most ONE of partyId / opportunityId / projectId — the connector rejects multi-target inputs before the HTTP call. Omitting all three is also valid: Capsule creates the task as a STANDALONE task (no parent link), useful for personal reminders or workflow tasks that aren't tied to a specific CRM record.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
descriptionYes
dueOnYesYYYY-MM-DD
dueTimeNoHH:MM in user's timezone
detailNo
ownerIdNoAssign to user ID. Defaults to the API-token owner when omitted. Once set, this connector cannot clear the owner back to null — use Capsule's web UI for that.
partyIdNoLink task to a party (mutually exclusive with opportunityId/projectId)
opportunityIdNoLink task to an opportunity (mutually exclusive with partyId/projectId)
projectIdNoLink task to a project (mutually exclusive with partyId/opportunityId)
Behavior3/5

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

No annotations provided, so description carries the burden. Discloses rejection of multi-target inputs and inability to clear owner back to null. Does not cover error handling, rate limits, or validation specifics for other parameters.

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?

Single paragraph, front-loaded with purpose, no wasted words. Every sentence adds value.

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?

Explains linking logic, owner behavior, and valid combinations. Lacks description of the response format, but no output schema is provided. Reasonably complete for a create action.

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?

Adds significant meaning beyond schema: explains mutual exclusivity, standalone case, owner default behavior and immutability. Schema coverage is 75%, but description fills gaps effectively.

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 a new task' and specifies optional linking to party, opportunity, or project. It distinguishes from sibling tools like update_task, complete_task, and delete_task.

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

Usage Guidelines4/5

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

Explicitly states the mutual exclusivity constraint and that omitting all link IDs creates a standalone task. Lacks explicit comparison to sibling tools like add_note or create_opportunity, but the usage context is well defined.

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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