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soil-dev

capsulemcp

create_task

Create a task in Capsule CRM with a description and due date. Optionally link it to a party, opportunity, or project, or create a standalone task.

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)
Behavior4/5

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

Annotations already indicate a write operation (readOnlyHint=false, destructiveHint=false). The description adds the multi-target rejection behavior and the ability to create standalone tasks, providing useful context beyond annotations.

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?

Two sentences, front-loaded with the primary action, no fluff. Could be slightly restructured for readability, but overall efficient.

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 8 parameters, 2 required, and no output schema, the description covers the core behavior (creation, optional linking, rejection). It lacks details on the response but is adequate for a creation tool with good annotations.

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

Parameters4/5

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

The description adds meaning beyond the input schema by specifying the mutual exclusivity rule among partyId, opportunityId, projectId, and the validity of omitting them. Schema coverage is high (75%), so the baseline is 3; the additional grouping/constraint info justifies a 4.

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 explains optional linking to party/opportunity/project, distinguishing it from sibling tools like create_opportunity or create_party.

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

Usage Guidelines5/5

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

Explicitly states 'Pass at most ONE of partyId / opportunityId / projectId' and notes that omitting all three is valid for standalone tasks, providing clear when-to-use guidance.

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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