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victorbenazzi

Ploomes MCP Server

Update Task

ploomes_tasks_update
Idempotent

Update a task in Ploomes CRM by ID, modifying only the fields you specify. Set title, description, due date, time, associations, type, and custom fields.

Instructions

Update an existing task in Ploomes CRM by ID. Only provided fields are changed. Date and Hour are separate fields: Date is the due date (ISO 8601), Hour is the time component as a string (e.g., '14:30').

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesTask ID to update
TitleNoTask title / short summary
DescriptionNoTask description with details about what needs to be done
DateNoDue date in ISO 8601 format. This is the date component only — use Hour for the time. E.g.: "2025-06-15T00:00:00Z"
HourNoTime component as a string, separate from Date. E.g.: "14:30", "09:00". This is NOT part of the Date field — they are sent independently
DealIdNoAssociated deal ID — links the task to a specific deal/opportunity
ContactIdNoAssociated contact ID — links the task to a specific contact
OwnerIdNoOwner user ID — the user responsible for this task (use ploomes_users_list to find valid IDs)
TypeIdNoTask type ID — defines the kind of task (use ploomes_tasks_types_list to find valid IDs, e.g., Call, Meeting, Email, Visit)
OtherPropertiesNoCustom field values for the task (use ploomes_fields_list to discover available fields)
Behavior3/5

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

Annotations already provide idempotentHint=true. Description adds that only provided fields are changed, which implies idempotent partial update behavior. No contradictions with annotations.

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?

Two concise sentences: first states purpose and behavior, second clarifies a common confusion about Date/Hour. No unnecessary words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, and description does not mention return value, error handling, or success/failure behavior. For a mutation tool with 10 parameters, this is a notable gap, though schema and annotations cover some context.

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?

Schema coverage is 100%, so baseline is 3. Description adds key clarification that Date and Hour are separate fields and provides usage hints for OwnerId and TypeId referencing other tools, adding value beyond schema.

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?

The description clearly states the tool updates an existing task by ID, with only provided fields changed. It distinguishes from create/delete/finish siblings by the verb 'update' and mention of ID, but does not explicitly contrast with alternatives like ploomes_tasks_finish.

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?

The description lacks guidance on when to use this tool versus sibling tools such as ploomes_tasks_create or ploomes_tasks_finish. It does not mention prerequisites, or when not to use it.

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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