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Tools Reference (32)
whoamiREAD
list_contactsREADget_contactREADcreate_contactWRITEupdate_contactWRITE
list_conversationsREADget_conversation_messagesREADupdate_conversation_statusDEST
send_whatsapp_messageWRITEsend_whatsapp_templateWRITEsend_whatsapp_interactiveWRITE
list_pipelinesREADlist_dealsREADget_dealREADcreate_dealWRITEupdate_deal_stageWRITE
list_tagsREADapply_tag_to_contactWRITEremove_tag_from_contactDEST
list_flowsREADtrigger_flowWRITE
list_templatesREADget_templateREADcreate_templateWRITE
list_campaignsREADget_campaign_analyticsREAD
log_interactionWRITEget_contact_timelineREAD
list_tasksREADcreate_taskWRITEcomplete_taskWRITE
list_productsREAD
MCP Live
Developer Platform/MCP Server/Tools Reference/list_tasks
Tasks & Follow-upsread-only

list_tasks

List scheduled follow-up tasks with overdue, status, contact, deal, and owner filters.

REST Endpoint:GET /api/v1/tasks
Conversational Prompt Example

“List all overdue follow-up tasks for our sales team.”

Say this directly in your AI chat. The assistant will detect the intent, map the parameters, and invoke list_tasks.

Input Parameter Schema

5 parameters
ParameterTypeRequirementDescription
statusstringoptionalFilter: "open" or "completed"
contact_idstringoptionalFilter by contact UUID
deal_idstringoptionalFilter by deal UUID
overduebooleanoptionalOnly return tasks past their scheduled due date
limitnumberoptionalMaximum tasks to return (default 50)

Confirmation & Safety Behavior

This is a read-only operation. Compliant AI clients execute this tool automatically to provide you with relevant CRM information. No data is changed or sent.

get_contact_timelineView All 32 Toolscreate_task

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