Tools: Activity and tasks
create_task
Book a next step, optionally linked to one record and a signal. Due is an ISO date (any time that day) or datetime with offset. Identical open tasks return created:false.
| Group | Activity and tasks |
| Scope | crm:write |
| Who can call it | Agents and people with this scope. |
| Kind | Write. Recorded in the change history with who made it. |
| Retries | Pass idempotency_key (MCP) or the Idempotency-Key header (REST); a retry with the same key within 24 hours returns the first result. |
| Widget | In hosts that support MCP Apps, the result shows where the write landed (the changed record, the pipeline, or the updated list). |
Parameters
| Parameter | Type | Required | Notes |
|---|---|---|---|
title | string | yes | max 200 characters |
notes | string or null | no | max 4000 characters |
due | date (YYYY-MM-DD) or date-time (ISO 8601 with offset) or null | no | |
record | object { type, id } or null | no | |
record.type | company \ | person \ | deal |
record.id | id (uuid) | yes | |
assignee_user_id | string or null | no | |
reason | string or null | no | max 500 characters |
signal_id | id (uuid) or null | no |
Call it over MCP
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "create_task",
"arguments": {
"title": "…",
"idempotency_key": "log-call-acme-2026-11-02"
}
}
}
Send it to https://api.tandemcrm.app/mcp (streamable HTTP). Most people never write this by hand: their agent picks the tool from its description.
Call it over REST
curl -X POST https://api.tandemcrm.app/v1/ops/create_task \
-H "Authorization: Bearer $TANDEM_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: log-call-acme-2026-11-02" \
-d '{"title":"…"}'
Input schema
The JSON Schema the MCP server advertises for this tool (over MCP it also accepts idempotency_key):
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"type": "object",
"properties": {
"title": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"notes": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "null"
}
]
},
"due": {
"anyOf": [
{
"anyOf": [
{
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
{
"type": "string",
"format": "date-time",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
}
]
},
{
"type": "null"
}
]
},
"record": {
"anyOf": [
{
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"company",
"person",
"deal"
]
},
"id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
},
"required": [
"type",
"id"
]
},
{
"type": "null"
}
]
},
"assignee_user_id": {
"anyOf": [
{
"type": "string",
"minLength": 1
},
{
"type": "null"
}
]
},
"reason": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "null"
}
]
},
"signal_id": {
"anyOf": [
{
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
{
"type": "null"
}
]
}
},
"required": [
"title"
]
}