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Tools: Activity and tasks

update_task

Change only supplied task fields. Null clears due, assignee or record. Use complete_task to mark done.

GroupActivity and tasks
Scopecrm:write
Who can call itAgents and people with this scope.
KindWrite. Recorded in the change history with who made it.
RetriesPass idempotency_key (MCP) or the Idempotency-Key header (REST); a retry with the same key within 24 hours returns the first result.
WidgetIn hosts that support MCP Apps, the result shows where the write landed (the changed record, the pipeline, or the updated list).

Parameters

ParameterTypeRequiredNotes
titlestringnomax 200 characters
notesstring or nullnomax 4000 characters
duedate (YYYY-MM-DD) or date-time (ISO 8601 with offset) or nullno
recordobject { type, id } or nullno
record.typecompany \person \deal
record.idid (uuid)yes
assignee_user_idstring or nullno
reasonstring or nullnomax 500 characters
signal_idid (uuid) or nullno
idid (uuid)yes
statusopen \cancelledno

Call it over MCP

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_task",
    "arguments": {
      "id": "00000000-0000-4000-8000-000000000000",
      "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/update_task \
  -H "Authorization: Bearer $TANDEM_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: log-call-acme-2026-11-02" \
  -d '{"id":"00000000-0000-4000-8000-000000000000"}'

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)$"
        },
        {
          "type": "null"
        }
      ]
    },
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "status": {
      "type": "string",
      "enum": [
        "open",
        "cancelled"
      ]
    }
  },
  "required": [
    "id"
  ]
}

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