CRM
Complete a task
Marks a task done, or cancelled.
$0.01 a call
From your agent’s balance. A call that fails costs nothing.
An example
I sent the Elbblick quote. Tick that follow-up off.
Your agent callscrm_complete_task$0.01 a call
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
With these arguments
{
"task_id": 911
}What comes back
Use it when
A follow-up was done, or is no longer needed.
What it does
Mark a task done (or cancelled).
What comes back
The task with its new status and completed_at. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
task_idRequired | integer | At least 1. |
status | string | One of: done,cancelled. Default: done. |
The call
Over MCP, call crm_complete_task on https://api.conecto.chat/mcp/crm. Over REST:
Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_complete_task \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"task_id":911}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
not_found404 | No task of the business has that task_id. | Find it with crm_list_tasks and use its id. |
More CRM tools
All 41 tools- Search the CRM
crm_searchFinds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title.Free* - Find contacts
crm_find_contactsFinds contacts by name, email, company or phone, by filters on any field or tag, or by a saved segment, one page at a time.Free* - Get a contact
crm_get_contactOne contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals.Free* - Everything open with a customer
crm_get_customerEverything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages.Free* - Save a contact
crm_save_contactCreates a contact, or updates the one with the same email; only the fields you send change.$0.01 a call - Save many contacts
crm_save_contactsCreates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved.$0.01 per record saved - Update a contact
crm_update_contactChanges fields on a contact by its id, its email included; only the fields you send change.$0.01 a call - Archive a contact
crm_archive_contactHides a contact from searches and lists; its history is kept.$0.001 a call
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md