Create a task
A follow-up on a contact, with an optional due time and priority.
$0.01 a call
From your agent’s balance. A call that fails costs nothing.
An example
Remind me to send Hotel Elbblick the kitchen quote by Friday noon.
Your agent callscrm_create_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.
{
"email": "lukas.meyer@hotel-elbblick.example",
"title": "Send the kitchen quote to Hotel Elbblick",
"due_at": "2026-10-16T12:00:00+02:00",
"priority": "high"
}Use it when
Someone has to be called, emailed or sent something later.
- For a team task on a project board, use
tasks_create. - For a record of what was said, use
crm_add_note.
What it does
A follow-up on a contact, with an optional due time (ISO 8601) and priority.
What comes back
The task: id, contact_id, title, details, status, priority, due_at and completed_at. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
contact_id | integer | At least 1. |
email | string | Up to 254 characters. |
titleRequired | string | 1 to 200 characters. |
details | string | Up to 5,000 characters. |
due_at | string | ISO 8601, e.g. 2026-10-20T09:00:00Z. Up to 40 characters. |
priority | string | One of: low,normal,high,urgent. |
The call
Over MCP, call crm_create_task on https://api.conecto.chat/mcp/crm. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/crm_create_task \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"email":"lukas.meyer@hotel-elbblick.example","title":"Send the kitchen quote to Hotel Elbblick","due_at":"2026-10-16T12:00:00+02:00","priority":"high"}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
not_found404 | No contact of the business matches that contact_id or email. | Find the person with crm_search and use the id it returns. |
invalid_input400 | Neither contact_id nor email was given. | Send one of the two. |
invalid_input400 | due_at is not an ISO 8601 time. | Send it like 2026-10-16T12:00:00+02:00. |
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