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Start a checklist for someone

hr_start_checklist · Changes data · Markdown

Turns a checklist into tasks for one person, each due relative to their start date or last day.

$0.01 a call

From your agent’s balance. A call that fails costs nothing.

An example

Start the warehouse onboarding list for Felix.

Your agent callshr_start_checklist$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
{
  "person": "felix.wagner@hansenvoss.example",
  "checklist": "Warehouse onboarding"
}
What comes back
{
  "person": {
    "person_id": 4105,
    "name": "Felix Wagner"
  },
  "checklist": "Warehouse onboarding",
  "tasks": [
    {
      "task_id": 4103,
      "title": "Sign the contract and send the tax ID",
      "person": {
        "person_id": 4105,
        "name": "Felix Wagner"
      },
      "owner": "person",
      "owner_person": {
        "person_id": 4105,
        "name": "Felix Wagner",
        "work_email": "felix.wagner@hansenvoss.example"
      },
      "checklist": "Warehouse onboarding",
      "kind": "onboarding",
      "due_date": "2026-10-30",
      "overdue": false,
      "done": false,
      "done_at": null,
      "done_by": null
    },
    {
      "task_id": 4101,
      "title": "Hand over the warehouse keys",
      "person": {
        "person_id": 4105,
        "name": "Felix Wagner"
      },
      "owner": "manager",
      "owner_person": {
        "person_id": 4101,
        "name": "Lena Brandt",
        "work_email": "lena.brandt@hansenvoss.example"
      },
      "checklist": "Warehouse onboarding",
      "kind": "onboarding",
      "due_date": "2026-11-01",
      "overdue": false,
      "done": false,
      "done_at": null,
      "done_by": null
    }
  ]
}

Use it when

Someone's start date or last day is set and their tasks should begin.

What it does

Turn a checklist into tasks for one person, each due its due_days from their start date (onboarding) or last day (offboarding), which must be set. Refused while they still have open tasks from the same checklist. Returns the tasks with their task_id.

What comes back

The person, the checklist, and tasks: each with its task_id, title, owner, who does it and due date. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
personRequiredinteger or stringThe person_id, or their work email. 1 to 254 characters, at least 1.
checklistRequiredstringThe checklist's name. 1 to 120 characters.

The call

Over MCP, call hr_start_checklist on https://api.conecto.chat/mcp/hr. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/hr_start_checklist \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"person":"felix.wagner@hansenvoss.example","checklist":"Warehouse onboarding"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
not_found404No person of the business has that person_id or work email.Find them with hr_list_people.
not_found404No checklist has that name.Call hr_get_settings for the checklists.
no_date409The person has no start date (or last day) to count from.Set it with hr_save_people first.
already_started409The person still has open tasks from that checklist.Finish those first.

More HR tools

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