--- name: "hr_start_checklist" area: "hr" title: "Start a checklist for someone" price: "$0.01" method: "POST" url: "https://api.conecto.chat/v1/tools/hr_start_checklist" mcp_server: "https://api.conecto.chat/mcp/hr" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/hr/hr_start_checklist" --- # Start a checklist for someone (`hr_start_checklist`) Turns a checklist into tasks for one person, each due relative to their start date or last day. 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. Price: $0.01 a call. A call that fails costs nothing. ## Use it when Someone's start date or last day is set and their tasks should begin. ## Say this to your agent > Start the warehouse onboarding list for Felix. ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `person` | integer or string | yes | The person_id, or their work email. 1 to 254 characters, at least 1. | | | | `checklist` | string | yes | The checklist's name. 1 to 120 characters. | | | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `hr_start_checklist` on the MCP server `https://api.conecto.chat/mcp/hr` with these arguments: ```json { "person": "felix.wagner@hansenvoss.example", "checklist": "Warehouse onboarding" } ``` REST: ```bash curl 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"}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "hr_start_checklist", "status": "succeeded", "replayed": false, "cost_usd": "$0.01", "balance_usd": "$19.75", "result": { "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 } ] } } ``` `result`: The person, the checklist, and tasks: each with its task_id, title, owner, who does it and due date. ## Errors | Code | Status | When | Fix | |---|---|---|---| | `not_found` | 404 | No person of the business has that person_id or work email. | Find them with hr_list_people. | | `not_found` | 404 | No checklist has that name. | Call hr_get_settings for the checklists. | | `no_date` | 409 | The person has no start date (or last day) to count from. | Set it with hr_save_people first. | | `already_started` | 409 | The person still has open tasks from that checklist. | Finish those first. | The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [hr_save_people](https://conecto.chat/tools/hr/hr_save_people.md): Adds people or changes them, up to 100 at a time, all or none: names, emails, job, department, location, manager, dates and allowances. $1.00 per person added. - [hr_list_people](https://conecto.chat/tools/hr/hr_list_people.md): People by last name, everyone who hasn't left by default, filtered by status, department, location, manager, type or words. Free up to 1,000,000 reads a month. - [hr_get_person](https://conecto.chat/tools/hr/hr_get_person.md): Everything about one person: details, leave balances for a year, pending and upcoming leave, documents, open tasks and direct reports. Free up to 1,000,000 reads a month. - [hr_delete_person](https://conecto.chat/tools/hr/hr_delete_person.md): Erases a person for good with their leave, tasks and document records; their files stay in the store. Free. - [hr_get_settings](https://conecto.chat/tools/hr/hr_get_settings.md): The working days, hours, leave year, time zone, leave types, public holidays and checklists. Free up to 1,000,000 reads a month. - [hr_save_settings](https://conecto.chat/tools/hr/hr_save_settings.md): Sets the work calendar: working days, hours per day, leave year, time zone, and one location's public holidays for a year. $0.001 a call. - [hr_save_leave_type](https://conecto.chat/tools/hr/hr_save_leave_type.md): Adds or changes a kind of time off: annual days, monthly or yearly accrual, carry-over, paid and tracked. $0.001 a call. - [hr_adjust_leave](https://conecto.chat/tools/hr/hr_adjust_leave.md): Adds days to, or takes days off, one person's balance of a tracked leave type, with the reason. $0.01 a call. - [hr_request_leave](https://conecto.chat/tools/hr/hr_request_leave.md): Asks for time off for someone, counting working days less holidays; it waits for a decision unless approved at once. $0.01 a call. - [hr_decide_leave](https://conecto.chat/tools/hr/hr_decide_leave.md): Approves or declines a pending leave request, or cancels one that is pending or approved. $0.01 a call. - [hr_list_leave](https://conecto.chat/tools/hr/hr_list_leave.md): Leave requests, latest start first, by person, status, type or dates. Free up to 1,000,000 reads a month. - [hr_who_is_out](https://conecto.chat/tools/hr/hr_who_is_out.md): Who is off in a period (today by default), with each leave and its days, plus public holidays and people on long leave. Free up to 1,000,000 reads a month. - [hr_save_checklist](https://conecto.chat/tools/hr/hr_save_checklist.md): Adds or changes an onboarding or offboarding checklist: items with an owner and a due day relative to the start or last day. $0.001 a call. - [hr_tasks](https://conecto.chat/tools/hr/hr_tasks.md): Checklist tasks, soonest due first: open, overdue, done or all, for one person, one owner or a date. Free up to 1,000,000 reads a month. - [hr_complete_task](https://conecto.chat/tools/hr/hr_complete_task.md): Marks a checklist task done, or opens it again. $0.01 a call. - [hr_save_document](https://conecto.chat/tools/hr/hr_save_document.md): Keeps a file from the store on a person's record (a contract, an ID, a certificate), or changes or removes it. $0.01 a call. - [hr_report](https://conecto.chat/tools/hr/hr_report.md): Headcount, joiners and leavers, time off taken, or everyone's leave balances. Free up to 1,000,000 reads a month. - [hr_dashboard_link](https://conecto.chat/tools/hr/hr_dashboard_link.md): A one-time link to HR at a glance: who is out, leave to decide, open tasks, and who starts or leaves soon. Free up to 1,000,000 reads a month. - [hr_save_policy](https://conecto.chat/tools/hr/hr_save_policy.md): Keeps a policy people must read and confirm, like an AI use policy; a changed text is a new version. $0.001 a call. - [hr_send_policy](https://conecto.chat/tools/hr/hr_send_policy.md): Emails each person in a policy's scope a one-time link to read and confirm its current version. $0.02 per email sent. - [hr_record_training](https://conecto.chat/tools/hr/hr_record_training.md): Records a training someone completed, like AI literacy, with its date, hours, certificate and expiry. $0.01 a call. - [hr_policy_status](https://conecto.chat/tools/hr/hr_policy_status.md): Who confirmed each policy's current version, and who holds a valid training of each kind. Free up to 1,000,000 reads a month.