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ckalima

Pipedrive MCP Server

by ckalima

pipedrive_create_task

Create a new task in a Pipedrive project by providing a title and project ID. Optionally set due dates, assignees, priority, and description.

Instructions

Create a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesTask title (required, 1-255 chars)
is_doneNoMark as done (true/false)
due_dateNoTask due date (YYYY-MM-DD, null to clear)
priorityNoTask priority (integer >= 0, or null to unset)
project_idYesID of the project this task belongs to (required)
start_dateNoTask start date (YYYY-MM-DD, null to clear)
assignee_idNoAssignee user ID (null to unassign)
descriptionNoTask description (null to clear)
assignee_idsNoArray of assignee user IDs (max 10)
is_milestoneNoMark as milestone (true/false); a milestone task must have a due_date
parent_task_idNoID of the parent task (null for root-level)

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed10 schema fields changedv2.7.0
    • changedInput schema / properties / assignee_id / description
      Previous value: -"Assignee user ID"New value: +"Assignee user ID (null to unassign)"
    • changedInput schema / properties / assignee_id / type
      Previous value: -"number"New value: +[
      +  "number",
      +  "null"
      +]
    • changedInput schema / properties / description / description
      Previous value: -"Task description"New value: +"Task description (null to clear)"
    • changedInput schema / properties / description / type
      Previous value: -"string"New value: +[
      +  "string",
      +  "null"
      +]
    • changedInput schema / properties / due_date / description
      Previous value: -"Task due date (YYYY-MM-DD)"New value: +"Task due date (YYYY-MM-DD, null to clear)"
    • changedInput schema / properties / due_date / type
      Previous value: -"string"New value: +[
      +  "string",
      +  "null"
      +]
    • changedInput schema / properties / parent_task_id / type
      Previous value: -"number"New value: +[
      +  "number",
      +  "null"
      +]
    • changedInput schema / properties / priority / type
      Previous value: -"number"New value: +[
      +  "number",
      +  "null"
      +]
    • changedInput schema / properties / start_date / description
      Previous value: -"Task start date (YYYY-MM-DD)"New value: +"Task start date (YYYY-MM-DD, null to clear)"
    • changedInput schema / properties / start_date / type
      Previous value: -"string"New value: +[
      +  "string",
      +  "null"
      +]
  2. Addedv2.4.0

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description aligns with annotations (readOnlyHint=false, destructiveHint=false) and adds behavioral context: it warns that the Projects API is in public beta, and clarifies the milestone/due_date constraint and field-name consistency with GET responses. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences with no filler. The first sentence states the action and required fields; the second adds precise guidance on boolean fields and the beta caveat. Every sentence earns its place, and the key information is front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description covers the core action, required fields, the milestone constraint, and beta status. However, it does not specify the return value (e.g., the created task object or an ID) on success, and there is no output schema. It also omits error behavior and prerequisites beyond the Projects add-on, leaving some gaps for a complex create operation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema describes all 11 parameters at 100% coverage, so the baseline is 3. The description adds a minor note about is_done/is_milestone using the same field names as the GET response, but this does not significantly expand on parameter meaning beyond what the schema already provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb ('Create') and the resource ('a new task in a project'). It identifies required fields and provides context about the Projects API, distinguishing it from sibling tools like pipedrive_create_project or pipedrive_update_task. The purpose is unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides some usage guidance: it notes required fields, advises on boolean field names matching GET responses, and states the milestone requires a due_date. However, it does not explicitly contrast with sibling tools like pipedrive_update_task or pipedrive_list_tasks, so when-not-to-use is left implicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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