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Requires the Tasks permission. Tools in this group are hidden from tools/list and refused on call when your plan does not grant it.

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appointment_get

Read-only Full detail for one booked meeting: time, timezone, status, and the lead and conversation it came out of. Read-only, like appointment_list — rescheduling and cancelling happen in the web app.

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Parameters

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string
required
Appointment id, from appointment_list.

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appointment_list

Read-only Meetings booked out of conversations, or created in the web app. Read-only here by design: appointments are never inserted or edited by hand over this server, so there is no tool to create, change or cancel one. For the thread a meeting came out of use conversation_get.

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Parameters

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string
Lead id, from lead_list.
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string
Conversation id, from conversation_list.
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CONFIRMED | CANCELLED | RESCHEDULED | NO_SHOW | COMPLETED
Filter by status.
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integer (min 1)
default:"1"
1-indexed page number.

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reminder_create

Write Set a follow-up reminder on a lead or conversation. You are notified at remindAt — you, not the prospect; nothing is sent to them. It does not schedule a campaign step or delay one. To make a lead wait, use lead_update with paused. Cancel with reminder_delete.

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Parameters

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string
required
Short label.
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string | number
required
When to fire, epoch milliseconds or ISO 8601.
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string
Longer explanatory text.
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string
Lead id, from lead_list.
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string
Conversation id, from conversation_list.
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string
LinkedIn account id, from linkedin_account_list.

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reminder_delete

Write Destructive
Marked destructive in the protocol — your MCP client asks for confirmation before running it.
Cancel a reminder so it never fires. Does not affect the lead, the conversation, or any scheduled campaign step — only your own nudge goes away. One of the few deletions available here, and it destroys nothing a prospect sees. To close a to-do instead use task_upsert with isCompleted.

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Parameters

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string
required
Reminder id, from reminder_list.

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reminder_list

Read-only Follow-up reminders set on a conversation or a lead. Private nudges for your team at a point in time. They send nothing to the prospect and are unrelated to the campaign schedule, which is campaign_update.

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Parameters

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string
Conversation id, from conversation_list.
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string
Lead id, from lead_list.

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task_list

Read-only Manual to-dos for your team, either across your whole account or for one lead. TASK steps in a campaign flow create these automatically. Work for a human, not sending steps: a pending campaign action is activity_list or lead_flow_state, and a dated nudge is reminder_list. Completing a task sends nothing.

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Parameters

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string
Only tasks attached to this lead.
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string
LinkedIn account id, from linkedin_account_list.
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string
Mailbox id, from email_account_list.
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integer (min 1)
default:"1"
1-indexed page number.

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task_upsert

Write Create a to-do, or update one by passing taskId. Set isCompleted: true to close it. An internal note-to-self with an owner; nothing is sent to the prospect and no campaign step is affected. For a timed personal nudge use reminder_create.

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Parameters

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string
Omit to create a new task.
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string
required
What needs doing.
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string
Detail or context.
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string
Lead this relates to.
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string
Conversation id, from conversation_list.
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string
Related URL.
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string
Free-text label for grouping.
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string | number
Due date, epoch milliseconds or ISO 8601.
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boolean
Mark as done.