All MCP tools
MCP tools · CRM
crm_create_follow_up
Creates a follow-up task on a record. Without assignee_id it goes to the key's owner.
- Scope needed
- crm:write
- Changes data
- Yes
- Held for approval
- No
- Available to
- Every organization
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| phonerequired | string | The contact's phone number in E.164 form (e.g. +919812345678); it is the record's id. |
| titlerequired | string | Task title. |
| due_atrequired | string | When it is due (ISO 8601 with timezone). |
| note | string | Extra detail. |
| priority | enum: low | normal | urgent | Priority. |
| assignee_id | string | User id to assign it to. |