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CRM

List Tasks

Tasks, open first and soonest due first. Filter by `status`, `owner_id` (or `me`), `lead_id`, `company_id`, `deal_id` or `due_before`. Carries the open and overdue counts.

API key access

Needs the crm:read scope with an API key (ro_pat_...). A signed-in session uses the caller's role.
GET/api/v1/tasks

Authorization

AuthorizationBearer <token>

Access token from /api/v1/auth/login, or an API key (ro_pat_..., RO-176) from /api/v1/workspaces/current/api-keys: the key implies its workspace and needs the route's scope. MCP connectors (/api/v1/mcp only) may use an OAuth access token (ro_oat_..., RO-284).

In: header

Query Parameters

status?string
Value in"open" | "done"
owner_id?string

A member's id, or me

lead_id?string
Formatuuid
company_id?string
Formatuuid
deal_id?string
Formatuuid
due_before?string
Formatdate-time
limit?integer

Default 200

Formatint64
Range1 <= value <= 500
cursor?string

next_cursor of the previous page

Header Parameters

X-Workspace-Id?string | null

Id of the workspace to act on (must be a member).

Response Body

curl -X GET "http://localhost:8000/api/v1/tasks?status=open&owner_id=string&lead_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&company_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&deal_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&due_before=2019-08-24T14%3A15%3A22Z&limit=1&cursor=string" \  -H "X-Workspace-Id: string"
{
  "items": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "title": "string",
      "notes": "string",
      "due_at": "2019-08-24T14:15:22Z",
      "owner_id": "8826ee2e-7933-4665-aef2-2393f84a0d05",
      "owner_name": "string",
      "status": "open",
      "completed_at": "2019-08-24T14:15:22Z",
      "source": "user",
      "lead_id": "9bddab70-98e6-43a9-8f32-c9788b9de0c0",
      "company_id": "b2e6a1c3-1a5e-44ae-a8fd-81f76fd715cf",
      "deal_id": "2fa5b64f-5b72-4263-958e-07b76f41abe3",
      "record_label": "string",
      "created_by": "ee824cad-d7a6-4f48-87dc-e8461a9201c4",
      "created_at": "2019-08-24T14:15:22Z",
      "updated_at": "2019-08-24T14:15:22Z"
    }
  ],
  "next_cursor": "string",
  "open_count": 0,
  "overdue_count": 0
}
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string",
      "input": null,
      "ctx": {}
    }
  ]
}

List Stage Suggestions

Pending stage moves the Meeting copilot suggested after calls (RO-370), newest first (at most 200).

Log Activity

Add a note (`kind` `note`, the default) or log an activity (a built-in kind such as `coffee_chat`, `event`, `referral`, or one of the workspace's types) on a lead, company or deal. 422 `no_record` without one, `unknown_kind`.