Tasks & Jobs
The MCP integration is in preview - tools, parameters, and behavior may change between releases.
These tools help the assistant find work that still needs to be planned. They are read-only - actually scheduling something is the job of the appointment tools.
Get open tasks
Tool: get_open_tasks
Returns the unplanned (open) tasks that the dispatcher still has to schedule.
| Parameter | Type | Required | Description |
|---|---|---|---|
limit | number | No | Maximum number of results to return (default: 100) |
Example prompt
"What are the open tasks?"
Search tasks
Tool: search_tasks
Searches for tasks by task number, subject, job, or category. Use this when the assistant needs to look up a specific task by name or filter by job.
| Parameter | Type | Required | Description |
|---|---|---|---|
taskNo | string | No | Task number to search for (exact match) |
jobNo | string | No | Job number to filter by |
searchTerm | string | No | Search term to match against task subject or description |
categoryName | string | No | Category name to filter by |
limit | number | No | Maximum number of results to return (default: 100) |
Example prompts
"Search for tasks related to plumbing."
"Which open tasks belong to job ABC123?"
Search jobs
Tool: search_jobs
Searches for jobs by job number, name, or category. Useful when the user mentions a project or work order rather than an individual task.
| Parameter | Type | Required | Description |
|---|---|---|---|
jobNo | string | No | Job number to search for (exact match) |
searchTerm | string | No | Search term to match against job name or description |
categoryName | string | No | Category name to filter by |
limit | number | No | Maximum number of results to return (default: 100) |
Example prompt
"Find all jobs for project ABC123."