Wealthbox ACTION
Create Task
Create a new task in Wealthbox. Supply a task name, due date (
YYYY-MM-DD HH:MM AM/PM ±HHMM), and optional category and priority. Use List Category Options to find valid category IDs. Example: create a task named Send Q4 Report due 2026-12-31 5:00 PM -0500 with priority High; returns the task object including id, name, due_date, category, and priority. See the documentation- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Wealthbox account once, then configure and run Create Task from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "wealthbox-create-task",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
wealthbox: { authProvisionId: "apn_xxxxxxx" },
name: "Task Name",
dueDate: "Due Date",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "wealthbox-create-task",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"name": "Task Name",
"dueDate": "Due Date"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "wealthbox",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "wealthbox-create-task",
arguments: {
name: "Task Name",
dueDate: "Due Date",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
name Task Name | string | The name of the task being created. Example: Send Q4 Report. Required |
dueDate Due Date | string | The time at which the task is due. Example 2015-05-24 11:00 AM -0400 Required |
category Category | string | The category the task belongs to (e.g. Follow Up, Meeting, Review). Use List Category Options to discover valid category IDs configured in your Wealthbox account. Optional Dynamic |
priority Priority | string | String to indicate the priority of the task you are creating Optional |
description Description | string | A short explanation of the task being created. Example: Follow up with client regarding Q4 portfolio allocation. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- wealthbox-create-task
- Version
- 1.0.1
- App
- Wealthbox
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗