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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)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Task inputs
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