# Create Task — Wealthbox

> 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…

- Key: `wealthbox-create-task`
- Type: Action (Write)
- Version: 1.0.1
- App: Wealthbox (`wealthbox`) — https://pipedream.com/apps/wealthbox.md
- This page (HTML): https://pipedream.com/apps/wealthbox/actions/create-task
- Hints: open-world
- Source: https://github.com/PipedreamHQ/pipedream/blob/master/components/wealthbox/actions/create-task/create-task.mjs

## Description

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](https://dev.wealthbox.com/#tasks-retrieve-all-tasks-post)

## Props

| Prop | Type | Required | Description |
|---|---|---|---|
| `name` | `string` | Yes | The name of the task being created. Example: Send Q4 Report. |
| `dueDate` | `string` | Yes | The time at which the task is due. Example 2015-05-24 11:00 AM -0400 |
| `category` | `string` | No | 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. Options are loaded from the connected account. |
| `priority` | `string` | No | String to indicate the priority of the task you are creating |
| `description` | `string` | No | A short explanation of the task being created. Example: Follow up with client regarding Q4 portfolio allocation. |

## Run it

**MCP**

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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",
  },
})
```

**TypeScript**

```ts
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**

```bash
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"
    }
  }'
```

---

- App: https://pipedream.com/apps/wealthbox.md · All apps: https://pipedream.com/apps