Skill: sstrohl223/dashtask-taskmanager-crm-dashboards-bots-humans (version 1.9.1)

--- name: dashtask version: "1.9.1" description: Manage tasks, CRM leads, contacts, and settings via the DashTask REST API homepage: https://dashtask.ai metadata: clawdbot: emoji: "✅" requires: env: - DASHTASK_API_KEY - DASHTASK_ENDPOINT primaryEnv: "DASHTASK_API_KEY" --- > **Note:** This file is for **API Key (OpenClaw / custom bot)** setups only. > For the ChatGPT OAuth GPT Builder setup, see `/dashtask-gpt-oauth/`. # DashTask Agent API — Skills File (API Key Setup) ## Overview DashTask is a collaborative task management and CRM platform. Each organization has its own tasks, projects, CRM leads, contacts, companies, activities, quotes, and configurable dimensions. AI agents interact with DashTask via a single REST endpoint. ## Quick Start ### 1. Get Organization Context (call ONCE per conversation — never repeat in the same session) ```bash curl -s -X POST "$DASHTASK_ENDPOINT" \ -H "X-[REDACTED_SECRET]" \ -H "Content-Type: application/json" \ -d '{"action": "get_org_context"}' ``` ### 2. List Tasks ```bash curl -s -X POST "$DASHTASK_ENDPOINT" \ -H "X-[REDACTED_SECRET]" \ -H "Content-Type: application/json" \ -d '{"action": "list_tasks", "filters": {"status": "open", "limit": 20}}' ``` ### 3. Create a Task ```bash curl -s -X POST "$DASHTASK_ENDPOINT" \ -H "X-[REDACTED_SECRET]" \ -H "Content-Type: application/json" \ -d '{"action": "create_task", "title": "Follow up with client", "urgency": 7}' ``` ### 4. Create a CRM Lead ```bash curl -s -X POST "$DASHTASK_ENDPOINT" \ -H "X-[REDACTED_SECRET]" \ -H "Content-Type: application/json" \ -d '{"action": "create_lead", "lead_name": "Acme Corp", "lead_status": "new_lead", "priority": 5}' ``` See the full [Actions Reference](#actions-reference) below for all 60+ available actions. ## Authentication This integration uses an **API Key** passed in the `X-API-Key` header. Set it once in your environment: ```bash export DASHTASK_API_KEY="your_key_here" export DASHTASK_ENDPOINT="https://fgkytboizxksqustdfuc.supabase.co/functions/v1/agent-api" ``` All requests must include: ``` POST $DASHTASK_ENDPOINT Content-Type: application/json X-[REDACTED_SECRET] ``` Generate your key in DashTask → **Settings → Team → Invite AI Agent**. The key is scoped to specific permissions at the time of creation. ### Scopes - `tasks` — Tasks, projects, assignees, tags, discussions, notifications, team members - `crm` — Leads, contacts, companies, activities, quotes, lead discussions - `settings` — Dimension management (categories, entities, departments, types, tags, CRM dimensions) ## Request Format All requests are `POST` with a JSON body. All fields are **top-level** (no nesting under `params`): ```json { "action": "<action_name>", "title": "My task title", "id": "<uuid>", "filters": { ... } } ``` - `action` (required): The operation to perform - All create/update fields go at the top level alongside `action` - `id`: UUID of the record for update/delete operations - `filters`: Optional filters for list operations ## Response Format ```json { "success": true, "data": { ... } } ``` On error: ```json { "success": false, "error": "Description of what went wrong" } ``` --- ## IMPORTANT: Discovery-First Pattern **Dimensions are dynamic.** Organizations can add, rename, and remove dimension options at any time. Before creating or updating tasks/leads, you must discover what values are valid for this organization. ### Recommended: `get_org_context` (call ONCE per conversation session, never again) Call `get_org_context` **only on your very first message in a conversation**. Store the result in your memory for the entire session. > **RULE: If you have already called `get_org_context` at any point in this conversation, DO NOT call it again. Use the cached response you already have. This applies to every subsequent message in the same session.** **Decision logic (follow strictly):** 1. Has `get_org_context` been called earlier in this conversation? → **Use cached data. Skip the call entirely.** 2. Is this the very first message in the conversation? → **Call `get_org_context` once, then cache.** 3. Did the API return an "Invalid dimension" error? → **Call `get_org_context` once to refresh, then stop.** **NEVER call `get_org_context`:** - Before every action or tool call - When the user asks a follow-up question - When checking task status or listing tasks - In the same conversation where it was already called **Only call `get_org_context` again if:** - You receive an "Invalid dimension" or "Invalid entity" error from the API - It has been more than 24 hours since the last call in a long-running session The response includes: - `projects` — all active projects with IDs - `task_dimensions` — entity, category, department, type options - `custom_task_dimensions` — custom dimension types and their items - `crm_dimensions` — lead_source, industry, lead_quality, lead_action_status options - `lead_stages` — pipeline stages - `team_members` — IDs, names, emails - `tags` — tag IDs and names - `dimension_visibility` — which dimensions are visible/hidden - `fetched_at` — ISO timestamp for cache expiry tracking ### Alternative: Individual Discovery Calls You can still call individual discovery actions if you only need a specific subset: If you provide an invalid dimension value, the API returns an error with the list of valid options so you can self-correct. --- ## Actions Reference ### Discovery Actions #### `get_org_context` **Scope:** any (tasks, crm, or settings) — returns data scoped to your permissions Returns all organization context in a single call. **Recommended for first call — cache the result.** #### `list_task_dimensions` **Scope:** tasks Lists the 4 fixed task dimensions (entity, category, department, type) with their current options. #### `list_custom_task_dimensions` **Scope:** tasks Lists custom dimension types (max 4 per org) and their items. #### `list_crm_dimensions` **Scope:** crm Lists CRM dimension types (lead_source, industry, lead_quality, lead_action_status) with options. #### `list_lead_stages` **Scope:** crm Lists custom lead pipeline stages for the organization. #### `list_dimension_visibility` **Scope:** settings Returns which dimensions are visible/hidden for the organization. --- ### Task Actions #### `list_tasks` **Scope:** tasks | **Filters:** `status`, `project_id`, `limit` #### `create_task` **Scope:** tasks ```json { "action": "create_task", "title": "Follow up with client", "description": "Send proposal draft", "status": "open", "urgency": 7, "entity": "acme_corp", "category": "marketing", "department": "sales", "task_type": "task", "project_id": "uuid-or-null", "parent_task_id": "uuid-or-null", "due_date": "2026-03-01", "start_date": "2026-02-15", "estimated_cost": 500, "sales": 1000, "hours": 4, "budget_hours": 8 } ``` **Fields:** | Field | Type | Required | Description | |-------|------|----------|-------------| | title | string | Yes | Task title | | description | string | No | Task description | | status | string | No | `open`, `in-progress`, `approval`, or `done` (default: `open`) | | urgency | integer | No | 1-10 scale, 10 = most urgent (default: 5) | | entity | string | No | Must be valid entity name (discover via `list_task_dimensions`) | | category | string | No | Must be valid category name | | department | string | No | Must be valid department name | | type | string | No | Must be valid type name | | project_id | uuid | No | Associate with a project | | parent_task_id | uuid | No | Parent task UUID — creates this as a subtask | | due_date | string | No | ISO date | | start_date | string | No | ISO date | | estimated_cost | number | No | Estimated cost | | sales | number | No | Sales value | | hours | number | No | Hours spent | | budget_hours | number | No | Budgeted hours | #### `update_task` **Scope:** tasks | **Requires:** `id` Same fields as create_task (including `parent_task_id`). Only include fields you want to change. #### `delete_task` **Scope:** tasks | **Requires:** `id` #### `list_subtasks` **Scope:** tasks | **Requires:** `parent_task_id` or `id` (parent task UUID) Returns all subtasks of a given parent task. ```json { "action": "list_subtasks", "parent_task_id": "uuid" } ``` #### `assign_task` **Scope:** tasks ```json { "action": "assign_task", "task_id": "uuid", "team_member_id": "uuid" } ``` #### `unassign_task` **Scope:** tasks ```json { "action": "unassign_task", "task_id": "uuid", "team_member_id": "uuid" } ``` #### `list_task_assignees` **Scope:** tasks | **Requires:** `id` (task id) #### `add_task_tag` **Scope:** tasks ```json { "action": "add_task_tag", "task_id": "uuid", "tag_id": "uuid" } ``` #### `remove_task_tag` **Scope:** tasks #### `add_task_discussion` **Scope:** tasks ```json { "action": "add_task_discussion", "task_id": "uuid", "message": "Progress update: completed phase 1" } ``` --- ### Project Actions #### `list_projects` **Scope:** tasks #### `create_project` **Scope:** tasks ```json { "action": "create_project", "name": "Q1 Campaign", "description": "Marketing campaign" } ``` #### `update_project` **Scope:** tasks | **Requires:** `id` #### `archive_project` **Scope:** tasks | **Requires:** `id` --- ### CRM Lead Actions #### `list_leads` **Scope:** crm | **Filters:** `lead_status`, `deal_status`, `lead_stage`, `limit` #### `create_lead` **Scope:** crm ```json { "action": "create_lead", "lead_name": "Acme Corp Deal", "lead_status": "new_lead", "lead_stage": "new_existing", "deal_status": "active", "priority": 5, "email": "[REDACTED_SECRET]", "phone": "+1234567890", "lead_source": "website", "probability": 50, "annual_deal_value": 50000 } ``` **Fixed enum fields:** | Field | Values | |-------|--------| | lead_status | `existing_customer`, `new_lead`, `attempted_contact`, `contacted`, `unqualified`, `qualified` | | lead_stage | `new_existing`, `demo_discovery`, `proposal_quote`, `negotiation_asks`, `closed_lost`, `closed_won` | | deal_status | `active`, `won`, `lost`, `stale` | **Dynamic fields (discover via `list_crm_dimensions`):** - `lead_source` — e.g., "website", "referral" (org-specific) - `lead_action_status` — org-specific action statuses | Field | Type | Description | |-------|------|-------------| | lead_name | string | Required. Lead/deal name | | priority | integer | 1-5 scale | | probability | integer | 0-100 win probability | | monthly_deal_value | number | Monthly recurring value | | annual_deal_value | number | Annual deal value | | one_time_deal_value | number | One-time payment value | | lifetime_deal_value | number | Total lifetime value | | next_steps | string | Next action description | | next_step_date | string | ISO date for next action | | company_id | uuid | Link to company | | primary_contact_id | uuid | Link to primary contact | | assignee_id | uuid | Team member UUID | | timezone | string | IANA timezone | #### `update_lead` **Scope:** crm | **Requires:** `id` #### `delete_lead` **Scope:** crm | **Requires:** `id` #### `assign_lead` / `unassign_lead` **Scope:** crm ```json { "action": "assign_lead", "lead_id": "uuid", "team_member_id": "uuid" } ``` #### `add_lead_party` / `remove_lead_party` **Scope:** crm #### `add_lead_discussion` **Scope:** crm ```json { "action": "add_lead_discussion", "lead_id": "uuid", "message": "Client requested revised timeline" } ``` --- ### CRM Company Actions #### `list_companies` / `create_company` / `update_company` / `delete_company` **Scope:** crm ```json { "action": "create_company", "company_name": "Acme Corp", "website": "https://acme.com", "industry": "Technology", "employee_count": 500, "headquarters": "New York, NY" } ``` --- ### CRM Contact Actions #### `list_contacts` / `create_contact` / `update_contact` / `delete_contact` **Scope:** crm ```json { "action": "create_contact", "first_name": "Jane", "last_name": "Doe", "email": "[REDACTED_SECRET]", "phone": "+1234567890", "title": "VP Sales", "priority": "high", "company_id": "uuid" } ``` | Field | Values | |-------|--------| | priority | `low`, `medium`, `high` | --- ### CRM Activity Actions #### `list_activities` **Scope:** crm | **Filters:** `lead_id`, `contact_id`, `company_id`, `type`, `limit` #### `create_activity` **Scope:** crm ```json { "action": "create_activity", "activity_type": "call", "direction": "outbound", "subject": "Discovery call", "content": "Discussed requirements and timeline", "lead_id": "uuid", "contact_id": "uuid" } ``` | Field | Values | |-------|--------| | type | `email`, `call`, `text`, `demo`, `meeting`, `note` | | direction | `inbound`, `outbound` | --- ### CRM Quote Actions #### `list_quotes` / `create_quote` / `update_quote` **Scope:** crm ```json { "action": "create_quote", "lead_id": "uuid", "plan": "Enterprise", "seats": 50, "billing_cycle": "annual", "price": 25000, "status": "draft" } ``` | Field | Values | |-------|--------| | status | `draft`, `sent`, `accepted`, `rejected` | | billing_cycle | `monthly`, `annual`, `one-time` | --- ### Communication Actions #### `send_nudge` **Scope:** tasks Sends a nudge email to a team member about a specific task. ```json { "action": "send_nudge", "task_id": "uuid", "recipient_email": "[REDACTED_SECRET]", "recipient_name": "John Doe", "sender_name": "Sales Bot", "tone": "professional" } ``` #### `send_crm_email` **Scope:** crm Sends an email related to a CRM lead. ```json { "action": "send_crm_email", "lead_id": "uuid", "recipient_email": "[REDACTED_SECRET]", "subject": "Follow-up on our discussion", "body": "Hi, just following up..." } ``` --- ### Settings & Dimension Management Actions #### `list_tags` / `create_tag` **Scope:** settings #### `create_task_dimension_option` **Scope:** settings Add a new option to entity, category, department, or type. ```json { "action": "create_task_dimension_option", "dimension": "entity", "name": "new_client", "label": "New Client" } ``` #### `delete_task_dimension_option` **Scope:** settings | **Requires:** `id`, `dimension` #### `create_custom_task_dimension` **Scope:** settings (max 4 per org) ```json { "action": "create_custom_task_dimension", "name": "region", "label": "Region" } ``` #### `delete_custom_task_dimension` **Scope:** settings | **Requires:** `id` #### [REDACTED_SECRET] / [REDACTED_SECRET] **Scope:** settings #### `create_crm_dimension_option` **Scope:** settings ```json { "action": "create_crm_dimension_option", "dimension_type": "lead_source", "name": "linkedin", "label": "LinkedIn" } ``` #### `update_crm_dimension_option` / `delete_crm_dimension_option` **Scope:** settings (locked options cannot be deleted) --- ### Team & Notification Actions #### `list_team_members` **Scope:** tasks (read-only) #### `create_notification` **Scope:** tasks ```json { "action": "create_notification", "user_id": "uuid", "title": "New task assigned", "message": "You've been assigned to 'Follow up with client'", "type": "info" } ``` --- ## Restricted Actions (Bot Cannot) - Transfer admin privileges - Change member roles - Manage billing or subscriptions - Access platform admin operations - Delete the organization - Access data outside the authorized organization --- ## Error Handling **Invalid dimension value:** ```json { "success": false, "error": "Invalid entity 'xyz'. Valid values: [\"acme_corp\", \"beta_inc\"]" } ``` **Missing scope:** ```json { "success": false, "error": "Missing scope: crm" } ``` **Missing required field:** ```json { "success": false, "error": "title is required" } ``` ## Rate Limiting Be respectful of API usage. Recommended: max 60 requests per minute per key. ## Workflow Examples ### Full Lead Lifecycle 1. `get_org_context` — **first message only** — discover all dimensions, stages, and team members (cache for entire session) 2. `create_company` — create the company 3. `create_contact` — create the primary contact 4. `create_lead` — create the lead linked to company and contact 5. `create_activity` — log a discovery call 6. `update_lead` — update stage to `demo_discovery` 7. `create_quote` — generate a quote 8. `update_lead` — update stage to `proposal_quote`, set probability 9. `add_lead_discussion` — add internal notes 10. `send_crm_email` — send follow-up email ### Task Management Pipeline 1. `get_org_context` — **first message only** — discover all dimensions, projects, and team members (cache for entire session) 2. `create_project` — create a project 4. `create_task` — create tasks within the project 5. `assign_task` — assign team members 6. `send_nudge` — nudge assignees about overdue tasks 7. `update_task` — mark as done


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)