My work

list-my-open-tasks-tool

List open task-list items that mention you across drive documents.

Returns paginated unchecked task-list items mentioning the authenticated user in drive documents. Each row links back to the source document so the user (or AI client) can open it and tick the box.

This tool is read-only. Open tasks are derived automatically from drive document content — there is no "complete task" call. To complete a task, open the source document and tick the checkbox; the index updates on the next save.

Inputs

NameTypeRequiredDescription
searchstringnoSubstring match on the task content (case-insensitive).
customer_idintegernoLimit to documents owned by this customer or by projects under this customer.
project_idintegernoLimit to documents owned by this project.
document_idintegernoLimit to a single drive item.
limitintegernoPage size, 1–100, default 25.
offsetintegernoNumber of rows to skip, default 0.

Permissions

Always scoped to the authenticated user. There is no cross-user view in this version.

Example

{
  "customer_id": 3
}

Response

{
  "data": [
    {
      "id": 901,
      "task_content": "Send the kickoff deck to client",
      "document": {
        "id": 55,
        "title": "Kickoff notes",
        "url": "https://acme.plnnrly.com/projects/7?documentId=55"
      },
      "project": { "id": 7, "title": "ACME website" },
      "customer": { "id": 3, "name": "ACME", "code": "ACM" }
    }
  ],
  "pagination": {
    "total": 1,
    "limit": 25,
    "offset": 0,
    "has_more": false
  }
}

document.url is null for documents owned by something other than a customer or project (for example, organisation-level docs).

Errors

  • An out-of-range limit (less than 1 or greater than 100) returns a validation error.

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