createTaskV2

Create a task or appointment (v2 API). Type: Other | Call | Email | Text | Appointment. For Appointment type, provide address.

Server Lofty MCP Server nerdsnipe-inc/lofty-mcp
Category Write
Risk class Medium
Parameters 00 required

What createTaskV2 does on Lofty MCP Server

AI agents use createTaskV2 to create or update resources in Lofty MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Lofty MCP Server environment.

Why createTaskV2 needs a policy

This tool creates new records (tasks/appointments) in the Lofty CRM, which is a reversible write operation. It does not execute external code, delete data, or move money. The blast radius is medium because incorrect task creation could lead to missed communications or wasted agent effort, but the operation is reversible via deletion or correction.

From the tool's definition Tool creates a task or appointment via the v2 API with types including Other, Call, Email, Text, or Appointment—all of which represent new data being added to the CRM system.

Questions about createTaskV2

What does the createTaskV2 tool do? +

Create a task or appointment (v2 API). Type: Other | Call | Email | Text | Appointment. For Appointment type, provide address. It is categorised as a Write tool in the Lofty MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on createTaskV2? +

Register the Lofty MCP Server MCP server in PolicyLayer and add a rule for createTaskV2: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Lofty MCP Server. Nothing to install.

What risk level is createTaskV2? +

createTaskV2 is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit createTaskV2? +

Yes. Add a rate_limit block to the createTaskV2 rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block createTaskV2 completely? +

Set action: deny in the PolicyLayer policy for createTaskV2. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides createTaskV2? +

createTaskV2 is provided by the Lofty MCP Server MCP server (nerdsnipe-inc/lofty-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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