Create Checklist
Create a Checkvist checklist with a name and optional visibility and tags.
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Integrate Checkvist
with your AI CRM
Checkvist beta PRO MCP lets AI assistants manage hierarchical lists, tasks, tags, due dates, and assignees, and read task notes.
Explore Triggers and Actions
Create Task
Create a task in a checklist, optionally under a parent and with tags, smart-syntax due date, position, priority, or assignees.
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Delete Checklist
Mark a Checkvist checklist for deletion. This destructive operation affects the checklist and all data it contains.
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Delete Task
Permanently delete a Checkvist task and all of its child tasks. This is a destructive operation and cannot be undone with this tool.
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Get Checklist
Get one Checkvist checklist's metadata by ID. Use Get Tasks Outline to read the checklist's tasks.
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Get Task Tree
Read one Checkvist task and its subtasks as a markdown outline, optionally including closed items or notes and limiting depth. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
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Get Tasks Outline
Read a checklist as a recommended markdown task outline, with controls for closed tasks, depth, compact output, or top-level preview. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
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Get Tasks Page
Read one explicit 1-based page of a large Checkvist checklist. Each page contains one top-level task and its subtree. Call again with another page number to continue; Checkvist does not provide a verified continuation signal.
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Import Tasks
Create multiple hierarchical tasks from Checkvist indented text. Large imports can take at least a minute and must not be retried early because a retry can duplicate tasks. This tool preserves existing tasks; use Replace Tasks to delete and replace the checklist's current task hierarchy.
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List Checklists
List checklists available to the authenticated Checkvist user, optionally including archived lists or omitting statistics for a faster response. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
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Replace Tasks
Delete every existing task in a checklist, then replace the hierarchy from Checkvist indented text or OPML. OPML can also replace the checklist name and tags. Large replacements can take at least a minute and must not be retried early because a retry can duplicate tasks.
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Search Tasks
Search tasks across the user's Checkvist checklists using words and operators for due date (^ or due:), tag (# or tag:), state (in:), and notes (has:note). Returns one explicit 1-based page of up to 50 matches.
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Set Task Status
Set a task's status to closed, reopened, or invalidated using Checkvist's dedicated status operations.
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Update Checklist
Update an existing checklist's name, visibility, or complete tag set. At least one update field is required. An empty tags string removes all checklist tags.
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Update Task
Update task content, hierarchy, replacement tags, due date, position, priority, assignees, or smart-syntax parsing. At least one update field is required. Use Set Task Status for completion state.
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Update Task Tags
Add and remove task tags without replacing the complete tag set. Tag values are plain words without '#'. At least one of add or remove must be non-empty.
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How the Checkvist integration works
The Checkvist integration connects your Dench AI CRM directly to Checkvist, so agents can read and act on your Checkvist data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
16 actions are available for agents to invoke on your behalf. Every call runs through Checkvist's own authorization, scoped to the account you connect.
Set up Checkvist in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Checkvist and click Connect — you'll authorize access through Checkvist's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Checkvist in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Checkvist integration work with Dench?
The Dench Checkvist integration connects your AI CRM to Checkvist, so AI agents can work with your Checkvist data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Checkvist via Dench?
The Checkvist integration currently exposes 16 actions, including Create Checklist, Create Task, Delete Checklist, Delete Task, Get Checklist, and Get Task Tree. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Checkvist to Dench?
No. You connect Checkvist from your Dench workspace using Checkvist's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Checkvist integration secure?
Connections are authorized through Checkvist's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Checkvist connection from your workspace settings at any time.