Todo Manager Toolkit
The Todo Manager toolkit lets an agent maintain a structured task list while chatting. Use it so the agent can track multi-step work, show progress after each update, and keep the list visible in the conversation UI.
Add it on the agent Toolkits tab, then reference Update Todos with @ in the personality prompt when the agent should plan or track steps.
Prerequisites
- An agent you can edit
No API key or connection is required.
Available tools
| Tool | Description |
|---|---|
| Update Todos | Creates, updates, or removes todos via a JSON payload. Supports merge (default) and replace modes. After a successful update, the current list is shown in the chat UI. |
How updates work
- Pass todos as structured items (task/content text plus status fields as supported by the tool schema).
- Merge applies changes onto the existing list; replace overwrites the whole list.
- There is no fixed maximum list size in the product UI.
Important: scope of the list
The todo list is kept for the current conversation (in-memory on the agent for that chat). It is not a cross-session project task database — starting a new chat starts a fresh list.
Use cases
- Break a complex request into steps and tick them off as the agent works
- Keep an onboarding or checklist visible while the user answers questions
- Coordinate multi-step content or research flows inside one conversation
Tips
- Ask the agent to show or refresh the list after major steps so the UI stays in sync.
- Prefer merge for incremental progress; use replace when restarting the plan.
- For durable project tasks in an external system, use a board toolkit (for example Trello or Linear) instead.
- In Autopilot Agent mode, Todo Manager is not available (Build mode / normal agents can use it). It is also not exposed over EKB-as-MCP Autopilot builders because it depends on the chat UI.
Troubleshooting
| Symptom | What to check |
|---|---|
| List empty in a new chat | Expected — todos do not carry over between conversations |
| Updates not visible | Confirm the agent called Update Todos and the chat UI is open |
| Tool missing in Autopilot Agent mode | Switch to Build mode, or use Todo Manager on a normal project agent |