Plans

create_plan

Create a new plan in the authenticated user's active team.

Input Schema

{
  "type": "object",
  "required": [
    "title"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "One-line summary of the content intent (1-200 characters)."
    },
    "prompt": {
      "type": "string",
      "description": "Optional. Content prompt that pre-populates the creation form when the plan is acted on."
    },
    "source": {
      "type": "string",
      "description": "Optional. Allowed: user_added, cora_proactive, cora_requested, workflow, playbook. Default: cora_requested. Immutable after creation."
    },
    "due_date": {
      "type": "string",
      "description": "Optional. ISO date YYYY-MM-DD."
    },
    "plan_uuid": {
      "type": "string",
      "format": "uuid",
      "description": "Optional. Client-supplied UUIDv4 for optimistic creates. Server generates if omitted."
    },
    "project_id": {
      "type": "string",
      "format": "uuid",
      "description": "Optional. Project UUID to associate with."
    },
    "assigned_to": {
      "type": "integer",
      "description": "Optional. Integer user ID to assign. Defaults to creator. Must be a current team member."
    },
    "category_id": {
      "type": "integer",
      "description": "Optional. Content category integer ID."
    },
    "description": {
      "type": "string",
      "description": "Optional. Free-text description."
    },
    "blueprint_id": {
      "type": "string",
      "format": "uuid",
      "description": "Optional. UUID of the content blueprint/template."
    },
    "source_metadata": {
      "type": "object",
      "description": "Optional. Contextual metadata (JSON). Immutable after creation."
    },
    "context_collection_ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Optional. Integer collection IDs to pre-attach."
    },
    "reference_document_ids": {
      "type": "array",
      "items": {
        "type": "string",
        "format": "uuid"
      },
      "description": "Optional. Content UUIDs to associate as reference material."
    },
    "targeting_dimension_ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Optional. Integer dimension option IDs to pre-attach."
    }
  }
}

Output Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "integer"
    },
    "stage": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "prompt": {
      "type": "string"
    },
    "source": {
      "type": "string"
    },
    "team_id": {
      "type": "integer"
    },
    "due_date": {
      "type": "string"
    },
    "plan_uuid": {
      "type": "string"
    },
    "created_at": {
      "type": "string"
    },
    "created_by": {
      "type": "integer"
    },
    "project_id": {
      "type": "string"
    },
    "updated_at": {
      "type": "string"
    },
    "assigned_to": {
      "type": "integer"
    },
    "category_id": {
      "type": "integer"
    },
    "description": {
      "type": "string"
    },
    "blueprint_id": {
      "type": "string"
    }
  },
  "description": "Full plan object."
}

Instructions

Creates a new content plan in the authenticated user's active team.

Starting stage by source:

user_added, cora_requested, playbook -> starts at Accepted
cora_proactive -> starts at Suggested
workflow -> starts at Suggested (by default)

The default source is cora_requested when omitted. source and source_metadata are immutable after creation.

Optional pre-attachments: You can pre-attach reference_document_ids (content UUIDs), context_collection_ids (integer IDs), and targeting_dimension_ids (integer dimension option IDs) at creation time.

Blueprint prompt: Use the prompt field to pre-populate the content creation form when this plan is acted on.

Client-supplied UUID: Pass plan_uuid to supply your own UUIDv4 for optimistic creates; the server generates one if omitted.

Use list_content_categories to get category_id values, list_context_collections for context_collection_ids, list_targeting_dimensions for targeting_dimension_ids, and list_blueprints for blueprint_id.