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Notes capture context that doesn’t fit in fields — call summaries, meeting takeaways, internal comments. Each note has a type and can be linked to one or more records.

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Tools

ToolDescriptionKey Params
notes.listList notes, optionally filtered by record or typerecord_ids, type
notes.getGet a single notenote_id
notes.createCreate a note linked to recordstitle, body, type, record_ids
notes.updateUpdate a note’s content or linksnote_id, title, body, record_ids
notes.deleteDelete a notenote_id

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Note Types

TypeUse case
noteGeneral-purpose notes
callCall logs and summaries
meetingMeeting notes and action items
emailEmail summaries or follow-ups
customAnything else

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Examples

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Log a call note linked to a contact

{
  "tool": "notes.create",
  "params": {
    "title": "Discovery Call — Jane Smith",
    "body": "Discussed current tech stack and pain points. Key issue: manual data entry across 3 systems. Interested in API integrations. Follow up next Tuesday with a demo.",
    "type": "call",
    "record_ids": ["rec_contact_01"]
  }
}

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List all notes for a deal

{
  "tool": "notes.list",
  "params": {
    "record_ids": ["rec_deal_01"]
  }
}
Response: 
{
  "success": true,
  "data": [
    {
      "id": "note_001",
      "title": "Discovery Call — Jane Smith",
      "body": "Discussed current tech stack and pain points...",
      "type": "call",
      "record_ids": ["rec_contact_01", "rec_deal_01"],
      "created_at": "2026-03-20T14:30:00Z",
      "created_by": "user_abc"
    },
    {
      "id": "note_002",
      "title": "Internal: Pricing discussion",
      "body": "Agreed on 15% discount for annual commitment.",
      "type": "note",
      "record_ids": ["rec_deal_01"],
      "created_at": "2026-03-22T09:00:00Z",
      "created_by": "user_def"
    }
  ]
}