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The timeline aggregates every touchpoint for a record — emails, calls, meetings, notes, field changes, tasks — into a single chronological feed.

Tools

ToolDescriptionKey Params
timeline.getGet the full timeline for a recordrecord_id, types (optional filter), page, page_size
timeline.searchSearch across all timeline activityquery, record_id (optional), types (optional)

Activity Types

email message call meeting note task field_change stage_change record_created record_linked

Examples

Get all activity for a contact

{
  "tool": "timeline.get",
  "params": {
    "record_id": "rec_contact_01"
  }
}
Response:
{
  "success": true,
  "data": [
    {
      "type": "email",
      "timestamp": "2026-03-22T16:30:00Z",
      "summary": "Re: Proposal Follow-up",
      "direction": "inbound",
      "source": "gmail"
    },
    {
      "type": "note",
      "timestamp": "2026-03-20T14:30:00Z",
      "summary": "Discovery Call — Jane Smith",
      "note_type": "call"
    },
    {
      "type": "stage_change",
      "timestamp": "2026-03-19T10:00:00Z",
      "summary": "Qualified → Proposal Sent",
      "list_name": "Sales Pipeline"
    },
    {
      "type": "record_created",
      "timestamp": "2026-03-15T09:00:00Z",
      "summary": "Contact created"
    }
  ]
}

Search timeline for mentions of “pricing”

{
  "tool": "timeline.search",
  "params": {
    "query": "pricing",
    "record_id": "rec_deal_01"
  }
}