Notes

Notes capture meeting recaps, phone call logs, research findings, and general observations. Every note must be linked to at least one entity (contact, outlet, opportunity, or channel).

Note Types

• general
• meeting
• phone_call
• event
• research
• other

create_note

Create a note and link it to one or more contacts, outlets, opportunities, and/or channels. At least one entity link is required.

Parameters

Parameter	Type	Required	Description
type	string	No	Note type (default: general)
title	string	No	Short title or subject
content	string	No	Note body (can be empty for simple log entries)
occurred_at	string	No	When this happened (ISO datetime or YYYY-MM-DD). Defaults to now.
contact_ids	string[] (UUID)	No	Contacts to link this note to
outlet_ids	string[] (UUID)	No	Outlets to link this note to
opportunity_ids	string[] (UUID)	No	Opportunities to link this note to
channel_ids	string[] (UUID)	No	Channels to link this note to

Example

{
  "name": "create_note",
  "arguments": {
    "type": "meeting",
    "title": "Catch-up with Sarah Chen",
    "content": "Discussed the v3 launch angle. She's interested in the AI agent story but wants to see a demo first. Follow up next week with a recorded walkthrough.",
    "occurred_at": "2026-04-07T14:00:00Z",
    "contact_ids": ["550e8400-e29b-41d4-a716-446655440000"],
    "opportunity_ids": ["660e8400-e29b-41d4-a716-446655440000"]
  }
}

get_note

Get a note by ID with all its links (contacts, outlets, opportunities, channels).

Parameters

Parameter	Type	Required	Description
id	string (UUID)	Yes	Note ID

Example

{
  "name": "get_note",
  "arguments": {
    "id": "550e8400-e29b-41d4-a716-446655440000"
  }
}

list_notes

List notes with optional filters by type, entity, or full-text search.

Parameters

Parameter	Type	Required	Description
type	string	No	Filter by note type
contact_id	string (UUID)	No	Filter to notes linked to this contact
outlet_id	string (UUID)	No	Filter to notes linked to this outlet
opportunity_id	string (UUID)	No	Filter to notes linked to this opportunity
search	string	No	Full-text search on title and content
include_archived	boolean	No	Include archived notes (default: false)
limit	number	No	Max results (default: 50)
offset	number	No	Offset for pagination (default: 0)

Example

{
  "name": "list_notes",
  "arguments": {
    "contact_id": "550e8400-e29b-41d4-a716-446655440000",
    "type": "meeting",
    "limit": 10
  }
}

update_note

Update note fields (title, content, type, occurred_at).

Parameters

Parameter	Type	Required	Description
id	string (UUID)	Yes	Note ID
type	string	No	Note type
title	string	No	Title
content	string	No	Content
occurred_at	string	No	When this happened

Example

{
  "name": "update_note",
  "arguments": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "content": "Updated: she confirmed interest and wants the demo by Friday."
  }
}

add_note_link

Link an existing note to an additional contact, outlet, opportunity, or channel. At least one entity ID must be provided.

Parameters

Parameter	Type	Required	Description
note_id	string (UUID)	Yes	Note ID
contact_id	string (UUID)	No	Contact to link
outlet_id	string (UUID)	No	Outlet to link
opportunity_id	string (UUID)	No	Opportunity to link
channel_id	string (UUID)	No	Channel to link

Example

{
  "name": "add_note_link",
  "arguments": {
    "note_id": "550e8400-e29b-41d4-a716-446655440000",
    "outlet_id": "660e8400-e29b-41d4-a716-446655440000"
  }
}

remove_note_link

Remove a link between a note and an entity.

Parameters

Parameter	Type	Required	Description
id	string (UUID)	Yes	note_link record ID

Example

{
  "name": "remove_note_link",
  "arguments": {
    "id": "550e8400-e29b-41d4-a716-446655440000"
  }
}

archive_note

Soft-delete a note.

Parameters

Parameter	Type	Required	Description
id	string (UUID)	Yes	Note ID

Example

{
  "name": "archive_note",
  "arguments": {
    "id": "550e8400-e29b-41d4-a716-446655440000"
  }
}

restore_note

Restore an archived note.

Parameters

Parameter	Type	Required	Description
id	string (UUID)	Yes	Note ID

Example

{
  "name": "restore_note",
  "arguments": {
    "id": "550e8400-e29b-41d4-a716-446655440000"
  }
}

get_interaction_log

Unified timeline of all interactions (notes, emails, coverage) for a contact, outlet, or opportunity. Answers the question: "What have we done with X?"

At least one of contact_id, outlet_id, or opportunity_id must be provided.

Parameters

Parameter	Type	Required	Description
contact_id	string (UUID)	No	Filter by contact
outlet_id	string (UUID)	No	Filter by outlet
opportunity_id	string (UUID)	No	Filter by opportunity
since	string	No	Only entries since this date (YYYY-MM-DD or ISO datetime)
until	string	No	Only entries until this date
limit	number	No	Max entries to return (default: 50)

Example

{
  "name": "get_interaction_log",
  "arguments": {
    "contact_id": "550e8400-e29b-41d4-a716-446655440000",
    "since": "2026-01-01",
    "limit": 20
  }
}

Response Shape

{
  "total_entries": 15,
  "showing": 15,
  "entries": [
    {
      "type": "note",
      "id": "...",
      "date": "2026-04-07T14:00:00Z",
      "title": "Catch-up with Sarah Chen",
      "summary": "Discussed the v3 launch angle...",
      "detail_type": "meeting"
    },
    {
      "type": "email",
      "id": "...",
      "date": "2026-04-05T09:30:00Z",
      "title": "Re: v3 Launch Preview",
      "summary": "Thanks for sending this over..."
    },
    {
      "type": "coverage",
      "id": "...",
      "date": "2026-03-15T00:00:00Z",
      "title": "AI Agents in the Enterprise",
      "summary": "article -- positive -- https://...",
      "detail_type": "article"
    }
  ]
}