Appointment Notes
Add, retrieve, update, and delete notes attached to appointment records. Document meeting outcomes, follow-up actions, and client requirements.
Every appointment generates outcomes — decisions made, next steps agreed on, requirements documented. Appointment Notes lets you attach this information directly to the appointment record, keeping context tied to the specific meeting rather than lost in a general contact notes pile.
What This MCP Tool Does
Full CRUD on notes attached to appointment records. List all notes for an appointment, add new notes, update existing ones, and delete notes. These are separate from Contact Notes — appointment notes are specifically tied to a particular booking event.
Endpoint Reference
List notes: GET /appointments/{appointmentId}/notes
Add a note: POST /appointments/{appointmentId}/notes
Update a note: PUT /appointments/{appointmentId}/notes/{noteId}
Delete a note: DELETE /appointments/{appointmentId}/notes/{noteId}
Authentication
Requires a Private Integration Token (PIT) with the calendars scope enabled.
Key Parameters
body— note content (required for creation)
Important Notes
Appointment notes are tied to the appointment, not the contact. They provide context about what happened during that specific meeting. For broader contact context, use Contact Notes.
A useful pattern: after an appointment, an automated system creates an appointment note summarizing the outcome (notes from a call transcript, for example), then creates a follow-up task on the contact via Contact Tasks.
Common Questions
How are appointment notes different from contact notes? Appointment notes are scoped to a specific booking event. Contact notes are general-purpose and live on the contact record. Use appointment notes for meeting-specific outcomes.
Can the contact see appointment notes? No. Appointment notes are internal to your team.
Related MCP Tools
- Appointment CRUD — The appointment these notes are attached to
- Contact Notes — General notes on the contact record
- Contact Tasks — Create follow-up tasks alongside appointment notes
- Call Operations — Get transcripts to summarize into appointment notes
- Calendar CRUD — The calendar the appointment was booked on