Contact Notes

Notes are the memory of your CRM. Every call outcome, meeting summary, client preference, and important detail should live as a note on the contact record. Managing notes through MCP means you can automatically log activity from external systems, AI conversation summaries, and integration events without manual data entry.

What This MCP Tool Does

Full CRUD operations on notes attached to contact records. List all notes for a contact, create new notes with formatted content, retrieve individual notes, update existing notes, and delete notes you no longer need. Notes are timestamped and associated with the contact’s activity timeline.

Endpoint Reference

List notes for a contact: GET /contacts/{contactId}/notes Returns all notes on the contact record in chronological order.

Create a note: POST /contacts/{contactId}/notes Adds a new note to the contact. The note body supports plain text content.

Get a specific note: GET /contacts/{contactId}/notes/{noteId} Retrieve a single note by its ID.

Update a note: PUT /contacts/{contactId}/notes/{noteId} Modify the content of an existing note.

Delete a note: DELETE /contacts/{contactId}/notes/{noteId} Permanently removes the note from the contact record.

Authentication

Requires a Private Integration Token (PIT) with the contacts scope enabled.

Key Parameters

• body — the note content (required for creation)
• userId — optional, the user ID associated with the note (who wrote it)

Important Notes

Notes created via MCP appear in the contact’s activity timeline alongside manually created notes, emails, SMS messages, and other interactions. They provide context for anyone viewing the contact record.

There’s no search-across-notes endpoint. Notes are always scoped to a specific contact. If you need to find notes containing specific text, you’d need to retrieve notes per contact and search client-side.

Notes are plain text. There’s no rich text formatting, HTML support, or file attachment capability on notes. For richer documentation, consider using the note body to include structured data or linking to external documents.

Common Questions

Can I use notes to log AI conversation summaries automatically? Yes. This is one of the most valuable use cases. After an AI agent handles a conversation, use the Call Operations tool to get the transcript, summarize it, and post the summary as a note via this tool.

Are notes visible to the contact? No. Notes are internal to your team. Contacts cannot see notes on their own record.

Is there a character limit on note content? There’s no documented hard limit, but extremely long notes may not render well in the UI. Keep notes concise and purposeful.

Can I attach files to notes? No. Notes are text-only. For file attachments, use the Attachment Handler within conversations.

Related MCP Tools

• Contact CRUD — Access the contact record notes are attached to
• Contact Tasks — Create follow-up tasks alongside note documentation
• Call Operations — Get call transcripts to summarize into notes
• Conversation CRUD — Access conversation history for note context
• Appointment Notes — Notes specifically tied to appointments