Manage CRM Notes And Tasks
manage_crm_notes_and_tasksWork on one CRM creator's record: add_note / edit_note / delete_note (body, note_id), add_task (title, optional due_at as YYYY-MM-DD or ISO time; a bare date means 09:00 UTC), complete_task / reopen_task / delete_task (task_id), or log_touch to record outreach (channel email, dm, call or other, optional text; the first touch moves a sourced creator to contacted). Returns the updated creator. Free. Only delete when the user asks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| uid | No | Optional Firebase uid. Must match the URL uid unless local fallback is enabled. | |
| body | No | Note text for add_note / edit_note. | |
| text | No | Optional detail for log_touch. | |
| title | No | Task title for add_task. | |
| action | Yes | ||
| due_at | No | Task due date for add_task. | |
| channel | No | For log_touch. | |
| lead_id | Yes | ||
| note_id | No | ||
| task_id | No | ||
| bearer_token | No | Optional Firebase ID token. Hosted clients normally authenticate with an API key header or ?uid= in the URL instead. | |
| idempotency_key | No | Optional. Reuse the same value when retrying this exact call after a timeout so the write happens once; omit for a new write. |