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CRM: Add note

highlevel_add_note

Add a note to a HighLevel contact — useful for recording what was agreed or what you changed. Additive and visible to the agency's team.

Input Schema

NameRequiredDescriptionDefault
noteYes
confirmNoLeave false to preview: nothing changes and the preview shows exactly what would happen. Set true only after the user has agreed to this exact change.
contact_idYes
location_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedInput schema / properties / confirm / default
      Added value: +false
    • addedInput schema / properties / confirm / description
      Added value: +"Leave false to preview: nothing changes and the preview shows exactly what would happen. Set true only after the user has agreed to this exact change."
  2. First observed

TDQS

B3.2/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare the safety profile (readOnlyHint=false, destructiveHint=false, idempotentHint=false). The description adds 'Additive and visible to the agency's team,' which usefully discloses audience/visibility beyond the annotations, but says nothing about auth needs, rate limits, or the preview/confirm flow.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

A single efficient sentence that front-loads the action and resource, then adds usage and behavior. No wasted words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a mutation tool with annotations covering safety and no output schema, the description covers purpose, usage, and some behavior. It remains thin on parameter semantics, which is the main gap given the low schema coverage.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 25% (only 'confirm' is documented). The description does not explain location_id, contact_id, or the note content/format, so it fails to compensate for the undocumented parameters.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource ('Add a note to a HighLevel contact'), so an agent knows exactly what the tool does and the target object. It does not explicitly distinguish itself from the sibling autopilot_note, but the HighLevel contact scope is clear.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives an implied use case ('recording what was agreed or what you changed'), which contextualizes when the tool is appropriate. However, it names no alternatives and provides no when-not-to-use guidance, so routing between this and sibling note/log tools is left to inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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