Link two records
link_recordsLink one of the caller's personal records (a note, task, meeting note or a person from their personal contact book) to a CRM lead so it shows up on the lead's timeline (and the lead on the person's card in get_person). Pass 'lead_id', 'object_type' (note/task/meeting/contact) and 'object_id'; an optional 'note' label (e.g. «CEO», «introduced us»). Person↔person relations go through create/update_contact_personal 'relations'. BOTH the lead and the object must belong to the caller — a cross-user/cross-tenant reference is rejected. Idempotent: re-linking the same pair does not duplicate. 'remove': true drops the link (undo); both records stay. CONFIRMATION: this tool runs immediately when the caller asks for it — it writes only their own record, and they can undo it from this same surface, so the request is taken as the instruction. You get an ordinary result, not a plan_token. Everything destructive, outbound or financial still proposes and waits.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"lead_id": "<lead_id>",
"object_type": "<object_type>",
"object_id": "<object_id>"
},
"name": "link_records"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| remove | No | ||
| lead_id | Yes | ||
| object_id | Yes | ||
| object_type | Yes |