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List Notes

list-notes-tool
Read-onlyIdempotent

List notes in the CRM with optional filters and pagination.

Input Schema

NameRequiredDescriptionDefault
pageNoPage number (max 1,000,000).
sortNoSort by field. Properties: field (string), direction (asc|desc).
filterNoAn object of conditions. Keys starting with $ are keywords: operators ($eq, $contains, $is_empty, $gt, $gte, $lt, $lte, $has_any, $has_none, $in, $not_in) and logic ($and and $or take a list of condition objects, $not takes one and also returns records where the inner fields are empty). Other keys are names. A filter holds at most 20 conditions, 3 levels of $and, $or and $not, and 2 levels of relations. A list holds at most 100 values. Email values match in any letter case. Phone values match in any format, and the operand needs a country code such as +1 415 555 0100. Link values match in any letter case, with or without the scheme. Domain values match as a bare host or a full URL, with or without www. Tags-input values match the exact stored value. Date-time values match a date without a time, such as 2026-10-01, as that whole day. Email and link fields also take a domain sub-field with $in or $not_in, such as {"domain":{"$in":["acme.com"]}}, which matches the host of each value. $not_in and $has_none also match records where the field is empty. $is_empty takes true or false. Native fields: title, created_at, updated_at, creation_source. Relations take $in, $not_in or $is_empty on record ids, or conditions on the related record that use that record type's own filter names, including custom_fields. Prefer conditions over listing the related records first and passing their ids: companies (company), people (people), opportunities (opportunity). Member relations take $in, $not_in or $is_empty on workspace member ids only, with no nested conditions: creator. custom_fields takes an object keyed by custom field code, each value an operator object. Native fields and relations sit at the top level of filter. get-crm-schema-tool lists those codes with their type and options under filterable_fields.custom_fields, and the operators, matching rule and example of each type under filterable_fields.types. Example: {"title":{"$contains":"Acme"},"$or":[{"creation_source":{"$eq":"api"}},{"created_at":{"$gte":"2026-01-01"}}]}.
includeNoSingular relationships or relationship counts to expand. Use a show tool for to-many records.
per_pageNoResults per page (default 15, max 25).

Output Schema

NameRequiredDescriptionDefault
pageYes
itemsYes
totalYes
has_moreYes
per_pageYes
next_pageYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

C2.9/5.0
Behavior2/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true, and openWorldHint=false, so the safety profile is covered. The description adds nothing beyond that profile: it doesn't mention defaults, ordering, pagination limits, or how 'include' behaves, all of which would be useful behavioral context.

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?

It is a single front-loaded sentence with no filler. It is efficient, though its brevity means it omits context that would help an agent choose and configure the tool.

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?

An output schema exists and annotations fully cover safety, and the input schema fully documents the complex filter. The description is sufficient to identify the tool, but for a five-parameter tool with nested filter objects, it should say more about when to use it and how include differs from filtering.

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

Parameters3/5

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

Schema description coverage is 100%, so page, sort, filter, include, and per_page are already thoroughly documented in the schema. The description only says 'optional filters and pagination' and adds no syntax or meaning beyond what the schema provides; baseline 3 applies when the schema does the heavy lifting.

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 (list notes) and the scope (in the CRM), so an agent can identify the operation. It does not differentiate from siblings such as get-note-tool or list-activity-tool, and it doesn't clarify whether notes are listed globally or per entity.

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

Usage Guidelines2/5

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

There is no explicit when-to-use guidance, no conditions for choosing this over get-note-tool, and no mention of alternatives. The phrase 'with optional filters and pagination' hints at use cases but leaves all selection logic 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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