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manage_whatsapp_deal_notes

Comprehensive WhatsApp deal note management tool supporting all note operations. A note is what somebody wrote on a sales deal; a note that carries a due date IS a task. Perfect for managing sales notes, tracking tasks, and attaching files to deals. Supports both standalone notes and comments nested under deal history events.

Available actions:

  • list: Retrieve all notes for a deal with filtering and metadata

  • create: Create a new note (optionally as a task with due date, or as a comment on a deal event)

  • update: Update note text, due date, completion status, or file attachments

  • delete: Remove a note (requires confirmation)

Note: The Sales Funnel API is available on the Platform Professional subscription and above. Write endpoints return HTTP 403 when the account's plan does not include it; read endpoints are deliberately NOT plan-gated. Restricted agents (plain agent role) only ever receive their own deals, regardless of filters.

Input Schema

NameRequiredDescriptionDefault
doneNoCompletes the task (true) or reopens it (false). Update only.
skipNoNumber of notes to skip (>= 0). List only.
textNoNote body (required for create, optional for update)
dueAtNoISO 8601 date-time string. A note that has one IS a task. On update, passing null turns the task back into a plain note.
eventNoId of one of the deal's own history events. Create only, set at birth and never moved. Makes the note a comment nested under that event.
filesNoIds of previously uploaded files to attach. Upload them first with the file-upload tools (POST /files). On BOTH create and update this means the COMPLETE list the note carries afterwards, never a delta: ids missing from the list are detached, and an empty array [] removes all of them. Accepted attachment types: images (jpeg, png, webp), PDF, Word, Excel, PowerPoint, plain text and markdown.
limitNoMaximum number of notes to return (1-200, default 50). List only.
actionYesAction to perform on deal notes
dealIdNoDeal ID (required for all actions)
noteIdNoNote ID (required for update and delete)
confirmDeletionNoConfirmation flag required for delete action

Schema Changelog

Changes observed during successful MCP inspections.

No schema history has been recorded yet.

TDQS

A3.9/5.0
Behavior5/5

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

With no annotations, the description carries the full burden and does so well: it discloses plan gating (write endpoints return 403 on unsupported plans, reads are not gated), restricted agent visibility (only own deals), that delete requires confirmation, that dueAt null on update turns a task into a plain note, and that file attachments use full-list semantics (not delta). These are important behavioral traits beyond the schema.

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?

The description is front-loaded with purpose and action list, then follows with important behavioral notes. It is somewhat lengthy but every sentence contributes useful context, and the bulleted action list aids scanning. Minor redundancy in the opening phrase keeps it from a 5.

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

Completeness4/5

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

Given the absence of annotations and output schema, the description is quite complete: it covers plan requirements, agent restrictions, confirmation needs, update side effects, and file attachment semantics. It does not detail the exact return shape for list actions, but for a tool of this complexity it provides enough to invoke correctly.

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 the schema already documents all 11 parameters in detail. The description reinforces the note/task relationship via dueAt and outlines action-specific requirements, but it adds no parameter-level syntax or constraints beyond what the schema provides. Baseline 3 is appropriate when schema coverage is complete.

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: managing WhatsApp deal notes, with a clear list of actions (list, create, update, delete). It defines what a note and task are, which distinguishes the resource from sibling tools like manage_whatsapp_deals. However, it does not explicitly name a sibling tool for contrast, keeping it at a 4 rather than a 5.

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?

The description says it is "Perfect for managing sales notes, tracking tasks, and attaching files to deals," which gives implied use cases. It also notes plan gating and restricted agent behavior. But it does not explicitly state when to choose this tool over alternatives (e.g., manage_whatsapp_deals or file-upload tools), so guidance is only implied.

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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