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Pipeline CRM MCP by usefulapi

Add note

pipelinecrm_add_note
Destructive

WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNoOptional note title.
contentYesThe note text.
deal_idNoAttach to this deal.
person_idNoAttach to this person.
company_idNoAttach to this company.
note_category_idNoNote category id (see pipelinecrm_list_lookup with kind note_categories).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

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