Add note
add_noteAttach a free-form note to any record (account / contact / opportunity / touch). MUST link to at least one. Returns the created note.
When to use: Free-form context that doesn't fit a structured field. Notes are searchable and soft-deleted.
Example: Note on Acme: procurement team requires SOC2 by Q1 — we need a story ready.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | Must not be empty. | |
| touch_id | No | A uuid. | |
| account_id | No | A uuid. | |
| contact_id | No | A uuid. | |
| request_id | No | Retry key: a client-generated UUID. Repeating a call with the same request_id and arguments within 24h replays the earlier result instead of creating a second note; it is never stored on the note. | |
| opportunity_id | No | A uuid. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| account | No |