Add Note
affinity_add_noteCreate notes attached to companies, persons, or opportunities in Affinity CRM. Supports plain text or HTML content for rich formatting.
Instructions
Create a new note attached to companies, persons, or opportunities in Affinity.
This is a V1 API endpoint.
IMPORTANT: Notes are add-only. Edit and delete are not supported by this MCP.
Required:
content: Note text (plain or HTML)
At least ONE of: companyIds, personIds, or opportunityIds
Optional:
contentType: "text" (default) or "html" for rich formatting
HTML Content Examples:
Bold: important
Italic: emphasis
Links: Pitch Deck
Lists: Item 1Item 2
Returns (JSON): { "success": true, "note": { "id": number, // New note ID "content": string, "creator_id": number, "organization_ids": number[], "person_ids": number[], "opportunity_ids": number[], "created_at": string // ISO 8601 } }
Example - Add note with link to company: { "content": "Received pitch deck: View Deck", "companyIds": [223449211], "contentType": "html" }
Use Cases:
Record meeting notes
Add document links (Google Drive, Dropbox)
Log call summaries
Document investment decisions
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| content | Yes | Note content (required). Plain text or HTML depending on contentType. | |
| companyIds | No | Company IDs to attach note to. Get IDs from affinity_search_companies. | |
| personIds | No | Person IDs to attach note to. Get IDs from affinity_search_persons. | |
| opportunityIds | No | Opportunity IDs to attach note to. Get IDs from affinity_list_opportunities. | |
| contentType | No | Content type: "text" (default) or "html" for rich formatting with links, bold, etc. | |
| responseFormat | No | Output format: "json" or "markdown". Default: "json" |