dex_update_note
Modify existing notes in Dex CRM by updating text, meeting type, event time, contacts, or custom emoji to keep records current.
Instructions
Update a note by ID. Can modify the note text, event_time, meeting_type ('call', 'coffee', 'email', 'meal', 'meeting', 'networking', 'note', 'other', 'party', 'text'), associated contacts (timeline_items_contacts), or custom_emoji. The meeting_type_id is resolved automatically.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| noteId | Yes | ||
| note | Yes |
Implementation Reference
- src/tools/timeline.ts:91-117 (handler)Handler and registration for the 'dex_update_note' MCP tool, which updates a note in the Dex system via a PUT request.
server.tool( "dex_update_note", "Update a note by ID. Can modify the note text, event_time, meeting_type ('call', 'coffee', 'email', 'meal', 'meeting', 'networking', 'note', 'other', 'party', 'text'), associated contacts (timeline_items_contacts), or custom_emoji. The meeting_type_id is resolved automatically.", { noteId: z.string(), note: z.object({ note: z.string().optional(), event_time: z.string().optional(), meeting_type: z.enum(meetingTypes).optional(), custom_emoji: z.string().optional(), timeline_items_contacts: z.array(timelineContactSchema).optional(), }), }, async (args) => { try { const noteBody = await enrichNoteBody( args.note as unknown as Record<string, unknown> ); const result = await dex.put(`/v1/timeline/${args.noteId}`, { note: noteBody, }); return toResult(result); } catch (error) { return toError(error); } } );