Unofficial Dex CRM MCP Server

Instructions

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);
      }
    }
  );