Client notes
list_client_notesRetrieve a client's notes—plans, cases, tasks, risks—sorted newest first, with filters for type, date, text, or attachment. Redacts sensitive data by default.
Instructions
Notes for one client, including notes on their plans, cases, tasks and risks, newest first by default: type (call, note, meeting, email), what the note is about, author, contents. Filter by type, date range, text, or what the note is attached to. Emails, phone numbers and postcodes in the contents are redacted unless include_contact_details; bank details, card and National Insurance numbers and dates of birth always. Uses GET /api/v1/client/{client_uuid}/all-notes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Notes created up to this date (filter[date_to]) | |
| from | No | Notes created from this date (filter[date_from]) | |
| sort | No | Sort field; prefix with - for descending | -created_at |
| type | No | filter[type] | |
| contains | No | Only notes whose contents contain this text (filter[contents]) | |
| attached_to | No | Only notes on this kind of record (filter[notable_type]) | |
| client_uuid | Yes | Client account UUID | |
| max_results | No | Most records to return; lists are fetched 100 per request, up to 10 requests | |
| include_contact_details | No | Include email addresses, phone numbers and postcodes in the note contents, author and account. Off by default. |