add_client_note
Add a note to a client record to document interactions like phone calls or site visits. Specify the client, note content, and optionally pin the note for visibility.
Instructions
Add a note to a client's record. Useful after a phone call or site visit.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"client_id": "<client_id>",
"body": "<body>"
},
"name": "add_client_note"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | ||
| pinned | No | ||
| client_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |