add_note
Add a note to a party, opportunity, or project using markdown. Optionally backdate the timestamp for historical imports.
Instructions
Add a note to a party, opportunity, or project. Provide exactly one of partyId, opportunityId, or projectId. The note is always attributed to the API-token owner — there is no override for the author (a creatorId parameter would enable audit-attribution spoofing on shared-connector deployments, so it is intentionally not exposed). Optional entryAt lets you backdate the note's authored-at timestamp for legitimate historical-import workflows.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| content | Yes | Note body text. Stored verbatim and treated as MARKDOWN — Capsule's web UI renders the markdown when displaying. Pass markdown source ('# Heading', '**bold**', '- bullet'), not HTML. | |
| partyId | No | Link note to a party (mutually exclusive with opportunityId/projectId) | |
| opportunityId | No | Link note to an opportunity (mutually exclusive with partyId/projectId) | |
| projectId | No | Link note to a project (mutually exclusive with partyId/opportunityId) | |
| entryAt | No | ISO-8601 timestamp for when this note actually happened (e.g. '2024-03-15T14:30:00Z'). Defaults to now. Use this for backdating historical notes when migrating from another system. `entryAt` is preserved across subsequent update_entry calls; only `updatedAt` advances on edits. Note attribution flows to the API-token owner — there is no way to record a note as authored by a different user via this connector (a `creatorId` parameter would enable audit-attribution spoofing on shared-connector deployments, so it is intentionally not exposed). |