Add a note

crm_add_note · Changes data · Markdown

Adds a note to a contact, a company or a deal: what was said, decided or learned.

$0.01 a call

From your agent’s balance. A call that fails costs nothing.

Note on Lukas from Hotel Elbblick: he wants two combi steamers and a dishwasher for the new kitchen by mid-December and asked for 10% off. We promised a quote by Friday.

Your agent callscrm_add_note$0.01 a call

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments

{
  "email": "lukas.meyer@hotel-elbblick.example",
  "title": "Call about the new kitchen",
  "body": "Wants two combi steamers and a dishwasher for the new kitchen by mid-December. Asked for a 10% volume discount; we promised a quote by Friday."
}

What comes back

{
  "note": {
    "id": 4109,
    "contact_id": 4102,
    "title": "Call about the new kitchen",
    "at": "2026-10-14T08:00:00+00:00"
  }
}

Use it when

A call, meeting or message produced something worth remembering.

For something to do later, with a due date, use crm_create_task.

What it does

Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and contact's timelines.

What comes back

The note: its id, title, when, and the contact, company or deal it is on (a deal or company note also has its body, and by and via as crm_timeline gives them). Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`contact_id`	integer	At least 1.
`email`	string	Up to 254 characters.
`deal_id`	integer	At least 1.
`company_id`	integer	At least 1.
`title`	string	Up to 200 characters.
`body`Required	string	Up to 20,000 characters.

The call

Over MCP, call crm_add_note on https://api.conecto.chat/mcp/crm. Over REST:

Terminal

curl -X POST https://api.conecto.chat/v1/tools/crm_add_note \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"email":"lukas.meyer@hotel-elbblick.example","title":"Call about the new kitchen","body":"Wants two combi steamers and a dishwasher for the new kitchen by mid-December. Asked for a 10% volume discount; we promised a quote by Friday."}'

When it refuses

A refused call costs nothing and says what to do next.

Code	When	What to do
`not_found`404	No contact of the business matches that contact_id or email.	Find the person with crm_search and use the id it returns.
`not_found`404	No company of the business has that company_id.	Find the company with crm_search or crm_find_companies and use its id.
`not_found`404	No deal of the business has that deal_id.	Find the deal with crm_find_deals or crm_search and use its id.
`invalid_input`400	The note names no contact, company or deal.	Send contact_id or email, company_id, or deal_id.

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Set up Conecto from https://conecto.chat/SKILL.md

Add a note

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

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