Notes on leads
Write notes on a lead that your whole team can see.
Connect the MCP server, then just ask.
| get_lead_comments | Get the comments (team notes) on a lead. | Read-only |
| add_lead_comment | Add a note to a lead, visible to everyone on the account's team, signed with the connected user's name. | Changes data |
| update_lead_comment | Replace the text of an existing lead comment. | Deletes data |
| delete_lead_comment | Permanently delete a comment from a lead. | Deletes data |
Use case
Add a note to this lead: called them, follow up on Friday.
Called add_lead_commentShow input
{
"leadId": "6530c1d2e3f4a5b6c7d8e9f2",
"content": "Called them, follow up on Friday."
}