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add_customer_note

write:customers

Add a note to a customer record. Great for recording preferences, issues, or follow-up reminders.

Input Parameters

Parameters

PropertyTypeDescription
customerIdrequiredstringCustomer UUID
noterequiredstringNote content (1-2000 chars)
categorystring(default: general)Note category (general, preference, issue, followup)

Response

Response Schema

PropertyTypeDescription
customerIdrequiredstringCustomer UUID
noteAddedrequiredbooleanSuccess indicator
totalNotesrequirednumberTotal notes after adding

Example

Requestjson
{
  "type": "tool",
  "name": "add_customer_note",
  "params": {
    "customerId": "customer-uuid",
    "note": "Prefers appointments in the morning. Allergic to certain products.",
    "category": "preference"
  }
}
Responsejson
{
  "success": true,
  "data": {
    "customerId": "customer-uuid",
    "noteAdded": true,
    "totalNotes": 5
  }
}

cURL Example

curl -X POST https://app.bizily.io/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{\n  "type": "tool",\n  "name": "add_customer_note",\n  "params": {\n    "customerId": "customer-uuid",\n    "note": "Prefers appointments in the morning. Allergic to certain products.",\n    "category": "preference"\n  }\n}'

Required scope: This tool requires the write:customers scope. Make sure your API key has this permission enabled in Settings → Developer.