well_create_note

io.github.WellApp-ai/well-mcp · Verify this server

Save a note in the current workspace now, optionally about one company. Use this tool when the user asks to note, write down or remember a fact about a company or about their work ("Note: Acme wants the mockup by Friday"). A complete order is the yes: the note is saved at once, with no card and no question. Ask only when something it needs is missing: the text, or which company when the user named one you cannot find. A message that starts with "Note:" or "Note :" is always a note, in any language, even when it names a date, a deadline or something to deliver ("Note : Acme veut la maquette pour vendredi"): call this tool, never well_create_task. A task is only for an explicit to-do or reminder the user asks for. REQUIRED: body, the note's own text. Leave out the "Note:" prefix and the company's name: "Note: Acme wants the mockup by Friday" saves the body "wants the mockup by Friday" on Acme. OPTIONAL: title, a short title. company_id, the company the note is about, from well_query_records or well_get_entity. A company_id that is not a live company of this workspace fails and nothing is written: ask the user whether to create the company first, never save the note without it. This tool persists the note now; saveNote only stages a card in the web app and saves nothing. Change a saved note with well_update_note and delete one with well_delete_note. Returns { success: true, created, note } on success (created is false when this same call already saved the note), or { success: false, error } on failure.