Knowledge CenterAPI ReferencesDalil MCPClaude Skills

Notes

Notes are standalone records that can be linked to people, companies, or opportunities via the Note Relations API. Create the note first, then attach it.

Source:apiDocs/note.md
MethodPathDescription
POST/rest/notesCreate a new note
GET/rest/notes/{id}Get a note by ID
GET/rest/notesList notes
PATCH/rest/notes/{id}Update a note
DELETE/rest/notes/{id}Delete a note
POST/rest/notes

Create a new note. Body content supports plain text or rich bodyV2 format.

Body

titlestring

Note title

bodystring

Plain text body auto-converted to rich format

bodyV2object

{ markdown: string, blocknote: string } for rich content

Requestcurl
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Intro call",
    "body": "Discussed product fit. Sarah is evaluating tools for Q3."
  }'
GET/rest/notes/{id}

Retrieve a single note by UUID.

Parameters

idrequiredUUID

Note ID

depthnumber

1 = include note targets (linked records)

Requestcurl
curl -G "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"
GET/rest/notes

List notes with filtering and sorting.

Parameters

limitnumber

Records per page (default 60)

starting_afterUUID

Pagination cursor

filterstring

Filter expression

order_bystring

Sort field and direction

Requestcurl
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "order_by=createdAt[DescNullsLast]" \
  --data-urlencode "limit=20"
PATCH/rest/notes/{id}

Update a note's title or body. Partial updates send only changed fields.

Parameters

idrequiredUUID

Note ID

Requestcurl
curl -X PATCH "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "body": "Updated: Sarah confirmed Q3 budget approved." }'
DELETE/rest/notes/{id}

Permanently delete a note. Linked note targets (relations) are also removed.

Parameters

idrequiredUUID

Note ID

Requestcurl
curl -X DELETE "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY"

Linking Notes to Records

After creating a note, link it to a person, company, or opportunity using the /rest/noteTargets endpoint:

curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "noteId": "note-uuid",
    "personId": "person-uuid"
  }'

Use personId, companyId, or opportunityId as the relation target.

← PREVIOUSOpportunities
NEXT →Note Relations

Was this page helpful?

Your feedback helps us improve our documentation.