MCP Server for Zoho CRM

Build 24.0.9300

Notes

Create, update, delete, and query information regarding notes.

Table-Specific Information

Note: The Bulk API is not supported by the Notes table. Due to this, if you are using the Bulk API (UseCOQL set to False and APIType set to Bulk), the server will instead use the REST API (with its associated limitations) when working with notes data. Refer to v2, v2.1, or v4 (in accordance with the value you set for Schema) to see the limits imposed by the REST API.

Select

The server uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the server.

  • NoteTitle supports the '=, LIKE' operators.
  • NoteContent supports the '=, LIKE' operators.
  • CreatedTime supports the '=' operator.
  • ModifiedTime supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Notes WHERE Id = '3152079000000153079'

SELECT * FROM Notes WHERE NoteTitle = 'Deal details'

Insert


INSERT INTO Notes (ParentID_Id, ModuleName, NoteContent) VALUES ('3276571000000184007', 'Leads', 'Janet converted this lead.') 

Required fields: ParentID_Id (the Id of the item in which you are inserting the note to), ModuleName (the API name of the module you are inserting the note to), NoteContent.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Notes WHERE Id = '3152079000000488014'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Notes SET NoteTitle = 'Changed from the API.' WHERE Id = '3152079000000304003'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Id

NoteOwner_Id String False

NoteOwner Id

NoteOwner_FirstName String True

NoteOwner FirstName

NoteOwner_LastName String True

NoteOwner LastName

NoteOwner_Email String True

NoteOwner Email

NoteOwner_Name String True

NoteOwner Name

NoteTitle String False

NoteTitle

NoteContent String False

NoteContent

ParentID_Id String False

ParentID Id

ParentID_Name String True

ParentID Name

CreatedBy_Id String False

CreatedBy Id

CreatedBy_FirstName String True

CreatedBy FirstName

CreatedBy_LastName String True

CreatedBy LastName

CreatedBy_Email String True

CreatedBy Email

CreatedBy_Name String True

CreatedBy Name

ModifiedBy_Id String False

ModifiedBy Id

ModifiedBy_FirstName String True

ModifiedBy FirstName

ModifiedBy_LastName String True

ModifiedBy LastName

ModifiedBy_Email String True

ModifiedBy Email

ModifiedBy_Name String True

ModifiedBy Name

CreatedTime Datetime False

CreatedTime

ModifiedTime Datetime False

ModifiedTime

Associated_Id Long False

Associated_Id

ModuleName String False

ModuleName

Attachments String False

Attachments

Editable String False

Editable

IsSharedToClient String False

IsSharedToClient

State String False

State

VoiceNote String False

VoiceNote

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field.

Trigger String

To trigger the rule while inserting record into CRM account.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

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Build 24.0.9300