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Wealthbox ACTION

Create Note

Create a note linked to a contact via POST /notes. Run List Contact Options to find the id of the contact to link the note to. Example: create a note with body Called client to discuss Q3 portfolio review linked to contact id 67890; returns the note object including id, content, linked_to, visible_to, and created_at. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Wealthbox account once, then configure and run Create Note from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "wealthbox-create-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    body: "Body",
    linkedToId: "Linked To ID",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Note inputs
Property Type Description
body Body string
The main body text of the note. Example: Called client to discuss Q3 portfolio review.
Required
linkedToId Linked To ID string
Free-form id of the resource to link the note to. Run List Contact Options first. Example: 67890.
Required
linkedToType Linked To Type string
Type of the linked resource. Defaults to Contact (the only supported type).
Optional
visibleTo Visible To string
Note visibility. One of Everyone or Private. Defaults to Everyone.
Optional
tags Tags string[]
Optional list of tag name strings to attach to the note. Example: portfolio, q3-review.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
wealthbox-create-note
Version
0.0.2
App
Wealthbox
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes