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)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "wealthbox-create-note",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"body": "Body",
"linkedToId": "Linked To ID"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "wealthbox",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "wealthbox-create-note",
arguments: {
body: "Body",
linkedToId: "Linked To ID",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| 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
- Source
- View on GitHub ↗