---
ref: tool:close/create-note
name: Create a note
company: company:close
workflows: []
access: [mcp, api]
tags: [capability:manage-crm, category:crm, has:api, has:mcp]
docs: https://developer.close.com/api/resources/activities/notes/create
updated: 2026-09-27
---

# Create a note

Logs a note activity on a lead, optionally tied to one of its contacts.

`lead_id` is required. Send the text as plain `note` or rich-text
`note_html`, and set `pinned` to pin the note on the lead.

## Set up

Use the first option your agent supports.

### MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

```json
{ "mcpServers": { "close": { "url": "https://mcp.close.com/mcp" } } }
```

Call the MCP tool `create_note`.

Server URL: https://mcp.close.com/mcp

### API (official)

- Base URL: https://api.close.com/api/v1
- Endpoint: `POST /activity/note/`
- Auth: send the header `Authorization: Basic $CLOSE_API_KEY`
- Docs: https://developer.close.com/api/overview

Before doing anything else, make one read-only call to confirm access.

## Rules

- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.