> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clustr-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> One shared note on every person, account and warm intro, readable and writable in the app, the API and MCP

A note is what your team knows about a record that no field holds: "Patrick is an
investor, ask Anaïs before requesting an intro through him", "renewal talks start in
March", "met at the offsite, warm". Every record your team looks at can carry one.

| Record | Where it shows in the app | API | MCP |
| - | - | - | - |
| **Person** (connector or prospect) | The person's page, under Owner. Also shown, read only, when someone requests an intro through them | [Get](https://docs.clustr-ai.com/api-reference/get-person-note.md), [Set](https://docs.clustr-ai.com/api-reference/set-person-note.md), [Clear](https://docs.clustr-ai.com/api-reference/clear-person-note.md) Person Note | `get_person_note`, `set_person_note`, `clear_person_note` |
| **Account** | The account's page, under Targeting | [Get](https://docs.clustr-ai.com/api-reference/get-account-state.md) and [Set](https://docs.clustr-ai.com/api-reference/set-account-state.md) Account State (`notes`) | `get_account_note`, `set_account_note`, `clear_account_note` |
| **Warm intro** (one connector and one prospect) | The Notes column of the People table | [Get](https://docs.clustr-ai.com/api-reference/get-opportunity.md) and [Update](https://docs.clustr-ai.com/api-reference/update-opportunity.md) Opportunity (`notes`) | `get_opportunity`, `update_opportunity` |

## One note per record, shared by the workspace

Each record has **one** note, not a thread. Any member of the workspace can read and
edit it, and everyone sees the same text. Notes stay in Clustr: they are not synced to
your CRM.

A write **replaces** the note. To add a line, read the note first and send the combined
text. That is also what an assistant does over MCP: `set_person_note` and
`set_account_note` say so in their descriptions.

## Clearing a note

An empty or whitespace-only note **clears** it, on every record and every surface: the
app, the API and MCP. Emptying the box in the app, a `PUT` with an empty `body` or
`notes`, and `set_person_note` with an empty note all remove the note. The explicit
routes still work too: `DELETE /v2/persons/{person_id}/note`, `clear_notes: true` on an intro,
and the `clear_*_note` tools.

## A dismissal is not a note

Dismissing an account can record why (the suggested dismissal does, and
`dismiss_account` takes a `reason`). That reason is the account's `dismiss_reason`, a
field of its own, and it never overwrites the account's note.

## A person's note belongs to the person

A person can be a connector (someone who introduces you), a prospect (someone you want
to reach), or both. Their note is on the person, not on either role, so the note you
write on a connector's page is the one shown when a colleague requests an intro
through them, and the one `get_person_note` returns.

A person's note is keyed on their LinkedIn id. When Clustr learns that two LinkedIn ids
are the same person, the note moves with them.

You can write a note on anyone who is one of your connectors or appears in one of your
warm intros. Anyone else answers `404`.

## Who edited it, and when

Every note carries its last edit, and the app shows it as "Edited by X, date":

* a person note: `updated_at`, `updated_by` and `updated_by_name`;
* an account note: `notes_updated_at`, `notes_updated_by` and `notes_updated_by_name`.
  These move only when the note does. The account's own `updated_at` moves on every
  change to it, a new tier included;
* a warm intro's note: `notes_updated_at` and `notes_updated_by_name` in the `tracking`
  block of [Get Opportunity](https://docs.clustr-ai.com/api-reference/get-opportunity.md). They too move only when
  the text changes.

The name is the member's name in your [owner directory](https://docs.clustr-ai.com/api-reference/list-owners.md). A
note written with an API key has no author, so these fields are null.

Every edit is also on the record's [activity timeline](https://docs.clustr-ai.com/record-activity.md) as a `notes_set`
event, which says that the note was added, changed or cleared. It never quotes the note.

## Limits

A note is up to 10,000 characters in the app. The person-note API enforces the same
cap.


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