CRM Manager API · people

Post a note about a person — a dated remark on their timeline, never edited afterwards

POST /people/{personId}/notes

The body is sealed under the person's own key before the fact is written, because staff commentary about someone is personal data about them: erasing the person destroys the key and the note's words with it, leaving the entry readable as "a note was posted" and nothing more. An erased person takes no new notes (409 PersonErased). Appends crm.note-posted. reference (the caller's own key for the act — the composer mints one per submission) is required and is the idempotency key: a retry with the same reference returns the note already posted and appends nothing.

Access

Requires customers:write.

How scopes come from roles: Scopes and roles. Getting a token: Authentication and app tokens.

Retries

reference (the caller's own key for the act — the composer mints one per submission) is required and is the idempotency key: a retry with the same reference returns the note already posted and appends nothing.

A retry with the same key answers 201, with what the first call recorded.

Why every write carries a key: Idempotency and retries.

Facts appended

  • crm.note-posted

What a fact is: Facts and the journal.

AI agent tool

Agents call this as crm_post_person_note (CRM: Post person note), in the crm toolset.

Connecting an agent: AI agents.

Example

curl
curl -X POST 'https://crm.getmanifold.io/people/psn_01a1588a-0c41-7d2e-9a10-3b5c6d7e8f90/notes' \
  -H "Authorization: Bearer $MANIFOLD_TOKEN" \
  -H 'Content-Type: application/json' \
  -d '{
  "reference": "note:7f3a2c",
  "body": "Prefers deliveries before 10am. Dock is round the back."
}'
JavaScript (fetch)
const response = await fetch("https://crm.getmanifold.io/people/psn_01a1588a-0c41-7d2e-9a10-3b5c6d7e8f90/notes", {
  method: "POST",
  headers: { Authorization: `Bearer ${process.env.MANIFOLD_TOKEN}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "reference": "note:7f3a2c",
    "body": "Prefers deliveries before 10am. Dock is round the back."
  }),
});
if (!response.ok) throw new Error(`${response.status}: ${await response.text()}`);
const answer = await response.json();
Request body · application/json
{
  "reference": "note:7f3a2c",
  "body": "Prefers deliveries before 10am. Dock is round the back."
}
Response · 201 · application/json
{
  "id": "note_01a1588b-3e50-7f61-8a72-9b8c7d6e5f40",
  "subjectId": "psn_01a1588a-0c41-7d2e-9a10-3b5c6d7e8f90",
  "body": "Prefers deliveries before 10am. Dock is round the back.",
  "by": {
    "_tag": "user",
    "id": "usr_01a15889-fa80-7b11-8c22-3d4e5f6a7b8c"
  },
  "postedAt": "2026-10-20T09:20:00.000Z"
}

The panel writes this call in other languages. It does not send it: Manifold's APIs do not take calls from a web page on another site, so run the call from your own code or terminal. The whole API as OpenAPI: crm-manager.openapi.json. Base URL https://crm.getmanifold.io.

Errors

Every refusal is a status and a JSON body whose _tag names it. A refused call changes nothing.

401

RefusalWhat it meansWhat to do
Unauthorized reason The token is missing, expired or not one Manifold issued.Get a fresh token and send the call again.
TokenAlreadyUsed tokenId A single-use app token was already spent.Mint a new token for this call.

402

RefusalWhat it meansWhat to do
SubscriptionRequired status The organization's subscription has lapsed, so writes are refused.An owner settles billing. Reads still work meanwhile.

403

RefusalWhat it meansWhat to do
TenantRequired userId The token names no organization.Choose the organization, then get a new token.
ScopeRequired required The token's roles do not grant the scope this call needs.Ask an owner or admin for a role that grants it.

404

RefusalWhat it meansWhat to do
PersonNotFound personId No such record in this organization.Check the id in the path or the body.

409

RefusalWhat it meansWhat to do
PersonErased personId The person was erased at their request and holds no details.Nothing can change an erased person.
MirroredFromSource source This area is fed by your source system until the organization goes live.Make the change in the source system, or go live first.

503

RefusalWhat it meansWhat to do
RequestLogUnavailable tokenId, reason The service could not record the request, so it did nothing.Send the same request again, with the same key.

How refusals work everywhere: Errors.