Integration

dialnote integration

dialnote is an AI business phone system. Through its public API an agent can read and manage the organization's contacts (create, update, import, delete, notes, activity feed), read call logs with transcripts, AI summaries and tags, download call recordings, browse conversations and their unified call, text and note timeline, send or schedule SMS from the organization's numbers, add notes, mark conversations read, and read AI voice agents, knowledge bases, team members and call reports. Contacts, calls, recordings, messages and team members are personal data. The bulk contact update by filter (its filter format is undocumented) and webhook subscriptions are not exposed. API access needs a Business or Pro plan; an org owner or admin creates the key under Settings, API Keys (it starts with dn_live_ and is sent as a Bearer token). A read-only key can run every read and gets 403 on writes. Limits: 200 requests per minute per key, 1000 per organization.

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When this happens, do that in dialnote.Built from the 40 dialnote tools below, on the connection you add once.

What you can do with dialnote

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Each badge shows the default agent permission of an endpoint (allowed: an agent calls it without asking; ask first: you are asked before an agent calls it, when the agent or chat asks permission for sensitive actions; never: no agent may call it), which every user can change endpoint by endpoint in their credential settings.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 7 operations

bulk_delete_contactsBulk delete contactsDELETEAgents: ask firstPermanently deletes several contacts by id in one call. Returns data.count, the number deleted.
create_contactCreate contactPOSTAgents: ask firstCreates a contact in the organization's shared contact list from a phone number (required) and optional name, email, company, job title, background and custom properties. Returns the new contact with its id.
delete_contactDelete contactDELETEAgents: ask firstPermanently deletes a contact from the organization. Needs a full-access API key.
get_contactGet contactGETAgents: ask firstReturns one contact (personal data): phone number, country code, first and last name, email, company, job title, background, custom property values and timestamps.
import_contactsImport contactsPOSTAgents: ask firstCreates many contacts in one call from an array (phoneNumber required on each). Returns how many were created, skipped as duplicates or refused, with the row and reason of each duplicate and error.
list_contactsList contactsGETAgents: ask firstLists the organization's contacts (personal data: names, phone numbers, emails), 50 per page by default, with optional text search, sorting and page number. Answers data.contacts plus total, page, limit and totalPages.
update_contactUpdate contactPUTAgents: ask firstChanges the given fields of an existing contact; fields left out keep their current value. Returns the updated contact.

Conversation note, 5 operations

create_conversation_noteCreate conversation notePOSTAgents: ask firstAdds an internal note (Markdown, up to 5000 characters) to a conversation's timeline; the team sees it in dialnote, the external contact does not. Returns the note.
delete_conversation_noteDelete conversation noteDELETEAgents: ask firstPermanently deletes a conversation note.
get_conversation_noteGet conversation noteGETAgents: ask firstReturns one conversation note: its Markdown content, author (id, name, email), conversation id and timestamps.
list_conversation_notesList conversation notesGETAgents: ask firstLists the internal notes on a conversation (Markdown content, author, timestamps), 20 by default.
update_conversation_noteUpdate conversation notePATCHAgents: ask firstReplaces the content of a conversation note. Returns the updated note.

Contact note, 4 operations

create_contact_noteCreate contact notePOSTAgents: ask firstAdds a plain-text note (up to 5000 characters) to a contact; the team sees it in dialnote. Returns the note.
delete_contact_noteDelete contact noteDELETEAgents: ask firstPermanently deletes a contact note.
get_contact_noteGet contact noteGETAgents: ask firstReturns one contact note: its plain-text content, author (id, name, email), contact id and timestamps.
list_contact_notesList contact notesGETAgents: ask firstLists the notes on a contact (plain-text content, author, timestamps), 20 by default, paged with cursor.

Conversation, 4 operations

get_conversationGet conversationGETAgents: ask firstReturns one conversation with its contact, assignee and a unified timeline of calls, texts and notes (newest first, paged with cursor). Personal data. anchorEntryId centres the window on one entry.
list_conversationsList conversationsGETAgents: ask firstLists conversations (one thread per external phone number: calls, texts and notes) with status, assignee, last activity, last message preview and unread count. Filter by status, assignee, number, channel, contact, read state or text.
mark_conversation_readMark conversation readPOSTAgents: ask firstMarks a conversation as read and resets its unread count. Changes what the team sees in dialnote. Returns data.success.
update_conversation_read_statusUpdate conversation read statusPATCHAgents: ask firstSets a conversation's read status to READ or UNREAD (to flag it for follow-up). Returns the conversation id, the user id, lastReadAt and the new status.

Call log, 3 operations

get_call_logGet call logGETAgents: ask firstReturns one call log by its id or provider call SID: caller and callee numbers and names, direction, status, timing, recording and transcription (segments, AI summary), AI tags, captured lead values and participants. Personal data.
list_call_logsList call logsGETAgents: ask firstLists the organization's calls, newest first (50 by default): numbers, direction, status, duration, recording and transcription state, AI summary and tags. Filter by status, direction and since/until; page with cursor.
list_call_logs_by_phone_numberList call logs by phone numberGETAgents: ask firstLists the calls made or received on one of the organization's phone numbers, as a page: data (the call logs), hasMore, nextCursor and total. Personal data.

Message, 3 operations

cancel_scheduled_messageCancel scheduled messagePOSTAgents: ask firstCancels a scheduled message before it is sent. Returns the canceled message.
list_messagesList messagesGETAgents: ask firstLists the text messages of a conversation (50 by default, up to 100): body, direction, status, author, attachments with time-limited URLs, delivery times and price. Personal data. Page with nextCursor.
send_messageSend messagePOSTAgents: ask firstSends a real text from one of the organization's messaging channels (list_messaging_channels): SMS, MMS with attachments, or WhatsApp on a WhatsApp channel. The recipient receives it and the account pays for it. scheduledAt queues it instead.

Ai agent, 2 operations

get_ai_agentGet ai agentGETAgents: ask firstReturns one AI voice agent's configuration: identity, interaction style, task steps, guardrails, greetings, voice, language, model settings, lead capture fields, tool drafts and knowledge base ids.
list_ai_agentsList ai agentsGETAgents: ask firstLists the organization's AI voice agents in summary: name, type, engine, voice, language, greeting, enabled flag, knowledge base ids, tool counts and the phone numbers each answers. Use get_ai_agent for the full configuration.

Ai knowledge base, 2 operations

get_ai_knowledge_baseGet ai knowledge baseGETAgents: ask firstReturns one AI knowledge base with its sources: web pages (url), uploaded documents (filename, file_url) and text entries (title, content_url), each with its status.
list_ai_knowledge_basesList ai knowledge basesGETAgents: ask firstLists the organization's AI knowledge bases (the documents and pages AI agents answer from): name, status and whether automatic refresh is on.

Recording, 2 operations

download_call_recordingDownload call recordingGETAgents: ask firstDownloads the audio recording of a call as an MP3 file. A recorded phone conversation is personal data. Only calls whose hasRecording is true have one.
get_recording_infoGet recording infoGETAgents: ask firstReturns the recording state of a call: whether a recording exists (hasRecording), its status, its recording SID and the call duration in seconds.

Ai participation, 1 operation

list_call_ai_participationsList call ai participationsGETAgents: ask firstLists the AI agents that took part in a call: agent id and name, status, start and end time, duration, segment recording URL, caller sentiment, whether the call succeeded and the AI call summary.

Call report, 1 operation

get_call_stats_reportGet call stats reportGETAgents: ask firstReturns call statistics for a date range (last 30 days by default): totals, outcomes and a timeline by day, week or month, optionally filtered by agents, phone numbers and AI tags.

Contact activity, 1 operation

list_contact_activitiesList contact activitiesGETAgents: ask firstLists a contact's activity feed, newest first: each item is a call (data holds the full call log) or a note (data holds the note text and author). Personal data. Page with cursor.

Contact custom property, 1 operation

list_contact_custom_propertiesList contact custom propertiesGETAgents: ask firstLists the organization's active custom contact property definitions: name slug (the key used in customProperties), label, type, whether required, and the options of select and multi-select properties.

Conversation stats, 1 operation

get_conversation_statsGet conversation statsGETAgents: ask firstReturns how many conversations the organization has open and how many are unread.

Disposition report, 1 operation

get_disposition_summaryGet disposition summaryGETAgents: ask firstReturns call disposition (reason for the call) statistics for a date range (last 7 days by default): totals, average duration and first-call resolution against the previous period, the top disposition and a breakdown.

Messaging channel, 1 operation

list_messaging_channelsList messaging channelsGETAgents: ask firstLists the organization's enabled SMS channels that can send: id (the messagingChannelId of send_message), channel type, number in E.164 and display name.

Team member, 1 operation

list_team_membersList team membersGETAgents: ask firstLists the organization's team members (personal data): user id, name, email, profile image, role, join date and current availability (AVAILABLE, AWAY, DO_NOT_DISTURB or ON_CALL).

Use dialnote from Claude Code, Cursor or Codex

Connect dialnote in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its dialnote operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect dialnote

Create your workspace
Sign up free. Nothing to install.
Connect dialnote once
Add your dialnote connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.