notes_save
Save a fact or note into the agent's memory. Use scope to choose visibility: 'workspace' = visible to every agent in this workspace (use for shared facts, project conventions); 'agent' = private to this agent (use for personal working notes); 'thread' = scoped to one conversation (use for thread-...
This record as markdown: /tools/io-github-saloprj-dialogbrain/notes-save.md
What notes_save does on Dialogbrain
AI agents use notes_save to create or update resources in Dialogbrain, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Dialogbrain environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
key | string | Yes | Short identifier for this note (must not start with '__' — reserved) |
scope | string | Yes | Scope of the note. 'workspace' = shared across all agents; 'agent' = private to this agent (was 'global' pre-PR1); 'thread' = per-conversation; 'person' = per-c |
value | string | Yes | The note content |
pinned | boolean | — | Pin this note so it's always loaded first. Default false. |
scope_ref_id | string | — | Reference ID — thread_id (for scope=thread) or person_id (for scope=person). Required for thread/person scope. In MCP mode (no thread context), must be passed e |
target_agent_id | integer | — | Target notebook. In agent mode optional (defaults to your own); required from MCP. Agents cannot target other agents' notebooks. Ignored when scope='workspace' |
expires_in_hours | integer | — | Auto-delete after N hours. Omit for permanent notes. |
Parameters from the server's own tool schema.
Why notes_save is rated Medium
The tool creates or updates notes/facts in agent memory with configurable scope (workspace, agent, thread, person). This is a write operation—it modifies state reversibly.
From the tool's definition Tool description states 'Save a fact or note into the agent's memory' and 'If a note with the same key+scope exists it will be updated.' This is a create/modify operation with reversible effects.
Risk signalsBulk/mass operation — affects multiple targets
Attacks that exploit this kind of access
The rule that runs notes_save safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Dialogbrain, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For notes_save, this is the rule to start with:
notes_save stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Dialogbrain, apply this rule, and every notes_save call is checked against it from then on.
Questions about notes_save
Save a fact or note into the agent's memory. Use scope to choose visibility: 'workspace' = visible to every agent in this workspace (use for shared facts, project conventions); 'agent' = private to this agent (use for personal working notes); 'thread' = scoped to one conversation (use for thread-specific reminders); 'person' = scoped to one contact (use for per-contact context). If a note with the same key+scope exists it will be updated. Do NOT use this tool for behavioral rules or corrections — use feedback.save for those. It is categorised as a Write tool in the Dialogbrain MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
notes_save accepts 7 parameters: key, scope, value, pinned, scope_ref_id, target_agent_id, expires_in_hours. Required: key, scope, value. The full parameter table on this page comes from the server's own tool schema.
Register the Dialogbrain MCP server in PolicyLayer and add a rule for notes_save: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Dialogbrain. Nothing to install.
notes_save is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the notes_save rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for notes_save. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
notes_save is provided by the Dialogbrain MCP server (https://api.dialogbrain.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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