Create notes template

Add a custom notes template to the workspace.

MCP tool bluedot_write → create_template

write Confirm

Needs the Pro plan or higher. A shared template is visible to everyone in the workspace, who can then use it, so it reaches other people; a private one reaches nobody. Returns the template ID. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_template
NameTypeDescription
name string required string Template name, for example a call type.
prompt string required string The prompt that tells the AI how to write the notes. It may ask for a table or a checklist.
model string string AI model as the Add Template form lists it, for example Claude 4.6 Sonnet or GPT-5.
visibility string string private (only you, default) or shared (everyone in the workspace).
workspace_id string string Workspace ID from list_workspaces. Leave out to use your current workspace.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "bluedot_write",
    "arguments": {
      "operation": "create_template",
      "arguments": {
        "name": "Jane Doe",
        "prompt": "prompt"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "template_id": "t_41c7a9f3",
    "name": "Sales call",
    "model": "Claude 4.6 Sonnet",
    "visibility": "shared"
  },
  "isError": false
}

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