note1-integrations

note1 integrations

Integrations connect a team's note1 to Slack and to task tools, so action items can become tickets. The integrations are shared by the team, and changing them takes a team admin. All tools take an optional teamId (omit it for the active team). The tool argument is one of slack, linear, jira, github, asana, trello, todoist, motion, notion.

Start by listing

Always call note1_list_integrations first. It returns canManage (true for team admins) and, for each integration, connected, status (active or needs_reauth), the workspace and the settings. Task tools show target (where tickets go), matchMode, autoCreate, closedTicketMode, doneInNote1Mode and, for Trello, doneList. Slack shows defaultChannel and postByDefault.

If the user only wants to know what is connected, stop there and summarize in plain words.

Who can change things

note1_update_integration, note1_connect_integration and note1_disconnect_integration are for team admins. When canManage is false, do not call them. Tell the user a team admin has to do it, and offer to say exactly what to change. If a call returns "Only team admins can manage integrations", relay that, do not retry.

These three tools also need the integrations:write scope. Personal access tokens carry it. A client connected through OAuth before it existed does not have it, and the tools are then missing from the tool list. In that case tell the user to disconnect and reconnect (or re-add) the note1 app in their client and approve "Manage team integrations" on the consent page, or to use a personal access token.

Change settings

1. note1_list_integration_options with the tool shows what a setting can be: the targets (Linear teams, Jira projects, GitHub repos, Trello lists and so on), Trello's done lists, or Slack's channels. The tool must be connected.
2. note1_update_integration changes only the fields you pass, by name or id:
   • target: an id or exact name from the options.
   • matchMode: suggest asks before linking an existing ticket, auto_link links it.
   • autoCreate: create a ticket for every new action item.
   • closedTicketMode: when a linked ticket is closed in the tool, suggest completing the item, auto_close completes it, off.
   • doneInNote1Mode: when an item is marked done in note1, ask, close the ticket, comment on it, or off.
   • Trello only: doneList (id or name, none for no done list, auto for the list named Done).
   • Slack only: defaultChannel (id or name, none to clear) and postByDefault.
3. If a name matches several options the tool lists the ids; ask the user which one. Read back the new settings it returns.