Create a meeting
Create a new meeting, optionally linked to households, contacts, and businesses in the same book. Only past meetings can be logged via the API.
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Headers
Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.
Body
The book ID
"abc123xyz"
Meeting title
"Client Review"
Meeting start time (ISO8601). Must be in the past.
"2024-01-15T10:00:00Z"
Meeting end time (ISO8601)
"2024-01-15T11:00:00Z"
Meeting notes (markdown)
"## Agenda\\n\\n- Review portfolio"
Optional contact IDs in the meeting book to link on creation.
Optional business IDs in the meeting book to link on creation.
Array of household IDs to link to this meeting
Response
meeting created
instant, calendar_event, imported, logged AI-generated summary (markdown). When the firm requires an AI notice, it is appended as a final italic paragraph.