Filevine Notes API

openapi: 3.1.0
info:
  title: Filevine Notes API
  description: >
    Notes (Activities) capture the running narrative on a Filevine project —
    typed memos, phone-call logs, portal messages, mentions, and internal
    comments. The Notes API lets external systems append notes, edit notes,
    pin/unpin notes, and read the project activity stream.
  version: '2.0'
  contact:
    name: Filevine API Support
    url: https://developer.filevine.io/
  license:
    name: Filevine Terms of Service
    url: https://www.filevine.com/terms-of-service/

servers:
  - url: https://api.filevine.io
    description: Filevine API Gateway (US)
  - url: https://api.filevineapp.ca
    description: Filevine API Gateway (Canada)

security:
  - BearerAuth: []

tags:
  - name: Notes
    description: Project notes and activity items.

paths:
  /core/projects/{projectId}/notes:
    parameters:
      - name: projectId
        in: path
        required: true
        schema: { type: integer, format: int64 }
    get:
      summary: Filevine List Project Notes
      description: Read the project's note/activity stream with optional pagination and date filtering.
      operationId: listProjectNotes
      tags: [Notes]
      parameters:
        - name: offset
          in: query
          schema: { type: integer }
        - name: limit
          in: query
          schema: { type: integer, default: 50 }
        - name: since
          in: query
          schema: { type: string, format: date-time }
      responses:
        '200':
          description: A page of notes.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/NoteList' }
    post:
      summary: Filevine Create Note
      description: Create a new note on a project. Note bodies support mentions, attached documents, and a typed kind (note, task, portal message, phone call, text).
      operationId: createNote
      tags: [Notes]
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/CreateNoteRequest' }
      responses:
        '201':
          description: Note created.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/Note' }
  /core/notes/{noteId}:
    parameters:
      - name: noteId
        in: path
        required: true
        schema: { type: integer, format: int64 }
    patch:
      summary: Filevine Update Note
      description: Edit the body or pinned state of an existing note.
      operationId: updateNote
      tags: [Notes]
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/UpdateNoteRequest' }
      responses:
        '200':
          description: Updated.

components:
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
  schemas:
    Note:
      type: object
      properties:
        noteId: { type: integer, format: int64 }
        projectId: { type: integer, format: int64 }
        body: { type: string }
        kind:
          type: string
          enum: [note, task, portalMessage, phoneCall, text]
        pinned: { type: boolean }
        authorId: { type: integer, format: int64 }
        mentions:
          type: array
          items: { type: integer, format: int64 }
        attachedDocuments:
          type: array
          items: { type: integer, format: int64 }
        createdDate: { type: string, format: date-time }
        modifiedDate: { type: string, format: date-time }
    NoteList:
      type: object
      properties:
        items:
          type: array
          items: { $ref: '#/components/schemas/Note' }
        hasMore: { type: boolean }
    CreateNoteRequest:
      type: object
      required: [body]
      properties:
        body: { type: string }
        kind:
          type: string
          enum: [note, task, portalMessage, phoneCall, text]
          default: note
        pinned: { type: boolean }
        attachedDocuments:
          type: array
          items: { type: integer, format: int64 }
    UpdateNoteRequest:
      type: object
      properties:
        body: { type: string }
        pinned: { type: boolean }