pin_client_note — Sergio by Serviche MCP Tool
pin_client_note
(pin client note) is one of 111 tools on the
Sergio by Serviche
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call pin_client_note from your client
- Claude Code Sergio by Serviche pin_client_note run in your project directory
- Claude Desktop Sergio by Serviche pin_client_note ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor Sergio by Serviche pin_client_note ~/.cursor/mcp.json
- VS Code Sergio by Serviche pin_client_note .vscode/mcp.json
- Zed Sergio by Serviche pin_client_note ~/.config/zed/settings.json
- Windsurf Sergio by Serviche pin_client_note ~/.codeium/windsurf/mcp_config.json
- Cline Sergio by Serviche pin_client_note ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI Sergio by Serviche pin_client_note ~/.gemini/settings.json
- Grok Sergio by Serviche pin_client_note .mcp.json (in your project root)
- ChatGPT Sergio by Serviche pin_client_note Settings → Connectors → Advanced → Developer mode
- Claude.ai Sergio by Serviche pin_client_note Settings → Connectors → Add custom connector
- LangChain Sergio by Serviche pin_client_note pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http sergio https://sergio.serviche.com/api/agent/mcpOther tools on this server
- whoami
- catalog
- report_feedback
- events_subscribe
- events_list
- events_ack
- read
- query
- findClientByIdentifier
- send_text
- start_group_text
- open_conversation_by_phone
- assign_conversation
- set_conversation_status
- bulk_clear_conversations
- snooze_conversation
- unsnooze_conversation
- set_conversation_reminder
- dismiss_conversation_reminders
- link_conversation_to_client
- merge_conversations
- track_conversation_as_lead
- disposition_conversation
- start_conversation_flow
- close_conversation_flow
- remove_conversation_flow
- edit_draft
- send_email
- create_draft
- redraft_lead_step
- set_lead_outcome
- move_lead_journey
- hold_follow_ups
- hold_lead_follow_ups
- edit_lead_step
- update_payroll_settings
- add_staff_member
- edit_staff_member
- clear_staff_availability_override
- set_staff_weekly_hours
- record_staff_event
- add_staff_scheduling_rule
- remove_staff_scheduling_rule
- review_cleaner_roster
- answer_google_review_match
- edit_contacts
- accept_smaller_sync
- upload_spreadsheet
- start_spreadsheet_import
- review_import_mapping
- set_scanner_on
- create_scanner
- edit_scanner
- delete_scanner
- create_contact_list
- edit_contact_list
- create_contact_tag
- edit_contact_tag
- create_campaign
- edit_campaign
- delete_campaign
- start_campaign
- send_campaign_messages
- start_history_import
- cancel_import
- record_tools_access
- declare_lead_sources
- approve_follow_up_style
- set_flow_archived
- set_flow_on
- edit_flow
- set_staff_availability
- create_task
- complete_task
- skip_task
- reopen_task
- snooze_task
- assign_task
- update_task
- delete_task
- complete_tasks_bulk
- accept_suggestion
- dismiss_suggestion
- run_suggestion_now
- dismiss_notification
- create_client
- read_company_document
- decide_company_document_suggestion
- edit_client
- add_client_note
- log_call
- delete_client_note
- set_handbook_toolshed_sharing
- create_handbook_article
- edit_handbook_article
- archive_handbook_article
- draft_handbook_edit
- review_handbook_edit
- log_handbook_question
- answer_handbook_question
- create_training_module
- edit_training_module
- archive_training_module
- generate_training_questions
- add_training_question
- edit_training_question
- delete_training_question
- remove_training_assignment
- update_settings
- set_flow_start
This list was read from the server itself, by connecting to it and calling tools/list on 14 November 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.