--- name: connector-apple-notes description: Use when a user wants to pull content from Apple Notes into a legal-AI workflow — for example, retrieving a meeting note to draft follow-up correspondence, attaching a note to a matter, or searching notes for a client name or clause fragment. Supports read-only access via iCloud Documents or the macOS native helper; no write-back to Apple Notes. Relevant across all jurisdictions for any practice area where lawyers take notes in Apple Notes. license: MIT metadata: id: connector.apple-notes category: connector jurisdictions: [__multi__] priority: P2 intent: [__connector__] related: [connector-google-drive, connector-notion, connector-calendar, connector-gmail] source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal) version: "1.0" --- # Connector — Apple Notes ## What it does The Apple Notes connector surfaces note content stored in iCloud from the user's Apple Notes app and makes it available as context within legal-AI workflows. It is **read-only**: the connector can retrieve and search notes but does not create, edit, or delete notes in the Apple Notes application. Typical uses in a legal context: - Pulling a handwritten (transcribed) client intake note to auto-populate a matter summary. - Searching for a prior meeting note by client name or keyword before drafting correspondence. - Attaching note content to a matter workspace as background context. - Reviewing a note taken during a site visit or court attendance to draft a factual narrative. ## Setup / auth Apple Notes does not expose a standard public OAuth API. Access is achieved via one of two mechanisms: ### Option A — macOS native helper (preferred) On a macOS device where the user is signed in with their Apple ID: - A local helper process reads from the Apple Notes SQLite store (located at `~/Library/Group Containers/group.com.apple.notes/NoteStore.sqlite`). - No remote API call; no Apple ID credentials transmitted to external servers. - Requires explicit user permission via macOS Privacy settings (Full Disk Access or Contacts access depending on macOS version). - Works entirely offline. This is the preferred method for law firms running on-premise or privacy-sensitive deployments. ### Option B — iCloud Documents API (limited) Apple exposes some iCloud Drive content via the CloudKit/iCloud Documents API, but **Notes stored natively in Apple Notes are not accessible via CloudKit by third parties**. This path is only viable if the user has exported notes to iCloud Drive as text or PDF files. Practically: if the user's workflow involves exporting notes to a shared iCloud folder, the connector can read those files via iCloud Drive access — but this is a workaround, not a native integration. ### Auth summary | Method | Auth required | Online? | Write access? | |---|---|---|---| | macOS native helper | macOS Privacy grant | No | No | | iCloud Documents | Apple ID OAuth (limited) | Yes | No (read-only) | ## Capabilities | Capability | Status | |---|---| | List all notes (titles + snippets) | Supported (native helper) | | Full-text search across notes | Supported | | Retrieve full note content by title or ID | Supported | | Retrieve notes from a specific folder/notebook | Supported | | Read note attachments (images, PDFs) | Partial — text extraction only | | Create or edit notes | Not supported | | Delete notes | Not supported | ## Usage patterns ### Pattern 1 — Retrieve note by client name before drafting ``` User: "Draft a follow-up email to Al-Hassan re our 14 May call" → Connector searches Apple Notes for "Al-Hassan" + date proximity → Returns matching note as context → Draft email references the note's key points ``` ### Pattern 2 — Attach notes to a new matter When creating a new matter file, search Apple Notes for the client name and offer to import any matching notes as matter background. The user confirms which notes to attach before import. ### Pattern 3 — Post-hearing notes to narrative ``` User: "Summarize my notes from yesterday's DIFC hearing" → Connector retrieves notes from yesterday (date-filtered) → Returns content for summarization → Output: structured hearing summary for matter file ``` ## Permissions & safety - **Read-only at all times.** No write operations. - **On-device processing preferred.** When using the macOS native helper, note content should not leave the device unless the user explicitly approves attaching content to an external system. - **PII handling.** Apple Notes may contain highly sensitive client information — names, financial details, privileged communications. Treat every note as privileged until the user confirms otherwise. - **No background scanning.** The connector must not proactively index all notes without explicit user initiation. Search is on-demand only. - **Audit log.** Every note retrieval operation is logged with a timestamp and the user ID who triggered it. ## Failure modes | Failure | Cause | Resolution | |---|---|---| | "No notes found" | Privacy permission not granted | Prompt user to grant Full Disk Access in System Settings → Privacy | | Garbled content | Note contains handwriting/drawing (non-text) | Inform user; offer to transcribe image attachments if multimodal capability is available | | Old/stale content | iCloud sync lag | Warn user that note content reflects the last successful iCloud sync; advise opening Notes.app to force sync | | Notes from shared notebooks | Shared notebook content included | Surface shared-by attribution so the user knows the note's origin | ## Related skills - [[connector-google-drive]] - [[connector-notion]] - [[connector-calendar]] - [[connector-gmail]]