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Tag CRUD. In most cases agents don’t need these — adding a tag to a transaction auto-registers it. Use these when you need to set a custom display name, color, icon, or description up front, or to rename/retire a tag. All tools on this page are Write scope.
Tag-record CRUD is MCP-only today. The REST equivalents for POST/PUT/DELETE /api/v1/tags are not yet exposed. The REST Tags API covers listing tags and attaching/detaching them from transactions; tag-record management stays on the admin dashboard and these MCP tools.

create_tag

Register a new tag in the system. Use when you need to set display_name, color, icon, or description up front. Most of the time agents can skip this — add_transaction_tag or update_transactions with a new slug auto-creates the tag.

Parameters

slug
string
required
Tag slug. Regex: ^[a-z0-9][a-z0-9\-:]*[a-z0-9]$. Examples: needs-review, subscription:monthly.
display_name
string
required
Human-readable name.
description
string
Optional description.
color
string
CSS color used for chip rendering (e.g. #4f46e5).
icon
string
Lucide icon name (e.g. inbox).

Example input

Example output


update_tag

Update a tag’s mutable fields (display_name, description, color, icon). Slug is immutable — to rename, create a new tag, bulk re-tag affected transactions, and delete the old one. Identify the tag by UUID, short ID, or slug.

Parameters

id
string
required
Tag UUID, short ID, or slug.
display_name
string
New display name.
description
string
New description.
color
string
New color. Pass empty string to clear.
icon
string
New icon. Pass empty string to clear.

Example input

Example output


delete_tag

Delete a tag. Cascades to transaction_tags — the tag is removed from every transaction it was attached to. Annotations that reference the tag keep their rows with tag_id=NULL, preserving the audit trail.

Parameters

id
string
required
Tag UUID, short ID, or slug.

Example input

Example output

Last modified on June 25, 2026