Tag leads
Group leads with your own tags, then filter by them or use them in automations.
Connect the MCP server, then just ask. Your assistant finds the leads, reuses an existing tag or creates one, and tags each lead.
| list_tags | List the tags available on a website: the website's own tags plus the built-in default tags. | Read-only |
| create_tag | Create a new tag on a website so you can label leads with tag_lead. | Changes data |
| tag_lead | Attach an existing tag to a lead. | Changes data |
| remove_tags_from_lead | Remove one tag from a lead. | Changes data |
| update_tag | Renames a tag or changes its colour on this website. | Changes data |
| delete_tag | Deletes a tag from this website; it is removed from every lead that had it. | Deletes data |
Use case
Tag every lead from acme.example as “Hot”.
It finds the leads with get_leads (searching "acme.example"), looks the tag up with list_tags or creates it, then for each lead:
Called tag_leadShow input
{
"leadId": "6530c1d2e3f4a5b6c7d8e9f2",
"tagId": "6530c1d2e3f4a5b6c7d8e9f3"
}