integrations

Tag several holdings

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}
Close
POST /financial-data/holdings/tags/bulk
Access token

Adds the same tags to every listed holding and returns the updated rows in a data array. If any holding fails, the request returns 400 with the errors, but tags already added to the others stay. On a case shared with opposing counsel, attachedTags leave out tags the other side added by hand.

application/json

Body Required

  • caseId string Required

    Case ID these holdings belong to.

  • holdingIds array[string] Required

    Array of holding IDs to tag.

    At least 1 but not more than 500 elements.

  • tagNames array[string] Required

    Array of tag names or tag IDs to add.

    At least 1 but not more than 100 elements.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attribute Show data attribute object
      • data array[object]
        Hide data attributes Show data attributes object
        • id string
        • financialAccount string
        • plaidSecurityId string
        • createdAt string(date-time)
        • updatedAt string(date-time)
        • tags array[object]
          Hide tags attributes Show tags attributes object
          • id string Required
          • name string Required
        • attachedTags array[object]
          Hide attachedTags attributes Show attachedTags attributes object
          • tagId string Required

            Tag id (Tag._id)

          • tag string Required

            Tag display name (Tag.name)

          • addedBy string Required

            Values are user, ai, auto, auto-import, system, or default.

          • addedById string | null
          • removedAt string(date-time) | null
          • removedBy string | null

            Values are user, ai, auto, auto-import, system, or default.

          • removedById string | null
    • statusCode number Required
    • timestamp string(date-time) Required
POST /financial-data/holdings/tags/bulk 
curl \
 --request POST 'http://api.example.com/financial-data/holdings/tags/bulk' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "holdingIds": [
    "string"
  ],
  "tagNames": [
    "string"
  ]
}'
Request examples 
{
  "caseId": "string",
  "holdingIds": [
    "string"
  ],
  "tagNames": [
    "string"
  ]
}
Response examples (201) 
{
  "data": {
    "data": [
      {
        "id": "string",
        "financialAccount": "string",
        "plaidSecurityId": "string",
        "createdAt": "2026-05-04T09:42:00Z",
        "updatedAt": "2026-05-04T09:42:00Z",
        "tags": [
          {
            "id": "65a1b2c3d4e5f6a7b8c9d0a1",
            "name": "Responsive"
          }
        ],
        "attachedTags": [
          {
            "tagId": "507f1f77bcf86cd799439011",
            "tag": "Important",
            "addedBy": "user",
            "addedById": "507f1f77bcf86cd799439012",
            "removedAt": "2026-05-04T09:42:00Z",
            "removedBy": "user",
            "removedById": "string"
          }
        ]
      }
    ]
  },
  "statusCode": 201,
  "timestamp": "2026-01-15T10:15:00.000Z"
}