integrations

Tag an investment transaction

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"
  }
}
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POST /financial-data/investment-transaction/{investmentTransactionId}/tags
Access token

Adds tags to an investment transaction by name or id; names that do not exist yet are created as case tags. The investment transaction must belong to the case. Returns the transaction's core fields (date, type, name, amount) and tags after the change; on a case shared with opposing counsel, attachedTags leave out tags the other side added by hand.

Path parameters

  • investmentTransactionId string Required

    Investment transaction ID

application/json

Body Required

  • caseId string Required

    Case ID this transaction belongs to.

  • 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 attributes Show data attributes object
      • id string
      • financialAccountId string
      • date string(date-time)
      • type string
      • subtype string
      • name string
      • amount number
      • 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/investment-transaction/{investmentTransactionId}/tags 
curl \
 --request POST 'http://api.example.com/financial-data/investment-transaction/{investmentTransactionId}/tags' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "tagNames": [
    "string"
  ]
}'
Request examples 
{
  "caseId": "string",
  "tagNames": [
    "string"
  ]
}
Response examples (201) 
{
  "data": {
    "id": "string",
    "financialAccountId": "string",
    "date": "2026-05-04T09:42:00Z",
    "type": "string",
    "subtype": "string",
    "name": "string",
    "amount": 42.0,
    "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"
}