integrations

Remove tags from a 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"
  }
}
Close
DELETE /financial-data/transaction/{transactionId}/tags
Access token

Removes the given tags (by name or id) from a transaction in the case and returns the full transaction row after the change. Returns 400 if any of them is not on the transaction. On a case shared with opposing counsel, attachedTags leave out tags the other side added by hand.

Path parameters

  • transactionId string Required

    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 remove.

    At least 1 but not more than 100 elements.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attributes Show data attributes object
      • id string Required
      • plaidItemId string Required
      • plaidTransactionId string Required
      • amount number Required

        Absolute value of the transaction amount.

      • transactionType string Required

        debit = money out, credit = money in.

        Values are debit or credit.

      • authorizedDate string(date-time) | null
      • detailed string | null
      • category string | null

        Effective category: the user override when set, otherwise Plaid’s primary category.

      • categoryOverridden boolean Required

        True when category comes from a user override rather than Plaid.

      • createdAt string(date-time) Required
      • transactionDate string(date-time) Required
      • financialAccount string Required
      • currency string | null
      • merchantName string | null
      • name string Required
      • paymentChannel string Required
      • pending boolean Required
      • pendingTransactionId string | null
      • plaidAccountId string Required
      • transactionCode string | null
      • unofficialCurrencyCode string | null
      • updatedAt string(date-time) Required
      • isRecurring boolean Required

        True if this transaction belongs to a recurring stream.

      • 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
DELETE /financial-data/transaction/{transactionId}/tags 
curl \
 --request DELETE 'http://api.example.com/financial-data/transaction/{transactionId}/tags' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "tagNames": [
    "string"
  ]
}'
Request examples 
{
  "caseId": "string",
  "tagNames": [
    "string"
  ]
}
Response examples (200) 
{
  "data": {
    "id": "65a1b2c3d4e5f6a7b8c9d0c1",
    "plaidItemId": "65a1b2c3d4e5f6a7b8c9d0a0",
    "plaidTransactionId": "lPNjeW1nR6CDn5okmGQ6hEpMo4lLNoSrzqDje",
    "amount": 42.18,
    "transactionType": "debit",
    "authorizedDate": "2026-01-13T00:00:00.000Z",
    "detailed": "FOOD_AND_DRINK_COFFEE",
    "category": "FOOD_AND_DRINK",
    "categoryOverridden": false,
    "createdAt": "2026-01-14T08:00:00.000Z",
    "transactionDate": "2026-01-14T00:00:00.000Z",
    "financialAccount": "65a1b2c3d4e5f6a7b8c9d0e1",
    "currency": "USD",
    "merchantName": "Corner Coffee",
    "name": "CORNER COFFEE 1123",
    "paymentChannel": "in store",
    "pending": false,
    "pendingTransactionId": "string",
    "plaidAccountId": "BxBXxLj1m4HMXBm9WZZmCWVbPjX16EHwv99vp",
    "transactionCode": "string",
    "unofficialCurrencyCode": "string",
    "updatedAt": "2026-01-14T08:00:00.000Z",
    "isRecurring": false,
    "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": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}