CRM

Tag records

crm_tag_records · Changes data · Markdown

Adds and removes tags on up to 100 contacts, companies or deals at once.

$0.001 per record tagged

From your agent’s balance. A call that fails costs nothing.

An example

Tag Sophie Lange and Emma Fischer as autumn sale 2026 buyers, and take the cold tag off them.

Your agent callscrm_tag_records$0.001 per record tagged

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "object": "contact",
  "ids": [
    4812,
    4815
  ],
  "add": [
    "autumn-sale-2026"
  ],
  "remove": [
    "cold"
  ]
}
What comes back
{
  "tagged": 2,
  "missing_ids": [],
  "added": [
    "autumn-sale-2026"
  ],
  "removed": [
    "cold"
  ]
}

Use it when

A group of records gets or loses a label: everyone who came to an event, all autumn buyers.

What it does

Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any case. Find tagged records with the tag argument of the find tools.

What comes back

tagged: how many records changed, missing_ids: ids that are not records of the business, and the tags added and removed. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
objectRequiredstringOne of: contact,company,deal.
idsRequiredarray of integers1 to 100 items.
addarray of stringsUp to 20 items.
removearray of stringsUp to 20 items.

The call

Over MCP, call crm_tag_records on https://api.conecto.chat/mcp/crm. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_tag_records \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"object":"contact","ids":[4812,4815],"add":["autumn-sale-2026"],"remove":["cold"]}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
invalid_input400No tag to add or remove was given.Send add, remove or both.
not_found404None of the ids is a record of the business.Find the records with crm_search or the find tools and use their ids.

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md