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Create tag

create_tag

Create a tag — a coloured label for categorising transactions, entries and other records. Use when you need a new label to apply across records; to rename or recolour an existing tag use update_tag, and to remove one use delete_tag. Note this is an accounting tag applied to records, not the business's own segmentation label — for that use set_business_tag.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNoTag id. Present → update that tag; omit → create a new one.
nameNoDisplay name of the tag.
colorNoHex colour for the tag (e.g. "#8a8d82"), used for display.
groupNoFree-text group the tag belongs to. On update, passing null or "" clears an existing group; omitting the key leaves it unchanged.
archivedNoWhether the tag is archived. Omit on create to default to unarchived.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

C2.6/5.0
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations only indicate non-read-only, non-destructive; they don't explain side effects. The description fails to disclose that passing an id updates an existing tag, instead implying updates should go through update_tag. This hides actual behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences and tightly packed: it defines the resource, states the primary use case, and differentiates from update_tag, delete_tag, and set_business_tag without extraneous words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description covers when to use the tool and distinguishes it from similar tools, but it omits the id-based update capability, leaving the tool's full behavior ambiguous and potentially causing an agent to misroute updates.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, and each parameter has a clear description. However, the description adds no extra parameter guidance and its create-only framing conflicts with the id parameter's update semantics, limiting the value it adds.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The first sentence clearly states 'Create a tag,' but the id parameter description says 'Present → update that tag; omit → create a new one,' which contradicts the stated create-only purpose and the explicit guidance to use update_tag for existing tags.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives explicit conditions: use for new labels, use update_tag for renames/recollors, delete_tag for removal, and set_business_tag for business segmentation. However, the schema's id-based update behavior makes the 'use update_tag' guidance misleading because create_tag also supports updates.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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