add_tag
Add a tag to a party, opportunity, or project by name. Capsule creates the tag if it doesn't exist, matching case-insensitively.
Instructions
Attach a tag to a party, opportunity, or project (kase) by NAME. Capsule resolves to an existing tag in the tenant or creates a fresh one with this name. Matching is case-insensitive — 'VIP' and 'vip' attach the same tag, preserving the canonical casing from whichever variant was created first. To avoid creating a genuinely-distinct near-duplicate (e.g. 'VIP' vs 'V.I.P.'), call list_tags first and reuse the exact name. Idempotent — re-attaching an already-attached tag is harmless. To DETACH a tag, use remove_tag_by_id with the tag's id (read via get_party/get_opportunity/get_project with embed='tags').
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity | Yes | Which entity type. Use 'kases' for projects (Capsule's legacy path name). | |
| entityId | No | The party/opportunity/kase id. | |
| tagName | Yes | Name of the tag to attach. Capsule resolves by name: if a tag with this name already exists in the tenant it is attached to the entity; if not, Capsule creates the tag and attaches it. Names are tenant-global. Capsule matches case-INSENSITIVELY when resolving (so 'VIP' and 'vip' attach the same tag), preserving the canonical casing from whichever variant was created first. To ensure consistent casing in your tag list, call list_tags first and reuse the exact name from there. Idempotent — re-attaching an already-attached tag is harmless. |