Tagging is now fully available using MCP
Why this matters
Managing tags accross Retreaver records is now available though MCP in the same way it is done in the browser
Whats new
- Buyers, Numbers, Caller Lists, Conversion Groups and Webhooks now accept tags through their MCP manage tools — the same tag list used the browser.
- Buyers also take a Forward Tag List, and Buyer Webhooks take Default Tag Values.
- Tags work the same everywhere. The guidance behind the assistant is the same help you see on the forms in the browser, so what it applies is exactly what you would have built by hand.
How to use it
The following example will be for tags on a Buyer, but also work with Numbers, Caller Lists, Conversion Groups and Webhooks.
Hey AI Agent I have this Buyer Josh he takes calls only from Alaska, Minesotta and Texas. From people with age over 65. Can you tag this Buyer?
⏺ Done — Josh (buyer 42) is now tagged, confirmed by the applied tag list:
- geo: us-ak, us-mn, us-tx — same-key geo tags are OR'd, so he only receives calls from Alaska, Minnesota, or Texas
- age: > 65 — I also created the age tag key as a Numeric type (the catalog had none), so the comparison is numeric rather than text
One nuance: "over 65" is applied as strictly greater than 65, so a caller tagged exactly age:65 won't match. If you meant 65 and older, say the word and I'll switch it to >=65.
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I have this list /Users/michael/zip_codes.txt with zip codes can you apply it to the Buyer Josh?
Done — all 36 zips are on Josh's standard tag list, which is the one matched during the RTB phase (the forward list is the one deferred until just before forwarding). His routing now reads:
- geo (any one must match): us-mn statewide, us-tx statewide, or caller zip =~ the 36-zip Alaska list (us-99501 … us-99901)
- age: > 65
The geo:us-ak statewide tag was removed per your choice, so Alaska callers outside those 36 zips no longer match. The old tag id for us-ak is gone from the buyer and the new =~ zip tag (id 577094508) is confirmed in the applied state.
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End result
Access
Everyone who has the ability to manage tags through the browser can manage the same tags through the MCP server.
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