Get company and system supplied client tags

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://apidocs.fincalc.co.uk/mcp

Standard setup for AI tools providing an mcp.json file

{
  "FinCalc API MCP server": {
    "url": "https://apidocs.fincalc.co.uk/mcp"
  }
}

GET /api/v2/companysettings/clienttags

Bearer auth

This endpoint retrieves a list of all company client tags (including system supplied). The response data will be an array of objects with each object being the data for one client tag. These endpoints require Client Tags to be enabled for the company (Company Settings → Client Admin). If they are not enabled, a 403 response is returned.

Query parameters

ExcludeFormattedValues string

If set to any value, formatted values will be excluded from the response.

Responses

200 application/json

Success
Hide response attributes Show response attributes object
- success boolean
  
  Default value is true.
- data object
  
  Hide data attributes Show data attributes object
  
  CompanyClientTags array[object]
  
  Hide CompanyClientTags attributes Show CompanyClientTags attributes object
  
  TagGUID string(uuid)
  
  CompanyGUID string(uuid)
  
  TagName string
  
  TagColour string
  
  TotalUsingTag integer
  
  FormattedValues object
  
  Hide FormattedValues attribute Show FormattedValues attribute object
  
  CompanyGUID string
  
  SystemSuppliedClientTags array[object]
  
  Hide SystemSuppliedClientTags attributes Show SystemSuppliedClientTags attributes object
  
  TagGUID string(uuid)
  
  TagName string

GET /api/v2/companysettings/clienttags

curl \
 --request GET 'https://api.fincalc.co.uk/api/v2/companysettings/clienttags' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "success": true,
  "data": {
    "CompanyClientTags": [
      {
        "TagGUID": "72204219-8DFF-0F26-B66E-39C4F9DD5799",
        "CompanyGUID": 2,
        "TagName": "Accumulation",
        "TagColour": "#ff665b",
        "TotalUsingTag": 7,
        "FormattedValues": {
          "CompanyGUID": "O&M Product Team"
        }
      }
    ],
    "SystemSuppliedClientTags": [
      {
        "TagGUID": "3C000332-2AD9-5F5D-DE6F-1D296E916A85",
        "TagName": "Client Portal"
      },
      {
        "TagGUID": "758239ED-CCF4-D16E-FBAB-43E172B20455",
        "TagName": "Cashflow Modeller"
      },
      {
        "TagGUID": "A64FB7B3-FA6E-5FC8-D970-C335D4DB79B2",
        "TagName": "IHT Modeller"
      },
      {
        "TagGUID": "77C5D1DE-5F08-8242-FD35-E9681C38DC8E",
        "TagName": "Retirement Modeller"
      },
      {
        "TagGUID": "09DA4F17-7F4D-489C-95C6-CCB799953BB2",
        "TagName": "Transvas with TVC"
      },
      {
        "TagGUID": "14F30124-BE78-EFAF-9D8F-6494408468FD",
        "TagName": "My Clients"
      },
      {
        "TagGUID": "5A6D69CD-310D-4E37-508B-16F0F0ADD676",
        "TagName": "Shared Clients"
      },
      {
        "TagGUID": "8F6B4B37-99AC-C97C-4EA9-DBFA098F7A33",
        "TagName": "Team Clients"
      }
    ]
  }
}