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

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

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"
      }
    ]
  }
}