MCP PROMPT · SEGMENTATION
/bulk-tag-segment
Filter customers, apply a tag, optionally create a segment.
01 · The flow
What the agent does, in order.
- 01 Confirm with the user: filter criteria (tier, last activity, spend threshold) and the tag name.
- 02 Call list_tags; if the tag doesn't exist, ask the user before creating one (most merchants want to control taxonomy).
- 03 Call search_members with the filter — preview the count before tagging. Confirm with the user.
- 04 Call attach_tags in a loop with each accountId. Batch into chunks of 100 if the cohort is large.
- 05 Optionally call create_segment with the tag as the criterion so the cohort becomes reusable.
- 06 Echo: "Tagged X members. Segment 'Y' created (if applicable)."
02 · Tools called
4 typed tools in sequence.
list_tagssearch_membersattach_tagscreate_segment
Every tool ships with MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint, idempotentHint). Clients can gate destructive calls before invoking. Full catalog: /server-card.json.
03 · Related
More segmentation playbooks.
Try this in your agent.
Connect FavCRM to Cursor, Claude, ChatGPT, or any MCP client. Type /bulk-tag-segment in chat. Agent runs the steps in order.
Verified .