MCP PROMPT · SEGMENTATION

/bulk-tag-segment

Filter customers, apply a tag, optionally create a segment.

01 · The flow

What the agent does, in order.

  1. 01 Confirm with the user: filter criteria (tier, last activity, spend threshold) and the tag name.
  2. 02 Call list_tags; if the tag doesn't exist, ask the user before creating one (most merchants want to control taxonomy).
  3. 03 Call search_members with the filter — preview the count before tagging. Confirm with the user.
  4. 04 Call attach_tags in a loop with each accountId. Batch into chunks of 100 if the cohort is large.
  5. 05 Optionally call create_segment with the tag as the criterion so the cohort becomes reusable.
  6. 06 Echo: "Tagged X members. Segment 'Y' created (if applicable)."
02 · Tools called

4 typed tools in sequence.

  • list_tags
  • search_members
  • attach_tags
  • create_segment

Every tool ships with MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint, idempotentHint). Clients can gate destructive calls before invoking. Full catalog: /server-card.json.

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 .