Tags & Metadata

Organize leads with tags and custom metadata

Tags and metadata help organize, categorize, and annotate leads.

Tags

Tags are labels that can be applied to leads for organization and filtering.

Tag Types

Type	Scope	Description
Global	All orgs	Admin-managed, shared across organizations
Org	Single org	Organization-specific tags
Auto	Per lead	AI-generated during augmentation

Tag Structure

interface Tag {
  id: string;
  name: string;
  color: string;           // Hex color
  type: 'global' | 'org' | 'auto';
  orgId: string | null;    // null for global
  usageCount: number;
  createdAt: number;
  createdBy: string;
}

Managing Tags

Create Tag

curl -X POST "https://api.adaptengine.com/api/v1/tags" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "High Priority",
    "color": "#EF4444"
  }'

List Tags

curl "https://api.adaptengine.com/api/v1/tags" \
  -H "Authorization: Bearer YOUR_TOKEN"

Update Tag

curl -X PUT "https://api.adaptengine.com/api/v1/tags/{tagId}" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Critical Priority",
    "color": "#DC2626"
  }'

Delete Tag

curl -X DELETE "https://api.adaptengine.com/api/v1/tags/{tagId}" \
  -H "Authorization: Bearer YOUR_TOKEN"

Assigning Tags to Leads

Add Tags

curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/tags" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "tagIds": ["tag_abc", "tag_def"]
  }'

Remove Tags

curl -X DELETE "https://api.adaptengine.com/api/v1/leads/{leadId}/tags" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "tagIds": ["tag_abc"]
  }'

Bulk Tag Assignment

Apply tags to multiple leads:

curl -X POST "https://api.adaptengine.com/api/v1/leads/tags/bulk" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "leadIds": ["lead_1", "lead_2", "lead_3"],
    "addTagIds": ["tag_abc"],
    "removeTagIds": ["tag_old"]
  }'

Filtering by Tags

curl "https://api.adaptengine.com/api/v1/leads?filter[tags]=tag_abc,tag_def" \
  -H "Authorization: Bearer YOUR_TOKEN"

Entity Metadata

Additional metadata that can be attached to leads.

Comments

Add internal comments to leads:

curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/comments" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "Spoke with project manager, very interested"
  }'

Suggestions

Propose data corrections:

curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/suggestions" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "field": "estimatedValue",
    "suggestedValue": 5000000,
    "reason": "Updated estimate from latest filing"
  }'

Feedback

Provide AI feedback:

curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/feedback" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "signal",
    "targetId": "signal_abc",
    "rating": "positive",
    "notes": "Accurate and helpful insight"
  }'

Field Overrides

Override master data fields per-org:

curl -X PUT "https://api.adaptengine.com/api/v1/leads/{leadId}/overrides" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "fields": {
      "estimatedValue": 4500000,
      "category": "Mixed-Use"
    }
  }'

Field overrides only affect your organization’s view of the lead. Master data remains unchanged.

API Endpoints

Method	Endpoint	Description
GET	/api/v1/tags	List all tags
POST	/api/v1/tags	Create tag
PUT	/api/v1/tags/{id}	Update tag
DELETE	/api/v1/tags/{id}	Delete tag
POST	/api/v1/leads/{leadId}/tags	Add tags to lead
DELETE	/api/v1/leads/{leadId}/tags	Remove tags
POST	/api/v1/leads/{leadId}/comments	Add comment
POST	/api/v1/leads/{leadId}/suggestions	Add suggestion
POST	/api/v1/leads/{leadId}/feedback	Add feedback
PUT	/api/v1/leads/{leadId}/overrides	Set field overrides