EasyTerritory MCP

Opens the interactive territory map (Map Component) and returns map_url and map_session_id. Opens a blank map, or shows the latest state of an existing Territory Solution (e.g. yesterday's work) from ts, ts_handle, or a completed job_id. Idempotent per user_id: a second call returns the same map. new_project=true replaces the open workspace with an empty project. presentation.view_name: empty | po

Returns the EZT MCP operating guide: the cross-tool workflow order and shared rules (result.text, same text as the server instructions), result.server_version, and result.seat for the caller's key (plan standard|trial, key_expires_at, and quota_remaining for geocoding, routing, and isochrone requests). Read-only. Useful at the start of a session or for a host that does not show server instructions

Maps a free-text territory request to a workflow. Read-only keyword routing; no compute. Returns intent_category, the recommended tool order, the main tool (tier1_tool, null when the request is ambiguous) and alternatives, required_inputs, clarifying_questions for missing inputs, and the workflow guide inline as guidance {uri, title, excerpt}. Covers building territories (auto_build, account_build

Returns the next tool call for a multi-step workflow, given where the workflow stands. Read-only state machine; executes nothing. intent_category: build_from_accounts | account_grouping | known_assignments | realign_existing | restructure | load_part_layer | route_stops | reachable_area | periodic_scheduling | coverage_gap_analysis | points_in_territory. state: viewer_connected, point_layer, part_

Semantic search over the EZT MCP Expert Pack (EMEP): workflow guidance, concepts, interfaces, and common mistakes. Returns ranked markdown chunks with source files; atoms pulled in via `requires` are flagged requires_expanded. Degrades to the ezt://guidance/... resources if retrieval is unavailable. Examples: 'build balanced territories from accounts', 'viewer not connected before compute', 'auto_

Lists EMEP topics grouped by type (concept, workflow, interface, troubleshooting, decision). Optional `type` filter.

Traverses the EMEP knowledge graph from a topic file (e.g. 'workflows/realign-by-selection.md') to related guidance, up to `depth` hops. Returns no edges unless the pack ships a _graph.yaml.

Reports whether the person has the map open (viewer_status.connected) for a map_session_id from get_map_visualization, waiting up to wait_seconds (max 30 s per call; the result reports requested_wait_seconds and max_wait_seconds). Works the same for the in-chat map and the map_url tab. Returns VIEWER_NOT_CONNECTED while the map is still closed; the same call can be repeated while the person opens

Sends product feedback to EasyTerritory: a blocked or partial workflow, a workaround, a confusing response, or a missing capability. Returns an acknowledgement with feedback_id. Secrets, emails, Territory Solution JSON, GeoJSON, and account/CSV tables are stripped before storage; the text is meant for a description of what happened, not data.

Returns attributes (no geometry) for parts of a part layer listed at ezt://part-layers. Takes exactly one of filter (e.g. {state_abbr: TX}) or part_ids; neither or both returns INVALID_REQUEST. Paged with page_token.

Builds territories from known part-to-territory assignments (a ZIP-to-territory sheet or file, including a three-level region/district/territory hierarchy via territory_path) and adds them to the Territory Solution as a new alignment (TAL). Assignments come inline or as an assignments_handle (aup_...) from request_assignment_upload. Sheets with Postal Code plus Territory/Region/Division columns ar

Partitions ingested account points into balanced sales territories with equal workload, metric, or count over a part layer (e.g. ZIPs) as a new alignment (TAL). Needs the user's choices: build_mode (fixed_territory_count + territory_count, fixed_workload_target + target_workload hours, or scoped_split), objective (workload_bias for drive time + dwell; metric + metric_bias for a column such as Reve

Groups the points of one ingested layer into balanced clusters directly, with no ZIP or part layer and no territory alignment. Writes group_field (default group_id) on every point and colors the layer by it, replacing any prior color classification (size and shape channels stay). Needs build_mode (fixed_territory_count or fixed_workload_target), objective, and dwell_time, as in auto_build; a missi

Finds coverage gaps in a contractor (vendor, service provider, technician, repair shop) network: counts the contractors that reach each demand point (customer, claim, store, ZIP center). Reads contractor_layer (ingested with layer_role=contractors) and demand_layer. coverage: {rule: drive_time, max_minutes} (straight-line travel model, no provider calls), {rule: drive_time, source: isochrone_tal,

Schedules recurring visits: expands each account's cadence (e.g. every 7 days, twice a month) across a horizon and packs the visits into daily work clusters (buckets) under a technician-day cap. Decides which day each visit happens (auto_build and cluster_points divide accounts among people instead); creates no alignment. Needs point_layer (ingested, with the cadence column declared, else UNDECLAR

Builds territories that follow an account column, such as rep name or territory code from CRM: each part goes to the group holding most of its accounts (conflict_policy). Adds a new alignment (TAL). Needs an ingested point_layer, grouping_field, part_layer, and tal_label. Grouping values are labels, not balance metrics. part_scope: bbox_intersect (default; parts near the accounts) or explicit with

Moves ZIPs or other parts (typed ids or ones selected on the map) from one territory into another within one alignment (tal_id): a ZIP move. moves=[{part_id, to_territory_id}], or realign_operation with part_ids. The Territory Solution comes from map_session_id (the open map), ts_handle, or ts; expected_revision adds optimistic concurrency (STALE_TS_REVISION when the map changed). to_territory_id

Deletes one whole territory alignment (TAL: 'the territory layer', 'all territories') from the Territory Solution and the open map, in one synchronous call. Needs tal_id or the TAL's exact unique label, plus map_session_id or ts_handle. Points, part-layer overlays, and routes stay; the map switches to a remaining alignment or to points only. A TAL that is already gone returns ok with already_absen

Deletes one leaf territory from an alignment; its parts become unassigned. Needs tal_id, territory_id (the leaf id or its exact unique display name), and the Territory Solution from map_session_id, ts_handle, or ts. A territory that is already gone returns ok with already_absent=true and no task; otherwise returns a task and the open map repaints. Related: territory_merge hands a leaving rep's ter

Territory split: divides one territory (e.g. an oversized one) into two while changing the rest of the alignment as little as possible (N to N+1 territories). Needs source_tal_id and target_territory_id, plus the Territory Solution from map_session_id (the open map), ts_handle, or ts. Workload balance needs dwell_time; a missing id or dwell returns CLARIFICATION_REQUIRED with the question. Writes

Merges a pair of adjacent territories and rebalances the rest of the alignment with minimal disruption (N to N-1 territories), e.g. when a rep leaves and the neighbors absorb the territory. territory_id_b is the territory that goes away; territory_id_a is an adjacent neighbor that keeps its id. The same job rebalances every remaining territory. One call removes one territory; non-adjacent ids retu

Rebalances an existing alignment after the account data changed, keeping it as close to the current alignment as possible. Needs source_tal_id and the Territory Solution from map_session_id, ts_handle, or ts. point_layer defaults to the alignment's build layer or the only point layer; otherwise CLARIFICATION_REQUIRED (ambiguous_point_layer, with details.point_layers). Workload balance needs dwell_

Extracts one regional branch of a hierarchical alignment (by branch_rollup_territory_id or branch_territory_path) into its own Territory Solution, so a delegate can edit just that region. Returns the extract plus branch_metadata, which reintegrate_branch needs later. exclude_locked (default true) leaves locked territories out.

Merges an edited branch (proposal Territory Solution from extract_tal_branch) back into the master. Needs branch_metadata and expected_master_revision; returns STALE_TS_REVISION when the master changed since the extract, in which case a fresh extract is needed. Merges apply one at a time.

Lets the person adjust boundaries by picking parts (e.g. ZIPs) on the map: puts the open map into select mode on a part_layer, for purpose realign, a new territory, or a plain list. Returns selection_task_id; get_part_selection reports status (awaiting_user_selection, then committed, expired, or cancelled) and the committed part_ids, and its response carries recommended_poll_delay_ms. The commit h

Returns the state of a map selection task (selection_task_id from request_part_selection, or active_selection_task_id in ezt://map-sessions/{id}/state): status awaiting_user_selection, committed, expired, or cancelled, and once committed the selected part_ids (with assigned and unassigned part_ids when a TAL is active). While awaiting, the response carries recommended_poll_delay_ms. Committed part

Creates one leaf territory from a list of part_ids (e.g. a committed map selection), in a new alignment or an existing one (tal_id). With map_session_id the live map's Territory Solution is updated and repainted; otherwise ts_handle (a new ts_handle is returned). map_session_id wins when both are passed. territory_name is a display label; the result's created_territory.territory_id is the stable i

Computes territory statistics for one or more alignments, i.e. how balanced the territories are and how alignments compare: account counts, declared metric totals (e.g. Revenue), workload hours, balance scores, and cross-TAL comparison; hypothetical_moves previews a realign. Input: map_session_id (the open map as it is now), ts_handle, ts, or a completed build job_id (pass tal_ids when several TAL

Account ingest: loads account or location rows (CRM records, a CSV, a spreadsheet) as point data on a named point layer of the Territory Solution, to add them to the map, geocoding rows without coordinates. Rows come inline (rows) or as accounts_handle from request_account_upload for large files; a client file path is unreadable. latitude/lat and longitude/lon/lng pass through; other names need la

Stages account rows for ingest_accounts and returns upload_handle, csv_headers, and suggested_ingest args with a geocode_plan. Four ways in: POST the CSV file to the returned upload_url (no API key; expires in 15 minutes; fastest for large files), csv_file (a host file parameter), csv_text (raw CSV, up to 16 MB, newlines preserved), or rows chunks appended with upload_handle. A local path in csv_f

Stages part-to-territory assignment rows (e.g. a ZIP-to-territory spreadsheet with Postal Code plus Territory/Region/Division) for direct_build and returns upload_handle. Same four ways in as request_account_upload: POST the file to upload_url (no API key; 15 minutes), csv_file, csv_text (newlines preserved), or assignment chunks appended with upload_handle. Legacy columns map to part_id and terri

Geocodes a list of customer addresses to coordinates with match confidence, without loading them as a point layer. Accepts address/address_line1/street, city, state, and postal columns (common CRM headers are mapped). accept_suboptimal_geocodes=true accepts ZIP-centroid matches. Cached addresses are free; billable lookups count against a monthly per-key quota, and past it the result is PROVIDER_QU

Sequences and drives a set of stops, e.g. a technician from home to the depot, then the day's calls, and back home: returns the order, road distance, drive time, per-leg timings, and geometry from TomTom or Azure Maps, and draws the path with numbered stops on the open map (map_session_id). Creates no territory and changes no assignment. route_type is the user's choice: circuit (returns to start),

Draws the area reachable by driving from one or more origins within a time or distance budget (drive-time area, service area, catchment) and adds each area as a territory in a drive-time alignment. origins: inline {latitude, longitude} or a point-layer reference. bands: [{time_budget_seconds} or {distance_budget_meters}], one unit per call (MIXED_BUDGET_TYPES otherwise); one band gives one area pe

Grows one territory outward from a seed {longitude, latitude} over a part layer until it holds a target: {type: location_count, value: N} or {type: metric_sum, field: <declared metric>, value: X}, counted from an ingested point layer. Adds the territory as a leaf of tal_id, or as a new alignment. Fit is closest: target_status is reached, closest_under, closest_over, frontier_exhausted, or max_part

Route delete: removes one whole route from the Territory Solution and the open map, in one synchronous call. Needs route_id or the route's exact unique label, plus map_session_id or ts_handle. A route that is already gone returns ok with already_absent=true; an ambiguous label returns AMBIGUOUS_ROUTE with matching_route_ids. A single stop is removed by recalculating the same route_id with calculat

Point-layer delete: removes one point layer and its account points from the Territory Solution and the open map, in one synchronous call. Needs point_layer (the layer id or its exact unique label), plus map_session_id or ts_handle. Territories, part overlays, and other point layers stay. A layer that is already gone returns ok with already_absent=true; an ambiguous label returns AMBIGUOUS_POINT_LA

Returns the total hours for each of the routes calculate_route has drawn: drive hours, dwell hours, route_workload_hours (provider drive time plus dwell, no visit-frequency multiplier), stop coordinates, centroid, and bbox. Synchronous. Needs map_session_id or ts_handle, and dwell from dwell_time or the dwell recorded on the route; unresolved dwell returns CLARIFICATION_REQUIRED (needs_dwell). A c

Lists which account points from one point layer fall inside a territory polygon or a drive-time (isochrone) area: per territory, the point ids, full properties, point_count, and metric sums (metrics, else the layer's declared metric fields). Synchronous and read-only. Needs map_session_id or ts_handle. territory_id names one leaf (a stable territory_id or its exact unique display name); territory_

Tool equivalent of the native MCP tasks/cancel, listed for clients without the Tasks capability. Requests cooperative cancellation of a task_id and returns the Task status document. Whether the Territory Solution is unchanged or partially updated follows the originating tool.

Tool equivalent of the native MCP tasks/get, listed for clients without the Tasks capability. Returns the Task status document for a task_id. next_action is sleep_and_poll (wait sleep_ms, then one tasks_get), consume_result (one tasks_result call), or stop_error. status=cancelled means the user stopped it. While queued, _meta carries queue_position, queue_depth, queue_lane, and estimated_start_ms,

Tool equivalent of the native MCP tasks/result, listed for clients without the Tasks capability. Returns the originating tool's terminal result once the task status is completed (consume_result): ts_handle, counts, timings, and map binding, never an inline Territory Solution when a handle exists. A build's ts_handle or task_id (as job_id) is the input analyze takes.

Changes the open map's session state: mode, active alignment (active_tal_id), pending job reference, or camera (center [longitude, latitude] and zoom 0-24). Session only: the Territory Solution is not changed (configure_map sets a durable default view). The result's render_ack is read at publish time, so sent_unconfirmed one version behind is normal; render_ack_hint says whether to reread ezt://ma

Returns the most recent committed selection on an open map session (map_session_id): part_layer, part_ids, and selection_task_id when the selection came from request_part_selection. Covers selections the person started from the map legend. realign takes these part_ids as moves with a leaf territory_id.

Shows a completed analyze result in the open map's analysis dock (single or compare). Needs map_session_id and the analyze task_id/job_id or the full analyze result (with tal_analyses and ts_identity; a partial object returns INVALID_REQUEST). presentation_mode: single, compare, executive, or diagnostic. dismiss=true hides the dock and keeps the statistics on the session. Changes nothing in the Te

Updates map settings on the Territory Solution and refreshes the live map: project_name (map heading), loaded_part_layers ([] hides ZIP/part outlines; builds never load them), active_part_layer, active_tal_id, center and zoom (default view; the live map jumps there), and point symbology. point_layer_classifications entries are {point_layer, field, method: quantile | equal_interval | categorical |

Shows or hides something on the open map from a plain request ('add US zip codes', 'hide the zips', 'show my accounts') or overlay_kind (part_layer, point_layer, tal, route) with overlay_id. Part layers load at a zoom where they are visible (visibility.camera_action); hiding a part layer leaves territories unchanged. Point layers must already be ingested; a layer in the Territory Solution but miss

Exports the territory solution as one GeoJSON file to share, archive, or open in EasyTerritory Designer: territory polygons with part_ids, points, and routes with numbered stops, each carrying its displayed style. tal_ids, point_layers, and route_layers narrow it; include_points / include_routes omit a family. Input: map_session_id, ts_handle, or a completed build job_id. Returns a task whose resu

Opens a GeoJSON FeatureCollection (plain points, or a territory file this server produced, plain or gzip/zip) as a Territory Solution and returns ts_handle and a summary. Input: geojson (object), geojson_text, or geojson_gzip (base64). Territory polygons without part_ids return TERRITORY_POLYGONS_WITHOUT_PART_IDS unless part_layer plus overlay_policy=centroid_within assigns parts by centroid. poin

Plain-language orchestrator: takes request (the goal) and runs the matching workflow in one call, optionally with csv_file (a host file parameter), accounts_handle, assignments_handle, map_session_id, or ts_handle. An uploaded CSV is parsed, staged, and ingested onto the open map. target_hours / workload_target map to a fixed-workload auto_build. Missing build inputs (part layer, alignment name, s