EasyTerritory MCP

ai.easyterritory/ezt-mcp · v0.1.0 · location-and-travel

EasyTerritory MCP is healthy: it completed an MCP handshake in 1717 ms and exposes 48 tools. It scores 60/100.

Build, balance, realign and analyze sales/service territories; geocode, route, schedule, live map.

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Live health

Healthy · last checked 2026-10-14T09:00:07.243Z UTC

Score breakdown (60/100)

• 48 tools: heavy for agent context
• No source repository listed

Tools (48)

• get_map_visualization 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. ne
• get_guidance 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 request
• discover_intent 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 gu
• workflow_advisor 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_s
• ep_search 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.
• ep_list_topics Lists EMEP topics grouped by type (concept, workflow, interface, troubleshooting, decision). Optional `type` filter.
• ep_graph_traverse 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.
• ensure_map_viewer 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 VIEWE
• submit_feedback 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 f
• query_parts 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.
• direct_build 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_..
• auto_build 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_spl
• cluster_points 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 (f
• schedule_visits 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)
• account_build 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,
• realign 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; expe
• delete_tal 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
• delete_territory 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; ot
• territory_split 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 balan
• territory_merge 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
• territory_rebalance 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 CLAR
• extract_tal_branch 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) le
• reintegrate_branch 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.
• request_part_selection 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 can
• get_part_selection 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 w
• create_territory_from_parts 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 pa
• analyze 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 (t
• ingest_accounts 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 that lack coordinates. Rows come inline (rows) or as accounts_handle from request_account_upload, which handles la
• request_account_upload 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,
• request_assignment_upload 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 p
• geocode_address 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
• calculate_route 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
• isochrone_build 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 {di
• seed_build 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. Fi
• delete_route 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_ROUT
• delete_point_layer 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 tha
• analyze_routes 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
• tasks_cancel 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.
• tasks_get 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 stop
• tasks_result 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
• set_map_state 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 tim
• get_map_selection 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_
• load_analysis_panel 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 diagno
• configure_map Updates durable 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. poi
• show_map_overlay 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 terr
• export_geojson 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 omi
• import_geojson 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_WI
• ezt 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 / wor

Source

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