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EasyTerritory MCP

request_account_upload

[Tier 2 — Data Intake helper] When: you have account/location rows or an account CSV that you cannot inline in a single ingest_accounts call (e.g. a large CSV, hundreds/thousands of rows). Stage the rows here in one or more chunks, then call ingest_accounts(accounts_handle=...). If the file includes metric, workload, visit-frequency, or dwell-time fields, stage the file here first, inspect returned csv_headers / row keys, confirm role candidates, then pass metric_fields/workload_fields/visit_frequency_field/dwell_time_field to ingest_accounts. Continue only after ingest_accounts has loaded the points. FOUR WAYS TO STAGE (all return an upload_handle): (A) MCP csv_file: pass the uploaded CSV as a ChatGPT/OpenAI file parameter when available. (B) MCP csv_text: pass csv_text= when file params are unavailable. Preserve multiline newlines — do NOT JSON-encode with PowerShell ConvertTo-Json (that corrupts rows into a single line). Use Python json.dumps or MCP csv_file instead. (C) MCP rows: call with rows=; append more with upload_handle=. (D) HTTP: call with no rows/csv_text to get result.upload_url, then POST rows or csv_text/csv_file. Then: ingest_accounts(accounts_handle=, map_session_id=, label_field=). GIS coordinate headers latitude/lat/LAT and longitude/lon/lng/long/LON passthrough case-insensitively. CRM headers such as Address 1: Latitude and Address 1: Longitude are coordinates too — the sheet stays accounts when Region and Territory are also present. suggested_ingest.args sets latitude_field and longitude_field for those headers; pass them through and do not rename them. If first Tasks status shows coordinate_passthrough_count=0 with a large geocode_query_count on a file that had coord-like columns, call tasks/cancel or tasks_cancel and fix — never wait on national geocode. id_field only when a unique business key exists — never label/name; omit otherwise (server synthesizes row-N). On success the result includes suggested_ingest ({tool, args, confidence, notes, geocode_plan}) — prefer those args for the next ingest_accounts call (fill map_session_id from the open MC). geocode_plan states coordinate_fields_detected, will_geocode, eta_class, and passthrough_likely before you submit. Handle is single-use (claimed by the ingest job) and expires (default 1h). Scenarios: IA-001..005, S003.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
rowsNo
csv_fileNo
csv_textNo
ttl_secondsNo
upload_handleNo
guidance_handleNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full burden and does so richly: handle is single-use, claimed by the ingest job, and expires (default 1h); chunk-append semantics via upload_handle; coordinate passthrough behavior and suggested_ingest.args handling; and an explicit failure-recovery instruction (tasks/cancel on coordinate_passthrough_count=0 rather than waiting on national geocode). This is well beyond what annotations would normally supply.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded with a tier tag and the 'When' trigger, then proceeds through the staged-then-ingest flow and the four methods. It is long but dense with operative detail rather than filler; a few edge-case sentences (e.g. case-insensitive header passthrough) could be tightened, so not a perfect score.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 6-param, zero-coverage staging tool with an output schema, this is unusually complete: it describes the return (suggested_ingest, upload_handle, geocode_plan fields), the handle lifecycle, and the downstream call contract. Nothing essential for correct invocation appears missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0% across 6 params, so the description must compensate. It explains rows, csv_file, csv_text, and upload_handle clearly, plus implies TTL via 'expires (default 1h)'. However guidance_handle is never addressed and ttl_seconds is not named, leaving two params with no semantic grounding.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb+resource (stage account/location rows or CSV) and immediately frames the tool as a pre-step to ingest_accounts, which it explicitly names as the downstream sibling. An agent can distinguish it from ingest_accounts and request_assignment_upload without opening either schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit 'When' condition (data too large to inline in a single ingest_accounts call), four enumerated staging methods with the conditions that select each (csv_file vs csv_text vs rows vs HTTP), plus the ordering constraint that ingest_accounts must run afterward. When-to-use and alternatives are both covered.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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