Upload Account List CSV and Create Audience
upload_account_list_csv_audienceUpload a list of company ACCOUNTS (name + website) as an Account List CSV and create a FIRMOGRAPHIC_INCLUDE audience on the Metadata platform, optionally overlaid with platform-side contacts criteria.
AUDIENCE TYPE: Account List CSV / CSV Upload - Accounts (platform stores `customAudienceType=FIRMOGRAPHIC_INCLUDE`; the main UI's audience-map renders this enum as "CSV Upload - Accounts").
This tool is ONLY for company/account-level data (company names and websites).
Do NOT use this tool for contact-level data (emails, phone numbers, individual people).
For contacts, use upload_contact_list_csv_audience instead.
TWO WAYS TO SUPPLY THE ACCOUNT LIST — provide EXACTLY ONE of:
• `companies`: an inline JSON object map `{ "<companyname>": "<companywebsite>", ... }`. Use this for short ad-hoc lists you have already parsed into context.
• `companies_source_csv_url`: a public URL of a CSV file with header EXACTLY `companyname,companywebsite` (case-insensitive, whitespace-trimmed). Use this WHENEVER THE USER ATTACHED A CSV to the chat — the URL is surfaced to you via `AudienceBrief.attached_file_urls`; pass it through verbatim. The MCP server downloads + validates + parses the CSV so a multi-megabyte file never has to travel through your context.
If both are provided, or neither, the tool errors with a clear message — pick one.
OPTIONAL CONTACTS CRITERIA: layer per-contact filters on top of the account list, matching the same shape `create_firmographic_audience` uses:
• `location_country_ids` / `location_state_ids` — geography
• `job_title_includes` / `job_title_excludes` — free-text title keywords
• `job_function_include_ids` / `job_function_exclude_ids`
• `seniority_include_ids` / `seniority_exclude_ids`
• `contacts_per_company_limit`
When set, the resulting audience matches only contacts inside the listed companies that ALSO satisfy these filters — e.g. "this 1,999-account list, but only VP/Director/Manager Engineering contacts in Canada + Saint Pierre and Miquelon + United States" becomes a single call. When all of these are omitted, every contact in every uploaded company is matched.
WHEN TO USE:
- "Upload these companies/accounts as an audience" / "Create an account list audience" / "Upload account list CSV"
- "Create a CSV Upload - Accounts audience with this CSV and these contact filters"
- The user attached a CSV of companies (company name + website) and asked for a CSV-Upload audience
WHEN NOT TO USE:
- When the data is contact-level (emails, phone numbers, individual people) — use `upload_contact_list_csv_audience`.
- For pure firmographic targeting without an attached account list — use `create_firmographic_audience`.
INLINE-MAP DATA MAPPING RULES (when you choose the `companies` path):
- Each KEY must be the **company name**; each VALUE must be the **company website URL**.
- Format: { "<companyname>": "<companywebsite>", ... }
- Example:
{
"Acme Corp": "https://acme.com",
"Globex International": "https://globex.com",
"Salesforce": "https://salesforce.com"
}
- DO NOT pass column headers as keys; DO NOT reverse the mapping; DO NOT send raw file paths or bytes.
CSV-URL HEADER RULES (when you choose the `companies_source_csv_url` path):
- The first row of the CSV MUST be exactly `companyname,companywebsite` (case-insensitive — `Company Name,Website` is rejected; rename the columns first or fall back to the inline map path).
- Rows with an empty company name are dropped server-side.
- The server enforces a 50 MB cap on the downloaded file.
PARAMETERS:
- audience_name (required)
- companies (optional, mutually exclusive with companies_source_csv_url)
- companies_source_csv_url (optional, mutually exclusive with companies)
- location_country_ids / location_state_ids (optional contacts criteria)
- job_title_includes / job_title_excludes (optional)
- job_function_include_ids / job_function_exclude_ids (optional)
- seniority_include_ids / seniority_exclude_ids (optional)
- contacts_per_company_limit (optional)
RETURNS:
- success, id / audience_id, audience_name, audience_type (FIRMOGRAPHIC_INCLUDE), file_id, companies_count, upload_filename, expectedNumberOfCompanies, expectedNumberOfContacts, cappedContactCount
IMPORTANT NOTES:
- There is a small delay between upload and audience creation while the platform processes the file; the tool waits for that internally.
- The companies map / source CSV must contain at least one usable row.
- Company websites should be valid URLs (e.g., https://example.com).Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companies | No | Inline map of company names to website URLs (optional). Example: {"Acme Corp": "https://acme.com", "Globex": "https://globex.com"}. MUTUALLY EXCLUSIVE with `companies_source_csv_url` — provide exactly one. | |
| audience_name | Yes | Name for the new audience (required). | |
| job_title_excludes | No | Free text keywords for job titles to exclude (optional). Example: ['Senior', 'Lead'] | |
| job_title_includes | No | Free text keywords for job titles to include (optional). Example: ['Software Engineer', 'Manager'] | |
| location_state_ids | No | State IDs for geographic targeting (optional). Valid US State IDs: 1 (Alabama), 2 (Alaska), 3 (Arizona), 4 (Arkansas), 5 (California), 6 (Colorado), 7 (Connecticut), 8 (Delaware), 9 (Florida), 10 (Georgia), 11 (Hawaii), 12 (Idaho), 13 (Illinois), 14 (Indiana), 15 (Iowa), 16 (Kansas), 17 (Kentucky), 18 (Louisiana), 19 (Maine), 20 (Maryland), 21 (Massachusetts), 22 (Michigan), 23 (Minnesota), 24 (Mississippi), 25 (Missouri), 26 (Montana), 27 (Nebraska), 28 (Nevada), 29 (New Hampshire), 30 (New Jersey), 31 (New Mexico), 32 (New York), 33 (North Carolina), 34 (North Dakota), 35 (Ohio), 36 (Oklahoma), 37 (Oregon), 38 (Pennsylvania), 39 (Rhode Island), 40 (South Carolina), 41 (South Dakota), 42 (Tennessee), 43 (Texas), 44 (Utah), 45 (Vermont), 46 (Virginia), 47 (Washington), 48 (West Virginia), 49 (Wisconsin), 50 (Wyoming), 52 (District of Columbia). Example: [5] for California, [32] for New York | |
| location_country_ids | No | Country IDs for geographic targeting (optional). Valid IDs: 1 (Afghanistan), 2 (Albania), 3 (Algeria), 4 (American Samoa), 5 (Andorra), 6 (Angola), 7 (Anguilla), 8 (Antarctica), 9 (Antigua and Barbuda), 10 (Argentina), 11 (Armenia), 12 (Aruba), 13 (Australia), 14 (Austria), 15 (Azerbaijan), 16 (Bahamas), 17 (Bahrain), 18 (Bangladesh), 19 (Barbados), 20 (Belarus), 21 (Belgium), 22 (Belize), 23 (Benin), 24 (Bermuda), 25 (Bhutan), 26 (Bolivia), 27 (Bosnia and Herzegovina), 28 (Botswana), 29 (Brazil), 30 (British Indian Ocean Territory), 31 (British Virgin Islands), 32 (Brunei), 33 (Bulgaria), 34 (Burkina Faso), 35 (Burundi), 36 (Cambodia), 37 (Cameroon), 38 (Canada), 39 (Cape Verde), 40 (Cayman Islands), 41 (Central African Republic), 42 (Chad), 43 (Chile), 44 (China), 45 (Christmas Island), 46 (Cocos Islands), 47 (Colombia), 48 (Comoros), 49 (Cook Islands), 50 (Costa Rica), 51 (Croatia), 53 (Curacao), 54 (Cyprus), 55 (Czech Republic), 56 (Democratic Republic of the Congo), 57 (Denmark), 58 (Djibouti), 59 (Dominica), 60 (Dominican Republic), 61 (East Timor), 62 (Ecuador), 63 (Egypt), 64 (El Salvador), 65 (Equatorial Guinea), 66 (Eritrea), 67 (Estonia), 68 (Ethiopia), 69 (Falkland Islands), 70 (Faroe Islands), 71 (Fiji), 72 (Finland), 73 (France), 74 (French Polynesia), 75 (Gabon), 76 (Gambia), 77 (Georgia), 78 (Germany), 79 (Ghana), 80 (Gibraltar), 81 (Greece), 82 (Greenland), 83 (Grenada), 84 (Guam), 85 (Guatemala), 86 (Guernsey), 87 (Guinea), 88 (Guinea-Bissau), 89 (Guyana), 90 (Haiti), 91 (Honduras), 92 (Hong Kong), 93 (Hungary), 94 (Iceland), 95 (India), 96 (Indonesia), 98 (Iraq), 99 (Ireland), 100 (Isle of Man), 101 (Israel), 102 (Italy), 103 (Ivory Coast), 104 (Jamaica), 105 (Japan), 106 (Jersey), 107 (Jordan), 108 (Kazakhstan), 109 (Kenya), 110 (Kiribati), 111 (Kosovo), 112 (Kuwait), 113 (Kyrgyzstan), 114 (Laos), 115 (Latvia), 116 (Lebanon), 117 (Lesotho), 118 (Liberia), 119 (Libya), 120 (Liechtenstein), 121 (Lithuania), 122 (Luxembourg), 123 (Macau), 124 (Macedonia), 125 (Madagascar), 126 (Malawi), 127 (Malaysia), 128 (Maldives), 129 (Mali), 130 (Malta), 131 (Marshall Islands), 132 (Mauritania), 133 (Mauritius), 134 (Mayotte), 135 (Mexico), 136 (Micronesia), 137 (Moldova), 138 (Monaco), 139 (Mongolia), 140 (Montenegro), 141 (Montserrat), 142 (Morocco), 143 (Mozambique), 144 (Myanmar), 145 (Namibia), 146 (Nauru), 147 (Nepal), 148 (Netherlands), 149 (Netherlands Antilles), 150 (New Caledonia), 151 (New Zealand), 152 (Nicaragua), 153 (Niger), 154 (Nigeria), 155 (Niue), 157 (Northern Mariana Islands), 158 (Norway), 159 (Oman), 160 (Pakistan), 161 (Palau), 162 (Palestine), 163 (Panama), 164 (Papua New Guinea), 165 (Paraguay), 166 (Peru), 167 (Philippines), 168 (Pitcairn), 169 (Poland), 170 (Portugal), 171 (Puerto Rico), 172 (Qatar), 173 (Republic of the Congo), 174 (Reunion), 175 (Romania), 176 (Russia), 177 (Rwanda), 178 (Saint Barthelemy), 179 (Saint Helena), 180 (Saint Kitts and Nevis), 181 (Saint Lucia), 182 (Saint Martin), 183 (Saint Pierre and Miquelon), 184 (Saint Vincent and the Grenadines), 185 (Samoa), 186 (San Marino), 187 (Sao Tome and Principe), 188 (Saudi Arabia), 189 (Senegal), 190 (Serbia), 191 (Seychelles), 192 (Sierra Leone), 193 (Singapore), 194 (Sint Maarten), 195 (Slovakia), 196 (Slovenia), 197 (Solomon Islands), 198 (Somalia), 199 (South Africa), 200 (South Korea), 201 (South Sudan), 202 (Spain), 203 (Sri Lanka), 205 (Suriname), 206 (Svalbard and Jan Mayen), 207 (Swaziland), 208 (Sweden), 209 (Switzerland), 211 (Taiwan), 212 (Tajikistan), 213 (Tanzania), 214 (Thailand), 215 (Togo), 216 (Tokelau), 217 (Tonga), 218 (Trinidad and Tobago), 219 (Tunisia), 220 (Turkey), 221 (Turkmenistan), 222 (Turks and Caicos Islands), 223 (Tuvalu), 224 (U.S. Virgin Islands), 225 (Uganda), 226 (Ukraine), 227 (United Arab Emirates), 228 (United Kingdom), 229 (United States), 230 (Uruguay), 231 (Uzbekistan), 232 (Vanuatu), 233 (Vatican), 234 (Venezuela), 235 (Vietnam), 236 (Wallis and Futuna), 237 (Western Sahara), 238 (Yemen), 239 (Zambia), 240 (Zimbabwe), 241 (Guadeloupe). Example: [29] for Brazil, [229] for United States | |
| seniority_exclude_ids | No | Seniority level IDs to exclude (optional). Valid IDs: 2-11 as listed above | |
| seniority_include_ids | No | Seniority level IDs to include (optional). Valid IDs: 2 (Manager), 3 (Director), 4 (VP), 5 (CXO), 6 (Unpaid), 7 (Training), 8 (Senior), 9 (Owner), 10 (Entry), 11 (Partner). Example: [10, 7] for Entry and Training | |
| companies_source_csv_url | No | Public URL of a CSV file with header EXACTLY `companyname,companywebsite` (case-insensitive). The MCP server downloads, validates, and parses the file. Use this when the user attached a CSV to the chat — the URL is surfaced via `AudienceBrief.attached_file_urls`. MUTUALLY EXCLUSIVE with `companies`. | |
| job_function_exclude_ids | No | Job function IDs to exclude (optional). Valid IDs: 1-28 as listed above | |
| job_function_include_ids | No | Job function IDs to include (optional). Valid IDs: 1 (Marketing), 2 (Sales), 3 (Customer Service), 4 (Finance), 5 (HR), 6 (PR), 7 (Media), 8 (Design), 9 (Engineering), 10 (Operations), 11 (Legal), 12 (Education), 13 (Health), 14 (Real Estate), 15 (Accounting), 16 (Administrative), 17 (Business Development), 18 (Community Services), 19 (Consulting), 20 (Entrepreneurship), 21 (IT), 22 (Military Services), 23 (Product Management), 24 (Program/Project Management), 25 (Purchasing), 26 (QA), 27 (Research), 28 (Trades). Example: [9] for Engineering | |
| contacts_per_company_limit | No | Maximum number of contacts to target per company (optional). Example: 20 |