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Upload Account List CSV and Create Audience

upload_account_list_csv_audience

Upload 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

TableJSON Schema
NameRequiredDescriptionDefault
companiesNoInline 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_nameYesName for the new audience (required).
job_title_excludesNoFree text keywords for job titles to exclude (optional). Example: ['Senior', 'Lead']
job_title_includesNoFree text keywords for job titles to include (optional). Example: ['Software Engineer', 'Manager']
location_state_idsNoState 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_idsNoCountry 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_idsNoSeniority level IDs to exclude (optional). Valid IDs: 2-11 as listed above
seniority_include_idsNoSeniority 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_urlNoPublic 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_idsNoJob function IDs to exclude (optional). Valid IDs: 1-28 as listed above
job_function_include_idsNoJob 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_limitNoMaximum number of contacts to target per company (optional). Example: 20

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.9/5.0
Behavior5/5

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

Beyond the annotations (readOnlyHint=false, destructiveHint=false), the description discloses a processing delay that the tool waits through, a 50 MB CSV size cap, server-side dropping of empty rows, mutual-exclusivity error conditions, and the specific return fields. This goes well beyond what the annotations already provide and gives the agent a clear picture of side effects and constraints. No contradiction with annotations.

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?

The description is extremely long, but it is well-organized with clear sections, bolded terms, and bullets. It front-loads the core purpose and the crucial contact-level exclusion. Some redundancy exists (e.g., the PARAMETERS summary repeats schema names), but the structure makes the length navigable and each substantive rule earns its place.

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 tool with 12 parameters, no output schema, and two input modes, the description covers all critical context: input format requirements, error conditions for invalid combos, processing behavior, size limits, return fields, and example use cases. An agent could correctly invoke this tool in both the inline-map and CSV-URL scenarios without needing additional information.

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

Parameters5/5

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

Schema coverage is 100%, yet the description adds substantial meaning: it fully explains the two mutually exclusive supply paths, gives explicit data mapping rules and CSV header requirements, provides an inline example, and describes how optional contacts criteria layer on top of the account list. This is far beyond the baseline schema descriptions.

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?

The description states a specific verb and resource: upload an account list CSV and create a FIRMOGRAPHIC_INCLUDE audience. It explicitly distinguishes from contact-level uploads and pure firmographic targeting by naming upload_contact_list_csv_audience and create_firmographic_audience, so an agent can tell this tool apart without opening the 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?

It has dedicated WHEN TO USE and WHEN NOT TO USE sections that list example phrasings and name the alternative tools for contact-level data and firmographic targeting. It also explains the two mutually exclusive input paths and directs the agent to use the CSV URL whenever the user attached a CSV, which removes ambiguity.

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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