account_build

ai.easyterritory/ezt-mcp · Verify this server

[Tier 1 — Attribute Grouping Builder] When: territories should mirror an account attribute column from CRM exports (rep name, territory_name, territory code). Prerequisites: ingest_accounts with grouping column; part_layer chosen; viewer connected. Omit ts and ts_handle when the session id argument is already set. That session is the TS. Numeric codes are labels, not balance metrics; scoped builds use in-scope accounts only. Part scope defaults to bbox_intersect (bbox proximity of ingested accounts). When the user names a state/region ('TX ZIPs only'), pass part_scope=explicit and part_filter={state_abbr: TX} — not bbox_intersect. Scope fields are top-level part_filter/part_ids. Progress: linked tasks publish live subphases on Tasks status / MC overlay (grouping → radial seeds → inflate → empty-part assign → interlock polish) with cooperative cancel — same poll loop as auto_build (next_action / sleep_ms). VISIT FREQUENCY: when a cadence column is declared, pass visit_frequency_field to scale workload or ignore_visit_frequency=true for one visit per cycle — do not inherit the column silently. Modern form-capable clients (protocol >= 2026-07-28) may be prompted in-band for missing grouping_field / part_layer / tal_label; legacy hosts keep required-arg / INVALID_REQUEST errors. Next: analyze + load_analysis_panel. Scenarios: ACB-001..004, MC-011.