Whether you are a sales operations leader balancing workloads across a national field team or a regional planner redrawing boundaries after a reorg, the EasyTerritory MCP Server lets you design, analyze, and optimize sales territories through natural conversation with an AI assistant. No spreadsheets, no desktop software, no GIS expertise required.
What is the EasyTerritory MCP Server?
The EasyTerritory MCP Server is a hosted service that exposes 43 geospatial tools to any AI agent that speaks the Model Context Protocol (MCP). It runs entirely in the cloud — there is no infrastructure for you to install, manage, or maintain. You simply point your AI assistant at the server, and it gains the ability to open interactive maps, ingest your account data, build balanced territories, run analytics, and generate optimized routes.
The production endpoint is:
https://mcp.easyterritory.ai/
Compatible hosts include Claude Desktop, OpenClaw, and any client that implements the MCP V2 specification (2026-07-28).
How It Differs from Territory Designer
If you have used EasyTerritory’s Territory Designer, you already understand the goal: create compact, balanced territories that give every rep a fair workload. The MCP Server achieves the same outcome through a fundamentally different interface:
| Aspect | Territory Designer | MCP Server |
|---|---|---|
| Interface | Visual drag-and-drop map UI | Natural language conversation with an AI agent |
| Workflow | Manual clicks and lasso selections | Describe what you want in plain English; the agent calls the right tools |
| Headless option | No | Yes — call tools programmatically for batch jobs and integrations |
| Automation | Limited to scripted UI actions | Full tool API; chain calls into custom workflows |
| Speed to first territory | Minutes of manual setup | One sentence: “Build 5 balanced territories from my Texas accounts” |
Territory Designer remains the right choice for planners who need pixel-level control over every boundary. The MCP Server is ideal when you want fast, iterative results driven by AI — or when you want to embed territory logic into automated pipelines.
Your First Session: A Walkthrough
A typical session follows six stages. You do not need to learn commands — just describe your goal and the AI agent decides which tools to call.
1. Connect Your Agent
Add the MCP Server URL and your API key to your AI assistant’s configuration. See Connecting Your AI Agent for exact steps.
2. Open a Map
Tell your agent to open a map centered on your region of interest. The server returns a URL you can open in any browser. The map stays connected to your conversation — every tool call updates it in real time.
3. Ingest Your Accounts
Upload a CSV, paste a list of accounts, or connect a CRM data source. The server geocodes your accounts and plots them on the map. You can filter by state, region, or any custom attribute before building territories.
4. Build Territories
Describe how many territories you need and what “balanced” means for you — account count, workload, revenue, or any combination. The server’s build engine constructs compact, contiguous territories that respect your criteria. See Territory Building with AI for the full guide.
5. Analyze
Ask the agent to analyze the current territory assignment. It computes balance metrics, drive-time statistics, and compactness scores. The results load into an interactive panel on the map for side-by-side comparison.
6. Share & Export
When you are satisfied, export the territory assignment as a CSV, GeoJSON, or shareable map link. You can also save the session and return to it later — the server preserves your map state between conversations.
Next Steps
- Connecting Your AI Agent — Configuration for Claude Desktop, OpenClaw, and generic MCP hosts.
- Territory Building with AI — Build approaches, the five build questions, and worked examples.
- Territory Management & Realignment — Split, merge, rebalance, and realign existing territories.
- EasyTerritory MCP Server marketing page — Plans, pricing, and feature overview.
