EasyTerritory MCP Server

EasyTerritory MCP Server takes territory planning into the agentic era — putting humans above the loop to orchestrate and supervise instead of endlessly stuck behind screens. Connect your favorite AI agent (Claude Desktop, OpenClaw, or any MCP-compatible host) to do everything you’d do in Territory Designer: build, balance, analyze, route, and share territory solutions. Whether it’s a one-off scenario using the MCP Map or a headless repeatable workflow, your agent can operationalize and handle the heavy lifting — you make the strategic calls.

Territory intelligence, on autopilot

The MCP Server exposes 47 territory planning tools to any MCP-compatible AI. Ingest and geocode account data from any source. Build balanced territories, isochrones, analyze workload equity, plan optimized routes, schedule recurring visits, and share executive-ready insights — all through natural conversation.

What it can do

EasyTerritory MCP Server is built for sales operations leaders and territory planners who want the power of Territory Designer without the learning curve. You and your AI agent decide the approach — hands-on using the integrated map or completely automated — all of the tools work with or without a visual interface.

Intelligent Territory Building

Build balanced territories from scratch or from existing alignment files. Define your goals — territory count, workload targets, balance metrics — and let the agent handle the rest. Convert account-based alignments to territory regions and vice versa. Analyze territory balance, workload distribution, and coverage gaps. Review results on an interactive map and share read-only views with stakeholders.

Natural Language Territory Management

Realign Postal Codes between territories, split or merge regions, and rebalance after data changes — all through conversation with your agent, or using visual selection directly on the map. Multiple territory alignment scenarios can be visualized and compared side by side.

Optimized Routing & Scheduling

Calculate optimized, multi-stop routes with stop-priority banding and circuit, tour, or open-tour formats. Build recurring visit schedules that cluster accounts into daily work buckets by cadence and capacity — minimizing drive time across the entire horizon.

Why EasyTerritory MCP

Hosted by EasyTerritory — not self-hosted. Customers connect their agent and go.
You and your agent own your data — EZT MCP never retains customer information, lowering risk of a third-party being your system of record for critical internal data.
Standard GeoJSON in and out — no proprietary formats. Push your alignments to Territory Designer for hands-on refinement when you need it.
ExpertPack knowledge layer — encodes a decade of territory design expertise that is not found in foundation AI models.
Built on the latest MCP V2 specification (2026-07-28).
Full documentation — setup guides, tool reference, and examples to get you started.