Lists the organization's sales territories by name (up to 500), each with the countries (ISO codes), regions and industries it covers and the sellers assigned to it (assigned_user_ids). An assignment rule with method territory routes a lead to the first of its territories that covers the lead's country or region and rotates among that territory's sellers.
Alcance
crm:read
Permiso
Ver el módulo
Tool del MCP
crm_territories_listEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.territories.list".
Costo declarado: hasta 500 lecturas y 0 escrituras por llamada (cuentan en el cupo diario).
Creates a sales territory with a name, optional description, the countries (ISO 3166-1 alpha-2 codes such as ar or mx, or global: country_invalid otherwise), regions and industries it covers, and the sellers assigned to it (assigned_user_ids: people with access to the organization, from crm.team.list; may be empty; recipient_without_access otherwise). Use its id in an assignment rule's territory_ids (method territory). Requires manage_assignment (owners, admins and CRM admins).
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: manage_assignment
Tool del MCP
crm_territories_createEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.territories.create".
Costo declarado: hasta 0 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
namestringcuerporequerido
The territory's name, up to 120 characters.
assigned_user_idsarray<string>cuerporequerido
The sellers the territory's leads rotate among, up to 200: people with access to the organization (user ids from crm.team.list; AI agents are not assigned by territory).
descriptionstringcuerpoopcional
A description, up to 500 characters.
countriesarray<string>cuerpoopcional
ISO 3166-1 alpha-2 country codes (ar, mx, us…; case-insensitive) or global, up to 100: a lead from one of them matches the territory.
regionsarray<string>cuerpoopcional
Regions or states as the leads bring them, up to 100.
Updates a territory: only the fields sent change (description null clears it; each list sent replaces the current one), validated like at creation; with nothing to change, no_changes. Requires manage_assignment.
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: manage_assignment
Tool del MCP
crm_territories_updateEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.territories.update".
Costo declarado: hasta 1 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
territory_idstringrutarequerido
The territory's id, from crm.territories.list.
namestringcuerpoopcional
New name.
descriptionstring | nullcuerpoopcional
New description; null clears it.
countriesarray<string>cuerpoopcional
The whole new list: ISO 3166-1 alpha-2 country codes (ar, mx, us…; case-insensitive) or global, up to 100: a lead from one of them matches the territory.
regionsarray<string>cuerpoopcional
The whole new list of regions.
industriesarray<string>cuerpoopcional
The whole new list of industries.
assigned_user_idsarray<string>cuerpoopcional
The whole new list: The sellers the territory's leads rotate among, up to 200: people with access to the organization (user ids from crm.team.list; AI agents are not assigned by territory).
Deletes a territory for good: territories do not go to the trash. Assignment rules that list it simply skip it from then on (remove it from their territory_ids with crm.assignment_rules.update to keep them tidy); the dry run names the territory and those rules. territory_not_found when the id does not exist (also in the dry run). Requires manage_assignment.
Pide confirmación: primero dry_run: true (vista previa y confirm_token, que vale 10 minutos y una sola vez), después el mismo cuerpo con confirm_token. En unas pocas, solo con ciertos datos: la descripción dice cuándo. Por qué y cómo: Vista previa y confirmación.
Alcance
crm:writey «Permitir eliminar» (crm:delete en OAuth)
Permiso
Editar en el módulo · Acción del CRM: manage_assignment
Tool del MCP
crm_territories_deleteEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.territories.delete".
Costo declarado: hasta 51 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).