Territory Management
4 entities and 24 agent-callable operations in territory. Each operation is addressed as {mega_tool}/territory/{entity}/{operation} and carries the same permission check over MCP and REST.
24 of 24 shown
membership
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | List the accounts and leads that belong to one territory, in a single paginated envelope. |
territory
| Operation | Mega-tool | What it does |
|---|---|---|
activate | workflow_action | Set this territory's status to active. |
create | entity_crud | Create a territory |
deactivate | workflow_action | Set this territory's status to inactive. |
delete | entity_crud | Delete a territory |
hierarchy | report_query | The territory and its full child subtree, recursive, scoped to the caller's organization and excluding soft-deleted rows. |
list | entity_crud | List territories |
read | entity_crud | Get territory details |
rematch | workflow_action | Re-run territory rule matching over this territory's leads and accounts and report what would change. |
sdr_cycle_opt_in | workflow_action | Turn this territory's SDR outreach cycle on or off and set its cron. |
stats | report_query | Headline numbers for one territory: accounts (the FK union the ledger union), leads, assignments, total and active rules, direct children, and status. |
update | entity_crud | Update a territory |
territory_assignment
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a territory assignment |
delete | entity_crud | Delete a territory assignment |
list | entity_crud | List territory assignments |
my_territories | entity_crud | List the calling user's OWN territory assignments in this organization — the agent twin of GET /api/territory/assignments/my-territories/. |
read | entity_crud | Get territory assignment details |
update | entity_crud | Update a territory assignment |
territory_rule
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a territory rule |
delete | entity_crud | Delete a territory rule |
list | entity_crud | List territory rules |
read | entity_crud | Get territory rule details |
test | workflow_action | Evaluate one territory rule against a sample record and report whether it matches, using the same operator semantics the live matcher uses. |
update | entity_crud | Update a territory rule |
Parameter schemas and permissions
Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.
In the full reference this application appears under entity_crud, report_query, workflow_action.
