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Docs/Tools/upload_account_list_csv_audience

upload_account_list_csv_audience

Upload a list of company ACCOUNTS (name + website) as an Account List CSV and create a FIRMOGRAPHIC_INCLUDE audience on the Metadata platform, optionally overlaid with platform-…

Writes audiences

Creates or changes something in the account. Put it behind whatever review your agent uses.

What it does

Upload a list of company ACCOUNTS (name + website) as an Account List CSV and create a FIRMOGRAPHIC_INCLUDE audience on the Metadata platform, optionally overlaid with platform-side contacts criteria.

                AUDIENCE TYPE: Account List CSV / CSV Upload - Accounts (platform stores `customAudienceType=FIRMOGRAPHIC_INCLUDE`; the main UI's audience-map renders this enum as "CSV Upload - Accounts").
                This tool is ONLY for company/account-level data (company names and websites).
                Do NOT use this tool for contact-level data (emails, phone numbers, individual people).
                For contacts, use upload_contact_list_csv_audience instead.

                TWO WAYS TO SUPPLY THE ACCOUNT LIST — provide EXACTLY ONE of:
                  • `companies`: an inline JSON object map `{ "<companyname>": "<companywebsite>", ... }`. Use this for short ad-hoc lists you have already parsed into context.
                  • `companies_source_csv_url`: a public URL of a CSV file with header EXACTLY `companyname,companywebsite` (case-insensitive, whitespace-trimmed). Use this WHENEVER THE USER ATTACHED A CSV to the chat — the URL is surfaced to you via `AudienceBrief.attached_file_urls`; pass it through verbatim. The MCP server downloads + validates + parses the CSV so a multi-megabyte file never has to travel through your context.

                If both are provided, or neither, the tool errors with a clear message — pick one.

                OPTIONAL CONTACTS CRITERIA: layer per-contact filters on top of the account list, matching the same shape `create_firmographic_audience` uses:
                  • `location_country_ids` / `location_state_ids` — geography
                  • `job_title_includes` / `job_title_excludes` — free-text title keywords
                  • `job_function_include_ids` / `job_function_exclude_ids`
                  • `seniority_include_ids` / `seniority_exclude_ids`
                  • `contacts_per_company_limit`
                When set, the resulting audience matches only contacts inside the listed companies that ALSO satisfy these filters — e.g. "this 1,999-account list, but only VP/Director/Manager Engineering contacts in Canada + Saint Pierre and Miquelon + United States" becomes a single call. When all of these are omitted, every contact in every uploaded company is matched.

                WHEN TO USE:
                - "Upload these companies/accounts as an audience" / "Create an account list audience" / "Upload account list CSV"
                - "Create a CSV Upload - Accounts audience with this CSV and these contact filters"
                - The user attached a CSV of companies (company name + website) and asked for a CSV-Upload audience

                WHEN NOT TO USE:
                - When the data is contact-level (emails, phone numbers, individual people) — use `upload_contact_list_csv_audience`.
                - For pure firmographic targeting without an attached account list — use `create_firmographic_audience`.

                INLINE-MAP DATA MAPPING RULES (when you choose the `companies` path):
                  - Each KEY must be the **company name**; each VALUE must be the **company website URL**.
                  - Format: { "<companyname>": "<companywebsite>", ... }
                  - Example:
                      {
                        "Acme Corp": "https://acme.com",
                        "Globex International": "https://globex.com",
                        "Salesforce": "https://salesforce.com"
                      }
                  - DO NOT pass column headers as keys; DO NOT reverse the mapping; DO NOT send raw file paths or bytes.

                CSV-URL HEADER RULES (when you choose the `companies_source_csv_url` path):
                  - The first row of the CSV MUST be exactly `companyname,companywebsite` (case-insensitive — `Company Name,Website` is rejected; rename the columns first or fall back to the inline map path).
                  - Rows with an empty company name are dropped server-side.
                  - The server enforces a 50 MB cap on the downloaded file.

                PARAMETERS:
                - audience_name (required)
                - companies (optional, mutually exclusive with companies_source_csv_url)
                - companies_source_csv_url (optional, mutually exclusive with companies)
                - location_country_ids / location_state_ids (optional contacts criteria)
                - job_title_includes / job_title_excludes (optional)
                - job_function_include_ids / job_function_exclude_ids (optional)
                - seniority_include_ids / seniority_exclude_ids (optional)
                - contacts_per_company_limit (optional)

                RETURNS:
                - success, id / audience_id, audience_name, audience_type (FIRMOGRAPHIC_INCLUDE), file_id, companies_count, upload_filename, expectedNumberOfCompanies, expectedNumberOfContacts, cappedContactCount

                IMPORTANT NOTES:
                - There is a small delay between upload and audience creation while the platform processes the file; the tool waits for that internally.
                - The companies map / source CSV must contain at least one usable row.
                - Company websites should be valid URLs (e.g., https://example.com).

Arguments

ArgumentTypeNotes
audience_name string required Name for the new audience (required).
companies object Inline map of company names to website URLs (optional). Example: {"Acme Corp": "https://acme.com", "Globex": "https://globex.com"}. MUTUALLY EXCLUSIVE with `companies_source_csv_url` — provide exactly one.
companies_source_csv_url string Public URL of a CSV file with header EXACTLY `companyname,companywebsite` (case-insensitive). The MCP server downloads, validates, and parses the file. Use this when the user attached a CSV to the chat — the URL is surfaced via `AudienceBrief.attached_file_urls`. MUTUALLY EXCLUSIVE with `companies`.
location_country_ids array Country IDs for geographic targeting (optional). Valid IDs: 1 (Afghanistan), 2 (Albania), 3 (Algeria), 4 (American Samoa), 5 (Andorra), 6 (Angola), 7 (Anguilla), 8 (Antarctica), 9 (Antigua and Barbuda), 10 (Argentina), 11 (Armenia), 12 (Aruba), 13 (Australia), 14 (Austria), 15 (Azerbaijan), 16 (Baha
location_state_ids array State IDs for geographic targeting (optional). Valid US State IDs: 1 (Alabama), 2 (Alaska), 3 (Arizona), 4 (Arkansas), 5 (California), 6 (Colorado), 7 (Connecticut), 8 (Delaware), 9 (Florida), 10 (Georgia), 11 (Hawaii), 12 (Idaho), 13 (Illinois), 14 (Indiana), 15 (Iowa), 16 (Kansas), 17 (Kentucky),
job_title_includes array Free text keywords for job titles to include (optional). Example: ['Software Engineer', 'Manager']
job_title_excludes array Free text keywords for job titles to exclude (optional). Example: ['Senior', 'Lead']
job_function_include_ids array Job function IDs to include (optional). Valid IDs: 1 (Marketing), 2 (Sales), 3 (Customer Service), 4 (Finance), 5 (HR), 6 (PR), 7 (Media), 8 (Design), 9 (Engineering), 10 (Operations), 11 (Legal), 12 (Education), 13 (Health), 14 (Real Estate), 15 (Accounting), 16 (Administrative), 17 (Business Devel
job_function_exclude_ids array Job function IDs to exclude (optional). Valid IDs: 1-28 as listed above
seniority_include_ids array Seniority level IDs to include (optional). Valid IDs: 2 (Manager), 3 (Director), 4 (VP), 5 (CXO), 6 (Unpaid), 7 (Training), 8 (Senior), 9 (Owner), 10 (Entry), 11 (Partner). Example: [10, 7] for Entry and Training
seniority_exclude_ids array Seniority level IDs to exclude (optional). Valid IDs: 2-11 as listed above
contacts_per_company_limit integer Maximum number of contacts to target per company (optional). Example: 20

Request

curl
curl -s -X POST https://mcp-server.metadata.io/mcp \
  -H "Authorization: $METADATA_PAT" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -H "MCP-Protocol-Version: 2025-11-25" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"upload_account_list_csv_audience","arguments":{"audience_name":"<audience_name>"}}}'

Response

No recorded response. This tool writes to the account, so it is never executed to build these docs. The request above is still the exact shape to send. Nothing on this page is invented.

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