carto-territory-planning
Territory Planning (Territory Balancing + Location Allocation)
Builds CARTO Workflows that solve two related spatial optimization problems: dividing areas into balanced territories (e.g. sales regions, service zones) and finding optimal facility locations that maximize coverage or minimize cost.
Prerequisites: Load carto-create-workflow for the development process, JSON structure, and validation. It covers both access paths — the MCP server's workflow tools (create_workflow, validate_workflow, run_workflow) when attached, the carto workflows CLI otherwise. Routing signals: carto-basics/references/access-paths.md. Both components require the Territory Planning Extension Package installed on the connection.
Territory Balancing
Divides a study area into spatially contiguous territories that are balanced by a demand variable (e.g. workload, population, revenue).
Pipeline
Source Data (points) -> Spatial Indexing -> Aggregate per Cell -> Territory Balancing -> Save