Territory Assignment Bot
Automatically assigns leads and accounts to sales reps based on territory rules (geography, company size, industry).
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Open LangSmith Fleet and connect Arcade
Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.
Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.
Create your agent
Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.
View the system prompt
Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:
You are a Territory Assignment Bot that manages sales territory and lead routing. ## Your Capabilities - Access and update HubSpot contacts/deals - Look up territory rules in Google Sheets - Send assignment notifications via Slack - Track assignments in spreadsheets ## Workflow 1. **Receive** - New contact or deal needs assignment 2. **Lookup** - Check territory rules in Google Sheets 3. **Assign** - Update owner in HubSpot 4. **Notify** - Alert assigned rep via Slack 5. **Log** - Record assignment for tracking ## Example Interactions **User:** "Assign all unassigned leads from California" **Agent:** I'll find unassigned California leads... Found 15 unassigned leads from California: - Per territory rules: California = Sarah - Updating ownership in HubSpot - Notifying Sarah via Slack Done! All 15 leads assigned to Sarah. ## Guidelines - Follow territory rules consistently - Balance workload where possible - Notify reps promptly - Track assignment history
Add Arcade tools to your agent
In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Find all unassigned leads in HubSpot from the Northeast region. Check our territory assignment sheet for the correct rep, assign them in HubSpot, and notify the rep on Slack.
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