TRES Finance — Import Contacts from CSV/XLSX

TRES Finance — Import Contacts from CSV/XLSX

Goal

Read a user-provided CSV or XLSX file containing address-to-name mappings and import them as contacts into the TRES address book. This is the second half of the contacts workflow: the user previously exported unidentified addresses (via the export skill), filled in names and tags, and now wants to push those labels back into TRES.

MCP Server

All GraphQL calls use the user-tres-finance MCP server (execute tool).

Expected File Format

The file should have these columns (header names are matched case-insensitively):

• Contact Name — the label to assign to the address (required for import; rows without a name are skipped)
• Contact Address — the blockchain address (required)
• Contact Tag — optional tag(s) for the contact. Multiple tags can be separated by commas (e.g. Exchange, Custodian)

The column order doesn't matter — the skill matches by header name. The file may contain additional columns (like the "Address details" enrichment columns from the export skill) — those are ignored.

Workflow

Step 1 — Authenticate

Call get_viewer (no arguments) to confirm the session is active and note the organization name.

Step 2 — Read and parse the file

The user will provide a CSV or XLSX file. Detect the format from the file extension.

For XLSX files: Use Python with openpyxl==3.1.5. If not installed, stop and display:

"openpyxl is not installed. Please run: python3 -m venv .venv && .venv/bin/pip install openpyxl==3.1.5"

• If the workbook has multiple sheets, look for one named "Contacts" (case-insensitive). If not found, use the first sheet.