Preset MCP Visualization

preset-mcp-visualization

Use for chart and Explore workflows through MCP.

Always

• Treat "create", "make", or "build" a chart as saved-chart intent: use generate_chart directly. Treat "add" as saved-chart intent only when no dashboard target is named; with a dashboard target, route to preset-mcp-dashboard.
• Use generate_explore_link for "show", "visualize", "explore", or "preview" requests with no save intent.
• Use get_dataset_info once to resolve exact column and metric names before building the config.
• Use get_chart_type_schema only for unfamiliar or complex chart types, or after a config validation error — not for simple bar, line, pie, table, or big-number charts.
• Use saved metrics as saved metrics; do not treat metric names as raw columns.
• generate_chart request shape: top-level dataset_id (not datasource_id), chart fields nested inside config, and config.chart_type uses the MCP taxonomy, currently common values such as xy, table, pie, pivot_table, mixed_timeseries, handlebars, and big_number — not a Superset viz_type string. If the needed type is not listed or validation fails, trust get_chart_type_schema.
• Never fabricate URLs. Use URLs returned by MCP tools.

Decision Rules

• Creation intent ("create/make/build a chart", or "add a chart" with no dashboard target): generate_chart. Do not substitute an unsaved Explore link.
• Preview intent ("show/visualize/explore/preview"): generate_explore_link.
• Use update_chart to change an existing saved chart.
• Use update_chart_preview only for cached preview form data.
• Route adding charts to dashboards to preset-mcp-dashboard.

Workflow Order

1. Resolve the dataset and its exact columns/metrics with one get_dataset_info call.
2. Build the config and call the tool matching the user's intent (create → generate_chart).
3. If the call returns a validation error, do not retry the same config blindly: fetch get_chart_type_schema once, fix the config against it, and retry once.
4. Report success based on the tool response, not assumption.

Retrieve

• Visualization workflow details: references/visualization-workflows.md