Region: If more than one
squaredup-*server is connected, ask the user which one they mean before running any tools, then use that same server for every SquaredUp tool call in the task.
Exploring a SquaredUp tenant
Goal: build a mental map of what's available before doing real work. SquaredUp tenants are heterogeneous - what's queryable depends entirely on which integrations have been configured and how the tenant has been organized.
Order of discovery
Workspaces -
workspace_list. The top-level grouping unit. A tenant typically has 1-N workspaces representing teams, products, environments, or business areas. The user's question almost always implicitly targets one workspace; match by name early.Data sources -
data_source_list. Configured plugin instances (e.g. one row per connected AWS account, Datadog org, GitHub org). Each row'spluginfield points to the plugin definition. This is the answer to "what integrations are connected?".Plugins -
plugin_listonly if you need to know what types of integration could be configured. Plugins are definitions; data sources are instances of those definitions. Most tasks do not need this.What contributes to a workspace -
workspace_list_source_typesfor a specific workspace tells you which data source types (e.g. AWS, Datadog) feed entities into it. Useful to scope queries without enumerating every entity.Existing dashboards -
dashboard_list. Often the fastest path from a vague question to concrete IDs: if there's a dashboard called "Production Errors", the user almost certainly means that workspace + scope. See thedashboardsskill for how to mine an existing dashboard.
Common ambiguity to resolve early
Multiple data sources of the same type. If there are 3 AWS data sources, "show me EC2 instances" is ambiguous. Either ask the user, or pass all of them as
activePluginConfigIdstodata_stream_queryand let SquaredUp aggregate. (data_stream_queryalso needs aworkspaceId- the sources must be linked to that workspace.)Workspace vs cross-workspace queries. Most user questions implicitly target one workspace. Match team/product names to a workspace before running graph queries - graph queries that span all workspaces can return huge result sets.
When to skip this skill
If the user asks a very specific question with explicit IDs or names ("get tile 1 from dashboard dash-yHLAPmsNyGkUPe8ZdDxE", "query the EC2 inventory stream"), go straight to the relevant tool - don't enumerate the tenant first.