| name | dalgo-visualization |
| description | Create and manage Dalgo charts, dashboards, and reports. Use when a user asks to visualize data, build or modify a dashboard, or snapshot data into a report. |
dalgo-visualization
Use for chart, dashboard, and report workflows through Dalgo MCP tools.
Always
- Create charts before assembling them into dashboards;
dalgo_create_dashboard and dalgo_update_dashboard reference existing chart IDs.
- Validate a new or edited chart with
dalgo_get_chart_data before telling the user it works — a chart can save fine and still have a broken query.
- Resolve names to IDs via the
list_* tool for the object type before any detail or mutation call.
- Confirm with the user before any
delete_* call; never delete as a fallback after a failed update.
- Check column names and types with
dalgo-warehouse tools before building a chart query against an unfamiliar table.
Decision Rules
- "Show me X as a chart": find the table/columns (
dalgo-warehouse), create the chart, then run dalgo_get_chart_data to confirm it returns rows.
- "Add this to a dashboard": existing dashboard →
dalgo_get_dashboard to see its current charts, then dalgo_update_dashboard. Only create a new dashboard when the user asks for one.
- "What's on dashboard X?":
dalgo_get_dashboard includes its charts — no need to fetch each chart.
- "Snapshot this data" / point-in-time record:
dalgo_create_report; reports are snapshots, charts are live queries.
- Chart returns no data: check the underlying table has rows (
dalgo-warehouse) and the last sync ran (dalgo-troubleshooting) before changing the chart.
Workflow Order
- Resolve the data: schema, table, columns.
- Create or update the chart; verify with
dalgo_get_chart_data.
- Assemble dashboards from verified chart IDs.
- Report back with what was created and where to find it in the Dalgo UI.
Retrieve
