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Use this skill to set up Holistics MCP and enable useful tools such as `search_docs`, `execute_aql`, and `generate_viz`
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Review a past conversation between a Holistics data-analyst AI agent and a user, then produce insight report with three sections (`Summary`, `Recap`, and `Suggestions`). Use this whenever the user wants to assess, grade, debrief, or critique how the agent performed on a chat, including phrasings like " this conversation", "how did the agent do", "grade this chat", "what could the AI have done better", or "what context should I add to improve the agent", even if they don't say the word "review".
Address suggestions in a past conversation's insight by performing each suggestion's actionable fix. Use when the user asks to implement, apply, address, or act on the suggestions from a conversation insight. Requires a conversation ID. Do NOT use this to generate a new insight.
Create, update, or apply a Holistics dashboard theme (library/themes/) from any input: a brand name, website, screenshot, brand guidelines, explicit colors, or a mood description. Use when the user wants to theme, brand, restyle, or change a dashboard's look and feel. Typical phrasings: build a theme, match our brand, use these colors, make it dark, make it warm/minimal/premium/editorial, glow up this dashboard. Do NOT trigger for building a dashboard, authoring block content, or adding controls.
Convert an agent skill written for another runtime (Claude `SKILL.md`, OpenAI/Codex skill, raw system prompt) into a Holistics AML `Skill` block — or the reverse direction. Use whenever the user wants to migrate, port, or translate a skill across formats, including phrasings like "convert this Claude skill to AML", "port this OpenAI skill to Holistics", "turn this SKILL.md into an AML Skill", "translate this AML skill back to Claude", or "migrate this agent skill".
Author a Holistics skill. Use whenever the user wants to write, edit, or refine a skill that gives Holistics AI specific knowledge, workflows, or guardrails — including phrasings like "add a skill for X", "create a workspace glossary skill", "turn this prompt into a reusable skill", or "make this Holistics AI smarter about Y". For converting a skill written for another runtime (Claude, OpenAI/Codex) into AML, use `convert-agent-skill-to-holistics` instead.
Create or refine a Holistics custom chart (CustomChartDef in library/custom_charts/) for a chart type the built-in viz can't cover. Use when the user wants to create a custom chart, convert a Vega/Vega-Lite spec into Holistics AML, or scaffold or refine a chart template — or when a dashboard needs a chart form with no built-in equivalent (heatmap matrix, sankey, waterfall, box plot, ...). Typical phrasings: create a custom chart for X, turn this Vega-Lite spec into a Holistics chart, we need a sankey of X. Do NOT trigger for a standard built-in chart or a dynamic content block.
| name | setup-holistics-mcp |
| description | Use this skill to set up Holistics MCP and enable useful tools such as `search_docs`, `execute_aql`, and `generate_viz` |
{
"mcpServers": {
"holistics-reporting": {
"type": "http",
"url": "<MCP_SERVER_ADDRESS>"
}
}
}
NOTE: at any point, if the user rejects a step, you can give them instructions instead of doing the configuration for them.