relation-creation

name	relation-creation
description	Guides you through defining a relationship between two Honeydew entities — covering join type, direction, cross-filtering, and connection method — then pushes the updated entity YAML to Honeydew via the MCP tools.

Prerequisites

Before creating relations, ensure you are on the correct workspace and branch. Use get_session_workspace_and_branch to check the current session context. For development work, create a branch with create_workspace_branch (the session switches automatically). See the workspace-branch skill for the full workspace/branch tool reference.

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Overview

A Honeydew relation defines how two entities join together. Relations are not standalone objects — they live inside the source entity's YAML as a relations: block. Every relation connects the "many" side to the "one" side: for example, orders (many) → customers (one).

Relations enable:

• Metrics on one entity to reference attributes from another
• Cross-entity calculated attributes (Multi-Entity type)
• Filter propagation between entities in BI queries

Relations are defined on the source entity. To add a relation, use update_object on the entity that holds the foreign key (the "many" side).

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Creation Methods

Primary: update_object on the Source Entity

There is no create_relation tool. Adding a relation means updating the source entity's YAML to include the relations: block.

Call update_object with:

• yaml_text — the full updated entity YAML with the relations: block
• object_key — the entity's object key (find via list_entities or get_entity)

Required permission: Editor or higher.

After Creation/Update: Display the UI Link

After a successful update_object call, the response includes a ui_url field. Always display this URL to the user so they can quickly open the object in the Honeydew application.

Remove a Relation: update_object

There is no delete_object for relations. To remove a relation, update the source entity's YAML with the relation removed from the relations: block.

1. Find which entity defines the relation. The relation lives in only one entity's YAML, but it could be on either side. Use get_entity on both entities and check which one has the relation in its relations: block.
2. Remove the target relation from that entity's relations: list (keep all other relations intact).
3. Call update_object with the updated YAML and the entity's object_key.

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Decision Flow

Need to define a relation?
    │
    ├─► Simple FK join (equality on one or more columns)?
    │       └─► Use field-based connection
    │               connection:
    │                 - src_field: <fk_column>
    │                   target_field: <pk_column>
    │
    ├─► Complex join (range, filter, SCD Type 2, multi-entity)?
    │       └─► Use expression-based connection
    │               connection_expr:
    │                 sql: |-
    │                   <custom SQL>
    │
    └─► Removing an existing relation?
            └─► Use update_object — remove relation from entity YAML

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Examples

See examples.md for full worked examples covering: field-based join, composite key, expression-based (SCD Type 2), multiple relations, and removing a relation.

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Discovery Helpers

Use these MCP tools before defining relations:

• get_entity — Get entity details including existing relations, attributes, and YAML definition
• list_entities — List all entities (to identify source and target)
• search_model — Search for entities or fields by name (use search_mode: EXACT for known names, OR for broad discovery)

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See reference.md for: YAML schema, relation direction (rel_type), join types, cross-filtering options, and connection methods.

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Pre-Implementation: Present Modeling Options

IMPORTANT: Before creating any relations, analyze the modeling options and present them to the user for decision.

Steps:

1. Examine the existing model — Review current entities and relations using list_entities and get_entity
2. Identify viable approaches — There are often multiple valid ways to connect entities (e.g., direct connections, through intermediate entities, different join types, cross-filtering choices)
3. Present trade-offs — Explain the pros/cons of each approach in context of the user's data and use cases
4. Get user confirmation — Ask the user which approach they prefer before implementing

Do not assume a single correct answer. Relationship modeling involves trade-offs (query performance, maintainability, analytical flexibility) that depend on the user's specific needs.

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Documentation Lookup

Use the search_docs and query_docs_filesystem tools from the honeydew MCP server to search the Honeydew documentation when:

• You need to understand join types, cross-filtering behavior, or relationship modeling patterns in more depth
• The user asks about how relations affect query behavior or metric calculations
• You need guidance on advanced modeling scenarios like SCD Type 2 joins, self-referencing relations, or multi-path joins
• The user asks about relation performance implications or troubleshooting join issues
• The user needs advanced modeling patterns for complex relationship topologies

Search for topics like: "relations", "joins", "cross-filtering", "many-to-one", "relationship modeling".

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Best Practices

• Define relations on the "many" side. The entity holding the FK is the source; use rel_type: many-to-one.
• Use field-based connections for simple FK joins. Reserve connection_expr for cases that genuinely require custom SQL.
• Include all key columns in field-based connections. If the "one" side has a composite key, all parts must be listed in connection.
• Default to cross_filtering: both unless performance is a concern. Restrict to one-to-many or none for large entities.
• Always include existing relations when using update_object. Updating an entity's YAML replaces the full relations: block — omitting an existing relation will delete it.
• Use get_entity before modifying. Always inspect current entity YAML and relations before updating to avoid accidentally removing existing ones.
• Minimize YAML changes. Preserve the existing field order and formatting. Only change what you need to. Objects are versioned in git, so unnecessary reordering or reformatting creates noisy diffs.

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MANDATORY: Validate After Creating

After creating ANY relation, you MUST invoke the validation skill to test and validate.

See the validation skill (Entities → "Validating Relations") for:

• How to verify relation exists via get_entity
• How to test cross-entity queries work
• Sanity checks (join works, no fan-out, NULLs reasonable)
• When to alert the user about issues

Quick validation:

1. Verify relation exists using get_entity on the source entity, check its relations list.
2. Test cross-entity query using get_data_from_fields:

• attributes: ["<target_entity>.<attribute>"]
• metrics: ["<source_entity>.<metric>"]

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Common Pitfalls to Avoid

• Replacing existing relations unintentionally. update_object replaces the full entity YAML. If the entity already has relations, fetch the current YAML first (via get_entity) and include all of them in the update.
• Defining relation on the wrong entity. Relations should be defined on the entity that holds the FK (the "many" side). Defining on the "one" side inverts the semantics.
• Missing key columns in field-based connections. If the target entity has a composite key, all columns must appear in connection. A partial key join produces fan-out and incorrect aggregations.
• Using connection_expr without enforcing cardinality. Custom SQL joins bypass Honeydew's cardinality validation. A poorly written expression can silently produce many-to-many joins.
• many-to-one cross-filtering on large tables. Filtering from the "many" side back to the "one" side requires a reverse join and is expensive. Use none or one-to-many unless the use case requires it.