signoz-managing-views

name	signoz-managing-views
description	Use when the user wants to create, list, get, update, rename, or delete a SigNoz saved Explorer view. Trigger on phrases like "save this query as a view", "save this filter", "bookmark this search", "list my saved views", "show me views for traces/logs/metrics/meter", "rename the X view", "update my saved view to also filter Y", "delete the X view", or any request to manage Explorer saved views — even if they don't say "view" explicitly. Also use when someone wants to share a recurring Explorer query with their team and asks how to "save" or "bookmark" it.
argument-hint	<view name, sourcePage (traces/logs/metrics/meter), and filter intent>

Managing Saved Views

Create, read, update, and delete SigNoz saved Explorer views via the SigNoz MCP server. A saved view is a reusable snapshot of an Explorer query on the Logs, Traces, Metrics, or Cost Meter page — name + filters + panel type, scoped to one sourcePage. They are not dashboards and not alerts.

This skill covers the full CRUD surface in one place because the operations share the same schema, the same identity model (UUID per view), and the same prerequisite resources. The only operation with real blast radius is delete, and update has a sharp edge (full-body replace) — both get explicit guards below.

Prerequisites

This skill calls SigNoz MCP server tools (signoz_create_view, signoz_list_views, signoz_get_view, signoz_update_view, signoz_delete_view, signoz_get_field_keys, signoz_get_field_values). Before running the workflow, confirm the signoz_* tools are available. If they are not, run signoz-mcp-setup first to initialize or repair the MCP connection. Do not fall back to raw HTTP calls or fabricate view payloads without the MCP tools.

When to use

Use this skill when the user wants to:

• Create a saved view from a current or described Explorer query.
• List / find existing views (by sourcePage, name, or category).
• Inspect a single view's filter or panel type.
• Update a view — rename, recategorize, or change its filter, panel type, or aggregations.
• Delete a view that is no longer useful.

Do NOT use when the user wants to:

• Build a dashboard panel → signoz-creating-dashboards / signoz-modifying-dashboards.
• Run an ad-hoc Explorer query without saving it → signoz-generating-queries.
• Create or change an alert rule → signoz-creating-alerts.

Schema reference

Read both resources BEFORE composing any create or update payload. Do not hand-compose a compositeQuery from memory — the correct schema is not the legacy builder.queryData format; it is the v5 spec described in these resources. Sending a legacy payload causes a silent HTTP 400.

Read both MCP resources by URI using your client's resource-read mechanism:

• signoz://view/instructions — SavedView field reference, sourcePage rules, the GET-then-PUT update flow, the minimal create body.
• signoz://view/examples — round-tripped payloads (traces list, logs list, metrics graph, and a Cost Meter graph) you can adapt verbatim.

The server returns HTTP 400 on legacy v3/v4 fields (builder, promql, unit, top-level id, queryFormulas, queryTraceOperator) — the failure mode is silent for the user, so reading the resources first is mandatory, not optional.

Operation flows

Create a view

1. Resolve sourcePage — must be exactly one of traces, logs, metrics, meter. If the user's intent is ambiguous ("save this query"), ask which Explorer they mean. It cannot be inferred from filter strings alone. Use meter for Cost Meter (usage / billing) views — it is a distinct Explorer page from metrics, even though the query runs on the metrics signal (see Step 4).

2. Read the schema resources. Read both signoz://view/instructions and signoz://view/examples using your client's resource-read mechanism before composing any payload. Do not skip this step even if you think you know the schema — the legacy builder.queryData format is rejected with HTTP 400.

3. Build the query using signoz-generating-queries — mandatory. Use the Skill tool to invoke signoz-generating-queries. The sub-skill handles field discovery, type checking, and live-data validation in one pass — adapting an example payload from signoz://view/examples or running a bare signoz_search_traces call skips the field-type checks and service-name resolution that catch silent 400s before they become permanent bad views. Skipping it means a malformed filter becomes a saved view that must be deleted and recreated. For a meter view, tell signoz-generating-queries it's a Cost Meter query (source=meter) so discovery hits the meter store, not the default one.

4. Enforce the signal rule in every builder_query spec.

   • For traces / logs / metrics: signal == sourcePage. A sourcePage:"traces" view with signal:"logs" is a server-side error.
   • For meter (Cost Meter): signal:"metrics" and source:"meter" — a Cost Meter view is queried on the metrics signal against the meter store. Omitting source:"meter" silently queries the default metrics store; setting source:"meter" on a non-meter sourcePage is rejected.

5. Mandatory pre-save sample fetch. Probe with the exact filter from compositeQuery.queries[0].spec against the destination signal:

   • sourcePage=traces → signoz_search_traces with limit=1
   • sourcePage=logs → signoz_search_logs with limit=1
   • sourcePage=metrics → signoz_query_metrics with the metricName from spec.aggregations[0].metricName plus the same filter, timeRange=1h, requestType=scalar. Repeat per metric query if the view has multiple. The tool requires metricName — a filter-only probe is not supported.
   • sourcePage=meter → signoz_query_metrics with the metricName from spec.aggregations[0].metricName, source=meter, the same filter, timeRange=24h (Cost Meter rolls up hourly, so a 1h window can be a single partial bucket), requestType=scalar.

   Required even if Step 3 ran cleanly: the sub-skill validates the query it authored, not whatever you persist after edits or lifts. Empty → save anyway / revise / abort. Autonomous mode without authorization to persist empty views: abort and escalate.

6. Preview before writing — this step is not optional. Before calling signoz_create_view, show the user a summary: name, sourcePage, panelType, the full filter expression, and the Step 5 probe result ("sample fetch: N rows in last 1h" — for a meter view the probe window is 24h, so report it as such). For a human in the loop, wait for confirmation. For an autonomous agent, log the preview and proceed.

7. Call signoz_create_view. The server populates id, createdAt/By, updatedAt/By — never send those.

List or find views

signoz_list_views requires a sourcePage. If the user did not specify one and is searching by name, call it once per page (traces, logs, metrics, meter) and merge — do not guess. Use the name and category parameters for server-side partial-match filtering when the user gives a substring; do not fetch everything and grep client-side.

The response paginates. Always check pagination.hasMore before concluding a view does not exist. Default page size is 50; pass offset = pagination.nextOffset to continue. A view is only confirmed missing for a given sourcePage once you have walked pages until hasMore = false. As long as hasMore = true, keep paginating — there is no page-count cap.

Get a single view

Use signoz_get_view with the UUID. The returned data object is the canonical SavedView shape — it is what you pass back to signoz_update_view. Treat that data as the source of truth, not whatever the user described from memory.

Update a view (GET-then-PUT)

signoz_update_view is a full-body replace (HTTP PUT upstream). Sending a partial body wipes the unspecified fields. The flow:

1. signoz_get_view with the view's id → returns { "status": "success", "data": { ...SavedView... } }.
2. Take the data object. Strip server-populated fields (id, createdAt, createdBy, updatedAt, updatedBy) — the MCP server strips them for you, but omitting them up front makes the diff readable.
3. If the update changes compositeQuery (new filter, different panel type, different aggregation), invoke signoz-generating-queries to build and validate the new query before proceeding. Do not hand-edit compositeQuery from the user's description — the same Step 4 signal rule applies (including the meter case: signal:"metrics" + source:"meter"), and panelType changes often imply a stepInterval change too. For a meter view, tell signoz-generating-queries it is a Cost Meter query (source=meter) so it discovers and validates against the meter store. For pure metadata tweaks (rename, recategorize), skip this step and do not touch compositeQuery.
4. Modify only the field(s) the user asked to change.
5. Mandatory pre-save sample fetch — when compositeQuery changed. Run the 1-row probe from the Create flow's Step 5 against the new filter. Empty → save anyway / revise / abort. Skip only for pure metadata tweaks (rename, recategorize).
6. Show a diff-style preview before writing. One line per changed field: name: "slow-checkout" → "slow-checkout-p99". Explicitly note any fields that are unchanged (e.g. "compositeQuery: unchanged") and include the Step 5 probe result when compositeQuery changed. This prevents silent mistakes and gives the user a chance to catch a wrong target view. Wait for confirmation on any change to compositeQuery, since that changes what the view actually shows.
7. Call signoz_update_view with { "id": "<id>", "view": <modified data> }.

Delete a view

Deletion is destructive and immediately removes the view from the shared list — any team member who had the view bookmarked will see it disappear. Depending on the host application, the user may be offered a one-click restore action shortly after the delete (the SigNoz Assistant captures a snapshot and exposes a restore action), but treat that as a recovery affordance, not a substitute for getting the delete right. Treat this like dropping a row from a shared table:

1. List to locate. Call signoz_list_views to find the view by name. If sourcePage is unknown, search all four pages (traces, logs, metrics, meter).
2. Get to confirm — mandatory. Call signoz_get_view with the UUID from step 1. Do NOT skip this step even when you got the UUID from a list result that looks correct. List results are paginated and a name match is not a UUID guarantee — signoz_get_view is the confirmation that the UUID maps to the view the user named. Never call signoz_delete_view on a UUID without a prior signoz_get_view confirming the matching name and sourcePage.
3. Show and ask. Present the resolved view's name, sourcePage, and category, and explicitly ask for confirmation. Do not auto-confirm based on the original prompt, even an emphatic one — destructive operations get a fresh confirmation against the resolved target.
4. Call signoz_delete_view. Report success with the deleted view's name (not just the UUID), so the user can recognize it.

For autonomous agents without a human in the loop: refuse delete unless the calling context has been explicitly authorized for destructive operations on saved views, and log the resolved view metadata before the call.

Guardrails

• Mandatory pre-save sample fetch on create and on compositeQuery updates. Step 5 of each flow runs a 1-row probe against the destination signal using the exact filter from the about-to-save payload. Skipping is equivalent to skipping get-before-delete. The Step 3 signoz-generating-queries delegation is necessary but not sufficient — it validates the query it authored, not the filter you persist after edits.

  Cross-signal-lift footgun: field keys are signal-scoped. An attribute observed on metrics (e.g. oauth.error_code on a counter) may not exist on traces or logs for the same tenant, even when emitted by the same service. Lifting an attribute from a sibling dashboard panel, alert rule, or view that targets a different signal is the most common source of empty saved views. signoz_get_field_keys signal=<destination signal> is necessary but not sufficient — sparse emission still produces zero-result views. Only the sample fetch confirms. The destination signal equals sourcePage for traces/logs/metrics; for a meter view it is signal=metrics with source=meter (never signal=meter).

  A saved view returning zero rows under its own filter is a permanent artifact in a shared workspace; the human preview can't tell from JSON that the filter won't match, and autonomous mode has no preview, so the sample fetch is the only safety net.

Quick reference

Operation	Tools called	Key guard
Create	read signoz://view/instructions + signoz://view/examples → signoz-generating-queries → sample fetch on exact filter → preview → signoz_create_view	Mandatory pre-save sample fetch; preview before write; no legacy fields
List	signoz_list_views (× 4 if no sourcePage given: traces/logs/metrics/meter)	Check pagination.hasMore
Get	signoz_get_view(id)	Returns canonical body for update
Update	signoz_get_view → modify → sample fetch if compositeQuery changed → diff preview → signoz_update_view	Full-body replace; sample fetch when compositeQuery changes; diff preview required
Delete	signoz_list_views → signoz_get_view → confirm → signoz_delete_view	Get-before-delete mandatory; fresh confirmation

Common mistakes

Mistake	Fix
Hand-composing compositeQuery from examples or memory (even after reading signoz://view/examples)	Use the Skill tool to invoke signoz-generating-queries — reading examples and validating with signoz_search_traces is not a substitute
Lifting an attribute name from a metric, alert rule, or sibling view and using it in a sourcePage=traces / =logs view filter without re-verifying on the destination signal	Field keys are signal-scoped; an attribute on metrics may not exist on traces or logs. Always re-check via signoz_get_field_keys signal=<destination signal> (for a meter view, signal=metrics source=meter — never signal=meter) and run the mandatory pre-save sample fetch — the key check is necessary but not sufficient
Skipping the pre-save sample fetch because signoz-generating-queries already validated the query	The sub-skill validates the query it authored; the filter you persist may have been edited or lifted since then. The Step 5 sample fetch is mandatory regardless
Skipping signoz_get_view before delete (relying on list UUID alone)	Always call signoz_get_view to confirm name+sourcePage before signoz_delete_view
Sending legacy fields: builder, promql, unit, top-level id, queryFormulas	Read schema resources; server returns HTTP 400 silently
signal ≠ sourcePage in builder query	For traces/logs/metrics, every builder_query.signal must equal the view's sourcePage. For a meter view, use signal:"metrics" + source:"meter" (not signal:"meter")
Filing a Cost Meter view under sourcePage:"metrics" (with source:"meter")	Cost Meter views go under sourcePage:"meter" — otherwise they're invisible in the Meter Explorer and mis-filed under Metrics. The server rejects source:"meter" on a non-meter page
Partial update body (omitting unchanged fields)	GET full body first → modify only changed fields → PUT entire body
Declaring "no such view" after only page 1	Check pagination.hasMore; continue with offset = pagination.nextOffset
Using PromQL or raw ClickHouse in a view	Only queryType: "builder" is supported; offer a dashboard panel instead
Setting category to an enum value	category is free-form string; omit if user doesn't specify

Reporting back

After any write (create / update / delete), include in your reply:

• The view's name and UUID.
• The sourcePage.
• A direct link only if the MCP response or SigNoz frontend provides a canonical URL, or the user explicitly asks for one. Do not fabricate frontend routes — saved-view paths differ per signal and change over time. When in doubt, omit the link and report the UUID + sourcePage.
• For updates, what changed (one-line diff).
• For deletes, an explicit "deleted" confirmation with the name.

Follow-up suggestions

After a view operation, you may surface up to 3 follow-up intents that match what just happened. The host application renders them — follow the host's UI rendering rules for the exact mechanism. Use your judgment about what's natural for the user's context; do not pad to 3.

Two anti-rules that override your judgment:

• Read-only stays read-only at the chip surface. After list / get / find, do not offer chips that propose a write (e.g. "Update this view", "Delete this view"). That contradicts the read-only stop rule in Reporting back below. Chips that re-run the view's underlying query are fine — those stay on the read path. If the user's next message names an update or delete, route from there.
• Do not duplicate host-injected actions. If the host offers a restore action after a delete (the SigNoz Assistant does), do not also surface restore as a follow-up — it would render twice.

When the user is purely exploring ("just listing my views", "what's in here?") and signals no further intent, skip follow-ups entirely. No chips beat wrong chips.

Describe follow-ups by user intent, not by tool or skill name. The label the user clicks should read like the user's next prompt.

Read-only operations (list, get) should report concisely — name, id, sourcePage, filter expression, panel type — and stop. Don't narrate the schema back to the user.