coda-automation

name	coda-automation
description	ALWAYS use this when the request matches Coda Automation: Automate Coda tasks via Rube MCP (Composio): manage docs, pages, tables, rows, formulas, permissions, and publishing.

Coda Automation via Rube MCP

Selective Reading Rule

Start with:

• references/senior-master-standard.md
• references/usage-routing.md
• references/quality-checklist.md

Then load only the inherited docs, scripts, assets, or examples that match the user's actual task.

Automate Coda document and data operations through Composio's Coda toolkit via Rube MCP.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Coda connection via RUBE_MANAGE_CONNECTIONS with toolkit coda
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit coda
3. If connection is not ACTIVE, follow the returned auth link to complete Coda authentication
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Search and Browse Documents

When to use: User wants to find, list, or inspect Coda documents

Tool sequence:

1. CODA_SEARCH_DOCS or CODA_LIST_AVAILABLE_DOCS - Find documents [Required]
2. CODA_RESOLVE_BROWSER_LINK - Resolve a Coda URL to doc/page/table IDs [Alternative]
3. CODA_LIST_PAGES - List pages within a document [Optional]
4. CODA_GET_A_PAGE - Get specific page details [Optional]

Key parameters:

• query: Search term for finding documents
• isOwner: Filter to docs owned by the user
• docId: Document ID for page operations
• pageIdOrName: Page identifier or name
• url: Browser URL for resolve operations

Pitfalls:

• Document IDs are alphanumeric strings (e.g., 'AbCdEfGhIj')
• CODA_RESOLVE_BROWSER_LINK is the best way to convert a Coda URL to API IDs
• Page names may not be unique within a doc; prefer page IDs
• Search results include docs shared with the user, not just owned docs

2. Work with Tables and Data

When to use: User wants to read, write, or query table data

Tool sequence:

1. CODA_LIST_TABLES - List tables in a document [Prerequisite]
2. CODA_LIST_COLUMNS - Get column definitions for a table [Prerequisite]
3. CODA_LIST_TABLE_ROWS - List all rows with optional filters [Required]
4. CODA_SEARCH_ROW - Search for specific rows by query [Alternative]
5. CODA_GET_A_ROW - Get a specific row by ID [Optional]
6. CODA_UPSERT_ROWS - Insert or update rows in a table [Optional]
7. CODA_GET_A_COLUMN - Get details of a specific column [Optional]

Key parameters:

• docId: Document ID containing the table
• tableIdOrName: Table identifier or name
• query: Filter query for searching rows
• rows: Array of row objects for upsert operations
• keyColumns: Column IDs used for matching during upsert
• sortBy: Column to sort results by
• useColumnNames: Use column names instead of IDs in row data

Pitfalls:

• Table names may contain spaces; URL-encode if needed
• CODA_UPSERT_ROWS does insert if no match on keyColumns, update if match found
• keyColumns must reference columns that have unique values for reliable upserts
• Column IDs are different from column names; list columns first to map names to IDs
• useColumnNames: true allows using human-readable names in row data
• Row data values must match the column type (text, number, date, etc.)

3. Manage Formulas

When to use: User wants to list or evaluate formulas in a document

Tool sequence:

1. CODA_LIST_FORMULAS - List all named formulas in a doc [Required]
2. CODA_GET_A_FORMULA - Get a specific formula's current value [Optional]

Key parameters:

• docId: Document ID
• formulaIdOrName: Formula identifier or name

Pitfalls:

• Formulas are named calculations defined in the document
• Formula values are computed server-side; results reflect the current state
• Formula names are case-sensitive

4. Export Document Content

When to use: User wants to export a document or page to HTML or Markdown

Tool sequence:

1. CODA_BEGIN_CONTENT_EXPORT - Start an export job [Required]
2. CODA_CONTENT_EXPORT_STATUS - Poll export status until complete [Required]

Key parameters:

• docId: Document ID to export
• outputFormat: Export format ('html' or 'markdown')
• pageIdOrName: Specific page to export (optional, omit for full doc)
• requestId: Export request ID for status polling

Pitfalls:

• Export is asynchronous; poll status until status is 'complete'
• Large documents may take significant time to export
• Export URL in the completed response is temporary; download promptly
• Polling too frequently may hit rate limits; use 2-5 second intervals

5. Manage Permissions and Sharing

When to use: User wants to view or manage document access

Tool sequence:

1. CODA_GET_SHARING_METADATA - View current sharing settings [Required]
2. CODA_GET_ACL_SETTINGS - Get access control list settings [Optional]
3. CODA_ADD_PERMISSION - Grant access to a user or email [Optional]

Key parameters:

• docId: Document ID
• access: Permission level ('readonly', 'write', 'comment')
• principal: Object with email or user ID of the recipient
• suppressEmail: Whether to skip the sharing notification email

Pitfalls:

• Permission levels: 'readonly', 'write', 'comment'
• Adding permission sends an email notification by default; use suppressEmail to prevent
• Cannot remove permissions via API in all cases; check ACL settings

6. Publish and Customize Documents

When to use: User wants to publish a document or manage custom domains

Tool sequence:

1. CODA_PUBLISH_DOC - Publish a document publicly [Required]
2. CODA_UNPUBLISH_DOC - Unpublish a document [Optional]
3. CODA_ADD_CUSTOM_DOMAIN - Add a custom domain for published doc [Optional]
4. CODA_GET_DOC_CATEGORIES - Get doc categories for discovery [Optional]

Key parameters:

• docId: Document ID
• slug: Custom URL slug for the published doc
• categoryIds: Category IDs for discoverability

Pitfalls:

• Publishing makes the document accessible to anyone with the link
• Custom domains require DNS configuration
• Unpublishing removes public access but retains shared access

Common Patterns

ID Resolution

Doc URL -> Doc ID:

1. Call CODA_RESOLVE_BROWSER_LINK with the Coda URL
2. Extract docId from the response

Table name -> Table ID:

1. Call CODA_LIST_TABLES with docId
2. Find table by name, extract id

Column name -> Column ID:

1. Call CODA_LIST_COLUMNS with docId and tableIdOrName
2. Find column by name, extract id

Pagination

• Coda uses cursor-based pagination with pageToken
• Check response for nextPageToken
• Pass as pageToken in next request until absent
• Default page sizes vary by endpoint

Row Upsert Pattern

1. Call CODA_LIST_COLUMNS to get column IDs
2. Build row objects with column ID keys and values
3. Set keyColumns to unique identifier column(s)
4. Call CODA_UPSERT_ROWS with rows and keyColumns

Known Pitfalls

ID Formats:

• Document IDs: alphanumeric strings
• Table/column/row IDs: prefixed strings (e.g., 'grid-abc', 'c-xyz')
• Use RESOLVE_BROWSER_LINK to convert URLs to IDs

Data Types:

• Row values must match column types
• Date columns expect ISO 8601 format
• Select/multi-select columns expect exact option values
• People columns expect email addresses

Rate Limits:

• Coda API has per-token rate limits
• Implement backoff on 429 responses
• Bulk row operations via UPSERT_ROWS are more efficient than individual updates

Quick Reference

Task	Tool Slug	Key Params
Search docs	CODA_SEARCH_DOCS	query
List docs	CODA_LIST_AVAILABLE_DOCS	isOwner
Resolve URL	CODA_RESOLVE_BROWSER_LINK	url
List pages	CODA_LIST_PAGES	docId
Get page	CODA_GET_A_PAGE	docId, pageIdOrName
List tables	CODA_LIST_TABLES	docId
List columns	CODA_LIST_COLUMNS	docId, tableIdOrName
List rows	CODA_LIST_TABLE_ROWS	docId, tableIdOrName
Search rows	CODA_SEARCH_ROW	docId, tableIdOrName, query
Get row	CODA_GET_A_ROW	docId, tableIdOrName, rowIdOrName
Upsert rows	CODA_UPSERT_ROWS	docId, tableIdOrName, rows, keyColumns
Get column	CODA_GET_A_COLUMN	docId, tableIdOrName, columnIdOrName
Push button	CODA_PUSH_A_BUTTON	docId, tableIdOrName, rowIdOrName, columnIdOrName
List formulas	CODA_LIST_FORMULAS	docId
Get formula	CODA_GET_A_FORMULA	docId, formulaIdOrName
Begin export	CODA_BEGIN_CONTENT_EXPORT	docId, outputFormat
Export status	CODA_CONTENT_EXPORT_STATUS	docId, requestId
Get sharing	CODA_GET_SHARING_METADATA	docId
Add permission	CODA_ADD_PERMISSION	docId, access, principal
Publish doc	CODA_PUBLISH_DOC	docId, slug
Unpublish doc	CODA_UNPUBLISH_DOC	docId
List packs	CODA_LIST_PACKS	(none)

When to Use

This skill is applicable to execute the workflow or actions described in the overview.

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.