corezoid-dashboard-manager

name

corezoid-dashboard-manager

description

Creates and manages Corezoid dashboards — adds charts (column, pie, funnel, table), binds metrics to process nodes, configures real-time mode, and sets up drill-down linking between dashboards. Activate whenever a user asks to create a dashboard, add a chart, visualize process metrics, set up reporting for a Corezoid process, configure real-time monitoring, or asks what dashboards or charts exist. Also activate when the user wants to show task counts, completion rates, error rates, or any other process statistics visually in Corezoid.

Corezoid Dashboard Manager

What dashboards are

A Corezoid dashboard visualizes task counters in process nodes — it shows how many tasks are accumulated in (or have passed through) specific nodes. The data comes directly from running processes, not from external databases.

Key implication: processes must be deployed and have tasks flowing through them for data to appear.

---

MCP Tools Reference

Tool	Purpose
create-dashboard	Create a new dashboard, returns obj_id (= dashboard_id)
get-dashboard	Get dashboard details including all charts and series
add-chart	Add a chart to a dashboard, returns obj_id (hex chart ID)
get-chart	Get a single chart with its series
modify-chart	Modify an existing chart — always provide full series array
set-dashboard-layout	Save chart positions on the grid — required to make charts visible
pull-process	Pull process JSON to find node IDs for series

---

Workflow: Create a dashboard with charts

Step 1 — Identify the process (MANDATORY FIRST STEP)

Before doing anything else, resolve the target process:

1. Check whether the user already provided a process identifier — a file path, process name, or process ID — in the current message or conversation history.

2. If no identifier is provided, ask:

   "Which process(es) do you want to monitor? You can provide a file path (e.g. 123_payment.conv.json), a process name, or a process ID."

   Do not call any MCP tools until the user provides an identifier.

3. If the user gave a name or ID (not a file path), search the local working directory for the matching .conv.json file using the find or grep Bash tools (the project is already pulled locally).

4. Once the file path is known and the file exists locally, open and read it to find node IDs in scheme.nodes[].id — note the IDs of nodes you want to measure. End nodes are best as primary metric sources.

   If the process is not available locally, fall back to:

   pull-process(process_id=<PROC_ID>)
   

5. Also clarify with the user (if not already clear):

   • Which nodes represent the metrics they care about?
   • What kind of visualization: comparison (column), proportions (pie), sequential drop-off (funnel), or tabular (table)?

Step 2 — Create the dashboard

create-dashboard(title="Payment Monitoring", description="Real-time payment flow metrics")

Note the returned dashboard_id — needed for adding charts.

Step 3 — Add charts

One chart per visualization. The add-chart tool returns a hex obj_id for the chart — save it for modify-chart calls.

add-chart(
  dashboard_id=<dashboard_id>,
  name="Payment Outcomes",
  chart_type="column",
  series='[{"conv_id": 123456, "node_id": "507f1f77bcf86cd799439016", "title": "Success"}, {"conv_id": 123456, "node_id": "507f1f77bcf86cd799439017", "title": "Error"}]'
)

Chart types:

Type	When to use
column	Comparing values across nodes or time periods
pie	Showing how tasks split across outcomes
funnel	Visualizing sequential drop-off through a flow
table	Tabular display of metric values

Critical: Use column (NOT bar) — bar is not a valid Corezoid chart type.

Step 4 — Verify series after creation

After creating a chart, call get-chart to verify that series is populated. If it's empty, use modify-chart to add the series.

get-chart(chart_id=<hex_obj_id>, dashboard_id=<dashboard_id>)

If series is empty, call modify-chart with the full series array.

Step 5 — Save the dashboard layout (MANDATORY)

Charts are invisible until the grid layout is saved. After all charts are created and have series, call set-dashboard-layout:

set-dashboard-layout(
  dashboard_id=<dashboard_id>,
  grid='[
    {"chart_id":"<hex1>","x":0,"y":0,"width":6,"height":4},
    {"chart_id":"<hex2>","x":6,"y":0,"width":6,"height":4},
    {"chart_id":"<hex3>","x":0,"y":4,"width":12,"height":4}
  ]'
)

Grid layout rules:

• Grid is 12 columns wide
• x + width must not exceed 12
• Standard chart: width: 6, height: 4 (two charts per row)
• Wide chart: width: 12, height: 4 (full row)
• Charts stack vertically by incrementing y (use the previous row's height as the next y)
• chart_id is the hex obj_id returned by add-chart

Step 6 — Advise on real-time mode

Real-time mode works ONLY for these node types:

• End nodes (obj_type: 2) — tasks that finished the process
• Waiting for Callback — tasks waiting for external HTTP callback
• Delay — tasks paused for a time period
• Set State — tasks in a named state

Intermediate nodes (Code, API Call, Condition) pass tasks through instantly — real-time shows 0.

---

Modifying charts — full payload required

When modifying a chart, always include the full series array. Partial updates are NOT supported — omitting any field returns a validation error.

• chart_id — hex string from add-chart response (obj_id)
• chart_type sets obj_type in the API — must be "column", "pie", "funnel", or "table"

modify-chart(
  chart_id="6a043a89e552e86e908941aa",
  dashboard_id=136542,
  name="Updated Chart Title",
  chart_type="column",
  series='[{"conv_id": 123456, "node_id": "507f1f77bcf86cd799439016", "title": "Success"}]'
)

---

Dashboard grid layout

Charts are positioned on a grid. Use width and height fields (NOT w/h) — using w/h causes a validation error. Standard sizes: width: 6, height: 4.

---

Funnel chart — node ordering matters

For funnel charts, add metrics in the same order as the process flow:

[
  {"conv_id": 123, "node_id": "start-node-id", "title": "Started"},
  {"conv_id": 123, "node_id": "mid-node-id",   "title": "Processed"},
  {"conv_id": 123, "node_id": "final-node-id", "title": "Completed"}
]

The funnel visualizes drop-off from each step to the next.

---

Best practices

• Use End nodes as primary metric sources — they reliably accumulate completed tasks
• For error rate charts: add both Final (success) and Error end nodes as metrics on one column chart
• Name metrics descriptively — labels appear directly on charts
• Create separate dashboards: one for real-time ops monitoring, one for historical reporting
• Group all metrics from one business flow (e.g., payment processing) on a single dashboard
• Always verify series after chart creation — empty series means the chart won't render
• Always call set-dashboard-layout after all charts are ready — charts are invisible without it
• For drill-down: create the high-level dashboard first, then the detail dashboard, then link charts

---

Dashboard operations reference

Goal	Tool / operation
Create dashboard	create-dashboard → returns obj_id (dashboard_id)
View dashboard + charts list	get-dashboard(dashboard_id=...)
Add chart	add-chart → returns obj_id (hex chart ID)
Get chart details + series	get-chart(chart_id=<hex>, dashboard_id=...)
Modify chart	modify-chart(chart_id=<hex>, dashboard_id=..., ...)
Make charts visible	set-dashboard-layout(dashboard_id=..., grid='[...]')
Get node IDs for series	pull-process → read scheme.nodes[].id

ID types to remember:

• dashboard_id — integer (e.g. 136542)
• chart_id — hex string (e.g. "6a043a89e552e86e908941aa")
• node_id in series — 24-char hex string from scheme.nodes[].id