preset-mcp-visualization

Use for chart and Explore workflows through MCP.

Always

• Prefer generate_explore_link for interactive exploration and unsaved previews.
• Use generate_chart only when the user wants a saved chart or the workflow explicitly needs persistence.
• Use get_dataset_info and get_chart_type_schema before building nontrivial chart configs.
• Use saved metrics as saved metrics; do not treat metric names as raw columns.
• Never fabricate URLs. Use URLs returned by MCP tools.

Decision Rules

• Use generate_explore_link for "show", "visualize", "explore", or "preview" requests.
• Use generate_chart with save semantics only for saved chart intent.
• Use update_chart to change an existing saved chart.
• Use update_chart_preview only for cached preview form data.
• Route adding charts to dashboards to preset-mcp-dashboard.

Workflow Order

1. Resolve dataset and available columns/metrics.
2. Discover chart schema for the intended chart type when needed.
3. Generate an Explore link for review unless the user explicitly asked to save.
4. Save or update only when persistence is requested.
5. Report success based on the tool response, not assumption.

Retrieve

• Visualization workflow details: references/visualization-workflows.md