git:20260525.ee21a85 to git:20260611.bf4a39b

10 added, 10 removed. Audit A to A.

---

name: preset-mcp-visualization

description: Use Superset MCP tools for Explore links, chart configuration discovery, chart previews, saved charts, and chart updates. Use only for MCP tool workflows; do not use for direct API work.

---

# 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.

+ - Treat "create", "make", "build", or "add" a chart as saved-chart intent: use `generate_chart` directly.

+ - Use `generate_explore_link` for "show", "visualize", "explore", or "preview" requests with no save intent.

+ - Use `get_dataset_info` once to resolve exact column and metric names before building the config.

+ - Use `get_chart_type_schema` only for unfamiliar or complex chart types, or after a config validation error — not for simple bar, line, pie, table, or big-number charts.

- 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.

+ - Creation intent ("create/make/build a chart"): `generate_chart`. Do not substitute an unsaved Explore link.

+ - Preview intent ("show/visualize/explore/preview"): `generate_explore_link`.

- 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.

+ 1. Resolve the dataset and its exact columns/metrics with one `get_dataset_info` call.

+ 2. Build the config and call the tool matching the user's intent (create → `generate_chart`).

+ 3. If the call returns a validation error, do not retry the same config blindly: fetch `get_chart_type_schema` once, fix the config against it, and retry once.

+ 4. Report success based on the tool response, not assumption.

## Retrieve

- Visualization workflow details: [references/visualization-workflows.md](references/visualization-workflows.md)