Reporting & Dashboards

Reporting MCP tools support the full lifecycle: metadata discovery, report preview, persistence, catalog operations, sharing, and dashboard management.

All reporting tools return schema-rich responses and can emit compact visual_summary output for chat-native visuals.

Lifecycle Overview

Stage	Tools	Outcome
Discover	`reporting_metadata_get`, `reporting_types_list`	Find reportable fields, filters, formulas, and type templates.
Preview	`reporting_preview_run`	Rows + pagination + visual summary.
Save/Open	`reporting_save`, `reporting_saved_list`, `reporting_saved_get`, `reporting_link_open`	Persisted report definitions and internal report links.
Access Requests	`reporting_saved_request_access`, `reporting_saved_respond_access`	Approval workflow for report access.
Catalog Management	`reporting_catalog.*` (folder/report/dashboard create, move, clone, delete, share)	Organized reporting workspace across teams.
Dashboard Ops	`reporting_dashboard_get`, `reporting_dashboard_save`, `reporting_dashboard_request_access`	Dashboard maintenance and controlled collaboration.

Tool Inventory

Group	Tools
Core Reporting	`reporting_metadata_get`, `reporting_types_list`, `reporting_preview_run`, `reporting_save`, `reporting_saved_list`, `reporting_saved_get`, `reporting_link_open`
Report Access	`reporting_saved_request_access`, `reporting_saved_respond_access`
Catalog	`reporting_catalog_list`, `reporting_catalog_create_folder`, `reporting_catalog_rename_folder`, `reporting_catalog_clone_folder`, `reporting_catalog_delete_folder`, `reporting_catalog_create_report`, `reporting_catalog_rename_report`, `reporting_catalog_create_dashboard`, `reporting_catalog_move_targets`, `reporting_catalog_move_report`, `reporting_catalog_move_folder`, `reporting_catalog_move_dashboard`, `reporting_catalog_clone_report`, `reporting_catalog_clone_dashboard`, `reporting_catalog_delete_report`, `reporting_catalog_delete_dashboard`
Sharing	`reporting_catalog_share_metadata`, `reporting_catalog_share_folder`, `reporting_catalog_share_report_metadata`, `reporting_catalog_share_report`, `reporting_catalog_share_dashboard_metadata`, `reporting_catalog_share_dashboard`
Dashboard	`reporting_dashboard_get`, `reporting_dashboard_save`, `reporting_dashboard_request_access`

Visual Summary Behavior

reporting_preview_run returns chart-ready visual summaries for tabular numeric output.
For summary-style object payloads, MCP emits KPI-style visual_summary so ChatGPT/Codex can render compact metric cards.
If no numeric signal exists, visual_summary is returned as null.

{
  "visual_summary": {
    "can_render_visual": true,
    "recommended_chart": "bar",
    "dimension_key": "owner",
    "metric_keys": ["amount"],
    "kpis": [{"metric_label": "amount", "aggregate": 1240000}],
    "series": [{"metric_label": "amount", "points": [{"x": "Alice", "y": 120000}]}]
  }
}

Example Flow

Run reporting_preview_run with selected fields and filters.
Save with reporting_save and capture internal_report_url.
Create dashboard with reporting_catalog_create_dashboard.
Persist layout with reporting_dashboard_save.
Share with teams using reporting_catalog_share_dashboard.