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    Tools reference

    Insights

    Every Insights tool, with the scope it needs, its arguments and the API operation it calls.

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    10 tools

    Run insight adhoc reports

    Changes data

    atlas_insights_adhoc_reports_run

    Run an ad-hoc report against a dataset without saving a definition. Provide a dataset key and a report spec; returns tabular JSON. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    POST /v1/insights/reports/run
    Example prompt
    Run a one-off report of deals by stage without saving it.

    Arguments

    FieldTypeRequiredDescription
    datasetstringYes
    specobjectYesReport spec: dimensions/measures/filters/dateRange/limit.

    Get insight dashboards

    Read only

    atlas_insights_dashboards_get

    Get one dashboard by id, including its widgets. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/dashboards/{id}
    Example prompt
    Show me the widgets on the delivery dashboard.

    Arguments

    FieldTypeRequiredDescription
    idstringYesThe report or dashboard id.

    List insight dashboards

    Read only

    atlas_insights_dashboards_list

    List the caller-visible dashboards with their widgets. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/dashboards
    Example prompt
    Which dashboards can I see?

    Arguments

    This tool takes no arguments.

    Render insight dashboards

    Changes data

    atlas_insights_dashboards_render

    Render a dashboard by id: execute every widget query and return the dashboard plus all widget results as JSON. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    POST /v1/insights/dashboards/{id}/render
    Example prompt
    Render the delivery dashboard with current data.

    Arguments

    FieldTypeRequiredDescription
    idstringYesThe report or dashboard id.

    List insight datasets

    Read only

    atlas_insights_datasets_list

    List the reportable datasets and their dimensions/measures. Use this first to discover what can be queried before running an ad-hoc query or building a report spec. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/datasets
    Example prompt
    What datasets can I report on?

    Arguments

    This tool takes no arguments.

    Run insight queries

    Changes data

    atlas_insights_queries_run

    Run an ad-hoc aggregation query against a dataset and return tabular JSON (columns + rows). Tenant-scoped. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    POST /v1/insights/query
    Example prompt
    Count tasks completed per week for the last quarter.

    Arguments

    FieldTypeRequiredDescription
    datasetstringYes
    dimensionsarray of anyNo
    measuresarray of anyNo
    filtersarray of anyNo
    dateRangeanyNo
    limitintegerNo

    Export insight reports

    Read only

    atlas_insights_reports_export

    Execute a saved report by id and return the result as CSV text (header row + data rows). Handy for spreadsheets/ETL. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/reports/{id}/export.csv
    Example prompt
    Export the weekly delivery report as CSV.

    Arguments

    FieldTypeRequiredDescription
    idstringYesThe report or dashboard id.

    Get insight reports

    Read only

    atlas_insights_reports_get

    Get one saved report definition by id. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/reports/{id}
    Example prompt
    Show me the definition of the weekly delivery report.

    Arguments

    FieldTypeRequiredDescription
    idstringYesThe report or dashboard id.

    List insight reports

    Read only

    atlas_insights_reports_list

    List the caller-visible saved report definitions, one page at a time; pass the nextCursor of a page as cursor to read the next one. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    GET /v1/insights/reports
    Example prompt
    List the saved reports I can run.

    Arguments

    FieldTypeRequiredDescription
    limitintegerNoHow many rows to return, 1 to 100. 50 by default.
    cursorstringNoThe nextCursor of the previous page. Leave it out for the first page.
    sort"updatedAt" | "createdAt" | "name"NoThe field to sort on: updatedAt, createdAt, name. updatedAt by default.
    order"asc" | "desc"Noasc or desc. desc by default.

    Run insight reports

    Changes data

    atlas_insights_reports_run

    Execute a saved report by id and return the result rows as JSON. Requires the reports:read scope.

    Scope
    reports:read
    Calls
    POST /v1/insights/reports/{id}/run
    Example prompt
    Run the weekly delivery report.

    Arguments

    FieldTypeRequiredDescription
    idstringYesThe report or dashboard id.