Whatagraph MCP Server

CALL THIS FIRST — before any other tool — on the first turn of every new conversation. Discovers available workflow skills: step-by-step playbooks for common Whatagraph tasks. The index is small, cached, and read-only. Use load-skill to read the full content of a skill. Call again when entering a new domain. Use action to choose the operation:

• list — all available skills
• search — find skills matching a query (requires query parameter). Supports natural language queries (e.g. "how to create a report") and keyword searches.

Load a workflow skill — a step-by-step playbook for a Whatagraph task. Use list-skills first to discover available skills. Use action to choose the operation:

• show — full skill content (markdown)
• header — description + first 200 characters preview

Browse data sources connected to your team. Data sources are specific accounts/properties connected from integrations (e.g. a specific Google Ads account, a specific GA4 property). Use action to choose the operation:

• list — list all connected data sources (cursor-paginated, pass cursor from page.cursor for next page)
• show — full details for one source (requires source_id)
• list_metadata — list metadata for source management; use scope to fetch only what you need (integrations, accounts, spaces, users, tags, categories, or all)
• list_report_types — list available report types for a source (requires source_id)
• list_dimensions_and_metrics — list available dimensions and metrics (cursor-paginated, requires source_id, optionally report_type, filter, is_universal)
• list_usage — list usage counts for sources across reports, blends, transfers, source groups, and overviews (requires source_ids)

Start here when you need to understand what data is available before fetching it.

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Fetch marketing data from a connected source. Returns rows of metric values optionally grouped by dimensions for a date range. Use the list-sources tool first to discover available sources, report types, and field names. Important: if the response indicates data is not yet ready (rate-limited or processing), wait the indicated retry_after seconds and call again with the same parameters.

Field IDs come in three families, and the valid set depends on the source AND report type: native dotted IDs (e.g. metrics.cost_micros on Google Ads), bare IDs (e.g. sessions on GA4), and custom-field IDs (universal_metric_{id} / universal_dimension_{id}). Never guess the family — copy the external_id verbatim from list-sources action=list_dimensions_and_metrics for the same source_id and report_type you pass here.

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse spaces (also known as "client folders"). Spaces are the top-level containers that organize reports and data sources. If a user says "space", "folder", or "client", they mean a space. Use action to choose the operation:

• list — cursor-paginated list of spaces the user can access (pass cursor from page.cursor for next page)
• show — full details for one space (report/measurement counts)
• children — list sub-spaces under one space

Browse reports within spaces (client folders). Reports contain pages of data visualization widgets. Use the list-spaces tool first to find the right space, then this tool to explore reports inside it. Use action to choose the operation:

• list — cursor-paginated list of reports, filterable by name, space, integration, or source (pass cursor from page.cursor for next page)
• show — full report details: pages with widgets, date range, share settings
• list_sources — list data sources and sample integrations used in a report
• resolve — resolve a live-report URL, share URL, or hash to a report_id. Pass the URL or hash in url_or_hash

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse tabs (pages) within a report. Each report has one or more tabs, each containing widgets (data visualizations). Called "tabs" in the UI, stored as "report_pages" in the backend. Use the list-reports tool first to find the report, then this tool to explore its tabs. Use action to choose the operation:

• list — list all tabs in a report (id, name, position, widget count)
• show — full tab details with all widgets and their types

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse widgets on report tabs. Widgets are visual data components — charts, tables, single values, funnels, media, goals, etc. — that display marketing data from connected sources. If a user says "chart", "graph", "table", "KPI card", or "visualization", they mean a widget. Use action to choose the operation:

• list — list all widgets in a report (summaries grouped by tab)
• show — full widget details: type, configs with metrics/dimensions/source, layout
• csv_export — export widget data as CSV rows. Check data_status in the response: ready (data loaded), warning (data source error or still warming up — check warning_message for details, retry later), no_data (no data for the date range)
• list_premade — cursor-paginated list of premade/template widgets (no report_id needed, pass cursor from page.cursor for next page). Requires channel_id to scope results to a specific integration

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Export all widgets in a report (or a single tab) as CSV in one call. Use this instead of calling list-widgets with action=csv_export once per widget — one export-report call returns every widget's CSV plus metadata (title, source, date range, widget type), grouped by tab.

Parameters:

• report_id (required) — report to export
• tab_id (optional) — limit to a single tab
• widget_ids (optional) — limit to specific widgets
• from / till (optional, YYYY-MM-DD) — fallback date range for widgets that don't have one configured

Comment, calendar, image, and filter control widgets are skipped (no tabular data).

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse available integrations (channels) and connected accounts. If a user says "channel" or "integration", they mean this tool. Use action to choose the operation:

• list — all implemented integrations
• list_grouped — integrations grouped by category with source counts
• list_accounts — connected accounts for a specific integration (requires channel_id)
• list_available_sources — available sources for an account (requires account_id)

Browse report visual themes and color palettes. Control branding, colors, and visual appearance of reports. Use action to choose the operation:

• list_themes — cursor-paginated list of available themes. Pass report_id to see both report-level and team-level themes with active status; omit report_id for team-level themes only (pass cursor from page.cursor for next page)
• list_colors — cursor-paginated list of color palettes. Pass report_id to see both report-level and team-level palettes with active status; omit report_id for team-level palettes only (pass cursor from page.cursor for next page)
• show_theme — single theme details: name, header, footer, and style options (requires report_id and theme_id)

Browse report templates — reusable report blueprints. Templates can be applied to create new reports. Linked reports auto-update when their template changes. Use action to choose the operation:

• list — cursor-paginated list of team templates with tags and linked report counts (pass cursor from page.cursor for next page)
• show — template details: pages with widget counts, theme settings
• linked_reports — reports created from this template (auto-sync with template changes)

Browse report snapshots — saved versions of a report's structure. Use action to choose the operation:

• list — cursor-paginated snapshots for a report with timestamps and creator (pass cursor from page.cursor for next page)

View report sharing settings and public share URLs. If a user says "share link", they mean this tool. Use action to choose the operation:

• show — current sharing settings and share URL for a report

URL types: The share_url is the public viewer URL (e.g. https://reports.live/shared/<hash>). This is NOT the signed-in editor URL (https://live.whatagraph.com/client/<space_id>/live-report/<report_id>).

View team settings, subscription details, available roles, and perform global search across the entire platform. Use the search action when you don't know which domain (reports, spaces, overviews) to look in. Use action to choose the operation:

• show — team info: name, settings, enabled features
• search — global cross-domain search: finds reports, overviews, and spaces matching a term
• roles — available team roles for this team (admin, manager, editor)
• show_subscription — current subscription plan and usage limits
• list_plans — available subscription plans

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse scheduled report delivery configurations. If a user says "schedule", "automated report", or "email delivery", they mean automation. Use action to choose the operation:

• list — automation schedules for a specific report (requires report_id)
• list_all — all automations across the account (no report_id needed), with cursor pagination. Supports search (by report name) and frequency filters
• show — full automation details: schedule, timezone, compare type, PDF settings

Browse custom dimensions (universal dimensions). These are user-created dimensions that combine or transform data from connected sources. Use action to choose the operation:

• list — cursor-paginated team custom dimensions with optional type/search filter (pass cursor from page.cursor for next page)
• list_with_premades — cursor-paginated list including premade (system) dimensions alongside team ones
• show — full dimension details (metadata, timestamps, creator)
• usage — how many widgets/reports use specific dimensions (bulk check)

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse custom metrics (universal metrics). These are user-created metrics that combine or transform data from connected sources using formulas or aggregations. Use action to choose the operation:

• list — cursor-paginated team custom metrics with optional type/search filter (pass cursor from page.cursor for next page)
• list_with_premades — cursor-paginated list including premade (system) metrics alongside team ones
• show — full metric details
• usage — how many widgets/reports use specific metrics (bulk check)

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse data blends. Blends combine data from multiple sources into a single virtual data source for cross-channel reporting. Use action to choose the operation:

• list — cursor-paginated list of blends with optional search/filter (pass cursor from page.cursor for next page)
• show — full blend details with sub-sources, join configuration, and usage stats

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse source groups. Source groups combine multiple data sources into a single aggregated source with unified report type configurations. Use action to choose the operation:

• list — cursor-paginated list of source groups, supports search (pass cursor from page.cursor for next page)
• show — full source group details with sources and configs
• source_issues — list sources with disabled ETL configs (sync issues)
• list_output_names — list valid output_name values for creating a source group (requires source_ids)

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse unified filters. Filters are saved filter configurations that can be applied to data sources and widget configs to narrow down displayed data. Use action to choose the operation:

• list — cursor-paginated list of team filters, filterable by name and channel (pass cursor from page.cursor for next page)
• show — full filter details with options and values

Tip: If you haven't already this conversation, consider calling list-skills first to check for a workflow playbook (e.g. report digests, metric fetching, blends). Skip if nothing relevant exists.

Browse overviews (called 'measurements' in the backend) — KPI tracking dashboards that monitor specific metrics over time with visualizations and optional targets. If a user says 'overview', they mean this tool. Use action to choose the operation:

• list — cursor-paginated list of team overviews, supports search (pass cursor from page.cursor for next page)
• show — full overview details with configs and share settings

View data goals (called 'data goals' in the backend, 'goals' in the UI) — targets set on specific metrics to track progress toward KPIs. Use action to choose the operation:

• list — paginated list of goals with optional search/filter by source
• show — show details for a specific goal by ID

View data transfers and destination types. Use action to choose the operation:

• list — paginated list of transfers with optional filters by name, status, issue, or destination
• show — full details for a specific transfer by ID, including its configs
• list_jobs — paginated list of ETL jobs for a specific transfer, optionally filtered by config_id and state
• list_destination_types — available destination types (BigQuery, Looker Studio, Whatagraph Storage) with their required components and locations