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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.