Visual Manager

List Core BI Actions

Returns a compact workflow-oriented catalog of available Core BI MCP actions. Call this before deciding that an unfamiliar Core BI workflow is unsupported, especially workflows involving images, map icons, dashboards, profile views, CSV imports, data queries, or deletion.

Create Core BI Site From CSV

Natural workflow for creating a real Core BI site/module/dashboard directly from an attached user-uploaded CSV. Use create_core_bi_dashboard_from_spreadsheet for user wording like "create a Core BI dashboard from this spreadsheet." If ChatGPT can read a spreadsheet/Excel workbook, convert it to CSV text and pass csv_content/csv_filename. Do not create standalone HTML/mock dashboards for Core BI requests.

Create Core BI Dashboard From Spreadsheet

Natural workflow for user requests like "create a Core BI dashboard from this spreadsheet." Creates a real Core BI site/module/dashboard from an attached CSV or from spreadsheet data converted to CSV text. Do not create a standalone HTML/mock dashboard for Core BI requests.

List Core BI Sites

Lists Core BI sites visible to the authenticated user, including site IDs. Use this when the user wants to add a module to an existing site but does not know the site ID.

List Core BI Modules

Lists modules visible to the authenticated user within a given Core BI site, including module IDs. Use this when the user wants to configure/edit an existing module but only knows the site.

Add Module To Existing Core BI Site From CSV

Adds a new CSV-backed module, records, and starter dashboard to an existing Core BI site by site_id. Use this instead of creating a new site when the user asks to add/import another module into an existing site. If the user does not know the site_id, call list_core_bi_sites first.

Start CSV Upload

Starts a chunked CSV upload session for a ChatGPT-provided CSV file.

Append CSV Upload Chunk

Appends one UTF-8 CSV text chunk to an active upload session. Chunks must be sent sequentially.

Finish CSV Upload

Validates and stores a completed chunked CSV upload, returning an upload_id for inspect_csv or build_site_from_csv.

Delete CSV Upload

Deletes a completed or active chunked CSV upload session and removes any temporary backing file.

Build Core BI Site From CSV

Creates a Core BI site, module, records, and explicitly planned starter dashboard from a user-uploaded CSV file, local CSV path, completed upload_id, or csv_content fallback. Prefer build_site_from_csv_content when ChatGPT generated or enriched the CSV text inside the conversation. Defaults to a map and titled list with no graph.

Build Core BI Site From CSV Text

Creates a Core BI site directly from CSV text generated inside ChatGPT. Use this when ChatGPT enriched or created a CSV in the conversation. This tool intentionally does not accept file parameters, so it avoids ChatGPT generated-file mount handoff issues.

Inspect CSV

Returns parsed CSV metadata before creating Core BI resources.

Configure Core BI Map And Dashboard

Configures Core BI maps, exact record popup fields, numbered markers, custom icons, color-by, size-by, graphs, geocoding, and idempotent dashboard list panes.

Configure Core BI Dashboard Elements

Creates, edits, and configures Core BI dashboard tile views, metrics, native module field display formats, and filters with verified usable bounds/options. Filters default to the module filter drawer; use dashboard scope only when a dashboard-top filter bar is explicitly requested. Use configure_map_dashboard for map/list/graph panes and map popup fields.

Configure Core BI Mashups

Creates or updates generic Core BI mashups and mashup fields between two modules in the same site. Use this for SQL-join-like workflows such as counting related records, summing/averaging values, taking the first related value, or joining related text values across modules.

Configure Core BI Profile View

Creates, edits, and deletes Core BI record profile tabs, panels, and profile visualizations for individual records. Prefer one tab with two or three logically grouped detail panels containing no more than twelve detail fields each, at most one separate native media panel, and at most one files panel; update/delete stale panels instead of appending duplicates. Profile panels use compact native profile-grid units and a deterministic two-column flow by default; do not pass dashboard-sized widths li

Configure Core BI Record Images

Creates native Core BI record images from explicit public http(s) image URLs matched to record values, and also stores the source URL on the record. Use this for any record image workflow once image URLs are known; Core BI does not search the web for images. URLs may be favicon/logo/photo/image endpoints as long as they return real jpg/png/gif image content. Do not report success unless native_record_images_created is greater than zero; check image_failures.

Get Core BI Site Context

Returns durable context for a Core BI site or module, including IDs, panes, maps, graphs, fields, sample records, and requested distinct values. With no IDs, returns the authenticated user’s most recently created site. Call this after CSV/site creation.

Delete Core BI Elements

Deletes explicitly selected Core BI dashboard panes, graphs, maps, dashboards, tile views, metrics, filters, or profile view elements. Use this tool whenever the user asks to remove/delete an element. Deleting a pane removes only that panel. Deleting a graph, map, tile view, or metric also removes panels displaying it.

Query Core BI Data

Queries the authenticated user’s imported Core BI module data using selected fields, filters, grouping, and aggregates. Use this for follow-up questions instead of asking the user to upload the CSV again.