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Create a chart from data_refs (an array of snapshot IDs), a bounded JavaScript function, and chart_spec. Supports line, bar, area, waterfall, scatter, horizontal_bar, forecast_line, cohort_heatmap and sparkline_row. Query first and inspect rows; the transform takes one result per ref and returns flat rows.
Create a chart from data_refs (an array of snapshot IDs), a bounded JavaScript function, and chart_spec. Supports line, bar, area, waterfall, scatter, horizontal_bar, forecast_line, cohort_heatmap and sparkline_row. Query first and inspect rows; the transform takes one result per ref and returns flat rows.
| Argument | Type | Description |
|---|---|---|
| data_refs* | array | |
| chart_spec* | object | |
| transform_code* | string |
{
"type": "object",
"title": "eval_chart_transform",
"required": [
"data_refs",
"transform_code",
"chart_spec"
],
"properties": {
"data_refs": {
"type": "array",
"items": {
"type": "string"
},
"title": "Data Refs"
},
"chart_spec": {
"type": "object",
"title": "Chart Spec",
"additionalProperties": true
},
"transform_code": {
"type": "string",
"title": "Transform Code"
}
},
"additionalProperties": false
}Export a cached data_ref to json or xlsx without rerunning the query; returns a temporary file and download link.
| Argument | Type | Description |
|---|---|---|
| format* | string | |
| data_ref* | string |
{
"type": "object",
"title": "export_dataset",
"required": [
"data_ref",
"format"
],
"properties": {
"format": {
"type": "string",
"title": "Format"
},
"data_ref": {
"type": "string",
"title": "Data Ref"
}
},
"additionalProperties": false
}Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.
| Argument | Type | Description |
|---|---|---|
| binding_id* | string |
{
"type": "object",
"title": "get_binding",
"required": [
"binding_id"
],
"properties": {
"binding_id": {
"type": "string",
"title": "Binding Id"
}
},
"additionalProperties": false
}Renew a download capability for an available, owned artifact.
| Argument | Type | Description |
|---|---|---|
| file_id* | string |
{
"type": "object",
"title": "get_file_download",
"required": [
"file_id"
],
"properties": {
"file_id": {
"type": "string",
"title": "File Id"
}
},
"additionalProperties": false
}Get the column schema for an inspection source.
| Argument | Type | Description |
|---|---|---|
| source_key* | string |
{
"type": "object",
"title": "get_inspection_schema",
"required": [
"source_key"
],
"properties": {
"source_key": {
"type": "string",
"title": "Source Key"
}
},
"additionalProperties": false
}Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
| Argument | Type | Description |
|---|---|---|
| load_id* | string |
{
"type": "object",
"title": "get_load_status",
"required": [
"load_id"
],
"properties": {
"load_id": {
"type": "string",
"title": "Load Id"
}
},
"additionalProperties": false
}Inspect the row-level detail behind a figure, from an enabled inspection source. Returns a capped sample for reasoning plus a grid for the user.
| Argument | Type | Description |
|---|---|---|
| limit | any | |
| columns | any | |
| filters | any | |
| period_end | any | |
| source_key* | string | |
| scenario_id* | string | |
| period_start | any |
{
"type": "object",
"title": "inspect_rows",
"required": [
"source_key",
"scenario_id"
],
"properties": {
"limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Limit",
"default": null
},
"columns": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"title": "Columns",
"default": null
},
"filters": {
"anyOf": [
{
"type": "object",
"additionalProperties": true
},
{
"type": "null"
}
],
"title": "Filters",
"default": null
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period End",
"default": null
},
"source_key": {
"type": "string",
"title": "Source Key"
},
"scenario_id": {
"type": "string",
"title": "Scenario Id"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period Start",
"default": null
}
},
"additionalProperties": false
}List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
| Argument | Type | Description |
|---|---|---|
| target | any | |
| source_id | any |
{
"type": "object",
"title": "list_bindings",
"properties": {
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Target",
"default": null
},
"source_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Source Id",
"default": null
}
},
"additionalProperties": false
}List the dimensions defined in the model — keys, labels, and kinds (leaf / derived / ragged hierarchy). Catalogue metadata only; use search_hierarchy to list a dimension's members.
No arguments.
{
"type": "object",
"title": "list_dimensions",
"properties": {},
"additionalProperties": false
}List the row-level sources available for inspection.
No arguments.
{
"type": "object",
"title": "list_inspection_sources",
"properties": {},
"additionalProperties": false
}Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
No arguments.
{
"type": "object",
"title": "list_kpis",
"properties": {},
"additionalProperties": false
}List data-load attempts from the ingestion audit trail — when each dataset landed, with what status. Answers "is April in yet?" / "when was this data last loaded?".
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| period | any | |
| status | any | |
| binding_id | any | |
| dataset_id | any |
{
"type": "object",
"title": "list_load_history",
"properties": {
"limit": {
"type": "integer",
"title": "Limit",
"default": 50
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period",
"default": null
},
"status": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Status",
"default": null
},
"binding_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Binding Id",
"default": null
},
"dataset_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Dataset Id",
"default": null
}
},
"additionalProperties": false
}List the available planning scenarios and their status.
No arguments.
{
"type": "object",
"title": "list_scenarios",
"properties": {},
"additionalProperties": false
}List the what-if variants of a scenario.
| Argument | Type | Description |
|---|---|---|
| scenario_id* | string |
{
"type": "object",
"title": "list_variants",
"required": [
"scenario_id"
],
"properties": {
"scenario_id": {
"type": "string",
"title": "Scenario Id"
}
},
"additionalProperties": false
}Call this first. Returns how to use Précis over this connector: the data model (scenarios, metrics, statements, dimensions), the reporting-tool variants, and how to build charts. Read it before composing queries.
No arguments.
{
"type": "object",
"properties": {}
}Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows in Markdown unless the user explicitly requests it or the widget is unavailable.
| Argument | Type | Description |
|---|---|---|
| scale | any | |
| filters | any | |
| metrics* | array | |
| decimals | any | |
| scenarios | any | |
| dimensions | any | |
| period_end | any | |
| period_start | any |
Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns the raw figures (and a `data_ref`) for your own analysis or to build a chart — pass `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.
| Argument | Type | Description |
|---|---|---|
| scale | any | |
| filters | any | |
| metrics* | array | |
| decimals | any | |
| scenarios | any | |
| dimensions | any | |
| period_end | any | |
| period_start | any |
{
"type": "object",
"title": "run_metric",
"required": [
"metrics"
],
"properties": {
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Scale",
"default": null
},
"filters": {
"anyOf": [
{
"type": "object",
"additionalProperties": true
},
{
"type": "null"
}
],
"title": "Filters",
"default": null
},
"metrics": {
"type": "array",
"items": {
"type": "string"
},
"title": "Metrics"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Decimals",
"default": null
},
"scenarios": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"additionalProperties": true
}
},
{
"type": "null"
}
],
"title": "Scenarios",
"default": null
},
"dimensions": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"title": "Dimensions",
"default": null
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period End",
"default": null
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period Start",
"default": null
}
},
"additionalProperties": false
}Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full_pnl` when it is listed by precis_orientation. Give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows in Markdown unless the user explicitly requests it or the widget is unavailable.
| Argument | Type | Description |
|---|---|---|
| scale | any | |
| filters | any | |
| decimals | any | |
| scenarios | any | |
| statement | any | |
| dimensions | any | |
| period_end | any | |
| period_start | any |
Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full_pnl` when it is listed by precis_orientation. Give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns the raw figures (and a `data_ref`) for your own analysis or to build a chart — pass `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.
| Argument | Type | Description |
|---|---|---|
| scale | any | |
| filters | any | |
| decimals | any | |
| scenarios | any | |
| statement | any | |
| dimensions | any | |
| period_end | any | |
| period_start | any |
Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
| Argument | Type | Description |
|---|---|---|
| limit | any | |
| query | any | |
| dimension | any |
{
"type": "object",
"title": "search_hierarchy",
"properties": {
"limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Limit",
"default": null
},
"query": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Query",
"default": null
},
"dimension": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Dimension",
"default": null
}
},
"additionalProperties": false
}{
"type": "object",
"title": "run_metric",
"required": [
"metrics"
],
"properties": {
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Scale",
"default": null
},
"filters": {
"anyOf": [
{
"type": "object",
"additionalProperties": true
},
{
"type": "null"
}
],
"title": "Filters",
"default": null
},
"metrics": {
"type": "array",
"items": {
"type": "string"
},
"title": "Metrics"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Decimals",
"default": null
},
"scenarios": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"additionalProperties": true
}
},
{
"type": "null"
}
],
"title": "Scenarios",
"default": null
},
"dimensions": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"title": "Dimensions",
"default": null
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period End",
"default": null
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period Start",
"default": null
}
},
"additionalProperties": false
}{
"type": "object",
"title": "run_statement",
"properties": {
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Scale",
"default": null
},
"filters": {
"anyOf": [
{
"type": "object",
"additionalProperties": true
},
{
"type": "null"
}
],
"title": "Filters",
"default": null
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Decimals",
"default": null
},
"scenarios": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"additionalProperties": true
}
},
{
"type": "null"
}
],
"title": "Scenarios",
"default": null
},
"statement": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Statement",
"default": null
},
"dimensions": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"title": "Dimensions",
"default": null
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period End",
"default": null
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period Start",
"default": null
}
},
"additionalProperties": false
}{
"type": "object",
"title": "run_statement",
"properties": {
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Scale",
"default": null
},
"filters": {
"anyOf": [
{
"type": "object",
"additionalProperties": true
},
{
"type": "null"
}
],
"title": "Filters",
"default": null
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Decimals",
"default": null
},
"scenarios": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"additionalProperties": true
}
},
{
"type": "null"
}
],
"title": "Scenarios",
"default": null
},
"statement": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Statement",
"default": null
},
"dimensions": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"title": "Dimensions",
"default": null
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period End",
"default": null
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Period Start",
"default": null
}
},
"additionalProperties": false
}