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save_dashboard_view

Create or update a workspace dashboard view with chosen sections, KPI cards, saved filters and up to 12 independently configured data panels (trend, matrix, bar or table, plus source summary KPI cards) with datasets listed in the schema. Supply viewId to update an existing view; omitting it creates a new view each time. Use get_dashboard_views to discover IDs. New views are private by default. workspaceAccess and organizationAccess grant viewer/editor access; only the owner can change sharing. This saves configuration only, never publishes a public link or starts research.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "workspaceId": "<workspaceId>",
      "view": "<view>"
    },
    "name": "save_dashboard_view"
  }
}

Input Schema

NameRequiredDescriptionDefault
viewYes
viewIdNo
workspaceIdYesWorkspace ID — get the list from the list_workspaces tool

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Beyond the annotations (readOnlyHint=false, destructiveHint=false, idempotentHint=false), it discloses default privacy of new views, the access model via workspaceAccess/organizationAccess, that only the owner may change sharing, and that the operation saves config without publishing or starting research — consistent with idempotentHint=false for the no-viewId path.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four sentences, front-loaded with the action, then the viewId branch, the sibling pointer, and the sharing caveat — no filler. The opening sentence is long and list-heavy, which costs a bit of scannability, but every clause carries information an agent needs.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a deeply nested tool with no output schema, it covers the identity semantics, privacy defaults, sharing permissions, and side-effect boundaries. It stops short of saying whether an update fully replaces the stored view configuration or merges with it, which matters for a maxItems-12 nested structure.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 33%, but the description compensates on the decisive parameter: viewId is defined by its create-vs-update effect rather than just its type, and the access fields get their granting semantics spelled out. Nested filters, widgetOptions, and expectedUpdatedAt are left to the schema, so it does not close the whole gap.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb+resource ("Create or update a workspace dashboard view") and enumerates the configurable contents (sections, KPI cards, filters, up to 12 panels) with the allowed panel kinds. It is clearly distinct from siblings like delete_dashboard_view, get_dashboard_views, and enable_dashboard_share, which it explicitly routes away from.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It states the exact create-vs-update condition ("Supply viewId to update an existing view; omitting it creates a new view each time"), names get_dashboard_views as the ID discovery path, and closes with an explicit exclusion (this never publishes a public link, that's enable_dashboard_share). This is the when/when-not/alternative pattern at full strength.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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