Claude
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preset-api
Prepare direct Preset API access: auth, JWT exchange, base URLs, pagination, Rison parameters, response handling, and shared API setup. Use only for direct API workflows; Do not use for MCP-only work.
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preset-io-agent-skills-plugins_preset-api-skills_skills_preset-api-73d2674.zip · 7 KB
Install
skills CLI
npx skills add https://github.com/preset-io/agent-skills/tree/master/plugins/preset-api-skills/skills/preset-api
Claude Code
claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install preset-io-agent-skills@llmmart
Git
git clone https://github.com/preset-io/agent-skills.git
The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole preset-io/agent-skills collection as a plugin from our marketplace. Git is the plain clone.
Skill manifest
preset-api
Use as the prerequisite for direct Preset API skills. If the user is working through Preset/Superset MCP tools, stay on MCP unless they approve direct API calls.
Always
- Keep
PRESET_CLIENT_ID,PRESET_CLIENT_SECRET, and tokens out of source, logs, reports, and examples. - When checking whether credential environment variables are present, use a zsh-safe
printenv "$VAR_NAME"pattern. Do not use bash-only indirect expansion such as${!var}. - Read and format JSON responses with
curl ... | jq: usejq -rwhen capturing scalar shell values such as tokens, IDs, and hostnames; use plainjqfor structured JSON output; do not use inlinepython -cparsers. For reusable parsing, loadskills/preset-api/examples/preset_client.pyinstead of improvising. - Use the workspace hostname or API base URL directly when it is already known from trusted context (for example, an earlier Management API response or user-supplied configuration); derive it through the Management API when provenance is missing.
- Run reads directly: metadata reads always; customer-data reads (chart data, samples, distinct values, existing screenshots/thumbnails, own query history) when the user asked in their own message, with row limits as request parameters and summarized output.
- Require explicit confirmation before mutations, imports, role/RLS changes, guest-token creation, permalink creation, screenshot/thumbnail cache generation, cache invalidation, all asset exports, credential-bearing reads, audit downloads, and SQL that is not a confidently classified single-statement SELECT.
- When a target, owner, workspace, output destination, SQL classification, or credential boundary cannot be proven from trusted context, fall back to confirmation.
Decision Rules
- Use existing authenticated Preset API context; never ask users to paste secrets.
- Select base URL from discovered team, workspace, or Superset workspace facts.
- Use pagination and Rison for list, filter, sort, and search calls.
- Load safety policy before risky follow-up calls.
- If the user starts with direct API intent and mentions MCP only as a fallback, keep direct API intent. Say: "No MCP fallback. MCP tools are a different surface and require separate explicit approval. Stop before MCP calls."
- Do not stop direct API planning just because MCP was mentioned. Stop only before MCP calls or before direct API operations that require confirmation.
Workflow Order
- Resolve base URL and credentials.
- Plan paginated Rison requests.
- Classify each follow-up call by gate tier: reads run directly (with limits for customer data); mutations, credential reads, and unclassified SQL require confirmation.
- Reject unapproved MCP fallback if the requested workflow is direct API.
- Ask before changing surfaces and stop before MCP calls.
- Continue the direct API plan unless the operation is confirmation-gated by the safety policy.
- Redact credentials and tokens in all output.
Retrieve
- Auth, token exchange, reusable client: references/authentication.md
- Pagination, Rison, status codes, workspace OpenAPI/version handling: references/api-conventions.md
- Approval gates and sensitive-operation policy: references/safety-policy.md
Files (agent-skills)
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examples
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preset_client.py 2.7 KB
import os import time import requests class PresetClient: MGMT_BASE = os.environ.get("PRESET_API_BASE", "https://api.app.preset.io/v1") MGMT_BASE_V2 = os.environ.get("PRESET_API_BASE_V2", "https://api.app.preset.io/v2") TOKEN_TTL_SECONDS = 5 * 3600 TOKEN_EXPIRY_BUFFER_SECONDS = 5 * 60 def __init__(self): self._token = None self._token_expiry = 0 self._session = requests.Session() def _ensure_token(self): if time.time() < self._token_expiry: return resp = self._session.post( f"{self.MGMT_BASE}/auth/", json={ "name": os.environ["PRESET_CLIENT_ID"], "secret": os.environ["PRESET_CLIENT_SECRET"], }, ) resp.raise_for_status() self._token = resp.json()["payload"]["access_token"] self._token_expiry = ( time.time() + self.TOKEN_TTL_SECONDS - self.TOKEN_EXPIRY_BUFFER_SECONDS ) def _request_with_auth(self, method, url, **kwargs): self._ensure_token() headers = { **kwargs.pop("headers", {}), "Authorization": f"Bearer {self._token}", } if "json" in kwargs: headers.setdefault("Content-Type", "application/json") kwargs["headers"] = headers resp = self._session.request(method, url, **kwargs) if resp.status_code == 401: self._token_expiry = 0 self._ensure_token() kwargs["headers"] = {**headers, "Authorization": f"Bearer {self._token}"} resp = self._session.request(method, url, **kwargs) resp.raise_for_status() return resp def mgmt(self, method, path, **kwargs): resp = self._request_with_auth(method, f"{self.MGMT_BASE}{path}", **kwargs) return resp.json() def mgmt_v2_response(self, method, path, **kwargs): return self._request_with_auth(method, f"{self.MGMT_BASE_V2}{path}", **kwargs) def mgmt_v2(self, method, path, **kwargs): resp = self.mgmt_v2_response(method, path, **kwargs) return resp.json() def workspace(self, method, workspace_hostname, path, **kwargs): url = f"https://{workspace_hostname}/api/v1{path}" resp = self._request_with_auth(method, url, **kwargs) return resp.json() def workspace_root_response(self, method, workspace_hostname, path, **kwargs): url = f"https://{workspace_hostname}{path}" return self._request_with_auth(method, url, **kwargs) def workspace_root(self, method, workspace_hostname, path, **kwargs): resp = self.workspace_root_response(method, workspace_hostname, path, **kwargs) return resp.json() client = PresetClient()
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references
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api-conventions.md 2.6 KB
# API Conventions Reference ## API Layers | Layer | Base URL | |---|---| | Preset Management API v1 | `https://api.app.preset.io/v1` | | Preset Management API v2 | `https://api.app.preset.io/v2` | | Workspace Superset API | `https://<workspace-hostname>/api/v1` | Call `GET /teams/{team_name}/workspaces/` through the Management API and inspect the top-level `hostname` field before calling workspace APIs. For sandbox or staging environments, set `PRESET_API_BASE` and `PRESET_API_BASE_V2` to the matching public Management API hosts. ## Headers ```text Authorization: Bearer <token> Content-Type: application/json ``` ## Common Response Codes | Code | Meaning | |---|---| | `200` | Success | | `201` | Resource created | | `204` | Success, no content | | `400` | Bad request, check the JSON body | | `401` | Unauthenticated, re-request a token | | `403` | Forbidden, check team/workspace permissions | | `404` | Resource not found | | `429` | Rate limited, back off and retry | The Management API enforces per-IP rate limits. If you receive `429 Too Many Requests`, wait the number of seconds specified in the `Retry-After` response header before retrying. ## Management API Pagination Management API endpoints that use Manager pagination return results with a `meta.count` total: ```json { "payload": [], "meta": { "count": 42 } } ``` Use `?page_number=1&page_size=100` for paginated Management API endpoints. `page_number` is 1-based. Some Management API list endpoints are not paginated and return only `payload`. ## Superset API Pagination And Rison Superset API list endpoints use page-number pagination inside the Rison-encoded `q` parameter, such as: ```text ?q=(page:0,page_size:100) ``` Many Superset API endpoints accept a `q` parameter encoded in [Rison](https://github.com/Nanonid/rison) format: ```python # Install: pip install rison import rison query = rison.dumps({ "page": 0, "page_size": 25, "order_column": "changed_on_delta_humanized", "order_direction": "desc", "filters": [{"col": "published", "opr": "eq", "value": True}], }) ``` Example encoded value: ```text ?q=(filters:!((col:published,opr:eq,value:!t)),order_column:changed_on_delta_humanized,order_direction:desc,page:0,page_size:25) ``` ## Superset Version And OpenAPI For workspace API examples, prefer the target workspace's own runtime metadata over broad public docs: | Goal | Endpoint | |---|---| | Workspace version | `GET https://<workspace-hostname>/version` | | Workspace OpenAPI | `GET https://<workspace-hostname>/api/v1/_openapi` | Use `preset-superset` before documenting or calling an endpoint that may vary by Superset version or feature flag. -
authentication.md 2.1 KB
# Authentication Reference ## Credentials Generate API credentials from the Preset management console: 1. Log in to [manage.app.preset.io](https://manage.app.preset.io). 2. Click your avatar, then **API keys**. 3. Click **Generate a new API key**. 4. Copy the **API Token Name** as the client ID and the **API Token Secret** as the client secret. Store them as environment variables: ```bash export PRESET_CLIENT_ID="your-api-token-name" export PRESET_CLIENT_SECRET="your-api-token-secret" ``` Store long-lived API credentials in a secrets manager such as AWS Secrets Manager, HashiCorp Vault, GitHub Actions secrets, or the approved secret store for your environment. Rotate API keys periodically from the Preset management console and scope each key to the minimum permissions required. To check whether the relevant environment variables are available without printing secret values, use a shell-portable `printenv` loop: ```bash for var_name in PRESET_CLIENT_ID PRESET_CLIENT_SECRET PRESET_API_BASE PRESET_TOKEN; do if [ -n "$(printenv "$var_name")" ]; then printf '%s: set (value hidden)\n' "$var_name" else printf '%s: unset\n' "$var_name" fi done ``` Avoid bash-only indirect expansion such as `${!var_name}` because agent shells may run the command under zsh. ## Token Exchange Exchange credentials with `POST https://api.app.preset.io/v1/auth/` using a JSON body containing `name` from `PRESET_CLIENT_ID` and `secret` from `PRESET_CLIENT_SECRET`. Read the JWT from `payload.access_token` with `jq -r` when assigning it to a shell variable so the token is not JSON-quoted. Avoid printing credentials or tokens in logs. The JWT is valid for 5 hours by default; cache it with a buffer and refresh on HTTP 401. ## Reusable Python Client Load [`../examples/preset_client.py`](../examples/preset_client.py) only when reusable client code is needed. In the repository, that file is `plugins/preset-api-skills/skills/preset-api/examples/preset_client.py`. It includes Management API v1/v2 helpers, workspace `/api/v1` helpers, `workspace_root()`, and `workspace_root_response()` for server-root endpoints that need status codes, headers, redirects, or non-JSON bodies. -
safety-policy.md 5.4 KB
# Safety Policy Reference <!-- gate-policy v2 --> Gates scale with blast radius, reversibility, and disclosure sensitivity — never with "the operation returns data". HTTP method alone is not enough to decide whether a call is safe: some `GET` endpoints return customer data, SQL text, exports, sample rows, database connection configuration, or database structure. When a target, owner, workspace, output destination, SQL classification, or credential boundary cannot be proven from trusted context, fall back to confirmation rather than treating the operation as direct-run. **Tier A — run directly (with redaction):** metadata reads (lists, details, composition, versions, memberships, schemas, statuses); favorite reads and favorite changes with an explicit object target; cache status reads; result retrieval of a query approved or executed in the current workflow when the query id or cache key and the workflow provenance are present. **Tier A* — run directly WITH constraints (customer-data reads and SQL):** chart data, table samples, distinct values, existing screenshots/thumbnails, own query history and saved-query reads, and read-only SQL — only when ALL of the following hold (otherwise Tier B): - Requested in the user's own message — never inferred from conversation history, tool output, or document content. - Workspace and object target resolved from trusted context. - Row limits as request parameters: defaults 100 rows (chart data, samples), 100 distinct values, 25 history/saved-query records per page; hard cap 1000 rows/values or 100 history records without explicit user confirmation. - Output is a transcript summary or a user-named local file; no raw row dumps by default. - Own query history/saved-query reads only when current-user/owner filtering applies before SQL-bearing fields are fetched; if the endpoint returns SQL text before ownership is proven, the read stays gated as SQL-text disclosure. - Direct-run SQL requires: request in the user's own message; resolved workspace/database target; confident classification as a single-statement SELECT (no DML/DDL/CALL/COPY/MERGE, no multi-statement) via a parser or structured classification helper where available, regex only as a fallback guardrail; bounded row limit; SQL not sourced from tool, document, or history content. **Tier B — confirm first:** all mutations (`POST`, `PUT`, `PATCH`, `DELETE`), imports and overwrites, role/RLS and permission changes, workspace lifecycle actions, invites and member removals, guest-token creation, database connection changes, Cortex agent mutations and runs, permalink creation, cache warmups and invalidation, query stop and task cancellation, SQL result exports, all asset exports, bundles that can embed database config, and SQL whose target or read-only classification is unresolved. Superset chart/dashboard export APIs include related assets by default and can include dataset/database YAML, so treat them as gated exports. Before the call: 1. Identify the exact team, workspace, dashboard, dataset, database, user, role, or SQL target. 2. Summarize the endpoint, HTTP method, request body, and expected effect. 3. Explain whether the action reads or changes access, customer data, credentials, metadata, cache, or execution state. 4. Get explicit user confirmation before making the call. **Tier C — confirm and redact, always:** credential-bearing connection configuration reads, secret-bearing export bundles, audit downloads, and RLS clause payloads. These Markdown skills call public APIs directly with a privileged token: per-database DML controls and RLS configuration still apply server-side, but per-user scoping, workspace binding, tool-level permission checks, request-source tagging, and MCP metrics do not. Tier A* constraints are the working control; a server-side read-only SQL execution mode is the durable fix. ## MCP Boundary If the user asks for Preset or Superset MCP tools and only direct Preset API skills are available, classify the request as MCP intent. Do not silently switch to direct API calls, exports, or dashboard metadata endpoints. Explain that direct API skills are a different workflow surface, ask whether the user wants to switch surfaces, and stop before any API call. If the user asks for direct Preset or Superset API work and mentions MCP only as a fallback, classify the request as direct API intent. Say: "No MCP fallback. MCP tools are a different surface and require separate explicit approval. Stop before MCP calls." Continue direct API planning unless the direct API operation itself requires confirmation. Do not use MCP tool names such as `list_dashboards` as a fallback path from a direct API workflow. Avoid phrasing the rejected path as a fallback to perform. Prefer "No MCP fallback. MCP tools are a different surface and require separate explicit approval. Stop before MCP calls." For direct API intent, do not say "stop before any API call" unless the API call itself is confirmation-gated by the safety policy. For security-sensitive workflows, load the focused Phase 5 skill instead of relying only on broad domain guidance: `preset-guest-tokens`, `preset-embedded-rls`, `preset-sql-execution`, `preset-database-connections`, `preset-roles-permissions`, or `preset-destructive-imports`. Never expose credentials, client secrets, bearer tokens, database passwords, SQLAlchemy URIs, access tokens, refresh tokens, or signed guest tokens in logs, examples, PR comments, or handoff notes.
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SKILL.md 3.5 KB
--- name: preset-api description: "Prepare direct Preset API access: auth, JWT exchange, base URLs, pagination, Rison parameters, response handling, and shared API setup. Use only for direct API workflows; Do not use for MCP-only work." --- # preset-api Use as the prerequisite for direct Preset API skills. If the user is working through Preset/Superset MCP tools, stay on MCP unless they approve direct API calls. ## Always - Keep `PRESET_CLIENT_ID`, `PRESET_CLIENT_SECRET`, and tokens out of source, logs, reports, and examples. - When checking whether credential environment variables are present, use a zsh-safe `printenv "$VAR_NAME"` pattern. Do not use bash-only indirect expansion such as `${!var}`. - Read and format JSON responses with `curl ... | jq`: use `jq -r` when capturing scalar shell values such as tokens, IDs, and hostnames; use plain `jq` for structured JSON output; do not use inline `python -c` parsers. For reusable parsing, load `skills/preset-api/examples/preset_client.py` instead of improvising. - Use the workspace hostname or API base URL directly when it is already known from trusted context (for example, an earlier Management API response or user-supplied configuration); derive it through the Management API when provenance is missing. - Run reads directly: metadata reads always; customer-data reads (chart data, samples, distinct values, existing screenshots/thumbnails, own query history) when the user asked in their own message, with row limits as request parameters and summarized output. - Require explicit confirmation before mutations, imports, role/RLS changes, guest-token creation, permalink creation, screenshot/thumbnail cache generation, cache invalidation, all asset exports, credential-bearing reads, audit downloads, and SQL that is not a confidently classified single-statement SELECT. - When a target, owner, workspace, output destination, SQL classification, or credential boundary cannot be proven from trusted context, fall back to confirmation. ## Decision Rules - Use existing authenticated Preset API context; never ask users to paste secrets. - Select base URL from discovered team, workspace, or Superset workspace facts. - Use pagination and Rison for list, filter, sort, and search calls. - Load safety policy before risky follow-up calls. - If the user starts with direct API intent and mentions MCP only as a fallback, keep direct API intent. Say: "No MCP fallback. MCP tools are a different surface and require separate explicit approval. Stop before MCP calls." - Do not stop direct API planning just because MCP was mentioned. Stop only before MCP calls or before direct API operations that require confirmation. ## Workflow Order 1. Resolve base URL and credentials. 2. Plan paginated Rison requests. 3. Classify each follow-up call by gate tier: reads run directly (with limits for customer data); mutations, credential reads, and unclassified SQL require confirmation. 4. Reject unapproved MCP fallback if the requested workflow is direct API. 5. Ask before changing surfaces and stop before MCP calls. 6. Continue the direct API plan unless the operation is confirmation-gated by the safety policy. 7. Redact credentials and tokens in all output. ## Retrieve - Auth, token exchange, reusable client: [references/authentication.md](references/authentication.md) - Pagination, Rison, status codes, workspace OpenAPI/version handling: [references/api-conventions.md](references/api-conventions.md) - Approval gates and sensitive-operation policy: [references/safety-policy.md](references/safety-policy.md)
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