Metabase

Automate Metabase via API: reports (cards), dashboards, and chart settings.

Quick Start

Inputs (env vars)

• METABASE_URL (e.g., https://metabase.example.com)
• Preferred: METABASE_API_KEY
• Fallback: METABASE_USERNAME + METABASE_PASSWORD

Sanity checks

python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py health
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py whoami

Live API documentation

Your Metabase instance serves OpenAPI docs at /api/docs (e.g., https://metabase.example.com/api/docs). Use this to discover version-specific endpoints and request shapes.

Workflow

1. Confirm API availability (GET /api/util/health).
2. Authenticate with an API key (preferred) or a short-lived session (fallback).
3. Discover IDs (prefer discovery over hardcoding across environments):
   • collection_id for where to save
   • database id for dataset_query
   • source-table / field ids if using MBQL
4. Create/update a card:
   • Prefer native SQL for stable automation.
   • Set display + visualization_settings explicitly.
5. Create/update a dashboard and add cards with consistent layout.
6. Validate by running/exporting results.

Key Concepts

• UI "Question" == API card
• Chart configuration lives on the card as display + visualization_settings
• Most viz keys are easiest to manage by copying from an existing card JSON, then editing

Guardrails

• Prefer Metabase "serialization" (Pro/Enterprise) for bulk, cross-environment migrations; use direct API for incremental upserts.
• Do not hardcode numeric IDs across environments when you can discover them or use serialization/entity IDs.
• Never commit METABASE_API_KEY, passwords, or session tokens.
• Prefer a dedicated, least-privileged automation account and collection.

References (read only as needed)

Topic	File
Authentication (API key + fallback)	references/api-auth.md
Reports (cards): create/edit patterns	references/reports-cards.md
Dashboards and card placement	references/dashboards.md
Charts and visualization_settings	references/charts-settings.md
Embedding & external integration	references/embedding-integration.md
Permissions & collections management	references/permissions-collections.md
Native SQL query patterns	references/native-query-patterns.md

Scripts

scripts/metabase_api.py is a small, dependency-free helper to test auth and upsert cards.

Examples:

# Print authenticated user (tries API key, then session)
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py whoami

# Export an existing card JSON (use as a template for visualization_settings)
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py export-card --id 123 --out card.json

# Export an existing dashboard JSON (use as a template for layout)
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py export-dashboard --id 5 --out dashboard.json

# Create/update a card from a JSON spec (see references/reports-cards.md)
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py upsert-card --spec card-spec.json

# Create/update a dashboard from a JSON spec (base fields only)
python3 frameworks/shared-skills/skills/data-metabase/scripts/metabase_api.py upsert-dashboard --spec dashboard-spec.json

Fact-Checking

• Use web search/web fetch to verify current external facts, versions, pricing, deadlines, regulations, or platform behavior before final answers.
• Prefer primary sources; report source links and dates for volatile information.
• If web access is unavailable, state the limitation and mark guidance as unverified.