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feat(mcp): expose chart display + formatting settings on insight tools#60868

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sampennington merged 2 commits into
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posthog-code/insight-display-settings
Jun 1, 2026
Merged

feat(mcp): expose chart display + formatting settings on insight tools#60868
sampennington merged 2 commits into
masterfrom
posthog-code/insight-display-settings

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Problem

Updating the display settings of a SQL-backed (DataVisualization) insight through the PostHog MCP was unnecessarily hard. The agent-facing AssistantDataVisualization* schema — which the insight-create and insight-update tools validate against — only exposed yAxisPosition under a series' display settings, even though the backend DataVisualizationNode already accepts the full ChartSettingsDisplay (trendLine, displayType, label, color, …) plus per-series number formatting.

Because the strict Zod layer used additionalProperties: false, an agent trying to turn on a trend line had every reason to expect the field to be stripped or rejected before the request reached Django. The change happened to pass, but only by sending an undocumented field — agents had to hedge and verify rather than trust the schema.

Changes

Enriched the agent-facing DataVisualization insight schema (schema-assistant-queries.ts) to surface the display settings the backend already supports, so they flow through insight-create / insight-update with documented, validated fields:

  • Per-series display: trendLine, displayType (auto/line/bar/area, to mix series types), label, color — alongside the existing yAxisPosition.
  • Per-series/axis number formatting: new formatting block with prefix, suffix, style (none/number/short/percent), and decimalPlaces.
  • Chart-level: showValuesOnSeries.

Every field carries a docstring, which flows into the generated MCP tool schema so agents see exactly what's valid.

Regenerated all downstream artifacts from the source type: schema.json, schema.py, the MCP tool Zod (services/mcp/src/tools/generated/product_analytics.ts), and the tool-schema snapshots.

How did you test this code?

I'm an agent. I ran the following automated checks — no manual UI testing:

  • pnpm --filter=@posthog/mcp run vitest run tests/unit/tool-schema-snapshots.test.ts tests/unit/json-schema-to-zod.test.ts — pass (snapshots regenerated to include the new fields).
  • tsc --noEmit on the MCP package — no errors in the regenerated tool file (only pre-existing, unrelated @posthog/quill module-resolution errors in this environment).
  • python3 -m py_compile posthog/schema.py — pass.
  • Verified the new fields appear correctly in schema.json, schema.py, the generated Zod, and both insight tool snapshots.

🤖 Agent context

Authored by PostHog Code (Claude). The task came from a session where adding a trend line to a SQL insight via MCP took longer than it should have, largely because the curated insight-update schema appeared to forbid trendLine.

Approach: traced the codegen chain (schema-assistant-queries.tsschema.jsonschema.py + generated MCP Zod) and confirmed the gap was only in the agent-facing Assistant* subset, not the backend. Rather than add only trendLine, I brought the agent schema in line with the backend's ChartSettingsDisplay and added per-series formatting + showValuesOnSeries, since the same friction applied to every display option. The generated product_analytics.ts was updated by reproducing the deterministic codegen output (the OpenAPI step that normally regenerates it needs a full Django+DB stack) and re-running the project formatter; CI's build:openapi will reconcile it if anything drifts.


Created with PostHog Code

The agent-facing `AssistantDataVisualization*` schema that the MCP
`insight-create` / `insight-update` tools validate against only exposed
`yAxisPosition` under a series' display settings, even though the backend
`DataVisualizationNode` accepts the full `ChartSettingsDisplay`. Agents
could not toggle a trend line (or set most display options) on a SQL
insight without the strict Zod layer rejecting the field before it reached
Django.

Enrich the agent schema to match what the backend already supports:
- per-series display: `trendLine`, `displayType` (mix line/bar/area),
  `label`, `color` (in addition to `yAxisPosition`)
- per-series/axis number `formatting`: `prefix`, `suffix`, `style`,
  `decimalPlaces`
- chart-level `showValuesOnSeries`

Each field carries a docstring so the generated MCP tool schema documents
valid options for agents. Regenerated schema.json, schema.py, the MCP tool
Zod, and the tool-schema snapshots.

Generated-By: PostHog Code
Task-Id: 563610e9-d6a9-45ef-962e-8b92a573cca6
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github-actions Bot commented Jun 1, 2026

Size Change: +4.78 kB (+0.01%)

Total Size: 80.9 MB

📦 View Changed
Filename Size Change
frontend/dist-report/exporter/src/queries/schema 854 kB +1.59 kB (+0.19%)
frontend/dist-report/posthog-app/src/queries/schema 854 kB +1.59 kB (+0.19%)
frontend/dist-report/render-query/src/render-query/render-query 27.4 MB +1.59 kB (+0.01%)
ℹ️ View Unchanged
Filename Size
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@sampennington sampennington marked this pull request as ready for review June 1, 2026 12:48
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greptile-apps Bot commented Jun 1, 2026

Reviews (1): Last reviewed commit: "feat(llma): expose chart display + forma..." | Re-trigger Greptile

@sampennington sampennington added the stamphog Request AI review from stamphog label Jun 1, 2026
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Purely additive, optional schema fields for the LLM analytics assistant. The DisplayType and Style enum moves in schema.py are a clean consolidation (moved up to be shared), all new fields default to None, and all six files (Python schema, TS types, JSON schema, MCP Zod tool, and two test snapshots) are kept consistent with each other.

@sampennington sampennington changed the title feat(llma): expose chart display + formatting settings on insight tools feat(mcp): expose chart display + formatting settings on insight tools Jun 1, 2026
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github-actions Bot commented Jun 1, 2026

🎭 Playwright report · View test results →

⚠️ 2 flaky tests:

  • Save an insight, make changes, discard them, and save a copy (chromium)
  • launch basic survey from single variant feature flag (chromium)

These issues are not necessarily caused by your changes.
Annoyed by this comment? Help fix flakies and failures and it'll disappear!

@sampennington sampennington merged commit 490a9ad into master Jun 1, 2026
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@sampennington sampennington deleted the posthog-code/insight-display-settings branch June 1, 2026 16:26
inkeep Bot added a commit to PostHog/posthog.com that referenced this pull request Jun 1, 2026
Document the per-series display settings (displayType, trendLine, label,
color, yAxisPosition), number formatting (prefix, suffix, style,
decimalPlaces), and chart-level showValuesOnSeries that are now available
on the insight-create and insight-update MCP tools for SQL-backed insights.

Ref: PostHog/posthog#60868
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deployment-status-posthog Bot commented Jun 1, 2026

Deploy status

Environment Status Deployed At Workflow
dev ✅ Deployed 2026-06-01 16:48 UTC Run
prod-us ✅ Deployed 2026-06-01 17:03 UTC Run
prod-eu ✅ Deployed 2026-06-01 17:05 UTC Run

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