Collate MCP Tools Reference
Overview
This document provides detailed examples and usage patterns for all available Collate MCP tools. Each tool includes sample requests, responses, and common use cases.Available Tools
Discover
Search and find data assets across your catalog using keyword, semantic, or natural language queries.search_metadata
Description: Find data assets and business terms in your Collate catalog. Use Cases:- Discover tables containing specific data
- Find dashboards related to business areas
- Search for glossary terms
- Locate pipelines by name or description
Entity Types
- Service Entities: databaseService, messagingService, apiService, dashboardService, pipelineService, storageService, mlmodelService, metadataService, searchService
- Data Asset Entities: apiCollection, apiEndpoint, table, storedProcedure, database, databaseSchema, dashboard, dashboardDataModel, pipeline, chart, topic, searchIndex, mlmodel, container
- User Entities: user, team
- Domain Entities: domain, dataProduct
- Governance Entities: metric, glossary, glossaryTerm
semantic_search
Description: Meaning-based discovery of data assets using vector embeddings. Use this for exploratory or vague queries where exact names are unknown — it finds conceptually related assets even when keywords don’t match. Parameters
Examples
Conceptual asset discovery:
search_company_context
Description: Semantic search over company context knowledge pills from the Context Center. Returns matching pills with their title, question, answer, summary, and source file. Use this to answer questions from company documents, runbooks, FAQs, and policies. Parameters
Example
nlq_search
Description: Natural language query search across data assets. Interprets free-form questions and returns matching assets from the catalog. Theindex parameter accepts entity type names (e.g., table, dashboard) or the dataAsset alias for a broad cross-entity search.
Parameters
Example
Inspect
Retrieve detailed information about specific entities and company knowledge pills.get_entity_details
Description: Retrieve detailed information about a specific entity using its fully qualified name. Parameters
Examples
Get Table Details:
get_company_context
Description: Fetch a single company context knowledge pill by its fully qualified name. Returns the full title, question, answer, summary, and source file. Use thefullyQualifiedName or name returned by search_company_context.
Parameters
Example
Lineage & Impact
Explore data dependencies, trace upstream sources, and analyze downstream impact.get_entity_lineage
Description: Retrieve upstream and downstream lineage information for any entity to understand data dependencies and impact analysis. Parameterscreate_lineage
Description: Create a lineage relationship between two data assets. Requires the entity IDs (UUIDs), which you can retrieve usingget_entity_details or search_metadata.
Parameters
Example
root_cause_analysis
Description: Perform root cause analysis via data quality lineage. Identifies upstream failures causing issues on the specified asset, then analyzes downstream impact. Ifstatus is failed, check upstreamAnalysis for root causes and downstreamAnalysis for impact.
Parameters
Example
Knowledge
Create and manage glossaries, terms, articles, and reusable context memories.create_glossary
Description: Create a new glossary to organize business terms and definitions. Parameters
Examples
Create Business Glossary:
create_glossary_term
Description: Create a new term within an existing glossary, with support for hierarchical relationships. Parameters
Examples
Create Root Level Term:
create_context_memory
Description: Save a reusable piece of knowledge to the Context Center — a preference, instruction, runbook step, or FAQ answer the assistant should retain across conversations. Use this when the user explicitly asks you to remember, note, or store something. Parameters
Example
create_article
Description: Create a new knowledge article in the Collate knowledge base. Articles can be nested under a parent page and support an approval workflow when reviewers are set. ValidentityStatus values are: Draft, In Review, Approved, Deprecated, Rejected, Unprocessed.
Parameters
Example
Govern & Classify
Define and apply classifications, tags, domains, data products, and entity updates.create_classification
Description: Create a new Classification in Collate. A Classification is a top-level container that groups related Tags (e.g.,PII, Tier). The name becomes the root segment of every tag FQN under it. The mutuallyExclusive flag is immutable once the classification exists.
Parameters
Example
create_tag
Description: Create a new Tag inside an existing Classification in Collate. The tag FQN isClassification.TagName (e.g., PII.Sensitive). At least one of classification or parent must be provided.
Parameters
Examples
Create a top-level tag:
create_domain
Description: Create a new Domain in Collate. A Domain is a top-level governance grouping of data assets. To create a child domain, setparent to the FQN of an existing parent domain. domainType defaults to Aggregate if omitted.
Parameters
Examples
Create a top-level domain:
create_data_product
Description: Create a new Data Product in Collate. A Data Product groups data assets that deliver business value and must belong to at least one Domain. All referenced domain FQNs must already exist. Parameters
Example
patch_entity
Description: Update an entity using JSON Patch operations. Always look up the entity first to get its current state and UUID before patching. Array fields use plural names in paths:/domains, /owners, /tags, /reviewers.
Parameters
Examples
Update a description:
Data Quality
Access test definitions and create test cases to validate your data assets.get_test_definitions
Description: List available test definitions that can be used to create data quality test cases. UseentityType=TABLE for table-level tests and entityType=COLUMN for column-level tests. Pass results to create_test_case.
Parameters
Example
create_test_case
Description: Create a data quality test case for a table or column. Useget_test_definitions first to find the right test definition and its required parameters.
Parameters
Examples
Table-level row count test:
Metrics
Define and track measurable business and technical KPIs.create_metric
Description: Create a new Metric entity representing a measurable business or technical KPI (e.g., daily revenue, error rate). Metrics can be expressed in SQL, Python, Java, or JavaScript. Parameters
Example