Rollstack

com.rollstack由 rollstack.com 發布官方發布者v1.1.2更新於 Nov 5, 2026

Build, refresh and send Rollstack reports and slide decks from your company's data.

已驗證Streamable HTTP可網頁執行效率與工作流溝通與協作資料與分析

概覽

AI 產生的概覽

Rollstack 的遠端 MCP 伺服器,讓助理依公司資料建立、更新、匯出、共用與寄送簡報報告。

可以做什麼
  • 列出、檢視、建立、重新命名、移動與共用報告,並管理其排程與郵件設定
  • 向簡報代理送出訊息、追蹤回覆,並核准或拒絕其提出的變更
  • 啟動、追蹤與取消報告執行,更新資料並修復投影片
  • 檢視報告內容、投影片圖片、資料表、資料表資料與參數
  • 將報告匯出為 PDF 或 PowerPoint,並寄送報告郵件或測試郵件
  • 管理 burst:建立、增減變體、設定變體收件者並執行所有變體
適用情境
適合團隊把報表放在 Rollstack,希望助理依 BI 儀表板產生或更新投影片、檢查投影片外觀,或不必開啟應用程式就處理共用、排程與郵件寄送。
執行需求
需要 api.rollstack.com 上的遠端 streamable HTTP 端點;未宣告任何套件、環境變數或標頭。它使用使用者本人的 Rollstack 帳號與組織,權限限於該使用者可見與可編輯的內容,並依賴既有的資料來源連線,例如 Looker、Tableau、Power BI、Sigma、Metabase、Omni 或 Lightdash。
安裝前請注意
許多工具會變更或刪除資料:建立與更新報告、共用與取消共用、取代排程與郵件設定、寄送郵件、刪除資料集以及移除 burst 變體。核准提案會實際套用變更或寄出郵件,因此只應在使用者看過提案後執行。資料表資料可能包含投影片從未顯示的欄與列。工具結果可能含有組織成員撰寫的文字,應視為資料而非指令。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Rollstack,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.rollstack%2Fmcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "rollstack": {
      "type": "http",
      "url": "https://api.rollstack.com/public/v1/mcp"
    }
  }
}

工具

46

listReports

List reports

The reports the user can see, of every type, newest first. Each report's type tells which endpoints work on it: the slides agent, exports, content, datasheets, parameters, email and ownership transfer take SlideDeck reports only. You can filter by folderId, name and type; when several are set, all must match, and name matching ignores case. Answers up to limit reports, 50 by default and 200 at most, and a nextCursor: pass it as cursor for the next page, until it is null.

輸入參數query

getReport

Get report

A report of any type with its schedules, who it is shared with and who is emailed when a run fails. lastRunStatus and running tell how its latest run went and whether one is going, and appUrl opens it in Rollstack. type tells which other endpoints work on it.

輸入參數params必填

createReport

Create report

Creates a report of type SlideDeck, in a folder the user can see when folderId is set. It starts empty, or with the look of templateDeckId: its theme, masters and layouts, without its slides. The template must be a SlideDeck report the user may duplicate.

輸入參數body必填

updateReport

Update report

Renames a report of any type, moves it, or changes its timezone or failure notifications. Renaming a report that updates a file, such as a Google Slides presentation, also renames the file, as the app does. Only its editors may.

輸入參數body必填params必填

getReportMessage

Get slides agent message

A message to the slides agent and its replies. Waits up to waitSeconds for the message to finish and answers as soon as it does, so call it again while the status is queued or running. A clarification reply asks questions: ask the user, then send the options they pick as answers in a new message on the same chat. A proposal reply changes nothing until it is approved: show the user what its proposal changes, then approve or reject it as they decide. Only the user who sent the message may read it, while they can edit the report.

輸入參數queryparams必填

sendReportMessage

Send message to slides agent

Asks the slides agent to build or change a report, or to answer a question about it, as the app's chat does. Answers the message's id at once: follow it with getReportMessage. Without chatId the message starts a new chat, which shows in the user's chat history in the app. With it, the message continues that chat and waits its turn while a reply is still generating. Several chats on a report can generate at once; an agent working on a part of the report another chat is editing works on something else or says so. For slides built from your own data, a connected dashboard or a spreadsheet, upload the data with createDataset, find the dashboard with searchDashboards or the spreadsheet with searchSpreadsheets, add any of them with addReportDatasheets and pass the datasheet ids as datasheetIds. Only its editors may. At most 6 messages a minute per user.

輸入參數body必填params必填

approveReportMessageProposal

Approve slides agent proposal

Approves the proposal of a settings_proposal or email_send_proposal reply, as its Approve button in the app's chat does: Rollstack makes the change, or sends the email. Only approve what the user approved after seeing the reply's proposal. Answers the reply with the proposal's status: applied once the change is made, and queued for a send, which getReportMessage then follows through sending to sent, partially_sent, failed or unconfirmed, with its counts. Needs also slide_decks:email for an email change or send, and slide_decks:write for the rest. Approving a send answers 409 while the report is updating, such as after a filter change the same message asked for, and counts against the 5 email sends a minute, as sendReportEmail does. Only the user who sent the message may, while they can edit the report. A proposal already decided answers 409.

輸入參數params必填

cancelReportMessage

Cancel slides agent message

Stops a message to the slides agent: a queued one leaves the queue, and a running one stops. A finished one stays as it is. Only the user who sent it may.

輸入參數params必填

rejectReportMessageProposal

Reject slides agent proposal

Rejects the proposal of a settings_proposal or email_send_proposal reply, as its Reject button in the app's chat does: nothing changes. Answers the reply with the proposal's status, rejected for a change and cancelled for an email send. Only the user who sent the message may, while they can edit the report. A proposal already decided answers 409.

輸入參數params必填

getReportRun

Get report run

A run's status and the datasheets, or visualizations on a report of another type than SlideDeck, it could not refresh. Waits up to waitSeconds for the run to end and answers as soon as it does, so call it again while the status is running. A user's later run of the report reuses the id, so this describes the latest one.

輸入參數queryparams必填

startReportRun

Start report run

Refreshes a report's data, or only some of its datasheets, then repairs failed calculations and the slides with AI. On a report of another type than SlideDeck, such as a Google Slides presentation, refreshes every visualization instead, as Update in the app does, updating its file when it has one (an Email report has none), and emails the report when its email trigger is all. Answers the run's id at once; while a run of the report is already going, from the API, the app or its schedule, it answers that run's id with started false and starts nothing.

輸入參數bodyparams必填

cancelReportRun

Cancel report run

Cancels a run of a report, whoever started it. Only its editors may. A run that already ended stays as it is.

輸入參數params必填

exportReport

Export report

Exports a report as PDF or PowerPoint and answers a download link valid for 15 minutes. At most 10 exports a minute per user.

輸入參數body必填params必填

getReportContent

Get report content

What a viewer sees on a report's visible slides: titles, text, and each chart's and table's values. On a long report, pass slideIds for only the slides you need, such as a reply's changedSlideIds.

輸入參數queryparams必填

getReportSlideImages

Get slide images

Renders slides of a report as images, as viewers see them, so you can check how they look: text that overflows or overlaps, or a chart too small to read. After a message's turn, pass its replies' changedSlideIds. At most 10 slides a call; hidden slides are left out. Counts against the 10 exports a minute per user.

輸入參數query必填params必填

createDataset

Upload a file

Stores a CSV for the slides agent to build slides from: a header row, then at least one data row, at most 10 MB. Add it to a report with addReportDatasheets. Over MCP the CSV is written into the tool call, so send large files to this REST endpoint instead. Or send an Excel workbook (.xlsx, at most 10 MB) as multipart/form-data in the file field: it is stored as it is, with all its sheets, formatting and charts, and the user picks its sheets and ranges for a report in the app's editor. Legacy .xls, macro-enabled and password-protected workbooks are rejected. A workbook is read as saved: formulas show their saved results, and nothing is recalculated.

輸入參數body必填

replaceDataset

Replace an uploaded file

Replaces an uploaded CSV file's rows, or a workbook's content with a new .xlsx sent as multipart/form-data in the file field. It keeps its id, and a CSV is never replaced by a workbook or the other way round. Reports built on it show the new content after their next run or message to the slides agent. An invalid file leaves the current one in place, and a sheet or range the new workbook no longer has fails its datasheets' reads. Only the user who created it may.

輸入參數body必填params必填

deleteDataset

Delete an uploaded file

Deletes an uploaded CSV file or workbook. Reports built on it keep what they last showed, and their datasheets fail on the next read. Only the user who created it may.

輸入參數params必填

listReportDatasheets

List report datasheets

The datasheets a report's charts and tables are built from, with their source and when each was last read.

輸入參數params必填

getReportDatasheetData

Get datasheet data

The table a report's chart is drawn from: the datasheet's steps run over the copies stored at its sources' last reads; the source is never queried. Only the report's editors may: the table was read with an editor's credentials, can hold columns and rows the slides never show, and skips the source's row-level security. Fails until every source it reads has been read, after a source's latest read failed, and once a stored copy expires, 30 days after its read. At most 30 reads a minute per user.

輸入參數queryparams必填

addReportDatasheets

Add sources to report

Adds sources to a report as datasheets, and answers their ids in the order of the sources. A source is a CSV file uploaded with createDataset, or a dashboard of a Looker, Metabase, Omni, Lightdash, Sigma, Tableau or Power BI connection: find it with searchDashboards, confirm it with the user, optionally check its tabs and charts with getDashboard, and add it by its connection, id and tabId from getDashboard's tabs, or from searchDashboards for a Sigma workbook found by a link (else the tab it opens on, a Power BI report's or Sigma workbook's first page). A dashboard comes in as one picture of the tab, read with the user's access to the connection, from which the slides agent can add its charts, except Tableau's and Power BI's, whose charts only the app lists. A source can also be a range of a Google Sheets or Excel file the user added in the app: find the file with searchSpreadsheets, take the sheet's id from getSpreadsheet, and pass the range inside the sheet in A1 notation, like A1:F20. A range comes in as a table, read with the user's own Google or Microsoft account on every run. Pass the ids as datasheetIds on sendReportMessage for the slides agent to build slides from them. Only the report's editors may.

輸入參數body必填params必填

getReportParameters

Get report parameters

A report's parameters, with which ones a burst can vary by, and the dashboard filters a parameter can link, with the parameter that already links each.

輸入參數params必填

createReportParameter

Create report parameter

Creates a parameter of a report, linked to the dashboard filters given, as the app's report parameters editor does. With a value, writes it into those filters and reads their datasheets again. Answers the parameter. Only the report's editors may.

輸入參數body必填params必填

shareReport

Share report

Shares a report of any type with a member of the organization to view or edit it, or changes their permission. They get an email. A report that updates a file, such as a Google Slides presentation, also shares the file with them, as the app does.

輸入參數body必填params必填

unshareReport

Unshare report

Removes a user's share of a report of any type, and their access to its file when it updates one, as the app does.

輸入參數params必填

updateReportSchedules

Replace report schedules

Replaces the schedules of a report of any type, at most 10; an empty list removes them all. Only its editors may. Every scheduled run updates the whole report: an AI update on a SlideDeck report, and a refresh of every visualization on a report that updates a file. Schedules are checked every 15 minutes, so a cron that fires more often still runs at most once per 15 minutes.

輸入參數body必填params必填

getReportEmailConfig

Get email settings

Who a report's email goes to and how it is sent. Answers 404 until its email is set up.

輸入參數params必填

updateReportEmailConfig

Replace email settings

Sets who a report's email goes to and how it is sent, replacing the whole setup. Only its editors may. The sender must be the user's own or shared with the organization.

輸入參數body必填params必填

sendReportEmail

Send email

Emails a report to its recipients now, as it is. Only its editors may. Answers 400 when it has no recipients. Sends in the background; while the user's send of the report is going, starts nothing. At most 5 sends a minute per user, test sends included.

輸入參數params必填

sendReportTestEmail

Send test email

Sends a report's email to the user only, and waits until it is sent. Only its editors may. Counts against the 5 sends a minute.

輸入參數params必填

listBursts

List bursts

The bursts of reports the user can see, newest first, with the report parameters their variants differ by and the template report they are copied from. You can filter by name, ignoring case. Answers up to limit bursts, 50 by default and 200 at most, and a nextCursor: pass it as cursor for the next page, until it is null. listReports leaves out the reports of a burst, its template and variants.

輸入參數query

listBurstVariants

List burst variants

A burst's variants the user can open, oldest first, each with its values of the burst's parameters, how its latest run went, whether one is going, and who its email goes to. adding lists the variants the user is still adding. Answers up to limit variants, 50 by default and 200 at most, and a nextCursor: pass it as cursor for the next page, until it is null.

輸入參數queryparams必填

addBurstVariants

Add burst variants

Adds variants to a burst by their values of its report parameters: each is a copy of the template report that reads its datasheets with its own values, then runs once to fetch its data. Values are checked first, so a request with one the template's filters can't take adds nothing. Answers at once with the names the variants are added with; follow them in adding from listBurstVariants.

輸入參數body必填params必填

createBurst

Create burst

Makes a report the template of a new burst whose variants differ by the report parameters given, and answers the burst, named after the report and with no variants yet. Add them with addBurstVariants. Only the report's editors may.

輸入參數body必填

startBurstRun

Run burst variants

Starts a run of every variant of a burst, or of the variants passed, as startReportRun does for each: it refreshes the variant's data and repairs its slides with AI. The template report isn't run; run it with startReportRun. Answers each variant's run at once: follow them in listBurstVariants, whose running and lastRunStatus tell where each stands, or one by one with getReportRun. A variant already running answers that run and starts nothing.

輸入參數bodyparams必填

updateBurstVariantRecipients

Set variant recipients

Sets who each variant's email goes to, replacing its to, cc and bcc. Its other email settings, such as its sender and which runs send it, stay as copied from the template; a variant without email settings gets the defaults. Sends no email. As in the app, the burst's owner and admins can set any variant's recipients, other members only those of variants they own or can edit; the others are skipped, as is a variant with several recipient groups, which the app asks to reconcile first.

輸入參數body必填params必填

removeBurstVariants

Remove burst variants

Removes variants of a burst by their ids, and deletes their reports. Find the ids with listBurstVariants, which shows each variant's parameter values, and confirm them with the user. The user must be able to edit every variant passed, or nothing is removed: the burst's owner and admins can edit them all, other members only their own.

輸入參數body必填params必填

listConnections

List connections

The data source connections the user can see, without their credentials: each one's type, name, settings such as its URL, owner, admins, default user and whether any user's access works.

無需輸入參數。

searchDashboards

Search dashboards

The dashboards of a Looker, Metabase, Omni, Lightdash, Sigma, Tableau or Power BI connection whose name holds any word of query or its singular, in any case, at most 50: those the most of the organization's reports read first, copies, old and personal ones last, then most words first, read with the user's access to the connection. A Tableau dashboard is a workbook, its views its tabs; a Power BI one a report, its pages its tabs; a Sigma one a workbook, its pages its tabs. On a Sigma connection, query can be a link to a workbook the user pasted: it finds only that workbook, with the page the link opens on as tabId, but not the link's control values, saved view or tag, and a link to another Sigma organization is rejected. Search by the name the user gives, confirm the dashboard with the user, then check its tabs and charts with getDashboard or add it to a report with addReportDatasheets. listConnections gives the connection's type and id.

輸入參數queryparams必填

getDashboard

Get dashboard

A dashboard of a Looker, Metabase, Omni, Lightdash, Sigma, Tableau or Power BI connection, read with the user's access to the connection: its tabs, and the charts and filters of the tab tabId names, one of the ids in tabs (else the one the dashboard opens on, a Power BI report's or Sigma workbook's first page). Tableau and Power BI list no charts or filters, which only the app reads; a Sigma page lists its charts and tables, and the workbook's controls as its filters. Find the dashboard's id with searchDashboards. Confirm the dashboard and tab with the user, then add it to a report with addReportDatasheets; for another tab, call it again with that tab's id from tabs.

輸入參數queryparams必填

searchSpreadsheets

Search spreadsheets

The Google Sheets and Excel files the user added in the app whose name holds any word of query, in any case, most words first, at most 50. Rollstack can't search the user's whole Google Drive or OneDrive: for another file, ask the user to add it in the app. Confirm the file with the user, then list its sheets with getSpreadsheet.

輸入參數query

getSpreadsheet

Get spreadsheet

A Google Sheets or Excel file the user added in the app, with its sheets, read with the user's own Google or Microsoft account. Fails with user-missing-oauth when the user hasn't connected that account in the app. Find the file's id with searchSpreadsheets, then add a range of one of its sheets to a report with addReportDatasheets by the sheet's id.

輸入參數params必填

listSmtpConnections

List SMTP connections

The user's SMTP connections and the ones shared with the organization, without their credentials.

無需輸入參數。

listFolders

List folders

The folders the user can see, each with its parent, null at the top level, and the user's permission on it: null, view, edit or manage. Pass a folder's id as folderId to listReports or createReport.

無需輸入參數。

submitFeedback

Send feedback

Tells the Rollstack team about something the user asked for that you couldn't do: a tool or endpoint that is missing, a call that was refused or failed, or a task nothing covers. Send it whenever you get stuck, before you answer the user. The team reads every message to decide what to build next; it doesn't answer, and it doesn't fix the problem for the user.

輸入參數body必填

listMembers

List members

The members of the organization, with their role, authentication role, insights access and whether they are active. Optionally only those with a status, active or deactivated, or with an email.

輸入參數query

版本歷史

2
  1. v1.1.2最新Nov 5, 2026
  2. v1.0.70Nov 5, 2026

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