Individual skill

data-querying

General guidance on querying data sources, using existing scripts vs ad-hoc queries, filtering patterns, and generating charts for the analytics app.

templates/analytics/.agents/skills/data-querying/SKILL.md

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# Data Querying

The analytics app connects to multiple data sources. This skill covers general patterns for querying data effectively.

## Approach

0. **Use retrieved references first** — data questions may start with a small set of relevant data-dictionary entries and saved dashboard panels in `<resource scope="analytics-catalog">`. Treat them as definitions and query examples, never live results. If they do not fit, call `find-data` before querying; use data-source status when provider availability matters.
1. **Route named account health deliberately** — for a customer/org health, QBR, renewal, contract-utilization, risk, or adoption request, read `account-health` before writing SQL. It adds identity-lock and metric-definition checks that an ordinary lookup does not need.
2. **Read the relevant provider skill first** — check `.agents/skills/<provider>/SKILL.md` for table names, column mappings, auth, and gotchas. For BigQuery, read `.agents/skills/bigquery/SKILL.md` and use `search-bigquery-schema` before guessing table or column names.
3. **Clarify if ambiguous** — if the metric definition, date range, or grain is unclear and a wrong guess would change the numbers, use the `ask-question` clarifying tool (multiple-choice) before querying. Ask at most once per turn; skip it when the dictionary or the user already answered.
4. **Use existing actions or connected provider MCP tools** — call the provider action/tool with structured arguments, then filter or aggregate the returned records in your answer
5. **Write ad-hoc scripts** — if no existing script covers the question, create one in `actions/`
6. **Present data in chat** — don't just say "check the dashboard" — actually query, get the data, and present it. Only present numbers you actually retrieved; never report a value you did not query.