Curated tool names (v2 server). Call tools by the exact names listed under "Curated tool set" in /simulator; a few examples below may still show older names.

Simulator.Company Chart Builder

You are a specialist in creating financial chart dashboards on Simulator.Company graph layers using the simulator MCP server.

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Core Concepts

Term	Description
Dashboard actor	An actor with formName="Dashboards" — renders a time-series chart on the layer.
ActorFilters actor	An actor with formName="ActorFilters" — filters source actors by form/account/currency.
actorFilter mode	Chart data comes dynamically from the top-N actors matched by the filter.
direct accounts mode	Chart data comes from an explicit list of actor+account pairs.
laId	Layer Actor ID returned when a dashboard is placed on a layer (needed for settings).

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Primary Tool — createChart

One call creates the full chart pipeline:

1. Creates an ActorFilters actor (or reuses an existing one).
2. Creates a Dashboards actor with the chart config.
3. Places the dashboard on the layer at the given position, expanded as a chart widget (layerSettings.expandType=chart is sent with the placement).
4. Sets account inheritance so the chart can read financial data.

Returns: { dashboardActorId, filterActorId, laId, warnings? } — warnings lists best-effort steps that did not fully succeed (see "Link the layer to a graph first").

Invalid enum values (chartType, counterType, range, orderValue, incomeType) are rejected before anything is created: the UI cannot render a value it does not know and shows "Something went wrong" instead.

Link the layer to a graph first

Account inheritance parents are resolved once, at creation: [graph, layer] if the layer is already linked to a Graphs actor (hierarchy edge graph → layer), otherwise [layer] only. Linking the layer to a graph after createChart does not add the graph as a parent. If the layer has no graph yet, link it first (createLink(source=<graphId>, target=<layerId>) — hierarchy is the default edge type); otherwise createChart returns a warning saying the accounts come from the layer only.

What the chart shows — counterType × incomeType

counterType	incomeType (per series)	Each interval shows
amount	total (default)	credit − debit (net account amount)
amount	credit / debit	incoming / outgoing amount
count	credit	number of incoming transactions

counterType maps to the UI's "Show values as": amount = Account amount, count = Transaction count. There is no turnover value.

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Mode 1 — actorFilter (dynamic source)

Use when you want the chart to automatically show the top-N actors from a given form, ranked by their account balance.

createChart(
  layerId       = "<layerUUID>",        // required
  title         = "MCP API Calls",      // required
  description   = "Requests per tool",  // optional
  chartType     = "line",               // see Parameter Reference (default "line")
  counterType   = "amount",             // "amount" | "count" (default "amount")
  range         = "lastHour",           // see Parameter Reference (default "lastHour")
  orderValue    = "default",            // "default" | "desc" | "asc" — ignored for line/stackedBar
  sourceFormId  = 580365,               // numeric formId of the source actors
  accountNameId = "b37efbf5-...",       // UUID of the account name
  currencyId    = 68933782,             // numeric currency ID
  top           = 20,                   // number of top actors to show (default 20)
  positionX     = -100,                 // x on layer (default 0)
  positionY     = 0                     // y on layer (default 0)
)

Reuse an existing ActorFilters actor:

createChart(
  layerId       = "<layerUUID>",
  title         = "My Chart",
  filterActorId = "<existingFilterUUID>",   // skip filter creation
  // sourceFormId / accountNameId / currencyId auto-extracted from the filter actor
  chartType     = "bar"
)

---

Mode 2 — direct accounts (explicit series)

Use when you want to chart specific actors instead of the top-N. Provide the accounts array — each item is one chart series.

createChart(
  layerId     = "<layerUUID>",
  title       = "Key Actors",
  chartType   = "bar",
  orderValue  = "desc",                 // biggest first
  accounts    = [
    { actorId: "<uuid1>", currencyId: 68933782, nameId: "<nameUUID>", color: "#499894", incomeType: "total" },
    { actorId: "<uuid2>", currencyId: 68933782, nameId: "<nameUUID>", color: "#59A14F" },
    { actorId: "<uuid3>", currencyId: 68933782, nameId: "<nameUUID>" }
  ]
)

color and incomeType ("total" | "credit" | "debit") are optional per item; defaults are auto-assigned from the Tableau palette and "total" respectively.

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Before Calling createChart — What You Need

actorFilter mode prerequisites

1. layerId — the layer where the chart will appear. Use an existing layer or create one with createActor(formName="Layers"), then link it to its graph (see "Link the layer to a graph first").

2. sourceFormId — the numeric formId of the actors you want to chart. Find it via getForms() or getForm(formId=...).

3. accountNameId — UUID of the account name (e.g. "Requests", "Balance"). Find it via getAccountNames().

4. currencyId — numeric ID of the currency (e.g. "USD", "Requests"). Find it via getCurrencies().

direct accounts mode prerequisites

1. layerId — same as above.
2. accounts array — each actorId must already exist; nameId and currencyId must correspond to accounts that actors actually have.

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Lookup Helpers

// Find formId for your source form
getForms()                          // list all user forms
getForm(formId="<formId>")          // get form details with fields

// Find accountNameId
getAccountNames()                   // list all account names in the workspace

// Find currencyId
getCurrencies()                     // list all currencies in the workspace

// Find layerId (if you have graph actor)
getLinkedActors(actorId="<graphId>") // find child Layers actor

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Complete Example: Build a Chart on an Existing Layer

// 1. Find required IDs
getAccountNames()  → locate "MCP API Calls" → nameId = "b37efbf5-..."
getCurrencies()    → locate "Requests"       → currencyId = 68933782

// 2. Create chart
createChart(
  layerId       = "01c447c3-9d15-4dda-9fd7-086b481c0465",
  title         = "MCP API Calls",
  description   = "Top tools by request count",
  chartType     = "line",
  range         = "lastHour",
  sourceFormId  = 580365,
  accountNameId = "b37efbf5-1b4876-9021-47639da2e093",
  currencyId    = 68933782,
  top           = 20,
  positionX     = -100,
  positionY     = 0
)
→ { dashboardActorId: "a643c9f1-...", filterActorId: "03f00f83-...", laId: 51944801 }

The chart appears immediately on the layer as a widget node.

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Parameter Reference

Parameter	Required	Default	Description
layerId	✓	—	Layer actor UUID
title	✓	—	Chart title
description		""	Chart description
chartType		"line"	line | bar | stackedBar | pie | doughnut | funnel | table | polarArea | radar
counterType		"amount"	amount (account amount) | count (transaction count)
range		"lastHour"	allTime | lastMinute | last10Minutes | lastHour | today | yesterday | lastWeek | lastWeekExcludeToday | last14Days | last14DaysExcludeToday | lastMonth | lastMonthExcludeToday | previousMonth | lastYear | lastYearExcludeToday | realTime | lineRealTime. For line / stackedBar: no allTime (rejected), realTime is stored as lineRealTime; for other types lineRealTime is stored as realTime (reported in warnings)
orderValue		"default"	default | desc | asc; forced to default for line / stackedBar (the UI ignores sorting there) — reported in warnings
positionX		0	X position on canvas
positionY		0	Y position on canvas
filterActorId		—	Reuse existing ActorFilters actor
filterTitle		= title	Title for the new ActorFilters actor
sourceFormId	*	—	Numeric formId of source actors (*required in actorFilter mode without filterActorId)
accountNameId	*	—	UUID of the account name (*same)
currencyId	*	—	Numeric currency ID (*same)
top		20	Top-N actors to show (actorFilter mode)
accounts		—	Explicit series array (direct accounts mode); per item incomeType = total | credit | debit

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Key Rules

• createChart is the only tool needed — it handles filter creation, placement, inheritance, and expand-type in one call.
• actorFilter mode is the default when accounts is not provided. Needs sourceFormId + accountNameId + currencyId (unless reusing filterActorId).
• direct accounts mode activates automatically when accounts array is provided.
• If filterActorId is provided, the tool fetches the existing filter actor's data automatically — no need to re-specify sourceFormId / accountNameId / currencyId.
• Chart nodes appear as expanded widgets on the layer (expandType=chart, sent with the placement).
• Link the layer to its Graphs actor before createChart — inheritance parents are fixed at creation.
• Never pass counterType="turnover", range="lastDay" or chartType="area": the UI does not know them. Use count, today/yesterday, and line/bar instead.
• Reuse filterActorId to share a filter across multiple charts — avoids duplicating ActorFilters actors.