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Pre-release

This release is a pre-release and may not be stable for production use.

Stackless MCP

stackless-mcp is a local stdio MCP server for Claude Code, Codex, and other terminal agents. It exposes Stackless app capabilities as MCP tools by calling a deployed Stackless instance over /api/v1.

The MCP process is intentionally thin. It does not import middleware-service, does not need Snowflake or dbt credentials, and does not read local app data. Stackless remains the source of truth for auth, RBAC, ownership, and mutations.

Use this guide when connecting a terminal agent to your own Stackless instance from the published stackless-mcp package. Development from a monorepo checkout is covered separately at the end.

Prerequisite

Install uv. The agent configuration uses uvx, which is included with uv and fetches the pinned stackless-mcp package on first run.

Install

Pin the beta version exactly in your agent configuration: stackless-mcp==<version>. The MCP server also needs the base URL for your Stackless instance.

Codex

Add this block to ~/.codex/config.toml:

[mcp_servers.stackless]
command = "uvx"
args = [
  "stackless-mcp==<version>",
  "--base-url",
  "https://your-stackless-instance.example.com",
]

Claude Code

Add this block to .mcp.json:

{
  "mcpServers": {
    "stackless": {
      "command": "uvx",
      "args": [
        "stackless-mcp==<version>",
        "--base-url",
        "https://your-stackless-instance.example.com"
      ]
    }
  }
}

Login

Run login once before starting Codex or Claude Code:

uvx stackless-mcp==<version> login \
  --base-url https://your-stackless-instance.example.com

login opens the Stackless browser auth flow, receives a local callback from the authenticated browser session, exchanges it for a scoped slmcp_ MCP session, and stores that session locally. The server-side session defaults to a 30-day TTL. Your Stackless instance can lower that lifetime with MCP_SESSION_TTL_SECONDS.

Credentials are stored in the OS keyring by default. If keyring support is not available, use file storage:

uvx stackless-mcp==<version> login \
  --base-url https://your-stackless-instance.example.com \
  --auth-storage file

With --auth-storage file, credentials are stored as a 0600 credentials.json file in the platform user config directory for stackless-mcp. If you use file storage for login, add "--auth-storage", "file" to the agent configuration too.

Verify

uvx stackless-mcp==<version> --version
uvx stackless-mcp==<version> doctor \
  --base-url https://your-stackless-instance.example.com

Run doctor first when setup does not work. It checks local configuration, stored auth, Stackless API connectivity, and server capability discovery.

Example successful output:

{
  "auth": {
    "credential_present": true,
    "expires_at": "2026-07-10T12:00:00Z",
    "expiry_status": "unexpired",
    "mode": "stored_token",
    "storage_backend": "keyring",
    "token_present": true,
    "user_id": "user_123"
  },
  "auth_storage": "keyring",
  "base_url": "https://your-stackless-instance.example.com",
  "capabilities": {
    "checked": true,
    "client_known_unsupported_by_server": [],
    "error": null,
    "ok": true,
    "server_supported_unknown_to_client": [],
    "server_version": "2026.06.10"
  },
  "client_version": "<version>",
  "connectivity": {
    "checked": true,
    "ok": true
  },
  "errors": [],
  "ok": true,
  "toolsets": [
    "all"
  ]
}

doctor exits 0 when required checks pass and exits 1 for local configuration, auth, or connectivity failures. Missing command arguments and invalid CLI options exit 2.

Troubleshooting

  • Missing base URL: pass --base-url https://... in the agent config and login command, or set STACKLESS_BASE_URL.
  • Expired or missing token: run uvx stackless-mcp==<version> login --base-url https://your-stackless-instance.example.com again.
  • Server capability delta: doctor reports tools known by the client but not supported by the server under client_known_unsupported_by_server. Upgrade the Stackless instance when you need those tools; otherwise the client simply advertises the supported subset.
  • Connectivity failure: confirm the base URL is reachable from your machine, uses the correct scheme, and includes no /api/v1 suffix.
  • Keyring failure: rerun login and your agent command with --auth-storage file.

For a one-shot connectivity check without starting MCP stdio, run:

uvx stackless-mcp==<version> \
  --base-url https://your-stackless-instance.example.com \
  --check

--check uses the stored MCP session when present and exits. Expired sessions prompt a fresh stackless-mcp login instead of failing with an opaque MCP startup error.

Upgrade

Upgrade by changing the pinned package version in your Codex or Claude Code configuration, then restart the agent. Pre-release versions follow PEP 440: beta releases must be pinned exactly. For example, change stackless-mcp==<old-version> to stackless-mcp==<new-version> when the new beta is published.

Revoke or Reset Auth

uvx stackless-mcp==<version> logout \
  --base-url https://your-stackless-instance.example.com
uvx stackless-mcp==<version> reset-auth \
  --base-url https://your-stackless-instance.example.com

logout calls /mcp/auth/revoke and then deletes the local credential. reset-auth only deletes the local credential, which is useful for stale or corrupt local state; the server-side session remains valid until it is revoked or expires.

To rotate a file-backed credential, run logout with --auth-storage file, then run login --auth-storage file again. Delete any copied backups of the old file credential as part of rotation.

Advanced: Toolsets

This is not part of basic setup. By default, the full supported tool set loads and the agent decides which tool to call at runtime. Tool selection is automatic and is not a setup choice.

Use --toolsets only when you intentionally want to reduce the loaded tool-schema surface and agent context:

[mcp_servers.stackless]
command = "uvx"
args = [
  "stackless-mcp==<version>",
  "--base-url",
  "https://your-stackless-instance.example.com",
  "--toolsets",
  "catalog,runs",
]

Valid toolsets are all, core, catalog, runs, transformations, semantic, dashboards, lifecycle, and fivetran. all is the default. Core tools for auth checks and operation status are always registered; selecting core registers only those tools. Toolsets are a runtime ergonomics feature, not a security boundary. Stackless backend RBAC and tool permissions still enforce access.

Development

Use this path only when developing stackless-mcp from a monorepo checkout:

cd stackless-mcp
poetry install --with dev
poetry run stackless-mcp login \
  --base-url https://your-stackless-instance.example.com
poetry run stackless-mcp \
  --base-url https://your-stackless-instance.example.com

Manual token/cookie setup remains for development and compatibility only:

export STACKLESS_BASE_URL=https://your-stackless-instance.example.com
export STACKLESS_TOKEN='<valid Stackless/Cognito JWT or slmcp token>'
# or, for browser-cookie development auth:
# export STACKLESS_COOKIE='AWSALB=...; AWSELBAuthSessionCookie-0=...'
poetry run stackless-mcp

Tool Surface

Prefer these workflow-style tools for new agents:

Tool Description
check_stackless_connection Check configured Stackless auth/API connectivity.
find_relevant_data Find catalog assets relevant to a business question.
explain_stackless_asset Explain one catalog asset, columns, and lineage handles.
list_stackless_assets List visible catalog assets by type, domain, or tag.
trace_stackless_lineage Trace upstream or downstream catalog lineage.
get_stackless_column_details Get column metadata for a catalog asset.
refresh_stackless_catalog Refresh the catalog snapshot in light or full mode.
get_stackless_connector_status Get connector sync status from the catalog snapshot.
get_stackless_asset_freshness Summarize upstream freshness for a catalog asset.
list_stackless_snowflake_schemas List visible Snowflake schemas from the catalog.
describe_snowflake_object Describe a visible Snowflake table or view with typed column metadata.
validate_snowflake_access Check RBAC plus Snowflake metadata or zero-row object access.
explain_schema_permissions Explain Stackless catalog/RBAC visibility for a Snowflake schema.
query_snowflake Run direct read-only Snowflake SQL with Stackless guardrails.
list_fivetran_connector_types List Fivetran connector types available for draft creation.
get_fivetran_connector_config_requirements Inspect redacted non-secret config requirements for a Fivetran connector type.
list_fivetran_connections List group-scoped Fivetran connections with compact operational status.
get_fivetran_connection Get current Fivetran connection status and schedule.
get_fivetran_connection_schema Read Fivetran schema and table sync configuration.
get_fivetran_health_summary Summarize health across configured-group Fivetran connectors.
create_fivetran_connection_draft Create a paused non-secret Fivetran connection draft and Connect Card setup link.
reload_fivetran_connection_schema_config Reload Fivetran source schema metadata for a connection.
pause_fivetran_connection Pause a Fivetran connection after explicit confirmation.
resume_fivetran_connection Resume a Fivetran connection after explicit confirmation.
test_fivetran_connection Run Fivetran setup tests for a connection.
sync_fivetran_connection Trigger an immediate normal Fivetran sync after explicit confirmation.
update_fivetran_connection_schedule Change Fivetran connection schedule fields after explicit confirmation.
plan_fivetran_schema_change Dry-run exact Fivetran schema/table enable or disable changes.
apply_fivetran_schema_change Apply a confirmed Fivetran schema/table enable or disable plan with plan-hash drift rejection.
activate_fivetran_connector_for_agent_access Enable synced Fivetran destination schemas for Stackless agent access.
list_stackless_runs List recent scheduler runs with stable run refs.
diagnose_stackless_run Diagnose one run or job with redacted logs.
get_stackless_run_logs Fetch filtered, redacted logs for a scheduler run.
cancel_stackless_run Cancel a pending or running scheduler run.
get_transformation_model Read a Transformation Model definition, spec, relation, status, version, and ownership.
fork_transformation_model Fork a published Transformation Model into a private draft.
update_transformation_model_draft Update a private Transformation Model draft and return its readback.
draft_transformation_model Scaffold or create a Transformation Model draft.
list_stackless_transformation_models List visible Transformation Models.
get_stackless_transformation_model Read Transformation Model source-of-truth state from middleware.
validate_transformation_model_draft Validate a Transformation Model draft.
preview_transformation_model_draft Queue a guarded preview for a Transformation Model draft.
draft_semantic_model Scaffold or create a Semantic Model draft.
update_stackless_semantic_model Update a Semantic Model, forking published models into an editable draft.
list_stackless_semantic_models List visible Semantic Models.
explain_stackless_semantic_model Explain a Semantic Model and queryable members.
validate_semantic_model_draft Validate a Semantic Model draft or payload.
preview_semantic_model_query Run a guarded Semantic Model preview query.
list_stackless_dashboards List visible Stackless dashboards.
list_dashboard_export_schedules List export schedules for a visible dashboard.
get_dashboard_export_schedule Read one dashboard export schedule and monitoring metadata.
list_dashboard_export_schedule_runs List export runs for a dashboard export schedule.
list_dashboard_export_eligible_recipients List users eligible to receive dashboard export schedules.
create_dashboard_export_schedule Create a dashboard export schedule after explicit confirmation.
update_dashboard_export_schedule Update a dashboard export schedule after explicit confirmation.
pause_dashboard_export_schedule Pause a dashboard export schedule after explicit confirmation.
resume_dashboard_export_schedule Resume a dashboard export schedule after explicit confirmation.
unsuspend_dashboard_export_schedule Unsuspend a dashboard export schedule after explicit confirmation.
test_send_dashboard_export_schedule Trigger a dashboard export test send after explicit confirmation.
delete_dashboard_export_schedule Delete a dashboard export schedule after explicit confirmation.
list_dashboard_members List Cube members available for custom dashboard widgets.
get_stackless_dashboard Get dashboard metadata, custom spec, and workflow hints.
diagnose_stackless_dashboard Diagnose custom dashboard widget hydration failures.
describe_gooddata_dashboard Describe a visible legacy GoodData dashboard structure and dependencies.
trace_gooddata_dashboard_metrics Trace legacy GoodData dashboard visualizations to metrics.
validate_gooddata_filters Validate legacy GoodData dashboard filter references against the LDM.
draft_dashboard_from_goal Scaffold or create a custom dashboard draft.
clone_stackless_dashboard Clone a custom dashboard into an independent private draft.
fork_stackless_dashboard Fork a published custom dashboard into a private draft.
edit_stackless_dashboard_section Add, remove, or rename one tab/section on a private draft.
edit_stackless_dashboard_section_widget Add or remove one widget from a draft tab/section.
patch_stackless_dashboard_layout Move or resize selected draft widgets with partial layout patches.
update_stackless_dashboard_draft Update a private custom dashboard draft.
hydrate_dashboard Hydrate custom dashboard widgets through Stackless/Cube.
validate_dashboard_draft Validate a custom dashboard draft or spec.
preview_dashboard Hydrate a custom dashboard preview through Stackless/Cube.
diff_stackless_draft Inspect draft diff/review output and publish fingerprints before publication.
publish_stackless_draft Publish a Stackless draft after confirmation and matching review context.
estimate_stackless_refresh Prepare a refresh estimate before refreshing a published resource.
refresh_stackless_resource Refresh a published Stackless resource after confirmation.
unpublish_stackless_resource Unpublish a Stackless resource after confirmation.
delete_stackless_draft Delete a draft resource after confirmation.
get_stackless_operation Get status for an MCP operation ID.
get_stackless_invocation Recover status for a tool/idempotency key.

get_stackless_connector_status reads the Stackless catalog snapshot. The fivetran toolset calls live Fivetran operational APIs through middleware workflow handlers and keeps secret config values redacted.

Mutating tools require an idempotency_key. Publish, refresh, unpublish, cancel, delete, guarded Fivetran operations, and dashboard export schedule mutations also require confirmation={"confirmed": true, "evidence": "..."}. For dashboard drafts, first call diff_stackless_draft("dashboard:<id>"), using its optional request argument for non-default preview filters or table overrides, and pass the returned review object as publish_context={"review": review} to publish_stackless_draft. Stackless rejects stale dashboard fingerprints if the draft changes between review and publish. For Semantic Model drafts, first call diff_stackless_draft("semantic_model:<id>") and pass the returned review object as publish_context={"review": review}. Use the returned confirmation_phrase as confirmation evidence; Stackless rejects stale semantic-model fingerprints if the draft changes between review and publish. For draft_transformation_model, an idempotency_key is required only when a spec is supplied and a draft is created.

Managed Transformation Workflow

For managed Transformation Models, use middleware-backed tools for lifecycle state and catalog-backed tools for discoverability:

  1. Create or update a draft with draft_transformation_model.
  2. Validate and preview it with validate_transformation_model_draft and preview_transformation_model_draft, polling returned operations with get_stackless_operation.
  3. Review the publish diff with diff_stackless_draft, then publish with publish_stackless_draft and explicit confirmation.
  4. Verify middleware source-of-truth state with get_stackless_transformation_model. This is the tool for published version, materialization, identity, incremental config, relation metadata, refresh policy, and timestamps.
  5. Use explain_stackless_asset after catalog refresh when you need catalog visibility, lineage, columns, or downstream dependency context.
  6. Estimate refresh scope first with estimate_stackless_refresh. Use the returned refresh estimate, fingerprint, confirmation requirement, and operation ref before queueing a refresh.
  7. Queue the refresh with refresh_stackless_resource, passing the estimate identifiers, explicit confirmation, and an idempotency_key. Poll the returned operation ref and use diagnose_stackless_run for run details.

Safe Transformation Model fix flow:

  1. Call get_stackless_transformation_model("transformation_model:<published-id>") or get_transformation_model("transformation_model:<published-id>") and inspect the full spec, published relation, status, version, and ownership metadata.
  2. Call fork_transformation_model("transformation_model:<published-id>", idempotency_key="...") and use the returned data.draft.refs.draft_ref.
  3. Call update_transformation_model_draft(draft_ref, idempotency_key="...", spec=..., title=..., description=..., refresh_policy=...).
  4. Read back with get_stackless_transformation_model(draft_ref) or get_transformation_model(draft_ref), then run validate_transformation_model_draft(draft_ref) and preview_transformation_model_draft(draft_ref, idempotency_key="...").
  5. Call diff_stackless_draft(draft_ref) and pass the reviewed publish context to publish_stackless_draft with explicit confirmation evidence.

Endpoint-shaped compatibility tools are no longer registered. Use the workflow-style tools above for all new MCP agent flows.

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