Regtransfers/coda-automation

@ Coda Automation via Rube MCP

Automate Coda document and data operations through Composio's Coda toolkit via Rube MCP.

@ Prerequisites

• Rube MCP must be connected (RUBESEARCHTOOLS available)
• Active Coda connection via RUBEMANAGECONNECTIONS with toolkit coda
• Always call RUBESEARCHTOOLS first to get current tool schemas

@ Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBESEARCHTOOLS responds
2. Call RUBEMANAGECONNECTIONS with toolkit coda
3. If connection is not ACTIVE, follow the returned auth link to complete Coda authentication
4. Confirm connection status shows ACTIVE before running any workflows

@ Core Workflows

@ 1. Search and Browse Documents

When to use: User wants to find, list, or inspect Coda documents

Tool sequence:

1. CODASEARCHDOCS or CODALISTAVAILABLE_DOCS - Find documents [Required]
2. CODARESOLVEBROWSER_LINK - Resolve a Coda URL to doc/page/table IDs [Alternative]
3. CODALISTPAGES - List pages within a document [Optional]
4. CODAGETA_PAGE - Get specific page details [Optional]

Key parameters:

• query: Search term for finding documents
• isOwner: Filter to docs owned by the user
• docId: Document ID for page operations
• pageIdOrName: Page identifier or name
• url: Browser URL for resolve operations

Pitfalls:

• Document IDs are alphanumeric strings (e.g., 'AbCdEfGhIj')
• CODARESOLVEBROWSER_LINK is the best way to convert a Coda URL to API IDs
• Page names may not be unique within a doc; prefer page IDs
• Search results include docs shared with the user, not just owned docs

@ 2. Work with Tables and Data

When to use: User wants to read, write, or query table data

Tool sequence:

1. CODALISTTABLES - List tables in a document [Prerequisite]
2. CODALISTCOLUMNS - Get column definitions for a table [Prerequisite]
3. CODALISTTABLE_ROWS - List all rows with optional filters [Required]
4. CODASEARCHROW - Search for specific rows by query [Alternative]
5. CODAGETA_ROW - Get a specific row by ID [Optional]
6. CODAUPSERTROWS - Insert or update rows in a table [Optional]
7. CODAGETA_COLUMN - Get details of a specific column [Optional]

Key parameters:

• docId: Document ID containing the table
• tableIdOrName: Table identifier or name
• query: Filter query for searching rows
• rows: Array of row objects for upsert operations
• keyColumns: Column IDs used for matching during upsert
• sortBy: Column to sort results by
• useColumnNames: Use column names instead of IDs in row data

Pitfalls:

• Table names may contain spaces; URL-encode if needed
• CODAUPSERTROWS does insert if no match on keyColumns, update if match found
• keyColumns must reference columns that have unique values for reliable upserts
• Column IDs are different from column names; list columns first to map names to IDs
• useColumnNames: true allows using human-readable names in row data
• Row data values must match the column type (text, number, date, etc.)

@ 3. Manage Formulas

When to use: User wants to list or evaluate formulas in a document

Tool sequence:

1. CODALISTFORMULAS - List all named formulas in a doc [Required]
2. CODAGETA_FORMULA - Get a specific formula's current value [Optional]

Key parameters:

• docId: Document ID
• formulaIdOrName: Formula identifier or name

Pitfalls:

• Formulas are named calculations defined in the document
• Formula values are computed server-side; results reflect the current state
• Formula names are case-sensitive

@ 4. Export Document Content

When to use: User wants to export a document or page to HTML or Markdown

Tool sequence:

1. CODABEGINCONTENT_EXPORT - Start an export job [Required]
2. CODACONTENTEXPORT_STATUS - Poll export status until complete [Required]

Key parameters:

• docId: Document ID to export
• outputFormat: Export format ('html' or 'markdown')
• pageIdOrName: Specific page to export (optional, omit for full doc)
• requestId: Export request ID for status polling

Pitfalls:

• Export is asynchronous; poll status until status is 'complete'
• Large documents may take significant time to export
• Export URL in the completed response is temporary; download promptly
• Polling too frequently may hit rate limits; use 2-5 second intervals

@ 5. Manage Permissions and Sharing

When to use: User wants to view or manage document access

Tool sequence:

1. CODAGETSHARING_METADATA - View current sharing settings [Required]
2. CODAGETACL_SETTINGS - Get access control list settings [Optional]
3. CODAADDPERMISSION - Grant access to a user or email [Optional]

Key parameters:

• docId: Document ID
• access: Permission level ('readonly', 'write', 'comment')
• principal: Object with email or user ID of the recipient
• suppressEmail: Whether to skip the sharing notification email

Pitfalls:

• Permission levels: 'readonly', 'write', 'comment'
• Adding permission sends an email notification by default; use suppressEmail to prevent
• Cannot remove permissions via API in all cases; check ACL settings

@ 6. Publish and Customize Documents

When to use: User wants to publish a document or manage custom domains

Tool sequence:

1. CODAPUBLISHDOC - Publish a document publicly [Required]
2. CODAUNPUBLISHDOC - Unpublish a document [Optional]
3. CODAADDCUSTOM_DOMAIN - Add a custom domain for published doc [Optional]
4. CODAGETDOC_CATEGORIES - Get doc categories for discovery [Optional]

Key parameters:

• docId: Document ID
• slug: Custom URL slug for the published doc
• categoryIds: Category IDs for discoverability

Pitfalls:

• Publishing makes the document accessible to anyone with the link
• Custom domains require DNS configuration
• Unpublishing removes public access but retains shared access

@ Common Patterns

@ ID Resolution

Doc URL -> Doc ID:

1. Call CODA_RESOLVE_BROWSER_LINK with the Coda URL
2. Extract docId from the response

Table name -> Table ID:

1. Call CODA_LIST_TABLES with docId
2. Find table by name, extract id

Column name -> Column ID:

1. Call CODA_LIST_COLUMNS with docId and tableIdOrName
2. Find column by name, extract id

@ Pagination

• Coda uses cursor-based pagination with pageToken
• Check response for nextPageToken
• Pass as pageToken in next request until absent
• Default page sizes vary by endpoint

@ Row Upsert Pattern

1. Call CODA_LIST_COLUMNS to get column IDs
2. Build row objects with column ID keys and values
3. Set keyColumns to unique identifier column(s)
4. Call CODA_UPSERT_ROWS with rows and keyColumns

@ Known Pitfalls

ID Formats:

• Document IDs: alphanumeric strings
• Table/column/row IDs: prefixed strings (e.g., 'grid-abc', 'c-xyz')
• Use RESOLVEBROWSERLINK to convert URLs to IDs

Data Types:

• Row values must match column types
• Date columns expect ISO 8601 format
• Select/multi-select columns expect exact option values
• People columns expect email addresses

Rate Limits:

• Coda API has per-token rate limits
• Implement backoff on 429 responses
• Bulk row operations via UPSERT_ROWS are more efficient than individual updates

@ Quick Reference

Task; Tool Slug; Key Params

Search docs; CODASEARCHDOCS; query List docs; CODALISTAVAILABLE_DOCS; isOwner Resolve URL; CODARESOLVEBROWSER_LINK; url List pages; CODALISTPAGES; docId Get page; CODAGETA_PAGE; docId, pageIdOrName List tables; CODALISTTABLES; docId List columns; CODALISTCOLUMNS; docId, tableIdOrName List rows; CODALISTTABLE_ROWS; docId, tableIdOrName Search rows; CODASEARCHROW; docId, tableIdOrName, query Get row; CODAGETA_ROW; docId, tableIdOrName, rowIdOrName Upsert rows; CODAUPSERTROWS; docId, tableIdOrName, rows, keyColumns Get column; CODAGETA_COLUMN; docId, tableIdOrName, columnIdOrName Push button; CODAPUSHA_BUTTON; docId, tableIdOrName, rowIdOrName, columnIdOrName List formulas; CODALISTFORMULAS; docId Get formula; CODAGETA_FORMULA; docId, formulaIdOrName Begin export; CODABEGINCONTENT_EXPORT; docId, outputFormat Export status; CODACONTENTEXPORT_STATUS; docId, requestId Get sharing; CODAGETSHARING_METADATA; docId Add permission; CODAADDPERMISSION; docId, access, principal Publish doc; CODAPUBLISHDOC; docId, slug Unpublish doc; CODAUNPUBLISHDOC; docId List packs; CODALISTPACKS; (none)

@ When to Use This skill is applicable to execute the workflow or actions described in the overview.

@ Limitations

• Use this skill only when the task clearly matches the scope described above.
• never treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.