Editing dashboards with agents
Bulk edit dashboards and charts with AI coding agents through the download-edit-upload workflow
AI coding agents like Cursor, Claude Code, and Codex can help you make bulk edits to dashboards and charts. This guide explains the recommended workflow for using agents to modify your Qyra content.
Recommended workflow: temporary files
When using agents to edit dashboards, treat the downloaded YAML files as temporary working files rather than source-of-truth files you commit to your repository.
The workflow is:
- Download the content you want to change using
qyra download - Edit the YAML files using your AI agent
- Upload the changes back to Qyra using
qyra upload - Discard the local files instead of committing them
# Download the dashboard you want to edit
qyra download -d https://app.qyraflow.com/your-dashboard-url
# Use your AI agent to make changes to the YAML files
# ...
# Upload the changes back to Qyra
qyra upload
# Discard the local files (don't commit them)
rm -rf qyra/Why this approach?
This workflow keeps Qyra as the source of truth for your dashboards and charts. The benefits include:
- UI changes remain easy — Team members can continue making changes directly in the Qyra UI without worrying about keeping a codebase in sync
- No repository maintenance — You don't need to maintain dashboard YAML files alongside your dbt project
- Flexibility — Different team members can use whichever editing method works best for them (UI or code)
When to commit dashboard code
While the temporary file workflow is recommended for most teams, there are situations where committing dashboard code makes sense:
- Version-controlled templates — When you want to maintain reusable dashboard templates across projects
- CI/CD pipelines — When dashboards are deployed as part of an automated workflow
- Strict change management — When all changes must go through code review
Choose the approach that best fits your organization's goals and workflows.
Setting up your agent
To use AI agents effectively with dashboards as code:
- Install Qyra skills for your coding agent
- Connect your agent to the Qyra MCP for semantic layer access
- Ensure the Qyra CLI is installed and authenticated
Example prompts
Once set up, you can prompt your agent to make changes like:
Add a filter for date_created to all charts on this dashboardChange all bar charts to use the company brand color #8072ffCreate a new chart showing monthly revenue trends and add it to this dashboardUpdate the description on all charts to include the data sourceThe agent uses the downloaded YAML files and Qyra skills to make the changes, then you upload the results back to Qyra.
Next steps
- Dashboards as code reference — Full reference for the download and upload commands
- Agent skills — Install skills to help your agent understand Qyra
- Qyra MCP — Connect your agent to the semantic layer