Customize

Point at a tile or filter, describe the change, and send it to the coding agent on your machine. AI Studio runs the agent headlessly, shows its output as it works, and lets you review or undo its dashboard edits while you keep chatting. It is part of the base install.

Send a request

Open any dashboard served by sqldash serve and click AI Studio. Claude Code and Codex appear automatically when their command line tools are installed, signed in, and on the server’s PATH. AI Studio runs the CLI, so the Codex or Claude IDE extension on its own is not enough. Run sqldash studio list to see which agents it found.

  1. Click Annotate dashboard, choose the tile, chart, or title you mean, and write your note beside it. Use Add request for changes that are not tied to one element.
  2. Add any overall instructions in the message box.
  3. Open Included context to see exactly what goes with the request, then click Send to agent, or press Enter in the message box.

The dashboard updates in place as the agent changes files, keeping your notes and the conversation open. Keep chatting to refine. Nothing launches until you click Send to agent.

AI Studio supports macOS and Linux. It is on by default when the server binds to a loopback address and off otherwise, and sqldash serve --no-studio turns it off.

Review and undo

Edits stay on disk without committing or pushing, so the result is an ordinary diff you review and commit like any other change.

What the agent receives

The request includes the selected dashboard, tile identifiers, your notes, active filter values, and metric definitions with connection settings omitted. Under Included context, Capture screenshot grabs one frame of the dashboard tab for you to preview before sending, or you can attach a PNG up to 1 MB. Query results are not attached, and a request over 100 kB is refused before launch rather than cut short.

Your agent may send that context to a remote model, and it runs with your local filesystem permissions. AI Studio passes only a small set of environment variables and does not forward warehouse credentials, cloud tokens, or API keys unless you list them in the entrypoint’s pass_env.

Tool approvals

For Claude Code, permission requests appear in the panel as Allow once and Deny cards. Auto-approve all tools approves forwarded requests for the rest of the session. It starts off and resets when you close the session.

For Codex, AI Studio runs codex exec --skip-git-repo-check --json with your request, and Codex decides what it may change using your own Codex settings. AI Studio cannot relay Codex’s interactive approvals, so its choices come from that configuration.

Tip

If Codex reports that it cannot write files, allow edits in the workspace by setting sandbox_mode = "workspace-write" in ~/.codex/config.toml, or add a custom entrypoint that passes the sandbox flag, as shown below. AI Studio never adds permission-bypass flags for either agent.

Custom entrypoints

Use any headless CLI or wrapper. Add one from Agent settings in the panel, or from the terminal.

Terminal
sqldash studio add "Codex, can edit" -- codex exec --skip-git-repo-check --sandbox workspace-write '{prompt}'
sqldash studio add "Claude alias" --shell /bin/zsh -- claude-custom -p '{prompt}'
sqldash studio list
sqldash studio check "Codex, can edit"   # checks the command resolves, without running it

Pass {prompt} as its own argument, and AI Studio substitutes the request text. --shell runs a bash or zsh alias or function through a login shell, and --env KEY=VALUE sets a variable for that entrypoint. Entrypoints are saved in your user configuration directory under sqldash/studio.json, outside the repo.

Claude resumes the same conversation on every send. Other entrypoints receive the latest dashboard context and your new request each turn.

Style a dashboard

Pin a card and describe the look, such as “Make this revenue card the focal point, with a violet background and a brighter number.” Ask the agent to put styling in the dashboard’s css: block and to leave queries, metrics, and filters alone. Styles refresh in place as the file changes. See Themes for what the CSS can reach.