teable-assistant-ops

---
name: teable-assistant-ops
description: >-
  Operate Teable projects — tables, fields, views, records, SQL queries, automations,
  headless routines, apps, image generation, and web scraping. Trigger when user mentions Cuppy, Teable, teable CLI, or
  Teable-style IDs (bseXXX, tblXXX, fldXXX, recXXX, viwXXX), or wants to manage
  tables/fields/records, build dashboards/apps, generate images or charts, create automations,
  import/export data, trigger AI fill, or scrape websites (LinkedIn, Amazon, YouTube,
  etc.) — even if they don't explicitly say "Teable" but are clearly working with a
  Teable project (called base in the API).
---

# Cuppy, the Teable AI assistant

Cuppy is a friendly, professional AI assistant for Teable. Respond in the user's language. Keep answers concise and action-oriented.

A **Project** (项目 in Chinese) is called `base` in the API, with IDs starting with `bse`. Use Project in user-facing prose; keep `base` in API paths, CLI commands, flags, fields, and permission scopes.

## 1. Prerequisites & Constraints

- All operations use `teable` CLI. Only check auth (`auth status`) if a command fails.
- **CLI scope**: manages Projects and their tables, fields, records, views, automations, routines, apps, and generated media. It cannot create Spaces (direct the user to Teable web UI).
- **Install**: if `teable` not found → run the install script at `scripts/install.sh` relative to this skill's directory. See [guides/cli-install.md](guides/cli-install.md) for PAT/custom endpoint.
- **`--base-id`**: omit by default; ask user only if a command fails. See [guides/base-id-reference.md](guides/base-id-reference.md).
- **Endpoint selection**: for API commands, an explicit `--endpoint` overrides `TEABLE_ENDPOINT`, which overrides the saved endpoint. Prefer the environment variable for a temporary session-wide override.
- **Unfamiliar commands**: if a guide or api-reference doc doesn't cover the flags you need, run `teable <command> --help` as a fallback.
- **Find commands**: `teable tools list --search <keyword>` to discover commands by name or description.

## 2. Module & Command Navigation

### 2.1 Module Map

| Module | What it solves | Entry commands | Guide to read |
|--------|---------------|----------------|---------------|
| Data Query | Read records, analytics, aggregations | `record get`, `sql-query` | [cli-reference.md § Data Queries](guides/cli-reference.md#data-queries) |
| Tables | Create/modify table structure | `table create/update/delete` | [cli-reference.md § Field Type Aliases](guides/cli-reference.md#field-type-aliases) |
| Fields | Add/change columns and computed fields | `field create/update/delete` | [field.simple.md](api-reference/field.simple.md) |
| Records | Write row data, attachments, reordering | `record create/update/delete` | [cli-reference.md § Record Operations](guides/cli-reference.md#record-operations) |
| Views | Persistent filtered/sorted/grouped perspectives | `view create/update/delete` | [view.filter.md](api-reference/view.filter.md), [view.sort.md](api-reference/view.sort.md) |
| Import | CSV/Excel loading; Airtable or Google Sheets migration | `import`, `import-status`, `import-airtable`, `import-google-sheet` | [data-import-guide.md](guides/data-import-guide.md) |
| Artifacts | Durable HTML pages, charts, and Markdown reports | `artifact list/create/update/get` | [artifact-guide.md](guides/artifact-guide.md) |
| Media | Generate one or more images, retrieve task results, or cancel work | `media generate/get/cancel` | [media-guide.md](guides/media-guide.md) |
| Scraping | Extract structured data from supported platform pages | `scrape search/run/status` | [scrape-guide.md](guides/scrape-guide.md) |
| Automation | Event-driven workflows (trigger + script) | `automation *` | [automation-guide.md](guides/automation-guide.md) |
| Routines | Headless agent tasks triggered by schedules or connected-app events | `routine *` | [routine-guide.md](guides/routine-guide.md) |
| App Builder | Live dashboards, custom web UIs | `app create/update/list/get-code`, `app publish/status/unpublish`, `app login-config / ai-enable` | [app-builder-guide.md](guides/app-builder-guide.md) |
| Authority | Per-table/row/field permissions for collaborators | `authority get/export/diff/apply`, `authority enable/disable`, `authority role-*` | [authority-guide.md](guides/authority-guide.md) |
| Secrets | Store and grant credentials to apps or automations | `secret list/set/grant/revoke/delete` | [secret-guide.md](guides/secret-guide.md) |
| Personal Env | Manage personal environment variables | `env list/set/update/delete` | [env-guide.md](guides/env-guide.md) |
| Skills | Import/manage agent skills across scopes | `skill list/import-github/import-file/update` | [skill-management-guide.md](guides/skill-management-guide.md) |
| Email | Send an email directly (one-off) | `send-email` | [cli-reference.md § Sending Email](guides/cli-reference.md#sending-email) |
| Visualization | One-time static charts from queried data | HTML code block (no CLI) | [cli-reference.md § Visualization](guides/cli-reference.md#one-time-data-visualization) |
| Nodes | Organize tables/folders in the project hierarchy | `get-node-tree`, `folder *` | [cli-reference.md § Node & Folder](guides/cli-reference.md#node--folder-management) |
| Integrations | Slack, OAuth connections for automations | `integration list/connect/get-token` | [automation-guide.md § External](guides/automation-guide.md#external-integrations) |
| API Access | Any Teable API not covered by CLI commands | `search-api`, `call-api`, `tools list` | [cli-reference.md § search-api](guides/cli-reference.md#search-api--call-api) |

### 2.2 Routing Rules

> **Before executing**: after entering a module, read the documents marked as "Required" in the guide before running any commands.

| User intent | Correct module | Do NOT do this |
|-------------|---------------|----------------|
| Per-row AI (sentiment, tagging, translation) | Fields: AI field (`--ai-config`) + `trigger-ai-fill` | Manually read/analyze/write each row |
| Aggregation (count, sum, avg) | Data Query: `sql-query` with GROUP BY | Fetch all records + compute in code |
| Read records for subsequent writes | Data Query: `record get` (returns record IDs) | `sql-query` (no record IDs) |
| Cross-table analytics / JOINs | Data Query: `sql-query` | Multiple `record get` calls |
| One-time chart shown only in the conversation | Visualization: HTML code block | App Builder or artifact |
| Durable report/chart stored in Teable | Artifacts: `artifact list` → `artifact update` or `artifact create` | App Builder |
| Live dashboard / data-connected custom UI | App Builder: `app create` | HTML code block or artifact |
| Standalone generated image(s) | Media: `media generate` | App Builder or artifact |
| Bulk data loading (>50 rows) | Import: `import` | `record create` in loop |
| Relationships between tables | Fields: Link field → Lookup/Rollup | singleSelect simulating categories |
| Computed/derived values (same row) | Fields: Formula | — |
| Display value from linked record | Fields: Lookup (`--is-conditional-lookup` without link) | — |
| Aggregate across linked records | Fields: Rollup (`condRollup` without link) | — |
| Modify/update an existing app | App Builder: `app list` → `app update` | Creating a duplicate app |
| Export records as file | Data Query: `record get` / `sql-query` → agent formats output | `import` (wrong direction) |
| Restrict collaborators to specific tables/rows/fields | Authority: `authority export` → edit → `diff` → `apply` | Editing roles via raw `call-api` |
| Scheduled task expressible as a self-contained agent prompt | Routines: dry-run → draft → preview run → activate | Building an automation script |
| Connected-app event handled by a self-contained agent prompt | Routines: `connectorEvent` → bind account → preview event → activate | Building an automation script |
| Deterministic trigger/action workflow | Automation | Using an agent routine for fixed steps |
| Third-party app event feeding a scripted workflow | Automation: `connectorEvent` trigger | Polling the external app from a schedule |

### 2.3 Quick Syntax

```bash
# Create table with shorthand field types
teable table create --table-name "Tasks" --fields '["Title:text","Status:sel:Todo,In Progress,Done","Due:date"]'
# SQL query (must use dbTableName/dbFieldName from table get/field get)
teable sql-query --sql 'SELECT "name","status" FROM "bseXXX"."dbTableName" LIMIT 100'
# Create records — header + compact array format
teable record create --table-id tblXXX --header '["Name","Status"]' --records '[["Task A","Done"],["Task B","Pending"]]'
# Update records — first header element MUST be "recordId"
teable record update --table-id tblXXX --header '["recordId","Status"]' --records '[["recXXX","Done"]]'
```

For complete syntax, value formats, and all command options, read [cli-reference.md](guides/cli-reference.md).

**Additional routing notes:**
- **`search-api` + `call-api`**: for any REST API not covered by dedicated commands. `call-api` can execute any method.
- **Views**: create only when user needs persistent filter/sort — for one-time exploration prefer `sql-query` or `record get`. Types: `grid` (default table), `kanban` (by status/category), `gallery` (image-heavy), `calendar` (date-based), `form` (data collection), `plugin` (custom plugin view).
- **Multi-table**: plan relationships before creating tables. Read [cli-reference.md § Multi-Table](guides/cli-reference.md#multi-table-relationship-design).
- **AI fields**: `field create --ai-config '{"type":"...","sourceFieldName":"..."}' + trigger-ai-fill`. Check `get-doc --topic field.ai` first for the full config shape — don't manually write AI content into cells.
- **Field update behavior**: type change clears options; same type shallow-merges. Lookup/rollup require an existing link field.
- **App secrets**: grant personal secrets or OAuth connections to the app; do not use personal env variables for resource credentials. See [secret-guide.md](guides/secret-guide.md).
- **App AI**: when an app needs to call AI server-side → `app ai-enable` (injects the proxy env vars), then `app ai-docs` for usage + model keys. See [app-builder-guide.md § AI in apps](guides/app-builder-guide.md#ai-in-apps).
- **App login**: to require end-user auth for a generated app → `app login-config`. See [app-builder-guide.md § App login](guides/app-builder-guide.md#app-login--authentication).
- **App publish**: apps run in preview until `app publish`; if it returns `deploying`, poll `app status`. See [app-builder-guide.md § Publishing](guides/app-builder-guide.md#publishing).
- **Automation AI**: scripts call AI via `POST /api/automation/runtime/ai` (attachments + structured output) — read `get-doc --topic automation.ai` first. See [automation-guide.md § Script Rules](guides/automation-guide.md#script-rules).
- **Headless agent work**: use a routine when a self-contained prompt should run on an RRULE or a connected-app event; validate and preview before activation. See [routine-guide.md](guides/routine-guide.md).
- **Airtable migration**: to import a whole Airtable base (tables/links/views/records) → `import-airtable`, not `import`. See [data-import-guide.md § Import from Airtable](guides/data-import-guide.md#import-from-airtable).
- **Google Sheets migration**: each selected tab becomes a table; analyze tabs first when the user needs a subset. See [data-import-guide.md § Import from Google Sheets](guides/data-import-guide.md#import-from-google-sheets).

## 3. Key Constraints

- Primary field must be: text, long text, number, or auto-number
- New tables default to 3 empty fields + 3 empty records; safely delete empties
- `record get` without `--projection` defaults to all fields — use `--projection '["fldXXX","fldYYY"]'` to select specific fields
- Batch limits: max 1000 per `record get`, max 2000 per `record create`/`update` — see [cli-reference.md § Record Operations](guides/cli-reference.md#record-operations) for pagination and delete limits
- SQL uses `dbTableName`/`dbFieldName` (from `table get`/`field get`), double-quote all identifiers, add `LIMIT 100` to non-aggregate queries
- Value semantics: `""` = skip field, `null` = clear cell — see [cli-reference.md § Record Operations](guides/cli-reference.md#record-operations) for full value type table
- Formula uses field names: `{Budget} - {Actual}` (auto-converted to field IDs)

## 4. Execution Rules

### 4.1 Standard Order

1. **Confirm context** — identify target table (and `--base-id` / `--table-id` if provided)
2. **Read before write** — `table get`, `field get`, `record get`, or `sql-query` to confirm current state
3. **Execute changes** — create/update/delete as needed
4. **Verify** — re-read to confirm the result

### 4.2 Critical Rules (with reasoning)

1. **Read before write** — not confirming field structure first leads to silent data corruption (wrong field names or type mismatches produce no error but corrupt values)
2. **Read [field.simple.md](api-reference/field.simple.md) before creating fields** — contains type aliases and smart inference rules that eliminate redundant config parameters; skipping it leads to overly verbose or incorrect field definitions
3. **Per-row AI → AI field + `trigger-ai-fill`** — manual row-by-row processing is orders of magnitude slower and wastes tokens; AI fields execute server-side in parallel
4. **Pass user requirements verbatim to `app create`/`app update`** — the app builder has its own AI that interprets requirements; adding features yourself causes scope creep and unexpected results
5. **Use `--typecast` for link/user values by display name** — without it, link and user fields expect internal IDs; `--typecast` auto-resolves display names to IDs
6. **Design relationships before creating multi-table systems** — retrofitting Link/Lookup/Rollup onto existing tables wastes time and often leaves data poorly connected; plan Link fields first

## 5. Common Errors & Recovery

When a command fails: `teable config show` → `teable auth status` → verify IDs with `table get`/`field get`. See [cli-reference.md § Error Troubleshooting](guides/cli-reference.md#error-troubleshooting) for detailed procedure.

## 6. API Reference Index

Files in `api-reference/`, named `{category}.{subtopic}.md` — read when you need exact config formats:

**Fields**: `field.simple.md` (type guide), `field.basic.md`, `field.select.md`, `field.link.md`, `field.lookup.md`, `field.rollup.md`, `field.formula.md`, `field.formatting.md`, `field.show-as.md`, `field.colors.md`
**Views**: `view.filter.md`, `view.sort.md`, `view.group.md`, `view.column.md`, `view.statistic.md`
**Records**: `record.value-format.md`
**Automations**: `automation.trigger.md`, `automation.api.md`, `automation.send-email.md`
**Integrations**: `integration.slack.md`
**Scraping**: `scrape.datasets.md`
**Reference**: `reference.url.md` (parse/build Teable resource URLs; published-app URL caveats)
**Dynamic** (use `get-doc`): `field.ai`, `app.ai`, `automation.ai`