deal-canvas

Deal Canvas

Use this command when the user asks for a chart, graph, KPI summary, table, or infographic on the deal canvas — a persisted, dock-visible artifact, not a one-off markdown table in chat.

Usage

/deal-canvas <deal_id> chart <chart_type> "<title>" <x_axis_key> <series...>
/deal-canvas <deal_id> kpi "<title>" <items...>
/deal-canvas <deal_id> table "<title>" <columns...> <items...>
/deal-canvas <deal_id> infographic "<title>" <sections...>
/deal-canvas <deal_id> update <tile_id> <changed fields...>

The binding contract (applies to every kind)

Every numeric series, item, or column must be bound one of two ways — there is no free-text numeric value on this surface:

• Engine-bound — {"mode": "engine", "metric": <engine metric>} and OloLand fills the value from its own engines (financial snapshot / DCF / LBO). Never set unit/scale on an engine-bound value; they're ignored if present.
• Cited — {"mode": "cited", "citations": [{"document_id": <file in this deal>, "page": <n>}]} with the row values passed in data (charts) or inline on the item/column (KPI/table/infographic). Every cited series must carry at least one citation that resolves to a file in this deal, or the call is refused with error_code="uncited_series". For KPI rows, tables, and infographics specifically, a cited entry also requires an explicit unit (usd | percent | ratio | count) and, when unit="usd", an explicit scale (actual | thousands | millions | billions) — OloLand converts to canonical absolute USD before storing. Missing or invalid unit/scale is refused the same way, never defaulted.

Execution

1. chart — call mcp__ololand__create_deal_chart(deal_id, chart_type, title, x_axis_key, series, data, filters, insights). chart_type is one of line, bar, area, scatter, pie, composed. data carries the rows for cited series only (ignored for engine series). Re-issuing an identical chart returns the existing tile (deduped: true) instead of minting a duplicate — don't apologize for or hide a dedupe response, just report the existing tile.
2. kpi / table / infographic — call mcp__ololand__create_deal_artifact( deal_id, kind, title, items, columns, x_axis_key, data, sections, insights) with kind set to kpi_row, table, or infographic. Use kind="infographic" with 1-12 ordered sections for composite requests that combine several of the above. Never author raw HTML or sandbox files for this surface — the artifact system renders it.
3. update — for any follow-up like "make it a bar chart" or "add EBITDA margin," call mcp__ololand__update_deal_artifact(deal_id, tile_id, ...) with the tile_id the create call returned, restating the full binding (series/items/columns/sections) — every value is re-verified against engines/citations exactly as on creation, so a partial restatement drops whatever isn't repeated. The prior spec is kept as a restorable version, so this is safe to iterate on.