edalcin/biodiversitydataskills

grist-master

Provides comprehensive technical knowledge about Grist (getgrist.com), the spreadsheet-database hybrid tool: REST API, SQL endpoint, MCP server, OAuth apps, webhooks, Python formulas and the full Excel-like function reference, column types, references/looku…

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Oryginalny dokument Skill

Treść z repozytorium z zachowaniem nagłówków, przykładów, kodu, tabel, linków i obrazów.

Grist Master

Reference knowledge base for Grist, the open-source spreadsheet-database hybrid. Built from the official Grist Help Center. Use this skill to answer questions, write formulas, call the API, configure self-hosted instances, or build integrations without re-deriving Grist behavior from scratch.

This is a pure reference skill — no scripts, no dependencies. Read the relevant file(s) below before answering non-trivial Grist questions.

What Grist is

Grist stores data as tables of records (not spreadsheet cells with row/column addresses). Each table has typed columns; formulas are Python, apply to a whole column at once (no per-row A1-style addressing), and are recalculated automatically. A document = one SQLite file (.grist), containing all tables, pages, widgets, and access rules.

Quick reference — where to look

TopicFile
REST API (orgs/workspaces/docs/records/tables/columns/attachments/webhooks), SQL endpoint, API keys, OAuth apps, client librariesreferences/API_REFERENCE.md
MCP server setup (hosted + self-hosted), OAuth/CIMD, tool cataloguereferences/MCP_SERVER.md
Formula basics, Python sandbox, trigger formulas, Record/RecordSet/UserTable, lookupOne/lookupRecords, full function reference (Date/Logical/Lookup/Math/Stats/Text), summary tablesreferences/FORMULAS_AND_FUNCTIONS.md
Column types (Text, Numeric, Integer, Toggle, Date, DateTime, Choice, Choice List, Reference, Reference List, Attachment), two-way references, dropdown filteringreferences/COLUMN_TYPES.md
Access rules: enabling, default rules, row/column restrictions, user/rec/newRec, permissions (R/U/C/D/S), link keys, user attribute tablesreferences/ACCESS_RULES.md
Self-hosted Grist: Docker install, sandboxing (gvisor), teams, auth, full-edition activation, storage/backends, snapshots, telemetry, upgradesreferences/SELF_HOSTED.md
Webhooks, Zapier/n8n/Make/Pabbly/Integrately, embedding (iframe), custom widget Plugin APIreferences/INTEGRATIONS.md
Frequently asked questions (accounts, plans, sharing, embedding, row limits)references/FAQ.md
Glossary of Grist UI/data-model termsreferences/GLOSSARY.md

Core concepts an agent must get right

  • Formulas are Python 3.11, evaluated in a network-isolated sandbox with no

persistent filesystem. $Field in a formula == rec.Field. A formula applies to the whole column, not one cell.

  • References, not VLOOKUP. Cross-table relationships use Reference /

Reference List columns (foreign keys to a whole record) or Table.lookupOne(...) / Table.lookupRecords(...). VLOOKUP exists only as a lookupOne alias for spreadsheet-familiarity.

  • Trigger formulas run once on new records and/or on every update of

specific columns; they see extra value/user variables and are how you implement timestamps, authorship, or data sanitization — not by using a regular formula.

  • Summary tables are Grist's GROUP BY — never hand-roll aggregate rows

in a data table; add a summary widget and use $group.

  • Access rules are evaluated top-to-bottom per rule group in order

(column rules → table rules → default rules); first matching rule wins for each permission letter. The S (structure) permission can bypass all other restrictions because formulas aren't sandboxed from data.

  • API auth: a personal API key carries full account access (Authorization: Bearer <key>

against docs.getgrist.com or <team>.getgrist.com). For third-party tools acting on a user's behalf, prefer OAuth apps (scoped, revocable) over handing out API keys.

  • SQL endpoint (/api/docs/{docId}/sql) is read-only SELECT

against the document's underlying SQLite — separate from the records/tables CRUD endpoints, and may not fully respect row-level access rules, so treat it as an owner-only tool.

  • Self-hosted: gristlabs/grist Docker image toggles between Community

(free, OSS, Apache-2.0) and the full edition (30-day trial, then an activation key). Always set GRIST_SANDBOX_FLAVOR=gvisor in production — it's what isolates Python formulas from the host and network.

When answering Grist questions

  1. Formula / function question → read FORMULAS_AND_FUNCTIONS.md first;

don't guess Excel-function availability, check the table there (many Excel-lookalikes like HLOOKUP, INDEX, MATCH are not implemented in Grist — lookupRecords/references are the idiomatic replacement).

  1. "Call the Grist API" → read API_REFERENCE.md for the exact path/verb and

auth header; distinguish REST CRUD endpoints from the SQL endpoint.

  1. "Connect an AI assistant to Grist" → MCP_SERVER.md, not the REST API.
  2. "Self-host" / Docker / env vars → SELF_HOSTED.md.
  3. "Who can see/edit this" → ACCESS_RULES.md.
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