The seven tools
The order that gets correct answers
The assistant should look names up before it writes anything:1
get_data_context
First call in a session, and again before touching a source it has not used. Cheap, and it prevents guessing.
2
search_data_catalog
Finds the real column and metric names for what you asked about.
3
query_metrics, when a named metric matches
This compiles SourceMedium’s own definition. Numbers match your dashboards.
4
describe_table, then run_bigquery_sql
Only when
query_metrics refuses, or the question is not a catalog metric.The mistake to watch for
The single most common failure is an assistant inventing a column name. Order revenue isorder_net_revenue on obt_orders. It is not total_price, and dim_orders has no revenue column at all.
If an answer looks off, ask the assistant which table and column it used. If it names something you do not recognize, tell it to call search_data_catalog and try again.
Why a table can be documented but not queryable
search_data_catalog reports gaps in two directions, and they mean different things:
When query_metrics refuses
It compiles one table per call, and it fails closed rather than guessing. It refuses cross-table metrics, unparseable formulas, and filters it cannot resolve.
Cross-table ratios are the common case. Blended ROAS and MER divide order revenue by ad spend, which live on different tables, so the assistant falls back to describe_table and run_bigquery_sql. That is expected. See ROAS for the two definitions and which one you want.
When it falls back, the
calculation string the catalog shows is documentation, not runnable SQL. A correct fallback follows the metric’s structured dependencies and uses only real columns from describe_table. If your assistant pastes the calculation string into a query, stop it.Paging through Shopify and Meta
Both provider tools cap a page at 100 records, and paging is not automatic. The response carries a cursor, and the assistant has to pass it back on a follow-up call. If you asked for “all campaigns” and got exactly 100, ask it to keep paging. Query limits for the warehouse tools are on Connect an AI assistant.Related
Connect an AI assistant
Connection URL, sign-in, and what the assistant can reach.
Assistant troubleshooting
Error codes and what to do about each one.

