Kibana Workflows

Author Elastic Workflows

Create and iterate on Elastic Workflow YAML definitions. Workflows are declarative automations that run inside Kibana: they query Elasticsearch, set data, branch, loop, call connectors, create cases, notify external systems, and invoke AI steps.

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Environment Configuration

This skill executes Elasticsearch operations through the elastic CLI. If the elastic CLI is not installed, tell the user what it is needed for. Do not guess credentials, call the HTTP API directly, or attempt other workarounds.

This skill references operations in HTTP-shorthand form (e.g., GET /, GET /_cat/indices, GET /{index}/_mapping, GET /{index}/_settings/index.mode, POST /_query). The Operations table at the end of this document maps each shorthand to the equivalent elastic CLI command — always use the CLI rather than calling the HTTP API directly.

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If the user asks only for a draft or explanation and explicitly forbids live access, skip connection verification and do not call the CLI or APIs. State that the draft was not validated against a target deployment.

If workflow APIs are unavailable, report the returned status and message. Common causes are an unsupported Kibana version, insufficient license or feature privileges, or Workflows not being offered on the target project. The workflows:ui:enabled setting controls the Kibana UI; it does not remove the public Workflows APIs.

Pick the authoring path

Default to the Discovery-tools path below — the platform.workflows.* tools are registered by default on Kibana 9.5+ and Serverless. Confirm with one probe: GET kbn:/api/agent_builder/tools returns { "results": [ { "id": ... } ] }; save it to a file and grep for "id": "platform.workflows.". Two fallbacks, both loaded only when needed:

• No agent_builder endpoint (404) or no platform.workflows.* ids (e.g. Kibana 9.4) → read references/schema-path.md and hand-author from the raw JSON Schema.

• An LLM connector is wired into Agent Builder and the user prefers Kibana's own generator → read references/generator-path.md.

State which path you picked and why in one sentence before proceeding. Measured path benchmarks live in references/path-performance.md.

Guidelines (all paths)

• Treat tests as executions. POST kbn:/api/workflows/test runs the workflow graph, and POST kbn:/api/workflows/step/test runs the selected step. Test only when every executed action is read-only or the user authorized its effects. Otherwise test a copy whose writes, notifications, and external calls are replaced with console, then restore the real steps and save the workflow disabled.

• Cite endpoints in HTTP shorthand, never raw transport. This skill's body refers to operations like POST kbn:/api/workflows/test. The Operations table is the single place where shorthand binds to a concrete CLI command.

• Prefer purpose-built actions over generic http. For Slack/Jira/PagerDuty/etc., prefer the connector step type (e.g. slack2.sendMessage) over a raw http call. Discover the exact action type via get_step_definitions (or the strict schema on the fallback path).

• Reference step outputs as steps.<name>.output, never steps.<name>.with.*. Trigger event data is event, never trigger.event or triggers.event.

• Don't guess connector ids. Call platform.workflows.get_connectors (Discovery-tools path) or GET kbn:/api/workflows/connectors (Schema path), or ask the user. Placeholders should be obviously fake.

• Handle failure deliberately. Add retry or fallback behavior where the user's requirements call for resilience. Do not add continue: true everywhere: it can hide a failed action and allow the workflow to report false success.

• Surface gates, don't paper over them. If the API returns 403 ... not available, report the required license or privileges; do not silently retry or blame the UI setting.

Discovery-tools path

Use when platform.workflows.* tools are registered on the target Kibana. All calls go through POST kbn:/api/agent_builder/tools/_execute with { "tool_id": "...", "tool_params": { ... } }. Response shape: { "results": [ { "type": "other", "data": { ... }, "tool_result_id": "..." } ] } — the payload you want is .results[0].data. Send the request body from a file and write the response to a file (see Operations), then jq against that file; do not inline python3 -c on multi-line JSON.

Keep context small; minimize round-trips. Do NOT front-load the whole step catalog — pull only the targeted details you need, keep large tool output in files (not the transcript), and author in as few turns as possible (measured rationale: references/path-performance.md).

1. Capture the user's intent before writing YAML. Identify, in order, the trigger (manual / scheduled / alert), the inputs the workflow will receive at runtime, the data sources it must read, the actions it must take, and the desired output. If a required dependency is unknown (e.g. a Slack connector id), ask the user or use a clearly-marked placeholder.

2. Look up only what you'll use. For the specific step types this workflow needs:

   • platform.workflows.get_step_definitions with an exact stepType (e.g. "http", "elasticsearch.esql.query", "slack2.sendMessage"), or with search to browse. The response includes input params, config params, an outputSummary when you pass includeOutputSummary: true, and usage examples. Pass includeFullSchema: true only if the compact summary is insufficient.

   • platform.workflows.get_trigger_definitions for the trigger event schema.

   • platform.workflows.get_connectors to resolve real connector-id values for connector actions.

   • platform.workflows.get_examples when you need a working YAML shape for a pattern.

   Write each response to a file and jq the field you need — don't let full tool output land in the transcript.

3. Draft the whole workflow in one pass. A workflow requires name, at least one trigger, and a non-empty steps array. Use 2-space indentation. Reference outputs as steps.<name>.output.*. Build the complete YAML in a single edit rather than growing it across many turns.

4. Validate once. Call platform.workflows.validate_workflow with { "yaml": "..." }. On failure it returns errors + step definitions for referenced step types automatically, so you rarely need a second get_step_definitions call. Fix all reported issues in a single edit, then re-validate.

5. Test, save, and run. See Test / save / run below. Use platform.workflows.workflow_execute_step to iterate on a single step (with confirmation_body for unsafe steps).

Schema path (last resort)

Only for Kibanas without the platform.workflows.* tools (see the probe above). Full recipe: references/schema-path.md.

Test / save / run

Shared final phase for both paths.

1. Test only an execution-safe draft. Call POST kbn:/api/workflows/test with the YAML inline as workflowYaml and the run-time inputs. For any workflow that writes / notifies / calls external services, replace those steps with console in the tested copy first, then restore them and save the workflow disabled.

2. Poll the execution. The response carries a workflowExecutionId. Poll GET kbn:/api/workflows/executions/{executionId} until status is one of completed, failed, cancelled, or timed_out; then fetch GET kbn:/api/workflows/executions/{executionId}/logs for step-by-step output. Only treat status: completed as success.

3. Save. POST kbn:/api/workflows/workflow with { yaml, id? }. Save side-effecting workflows with enabled: false until the user has authorized a real run. Subsequent edits use PUT kbn:/api/workflows/workflow/{id} and may update yaml, enabled, name, tags, or description (partial updates supported).

4. Run only when authorized. Enable the workflow, then call POST kbn:/api/workflows/workflow/{id}/run with the same inputs shape used at test time. Inspect via the execution + logs endpoints.

Workflow YAML Quick Reference

version: "1"
name: Manual Hello Workflow
description: Logs a hello message from a manual workflow
enabled: true
tags: ["demo", "workflow"]

triggers:
  - type: manual
    inputs:
      properties:
        name:
          type: string
          description: Name to greet
          default: "world"

steps:
  - name: log_hello
    type: console
    with:
      message: "Hello {{ inputs.name }}"

An ordinary action step can use fields like these when its strict schema allows them:

- name: unique_step_name
  type: step_type
  with:
    param: value
  connector-id: connector-id-for-connector-actions # connector actions only
  if: "steps.previous.output.ok: true"
  timeout: "30s"
  on-failure:
    retry:
      max-attempts: 3
      delay: "5s"
    fallback:
      - name: handle_error
        type: console
        with:
          message: "Step failed"

Use {{ ... }} when rendering text. Use ${{ ... }} when an entire value must retain its native type, for example documents: "${{ steps.search.output.hits.hits }}".

Common step types include:

This is not an exhaustive compatibility list. On the Discovery-tools path, platform.workflows.get_step_definitions answers "does step X exist and what does it take". On the schema path, GET kbn:/api/workflows/schema?loose=false is the source of truth, and GET kbn:/api/workflows/connectors lists configured connector instances.

data.set stores variables for the current execution; it does not persist durable data. Use an Elasticsearch or Kibana write action when the user asks to retain data after the execution.

Examples

Manual hello (smallest possible draft): "Make a workflow that logs hello." → manual trigger + one console step that prints Hello {{ inputs.name | default: "world" }}. Test with POST kbn:/api/workflows/test. See Demo Test Loop.

Scheduled health check: "Every 5 minutes, ping https://api.example.com/health and log the response." → scheduled trigger (every: 5m) + http step + console. Look up the exact with shape with get_step_definitions("http"). Add bounded retry if requested.

Alert-triggered case + Slack notify: "When a Security alert fires, create a case and post to #soc-incidents." → alert trigger + foreach over event.alerts + connector actions. Use get_step_definitions("cases.createCase") and get_step_definitions(search: "slack") (current fixtures use cases.createCase and slack2.sendMessage), then get_connectors for the real connector-ids. See Workflow Patterns.

For unfamiliar shapes on the schema path, read Workflow Patterns and Generation Tips before drafting.

Operations

The HTTP-shorthand references in the body above bind to the elastic CLI commands below. Multi-line YAML and JSON payloads are easier to pass via --input-file <path> than as inline flags.

Workflows API (both paths).

Agent Builder tools (Discovery-tools path).

Every tool below is invoked through the same execute endpoint. Pass --input-file a JSON file with { "tool_id": "...", "tool_params": { ... } }.

Workflow-relevant tool_ids:

Notes.

For post-workflows-test, the input file is JSON of the form { "workflowYaml": "...", "inputs": {} } (or workflowId in place of workflowYaml). For post-workflows-workflow, use { "yaml": "...", "id": "..." } — id is optional. For put-workflows-workflow-id, include only the fields to update from name, enabled, tags, yaml, and description. Deletion is soft by default. Use force=true only when permanent deletion and immediate ID reuse are intended. The Kibana API version is 2023-10-31; the CLI sets it automatically.

When invoking read-only get- commands from a shell that leaves stdin open (some terminals and agent runtimes do this), append </dev/null to avoid an EAGAIN: resource temporarily unavailable crash — e.g. elastic stack kb workflows get-workflows-executions-executionid --execution-id "{id}" </dev/null.