The Atlan MCP Cookbook

Sync metadata across environments

Keep descriptions, tags, and custom metadata aligned across dev, staging, and prod.

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On the menu

Use case
Govern & keep trusted
Action
Make changes
Persona
Data Governance Lead, Data Engineer
Effort
Moderate
Runs in
any AI tool

The task

Scenario. orders_fact exists in both production and staging, and their metadata has drifted apart: production has a good description and tags, staging is half-blank, and nobody remembers which is right. You want them aligned, with one environment clearly the one that wins.

The ask

  • orders_fact in both production and staging
  • A side-by-side of their descriptions, tags, and custom metadata
  • The production metadata synced onto staging where staging is missing fields

Hero prompt

Hero prompt

Find the orders_fact table in both production and staging. Compare their descriptions, tags, and custom metadata, then sync the production metadata to staging where staging is missing fields.

Step by step

  1. Find the asset and its counterpart in the other environment.

    Step 1

    Find <table> in both <prod> and <staging>.

  2. Compare the metadata fields side by side.

    Step 2

    Compare their descriptions, tags, and custom metadata.

  3. Apply the more complete metadata to the environment that's missing it.

    Step 3

    Sync the <prod> metadata to <staging> where <staging> is missing fields.

What you'll give it

Required context

  • The asset and its two environments (orders_fact in prod and staging)
  • Which environment wins (production, here)
  • Permission to update metadata in the target environment

Optional context

  • Which fields to sync and which to leave environment-specific (a staging-only note, say)
  • A direction rule, if some fields should flow staging to prod instead

What Atlan creates

Outputs

  • The two copies of orders_fact, matched across environments
  • A field-by-field comparison of descriptions, tags, and custom metadata
  • The production values written onto staging wherever staging was missing them

Summary. The same asset now reads the same way in both places, so a developer in staging sees the context production already has, and governance does not depend on which environment you opened.

Writes to Atlan

Changed: the missing fields on the staging copy. Left untouched: the production copy, and any staging field that already had a value; nothing is overwritten.

Follow-up prompts

Keep going once the first answer lands.

Do the whole schema

Do the whole schema

Run the same comparison for every table in the orders schema and sync the gaps.

Show the conflicts

Show the conflicts

Where prod and staging both have a value but they disagree, list them for me instead of syncing.

Check dev too

Check dev too

Add dev to the comparison and show which environment is furthest behind.

Tips & troubleshooting

Cook's note

Decide which environment wins before you run it, or you'll ping-pong edits.

  • Match the tool to the work. Run it where you can see the comparison before the sync, so you can catch a field that should stay environment-specific.
  • Automate or chain it. Once the winning environment is fixed, schedule the sync so staging never drifts far from production again.
  • Ask what it changed. Add "list every staging field you wrote and its new value." That is your diff for the sync.
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