AgenticBI
OfficialAgenticBI MCP Server
Demo
Watch AgenticBI in action: https://www.youtube.com/@TryAgenticBI
Field | Value |
Product | AgenticBI MCP Server |
Purpose | Connect Claude, Cursor, VS Code, ChatGPT, Codex CLI, and other MCP-enabled AI clients directly to business data |
Endpoint |
|
Protocol | MCP 2024-11-05 |
Transport | Streamable HTTP (POST) with SSE |
Authentication | OAuth 2.1 with PKCE |
Tools Available | 33 |
GitHub |
|
Related MCP server: Knowi-mcp
Prerequisites
Requirement |
MCP-compatible AI client (Claude Desktop, Claude Code, Cursor, VS Code, ChatGPT, Codex CLI) |
Client Setup
Claude Desktop
Add to claude_desktop_config.json:
{
"mcpServers": {
"agenticbi": {
"url": "https://app.agenticbi.com/api/2.0/mcp"
}
}
}File locations:
macOS:
~/Library/Application Support/Claude/claude_desktop_config.jsonWindows:
%APPDATA%\Claude\claude_desktop_config.json
On first use, your browser opens to AgenticBI login. Sign in or create an account to authorize.
Full Guide: https://app.agenticbi.com/docs/mcp-server.html
Claude Code
claude mcp add agenticbi --transport http https://app.agenticbi.com/api/2.0/mcpRun the command above in your terminal.
Exit and relaunch Claude Code.
Run
/mcp, select agenticbi, and click Enable.Click the authentication button — your browser opens to AgenticBI login.
Sign in or create an account and authorize access.
Verify by asking:
What AgenticBI tools are available?
Alternative: Manual Token Authentication
Generate a token in AgenticBI → Settings → AI Settings → MCP Token, then run:
claude mcp add agenticbi https://app.agenticbi.com/api/2.0/mcp \
--transport http \
--header "Authorization: Bearer YOUR_MCP_TOKEN"Full Guide: https://app.agenticbi.com/docs/claude-code-setup.html
Cursor
Requires Cursor v0.45 or later.
Open Settings → Cursor Settings
Select Tools & Integrations → New MCP Server
Add the following to your
mcp.json:
{
"mcpServers": {
"agenticbi": {
"url": "https://app.agenticbi.com/api/2.0/mcp"
}
}
}Save the file. Your browser opens to AgenticBI login on first use.
Alternative: Manual Token Authentication
{
"mcpServers": {
"agenticbi": {
"url": "https://app.agenticbi.com/api/2.0/mcp",
"headers": {
"Authorization": "Bearer YOUR_MCP_TOKEN"
}
}
}
}Full Guide: https://app.agenticbi.com/docs/cursor-mcp-setup.html
VS Code
Option A — Command Palette (Recommended)
Open Command Palette:
macOS:
Cmd + Shift + PWindows:
Ctrl + Shift + P
Search for MCP: Add Server
Select HTTP as the server type
Enter:
https://app.agenticbi.com/api/2.0/mcpName it
agenticbiSave
Authorize via browser on first use
Option B — Configuration File
Add to settings.json:
{
"mcp": {
"servers": {
"agenticbi": {
"type": "http",
"url": "https://app.agenticbi.com/api/2.0/mcp"
}
}
}
}Or add to .vscode/mcp.json:
{
"servers": {
"agenticbi": {
"type": "http",
"url": "https://app.agenticbi.com/api/2.0/mcp"
}
}
}Alternative: Manual Token Authentication
{
"mcp": {
"servers": {
"agenticbi": {
"type": "http",
"url": "https://app.agenticbi.com/api/2.0/mcp",
"headers": {
"Authorization": "Bearer YOUR_MCP_TOKEN"
}
}
}
}
}Full Guide: https://app.agenticbi.com/docs/vscode-mcp-setup.html
ChatGPT
Click + in the message input and select Connectors, or go to Settings → Connected Apps
Choose Add Custom Connector
Name it AgenticBI
Enter the server URL:
https://app.agenticbi.com/api/2.0/mcpSelect OAuth 2.0 authentication
Click Save
On first use, ChatGPT opens your browser for AgenticBI sign-in and authorization
Alternative: Manual Token Authentication
Generate a token in AgenticBI → Settings → AI Settings → MCP Token
Repeat steps 1–4 above
Select Bearer Token authentication
Paste your token
Click Save
Full Guide: https://app.agenticbi.com/docs/chatgpt-mcp-setup.html
Codex CLI
Add to ~/.codex/config.json:
{
"mcpServers": {
"agenticbi": {
"type": "http",
"url": "https://app.agenticbi.com/api/2.0/mcp"
}
}
}On first use, your browser opens to AgenticBI login for authorization.
Alternative: Manual Token Authentication
{
"mcpServers": {
"agenticbi": {
"type": "http",
"url": "https://app.agenticbi.com/api/2.0/mcp",
"headers": {
"Authorization": "Bearer YOUR_MCP_TOKEN"
}
}
}
}Full Guide: https://app.agenticbi.com/docs/codex-mcp-setup.html
Authentication Endpoints
Endpoint | URL |
Authorization |
|
Token |
|
Registration |
|
Tool Categories
Category | Tool Count |
Ask & Query | 6 |
Dashboards & Exports | 4 |
Insights & Alerts | 3 |
Documents | 2 |
Create & Manage | 16 |
Destructive | 2 |
Total | 33 |
Ask & Query Tools
Tool | Description |
| Ask a data question in natural language |
| Retrieve full dataset or widget data |
| Search AgenticBI assets |
| Find widgets by name |
| Retrieve asset details |
| Trace how an answer was built |
Dashboard & Export Tools
Tool | Description |
| List dashboards |
| Generate embed links |
| Export dashboards/widgets as PDF |
| Export data as CSV |
Insights & Alerts Tools
Tool | Description |
| Generate AI-powered insights |
| List alerts |
| Generate, fix, explain, convert, validate or preview Cloud9QL |
Document Tools
Tool | Description |
| Ask questions against ingested documents |
| List ingested documents |
Create & Manage Tools
Tool | Description |
| Execute operations in natural language |
| Push rows into datasets |
| Execute saved queries/reports |
| Create a datasource connection |
| Create a query |
| Create a visualization |
| Update a visualization |
| Arrange dashboard widgets |
| Import CSV, JSON, XML, or Excel |
| Create scheduled reports |
| Update reports |
| Create alerts |
| Test alerts |
| Update alerts |
| Ingest documents |
| Extract structured data from documents |
Destructive Tools
Tool | Description |
| Delete AgenticBI assets |
| Delete ingested documents |
Health & Limits
Setting | Value |
Health Endpoint |
|
Session Header |
|
Idle Timeout | 30 minutes |
Max Concurrent Sessions | 1,000 |
Default Rows ( | 500 |
Default Rows ( | 10,000 |
Max Rows | 200,000 |
Example Prompts
Example |
What were our top 10 customers by revenue last quarter? |
Why did churn spike in March? |
Which marketing channels drove the most pipeline this month? |
Create a dashboard showing weekly signups by source. |
Alert me when MRR drops more than 5% week over week. |
Pull our call transcripts and summarize the top objections from lost deals. |
Upload this PDF and extract the key metrics into a dataset. |
Export the Q3 revenue dashboard as a PDF and email it to the team. |
Important Links
Resource | URL |
Website |
|
MCP Docs |
|
Privacy Policy |
|
Terms of Service |
|
Support
Contact |
Directory Listings
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