powerbi-agent

🌐 Language: English · Tiếng Việt

⚠️ Windows only. Power BI Desktop ships for Windows only, so the tools that talk to Desktop require Windows 10/11. There is no macOS/Linux build.

An MCP server + skill pack that turns any AI Agent into a data analyst working DIRECTLY on Power BI. Not just a bridge: it also ships the analysis process, the documentation templates and the report design kits that a senior consultant would bring to the job.

Supports Power BI Desktop (local) · Power BI Service (cloud) · PBIP/PBIR project files. Hosts: Claude Code · Codex CLI · Google Antigravity and any stdio MCP client.

🌐 ducnguyen.vn/powerbi-agent · 📘 Full install guide · 🗺️ INDEX.md — the complete repo map · 🤖 AGENTS.md · Roadmap · UAT results

🏛️ Built by KPIM — shared free with the community

The analysis process and report templates were built by KPIM — a consultancy delivering Data & Business Intelligence solutions and in-depth Data & AI training. The workflows and templates here are distilled by many KPIM experts from real engagements and shared FREE with the community, students and data practitioners.

Related MCP server: power-bi-mcp

What you get — four pillars

→ Where everything lives, folder by folder: INDEX.md.

Install

Paste this into your agent (Claude Code / Codex / Antigravity):

Clone https://github.com/ducnguyen221/powerbi-agent into ~/.mcp/powerbi-mcp, then run install.ps1 there (read the script first), and restart the MCP host.

Or run it yourself:

git clone https://github.com/ducnguyen221/powerbi-agent "$env:USERPROFILE\.mcp\powerbi-mcp"
cd "$env:USERPROFILE\.mcp\powerbi-mcp"
powershell -ExecutionPolicy Bypass -File .\install.ps1

The installer builds a .venv, probes for ADOMD.NET/TOM, registers the MCP server on all three hosts, then installs the 4 skills + 8 commands on each host (the curator agent only lands in Claude Code's agents/ folder — other hosts get the same capability through the powerbi-knowledge skill). It is idempotent — safe to re-run. To refresh only the workflows: .\install.ps1 -Only plugin.

Requirements: Windows · Python 3.11+ · ADOMD.NET (bundled with SSMS, or the Analysis Services client libraries).

Or install as a plugin

The same .claude-plugin/marketplace.json works for both Claude Code and Codex — it ships the skills, commands and agent, but not the 16 MCP tools (run install.ps1 for those).

claude plugin marketplace add ducnguyen221/powerbi-agent && claude plugin install powerbi-agent@powerbi-agent
codex  plugin marketplace add https://github.com/ducnguyen221/powerbi-agent && codex plugin add powerbi-agent@powerbi-agent

Per-host details: hosts/.

Your first 10 minutes

1.  restart your AI host          →  it picks up the MCP server
2.  /powerbi-help                 →  the agent lists what it can do and routes your request
3.  /powerbi-setup                →  designate a project dir (a folder OUTSIDE the repo). Once.
4.  /powerbi-new "Revenue report" →  it reads past lessons, surveys the data, documents, then builds

Already have a .pbip you like? /powerbi-scan <path> explains its design; /powerbi-kit <path> turns it into reusable kits.

Main features

8 commands

16 tools, in 6 groups

Full table with descriptions: INDEX.md.

4 skills

kpim-analysis (business phase: survey → document → plan) · powerbi-pipeline (9 technical steps) · powerbi-mcp (tool reference) · powerbi-knowledge (Knowledge OS).

🛡️ Data safety

Raw data stays inside the Power BI engine — only aggregated results reach the LLM.

• aggregate-only, ON by default — EVALUATE '<table>' and EVALUATE ALL(...) are refused with a rewrite hint toward SUMMARIZECOLUMNS/TOPN. Disable with POWERBI_AGGREGATE_ONLY=0.

• PII blocklist + audit log — copy policy.example.json → policy.json and list the columns to block; every query is recorded to <project dir>/audit/*.jsonl with its verdict and row count.

• Honest about limits — this guards against accidental leaks. Real security is still RLS on the model plus a least-privilege service principal.

Your project knowledge lives in a project dir you designate, outside the repo. Nobody receives anyone else's knowledge through git. The only path out is you asking, sanitize=True, and a review.

Runs alongside microsoft/powerbi-modeling-mcp

powerbi-agent doesn't rebuild modeling — it delegates:

claude mcp add powerbi-modeling -s user -- npx -y "@microsoft/powerbi-modeling-mcp@latest" --start

Where to go next

Uninstall: .\uninstall.ps1 (keeps files) · .\uninstall.ps1 -RemoveVenv.

Already have a skill with the same name? The installer never deletes a skill it did not create. If it finds one whose name: matches ours but which lacks our ownership marker, it moves that copy next to the skills folder (powerbi-agent-backup-<timestamp>\) and installs ours. To keep yours instead, put an empty file named .powerbi-agent-keep inside its folder — install and uninstall both leave such a folder completely alone, on every run.

Authors & credit

The KPIM analysis process, tooling, templates and techniques here were built by KPIM (many experts collaborating), technical lead & development by Duc Nguyen (Nguyễn Quang Đức — ducnguyen221) — so an AI Agent can do data analysis like an expert. Shared free with the community and students.

If you reuse the process / templates / tools, please keep the credit to KPIM & Duc Nguyen.

License

MIT — © 2026 KPIM (kpim.vn) & Duc Nguyen. See LICENSE.