AgenticBIHQ

AgenticBI MCP Server

Community AgenticBIHQ
Updated

Connect Claude, ChatGPT, Gemini, and other MCP-enabled AI clients directly to your business data using AgenticBI.

AgenticBI 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 https://app.agenticbi.com/api/2.0/mcp
Protocol MCP 2024-11-05
Transport Streamable HTTP (POST) with SSE
Authentication OAuth 2.1 with PKCE
Tools Available 33
GitHub https://github.com/AgenticBIHQ/agenticbi-mcp-server

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.json
  • Windows: %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/mcp
  1. Run the command above in your terminal.

  2. Exit and relaunch Claude Code.

  3. Run /mcp, select agenticbi, and click Enable.

  4. Click the authentication button — your browser opens to AgenticBI login.

  5. Sign in or create an account and authorize access.

  6. 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.

  1. Open Settings → Cursor Settings
  2. Select Tools & Integrations → New MCP Server
  3. Add the following to your mcp.json:
{
  "mcpServers": {
    "agenticbi": {
      "url": "https://app.agenticbi.com/api/2.0/mcp"
    }
  }
}
  1. 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)
  1. Open Command Palette:

    • macOS: Cmd + Shift + P
    • Windows: Ctrl + Shift + P
  2. Search for MCP: Add Server

  3. Select HTTP as the server type

  4. Enter:

    https://app.agenticbi.com/api/2.0/mcp
    
  5. Name it agenticbi

  6. Save

  7. 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

  1. Click + in the message input and select Connectors, or go to Settings → Connected Apps

  2. Choose Add Custom Connector

  3. Name it AgenticBI

  4. Enter the server URL:

    https://app.agenticbi.com/api/2.0/mcp
    
  5. Select OAuth 2.0 authentication

  6. Click Save

  7. On first use, ChatGPT opens your browser for AgenticBI sign-in and authorization

Alternative: Manual Token Authentication
  1. Generate a token in AgenticBI → Settings → AI Settings → MCP Token
  2. Repeat steps 1–4 above
  3. Select Bearer Token authentication
  4. Paste your token
  5. 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 https://app.agenticbi.com/oauth/mcp/authorize
Token https://app.agenticbi.com/oauth/mcp/token
Registration https://app.agenticbi.com/oauth/mcp/register

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 Ask a data question in natural language
get_data Retrieve full dataset or widget data
search Search AgenticBI assets
find_widget Find widgets by name
get_details Retrieve asset details
explain_lineage Trace how an answer was built

Dashboard & Export Tools

Tool Description
list_dashboards List dashboards
get_embed_url Generate embed links
export_pdf Export dashboards/widgets as PDF
export_csv Export data as CSV

Insights & Alerts Tools

Tool Description
get_insights Generate AI-powered insights
list_alerts List alerts
cloud9ql_assist Generate, fix, explain, convert, validate or preview Cloud9QL

Document Tools

Tool Description
ask_document Ask questions against ingested documents
list_documents List ingested documents

Create & Manage Tools

Tool Description
do Execute operations in natural language
push_data Push rows into datasets
run Execute saved queries/reports
create_datasource Create a datasource connection
create_query Create a query
create_widget Create a visualization
update_widget Update a visualization
layout_dashboard Arrange dashboard widgets
import_file Import CSV, JSON, XML, or Excel
create_report Create scheduled reports
update_report Update reports
create_alert Create alerts
test_alert Test alerts
update_alert Update alerts
ingest_document Ingest documents
extract_document_data Extract structured data from documents

Destructive Tools

Tool Description
delete Delete AgenticBI assets
delete_document Delete ingested documents

Health & Limits

Setting Value
Health Endpoint GET /api/2.0/mcp/health
Session Header Mcp-Session-Id
Idle Timeout 30 minutes
Max Concurrent Sessions 1,000
Default Rows (ask) 500
Default Rows (get_data) 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 https://www.agenticbi.com
MCP Docs https://app.agenticbi.com/docs/mcp-server.html
Privacy Policy https://www.agenticbi.com/privacy
Terms of Service https://www.agenticbi.com/terms

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