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
Run 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 + P - Windows:
Ctrl + Shift + P
- macOS:
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 | 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 |
Support
| Contact |
|---|
| [email protected] |