powerbi-agent
🌐 Language: English · Tiếng Việt
⚠️ Windows only. Power BI Desktop ships for Windows only, so the tools that talk to Desktoprequire 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 reportdesign 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/agent-data-studio · 📘 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 consultancydelivering Data & Business Intelligence solutions and in-depth Data & AI training. Theworkflows and templates here are distilled by many KPIM experts from real engagements and sharedFREE with the community, students and data practitioners.
What you get — four pillars
| Pillar | What it means in practice | |
|---|---|---|
| 1 | MCP Server | 16 tools so the agent queries DAX, edits the model and writes report pages itself — every query passing a server-side data-safety policy, not a prompt hint. |
| 2 | Digitized expertise | 9 skills · 8 commands · 1 curator agent · a Knowledge OS. The agent follows a real consultant's process instead of improvising. |
| 3 | Report design kits | Clone a proven page and rebind the fields — style preserved 100%. Layouts an AI draws from scratch always look off; this fixes that. |
| 4 | Document templates | 7 markdown deliverables + a 6-sheet Excel + a Power BI theme + 6 mindmaps in templates/documents/, ready to fill in for a new project. |
→ Where everything lives, folder by folder: INDEX.md.
Install
Paste this into your agent (Claude Code / Codex / Antigravity):
Clone https://github.com/ducnguyen221/agent-data-studio 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/agent-data-studio "$env:USERPROFILE\.mcp\powerbi-mcp"
cd "$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 threehosts, then installs the 9 skills + 8 commands from the repo's skills/ and commands/ on each host (the curator agent from agents/ only lands in Claude Code's agents/ folder — other hostsget the same capability through the pbi-knowledge skill). It isidempotent — safe to re-run — and removes old-named skills/commands it generated in earlier versions. To refresh only the workflows: .\install.ps1 -Only plugin.
Requirements: Windows · Python 3.11+ · ADOMD.NET (bundled with SSMS, or theAnalysis Services client libraries).
Or install as a plugin
The same .claude-plugin/marketplace.json works for both Claude Code and Codex — it ships theskills, commands and agent, but not the 16 MCP tools (run install.ps1 for those).
claude plugin marketplace add ducnguyen221/agent-data-studio && claude plugin install agent-data-studio@agent-data-studio
codex plugin marketplace add https://github.com/ducnguyen221/agent-data-studio && codex plugin add agent-data-studio@agent-data-studio
Per-host details: hosts/.
Your first 10 minutes
1. restart your AI host → it picks up the MCP server
2. /pbi-help → the agent lists what it can do and routes your request
3. /pbi-setup → designate a project dir (a folder OUTSIDE the repo). Once.
4. /pbi-new "Revenue report" → it reads past lessons, surveys the data, documents, then builds
Already have a .pbip you like? /pbi-scan <path> explains its design;/pbi-kit <path> turns it into reusable kits.
Main features
8 commands
| Command | What it does |
|---|---|
/pbi-help |
List every capability + route your request to the right process |
/pbi-setup |
Declare the project dir — where all knowledge lives, outside the repo (once) |
/pbi-new <name> |
Open a project: its own folder + prior lessons + the analysis process |
/pbi-scan <path.pbip> |
Scan a report's design: every page + theme + DESIGN.md + catalog |
/pbi-kit <path.pbip> |
Distill a report into a set of reusable report-page kits |
/pbi-done |
Close a project: handoff checklist + distill + timeline + knowledge packaging |
/pbi-pack [project] |
Package lessons on 4 axes: tech-stack · industry · business-domain · powerbi |
/pbi-recall <keyword> |
"Have we done something like this before?" |
16 tools, in 6 groups
| Group | Tools |
|---|---|
| Discover | list_local_reports · list_tables · describe_table |
| Query 🛡️ | execute_dax_local · execute_dax_service — always through the policy |
| Write model | add_measure_local · add_relationship_local |
| Templates 🎨 | list_templates · apply_template · distill_template |
| Distill | distill_model_schema · distill_report_design |
| Knowledge OS 🧠 | knowledge_status · setup_knowledge · init_project · log_timeline |
Full table with descriptions: INDEX.md.
9 skills
All in skills/:data-discovery (business phase: survey → document → plan) · data-mockup (mockup/sample data) ·pbi-model (Power Query/M, star schema, DAX measures in TMDL) · pbi-analysis (tool reference) ·pbi-design (design report pages / Design Brief before PBIR) · pbi-build (9 technical steps) ·pbi-review (review SQL, DAX, model, report pages) · pbi-publish (publish to Fabric / Power BI Service) ·pbi-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>'andEVALUATE ALL(...)are refused with arewrite hint towardSUMMARIZECOLUMNS/TOPN. Disable withPOWERBI_AGGREGATE_ONLY=0. - PII blocklist + audit log — copy
policy.example.json→policy.jsonand list the columns toblock; every query is recorded to<project dir>/audit/*.jsonlwith its verdict and row count. - Honest about limits — this guards against accidental leaks. Real security is still RLS on themodel plus a least-privilege service principal.
Your project knowledge lives in a project dir you designate, outside the repo. Nobody receivesanyone 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
| Task | Server |
|---|---|
| DAX + policy, schema discovery, report/PBIR layer, distill | powerbi-agent |
| Bulk table/column/measure/relationship edits, transactions, TMDL, DAX validate | powerbi-modeling (Microsoft) |
Where to go next
| 🗺️ INDEX.md | Complete repo map: four pillars, every folder, glossary, end-to-end flow |
| 🤖 AGENTS.md | Working rules for agents + the multi-agent protocol (§4) |
| 🧩 plugins/README.md | The digitized expertise: skills, commands, agent |
| 🎨 report-templates/ | How report kits work |
| 🗓️ ROADMAP.md | Positioning, architecture, milestones |
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 copynext to the skills folder (powerbi-agent-backup-<timestamp>\) and installs ours. To keep yoursinstead, put an empty file named .powerbi-agent-keep inside its folder — install and uninstall bothleave such a folder completely alone, on every run.
Authors & credit
The KPIM analysis process, tooling, templates and techniques here were built byKPIM (many experts collaborating), technical lead & development byDuc Nguyen (Nguyễn Quang Đức — ducnguyen221) — so an AI Agentcan 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.
