AgenticBI MCP Server

Connect your business data to any MCP client. AgenticBI agents find the right data, join across systems, run queries, build dashboards, generate reports, and automate analytics workflows. No SQL required.

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AgenticBI MCP Server

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Watch AgenticBI in action: https://www.youtube.com/@TryAgenticBI

FieldValue
ProductAgenticBI MCP Server
PurposeConnect Claude, Cursor, VS Code, ChatGPT, Codex CLI, and other MCP-enabled AI clients directly to business data
Endpointhttps://app.agenticbi.com/api/2.0/mcp
ProtocolMCP 2024-11-05
TransportStreamable HTTP (POST) with SSE
AuthenticationOAuth 2.1 with PKCE
Tools Available33
GitHubhttps://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

EndpointURL
Authorizationhttps://app.agenticbi.com/oauth/mcp/authorize
Tokenhttps://app.agenticbi.com/oauth/mcp/token
Registrationhttps://app.agenticbi.com/oauth/mcp/register

Tool Categories

CategoryTool Count
Ask & Query6
Dashboards & Exports4
Insights & Alerts3
Documents2
Create & Manage16
Destructive2
Total33

Ask & Query Tools

ToolDescription
askAsk a data question in natural language
get_dataRetrieve full dataset or widget data
searchSearch AgenticBI assets
find_widgetFind widgets by name
get_detailsRetrieve asset details
explain_lineageTrace how an answer was built

Dashboard & Export Tools

ToolDescription
list_dashboardsList dashboards
get_embed_urlGenerate embed links
export_pdfExport dashboards/widgets as PDF
export_csvExport data as CSV

Insights & Alerts Tools

ToolDescription
get_insightsGenerate AI-powered insights
list_alertsList alerts
cloud9ql_assistGenerate, fix, explain, convert, validate or preview Cloud9QL

Document Tools

ToolDescription
ask_documentAsk questions against ingested documents
list_documentsList ingested documents

Create & Manage Tools

ToolDescription
doExecute operations in natural language
push_dataPush rows into datasets
runExecute saved queries/reports
create_datasourceCreate a datasource connection
create_queryCreate a query
create_widgetCreate a visualization
update_widgetUpdate a visualization
layout_dashboardArrange dashboard widgets
import_fileImport CSV, JSON, XML, or Excel
create_reportCreate scheduled reports
update_reportUpdate reports
create_alertCreate alerts
test_alertTest alerts
update_alertUpdate alerts
ingest_documentIngest documents
extract_document_dataExtract structured data from documents

Destructive Tools

ToolDescription
deleteDelete AgenticBI assets
delete_documentDelete ingested documents

Health & Limits

SettingValue
Health EndpointGET /api/2.0/mcp/health
Session HeaderMcp-Session-Id
Idle Timeout30 minutes
Max Concurrent Sessions1,000
Default Rows (ask)500
Default Rows (get_data)10,000
Max Rows200,000

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

ResourceURL
Websitehttps://www.agenticbi.com
MCP Docshttps://app.agenticbi.com/docs/mcp-server.html
Privacy Policyhttps://www.agenticbi.com/privacy
Terms of Servicehttps://www.agenticbi.com/terms

Support

Contact
[email protected]

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