AgenticBI MCP Server

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"
    }
  }
}

4. 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

Support

Contact
[email protected]

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