agenticbi-mcp-server

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

0 starsOthers Updated Jun 5, 2026

Documentation

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`:

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

bash

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:

bash

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`:

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

json

{
  "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:

2. Search for MCP: Add Server

3. Select HTTP as the server type

4. Enter:

code

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`:

json

{
  "mcp": {
    "servers": {
      "agenticbi": {
        "type": "http",
        "url": "https://app.agenticbi.com/api/2.0/mcp"
      }
    }
  }
}

Or add to `.vscode/mcp.json`:

json

{
  "servers": {
    "agenticbi": {
      "type": "http",
      "url": "https://app.agenticbi.com/api/2.0/mcp"
    }
  }
}

Alternative: Manual Token Authentication

json

{
  "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:

code

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`:

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

json

{
  "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
support@agenticbi.com

## Directory Listings

Frequently asked questions

What is agenticbi-mcp-server?

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

How do I install agenticbi-mcp-server?

Open the GitHub repository and follow its README. Most MCP servers are added to your client's MCP config, then called by your agent.

Is agenticbi-mcp-server open source?

Yes — it is hosted on GitHub at https://github.com/AgenticBIHQ/agenticbi-mcp-server.

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