AgenticBI

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"
    }
  }
}

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

1. Search for MCP: Add Server
2. Select HTTP as the server type
3. Enter:

   https://app.agenticbi.com/api/2.0/mcp

1. Name it agenticbi
2. Save
3. 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

1. Select OAuth 2.0 authentication
2. Click Save
3. 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 | |----------| | support@agenticbi.com |

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