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Summary

Analyze business data and build planning models in your Pigment workspace

Install to Claude Code

/plugin install pigment@pigment

Run in Claude Code. Add the marketplace first with /plugin marketplace add gopigment/ai-plugins if you haven't already.

README.md

Pigment AI Plugins

Connect your AI assistant to Pigment to query, analyze, and build business planning models.

These plugins bundle the Pigment MCP server with domain-knowledge Skills that teach AI assistants how Pigment works — its proprietary formula language, modeling patterns, dashboard conventions, and performance best practices.

Prerequisites

Enable MCP in your Pigment workspace: Settings > Integrations > MCP. See the Pigment documentation for details.

Installation

Cursor

1. Go to Cursor plugins 2. Import https://github.com/gopigment/ai-plugins as a marketplace 3. Add Pigment plugin to Cursor from the plugins page, or open Cursor and run /add-plugin pigment in a new chat

Claude Code

Desktop App

1. Go to Customize, select Add plugin, then Add marketplace and paste https://github.com/gopigment/ai-plugins 2. Install Pigment plugin

Terminal CLI

/plugin marketplace add gopigment/ai-plugins

/plugin install pigment@pigment

Configuration

After installing, set your MCP server URL. The easiest way is to paste your MCP URL into the agent chat and ask it to update the configuration. You can also edit the .mcp.json file directly.

Your MCP URL can be found in your Pigment workspace under Settings > Integrations > MCP. See the Pigment documentation for detailed instructions.

What's Included

MCP Server

The plugin connects your AI assistant to the Pigment MCP server, which has two modes.

Default — read-only tools for data analysis. Only metrics where AI data access is enabled are accessible.

Advanced — write tools for modeling Pigment applications (dimensions, metrics, formulas, calendars, boards, views, and more). Each user can enable it in Settings > Advanced Features > Advanced MCP Tools.

Users connect with their own credentials via OAuth, so their Pigment access rights and permissions apply by design — they can't access or do more than what they can already do in Pigment.

> Note: Advanced mode includes a search tool that lets the AI assistant scan and understand your entire application logic — this helps AI provide better answers. Search exposes all Block metadata (e.g. names, data types, dimensions) to users, but no actual data is accessible through it. We recommend not putting any sensitive information in Block metadata as it is not subject to access rights (unlike actual data). If you want to prevent a user from accessing Block metadata, that user must not have access to the application in Pigment.

Skills

Skills are domain-knowledge files loaded automatically by Cursor and Claude Code. They provide the context AI assistants need to work effectively with Pigment.

Skills can be set up in two ways:

  • Plugin: install the Claude Code and Cursor plugins available in this repository.
  • Manual upload: download the Skills files from the repository and upload them to your AI tool by following your provider's documentation.

| Skill | Description | |-------|-------------| | Analyzing Data | Query formulation, data discovery, analysis patterns, result interpretation | | Designing Boards | Board structure, widget sizing, layout rules, page organization | | Designing Views | View creation, draft/override workflow, pivots, filters, sorting, aggregators | | Formatting & Highlighting | Metric default formatting — decimals, currency, percent, K/M scaling, text and boolean display | | Integrating External Data | CSV and Excel import, column mapping, cross-app imports, troubleshooting | | Modeling Applications | Architecture, dimensions, metrics, tables, calendars, subsets, folders, sparsity | | Optimizing Performance | Profiling, scoping, sparsity, iterative calculations, troubleshooting, application audit | | Planning Cycles | Version dimensions, Actual/Budget/Forecast, scenarios, snapshots, switchover | | Securing Applications | Access rights design, AR metrics, apply rules, debugging visibility | | Solving Specific Use Cases | FP&A (Nexus, OPEX, FX hub), Workforce Planning patterns, and other domain-specific modeling guidance | | Writing Formulas | Pigment's proprietary formula language — syntax, modifiers, functions, performance |

Example Prompts

Data analysis:

  • "List all my Pigment applications"
  • "Show me metrics available in the Financial Planning app"
  • "Show me Revenue by product for the last 6 months"
  • "Compare actual vs. budget for EMEA revenue"

Advanced mode:

  • "Create a Department dimension with items Engineering, Sales, Marketing, and Finance."
  • "Add a Revenue metric with Product and Region dimensions, and write a Gross Margin formula that subtracts COGS from Revenue."
  • "Build a headcount planning application with Department, Role, and Location dimensions. Add metrics for FTE Count, Average Salary, and Total Cost with monthly granularity."
  • "Create a board for the CFO with a Revenue waterfall chart, an Opex variance table filtered by department, and a headcount trend by quarter."

Support

If you run into any issues, contact us at Pigment Support.

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