Connect Power Bi to AI agents

Connect Power Bi to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools21Triggers2

list_apps

List Apps

List published Power BI apps accessible to the authenticated user. Apps are read-only collections of dashboards and reports shared with an audience.

list_gateways

List Gateways

List on-premises data gateways and optionally include their data sources. View gateway configurations and connected data sources.

get_dataset

Get Dataset Details

Get detailed information about a Power BI dataset including its properties, data sources, parameters, tables, and refresh schedule.

list_capacities

List Capacities

List available Power BI Premium and Embedded capacities. View capacity names, SKUs, states, regions, and admin assignments.

update_dataset_parameters

Update Dataset Parameters

Update parameter values on a Power BI dataset. Useful for changing connection strings, server names, database names, or other configurable parameters without modifying the dataset definition.

generate_embed_token

Generate Embed Token

Generate an embed token for embedding Power BI reports or dashboards in custom applications. Supports both report-level and dashboard-level embed tokens.

assign_workspace_capacity

Assign Workspace to Capacity

Assign or unassign a Power BI workspace to/from a Premium or Embedded capacity. Assigning enables premium features like paginated reports and larger datasets.

execute_dax_query

Execute DAX Query

Execute a DAX (Data Analysis Expressions) query against a Power BI dataset and return the results. Only DAX queries are supported.

push_data

Push Data to Table

Push rows of data into a Power BI push dataset table or delete all rows from a table. Useful for real-time and streaming dashboard scenarios.

list_reports

List Reports

List all Power BI reports. Optionally filter by workspace. Returns report names, IDs, dataset bindings, and URLs.

export_report

Export Report

Export a Power BI report to a file format (PDF, PPTX, PNG) or check the status of an ongoing export. The export runs asynchronously — first trigger the export, then poll the status.

manage_workspace

Manage Workspace

Create or delete a Power BI workspace. Use **create** to provision a new workspace or **delete** to remove an existing one.

manage_report

Manage Report

Get report details, list pages, clone a report, rebind to a different dataset, or delete a report.

list_dataflows

List Dataflows

List all Power BI dataflows in a workspace. Returns dataflow names, IDs, and configuration details.

list_workspaces

List Workspaces

List all Power BI workspaces (groups) accessible to the authenticated user. Returns workspace names, IDs, capacity assignments, and read-only status.

list_dashboards

List Dashboards

List Power BI dashboards and optionally include tile details. Retrieve dashboard names, IDs, embed URLs, and the tiles they contain.

refresh_dataset

Refresh Dataset

Trigger a dataset refresh or view refresh history. Use this to keep datasets up-to-date with the latest source data and monitor refresh status.

refresh_dataflow

Refresh Dataflow

Trigger a refresh for a Power BI dataflow. The refresh runs asynchronously to update data preparation logic.

list_datasets

List Datasets

List all Power BI datasets. Optionally filter by workspace. Returns dataset names, IDs, configuration details, and refresh capabilities.

manage_workspace_users

Manage Workspace Users

List, add, update, or remove users from a Power BI workspace. Manage workspace membership and roles (Admin, Member, Contributor, Viewer).

manage_pipeline

Manage Deployment Pipeline

List deployment pipelines, view pipeline stages and artifacts, deploy content between stages, or check deployment operation status.

More integrations teams use with Power Bi

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Power Bi

Manage Power BI workspaces, datasets, reports, dashboards, and dataflows. Create and refresh datasets, trigger data refreshes, execute DAX queries, and push real-time data into tables. Import PBIX and Excel files into workspaces. Generate embed tokens for embedding reports and dashboards in custom applications. Clone, rebind, and export reports to PDF, PPTX, or PNG. Manage workspace membership and user roles. Administer deployment pipelines to promote content across development, test, and production stages. Perform tenant-wide admin operations including scanning workspaces, listing all content, and managing capacities. Manage on-premises data gateways and their data sources. Retrieve published apps and template apps.

Connect Power Bi to production AI agents

See how Metorial gives Power Bi access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Power Bi to AI agents with Metorial.

  1. Can Metorial connect Power Bi to AI agents?
    Yes. Metorial connects AI agents to Power Bi through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.