# Omni BI Intelligence MCP for AI Agents AI Agent Connect

> Omni BI Intelligence MCP lets you interact with your Omni BI dashboards, data models, and exports using natural language. Instead of clicking through a complex UI, you can ask your agent to run queries, fetch field definitions, or grab export links for CSV and Excel files. It connects your organization's metrics to your AI workflow.

## Overview
- **Category:** data-analytics
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_0gznQu1XVWP1sAGGLhUvTXTBwtHKt2KwkuA0UKRm/ai-agent-connect
- **Tags:** data-exploration, semantic-layer, metrics-tracking, dashboard-management, query-execution

## Description

Omni BI Intelligence lets you bridge the gap between your organization's business intelligence data and your daily AI workflow. Most people spend their day jumping between tabs, hunting through folders, and trying to remember which workspace holds the right dashboard. This Connector changes that by letting you talk directly to your data. You can ask your agent to find specific dashboards, inspect the logic behind a metric, or run custom queries on your data models without ever opening a browser. It handles the navigation of your semantic layer so you can focus on the actual insights. Because Vinkius hosts this Connector, you can easily plug it into your existing setup to make data exploration feel like a conversation. You can even have your agent generate temporary export links for your query results so you can drop them into a slide deck or a spreadsheet immediately. It turns your BI instance into a searchable, queryable resource that lives right inside your chat window.

## Tools

### export_query_results
Get a temporary link to download your query results in CSV, JSON, or Excel. This helps you move data into other apps quickly.

### get_dashboard_details
Fetch the specific layout and metadata for a single dashboard. Use this to understand how a dashboard is built.

### get_field_details
See the exact definition and logic for a specific data field. This is perfect for verifying how a metric is calculated.

### get_model_details
Pull the full metadata for a specific data model. Use this to inspect the structure of your semantic layer.

### list_data_connections
See all the databases and sources currently connected to your Omni instance. This helps you audit your data sources.

### list_dashboards
Get a list of all available BI dashboards in your account. Use this to quickly see what reports are live.

### list_resource_folders
Browse the folders where your dashboards are organized. This helps you find specific projects in a messy workspace.

### list_data_models
See all the data models available in your Omni BI instance. Use this to explore your available data sets.

### list_bi_workspaces
View the different workspaces across your organization. This helps you navigate large enterprise BI environments.

### run_omni_query
Execute a custom query against your data models and see the results instantly. This is the primary way to pull live data.

## Prompt Examples

**Prompt:** 
```
List all the dashboards we have for marketing.
```

**Response:** 
```
I've pulled the marketing dashboards for you. Here they are:

| Dashboard Name | Workspace | Folder |
| :--- | :--- | :--- |
| **Q3 Marketing Spend** | Marketing | Campaigns |
| **Lead Gen Overview** | Sales & Mktg | Leads |
| **Social Media ROI** | Marketing | Social |

Would you like to see the component details for any of these?
```

**Prompt:** 
```
Run a query on the 'Sales' model for the top 5 customers by spend.
```

**Response:** 
```
Executing query on the Sales model...

Here are the top 5 customers by total spend:

1. **Global Tech Corp** - $45,200
2. **Summit Retail** - $32,150
3. **Apex Logistics** - $28,900
4. **Horizon Inc** - $22,400
5. **Beacon Services** - $19,800

I can generate a CSV export link for this list if you need it.
```

**Prompt:** 
```
What is the calculation logic for the 'Churn Rate' field?
```

**Response:** 
```
I've checked the field definitions for 'Churn Rate'. 

**Logic:** 
`(Number of customers lost in last 30 days) / (Total active customers at start of month)`

**Details:** 
- **Numerator:** Count of unique IDs in `lost_customers` table.
- **Denominator:** Count of unique IDs in `active_subscribers` table.

Do you need me to run a query using this logic?
```

## Capabilities

### Run custom queries
Execute specific queries against your data models and see the results in your chat.

### Fetch dashboard metadata
Get detailed layout and component information for any dashboard in your account.

### Inspect field logic
See the exact definitions and calculation logic for specific data fields.

### Generate export links
Create temporary links to download your query results as CSV, JSON, or Excel files.

### Browse workspaces and folders
Navigate your BI instance to find specific projects and organized folders.

### Monitor data connections
View all the databases and sources currently integrated with your Omni BI instance.

## Use Cases

### Verifying a metric calculation
A data analyst needs to know why a revenue number looks off. They ask the agent to check the field logic using get_field_details to see the exact calculation.

### Quick sales snapshot
A manager wants a quick snapshot of sales. They ask the agent to list_dashboards related to sales and then run_omni_query to get the latest figures.

### Sharing a data export
An operations lead needs to share a report. They ask the agent to run a query and then use export_query_results to get a link they can paste into a Slack channel.

### Locating a specific dashboard
A new team member is trying to find where a specific dashboard is kept. They ask the agent to browse list_resource_folders to locate it.

## Benefits

- Stop digging through folders by using list_bi_workspaces and list_resource_folders to find data quickly.
- Get instant answers on field logic with get_field_details instead of hunting through documentation.
- Move data into your reports faster by using export_query_results to grab CSV or Excel links.
- Run ad-hoc analysis on the fly with run_omni_query without needing to build a new dashboard first.
- Keep your data organized by using list_dashboards to audit what is currently live in your BI tool.
- Understand your data architecture better by using get_model_details to inspect the semantic layer.

## How It Works

The bottom line is you get a conversational interface for your entire business intelligence suite.

1. Subscribe to the Connector and provide your Omni BI Instance URL and Bearer Token.
2. Connect your AI client to the Vinkius-hosted MCP.
3. Ask your agent to list dashboards, run queries, or fetch data exports in plain English.

## Frequently Asked Questions

**How can I use Omni BI Intelligence MCP to find specific data?**
You can ask your agent to search for specific dashboards, browse through your workspaces, or list your data models. It searches your entire Omni BI instance to find the right information based on your request.

**Can I get CSV files from my queries?**
Yes. Once your agent runs a query, you can ask it to generate a temporary export link. You can then download the results as a CSV, JSON, or Excel file.

**Does this work with my existing Omni BI account?**
Yes, it connects directly to your existing account. You just need to provide your Instance URL and your API Bearer Token during the setup process.

**Can I check how a metric is calculated?**
Absolutely. You can ask the agent to fetch the specific field details for any metric. It will pull the exact calculation logic from your semantic layer so you know exactly how the numbers are derived.

**How do I see what databases are connected?**
You can simply ask your agent to list your data connections. It will show you all the external databases and sources currently integrated with your Omni BI instance.

**Can I find folders in my BI account?**
Yes, the Connector can browse your resource folders. This is helpful for finding specific projects or reports that might be buried in different parts of your organization's workspace.

**Is this good for non-technical users?**
Yes, because it uses natural language. You don't need to know SQL or complex UI navigation; you just describe what data you need, and the agent handles the technical retrieval.

**How do I get an Omni BI API Key?**
Log in to your Omni instance, navigate to user settings or organization settings, and look for the API Tokens section to generate a new token.

**Can I run raw SQL queries?**
This implementation uses the `run_omni_query` tool which interacts with your defined data models (semantic layer). Raw SQL access depends on your specific model configuration in Omni.

**What formats are supported for data export?**
The `export_query_results` tool supports CSV, JSON, and XLSX formats. You will receive a temporary URL to download the requested file.