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Omni BI Intelligence MCP. Query, inspect, and export metrics from Omni BI.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Just plug in your AI agents and start using Vinkius.

Omni BI Intelligence MCP Server connects your AI agent directly to Omni BI dashboards, data models, and underlying metrics. Use this server to run ad-hoc queries, inspect field logic, list available workspaces, and export results in CSV or JSON format—all without opening the main UI.

It gives your agent deep read access to your organization's semantic layer.

What your AI agents can do

Export query results

Generates temporary download links for query results in CSV, JSON, or Excel formats.

Get dashboard details

Retrieves the full metadata and component layout for a specific BI dashboard ID.

Get field details

Fetches detailed information, including calculation logic, for a single data field.

+ 7 more capabilities included
List all available dashboards

The agent retrieves a list of dashboard names and IDs within your Omni BI instance.

Run ad-hoc data queries

You execute custom, programmatic SQL-like queries against specified data models and fields, receiving the resulting record set.

Retrieve specific field definitions

The agent fetches detailed metadata for a single field, including its data type, description, and underlying calculation logic.

Manage resource metadata

You browse the BI structure by listing top-level workspaces, folders, or connected databases to map out your data sources.

Export query results

The agent processes a successful query and generates a secure link allowing you to download the resulting data as CSV, JSON, or Excel files.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

Omni BI Intelligence: 10 Tools for Data Analytics

These tools let your AI agent navigate every aspect of Omni BI—from listing dashboards to running complex queries and exporting data.

export019d75e4

export query results

Generates temporary download links for query results in CSV, JSON, or Excel formats.

get019d75e4

get dashboard details

Retrieves the full metadata and component layout for a specific BI dashboard ID.

get019d75e4

get field details

Fetches detailed information, including calculation logic, for a single data field.

get019d75e4

get model details

Retrieves the schema and metadata structure for an entire Omni BI data model.

list019d75e4

list bi workspaces

Returns a list of all high-level workspaces or project containers available in your account.

list019d75e4

list dashboards

Retrieves the names and IDs for every dashboard currently hosted in Omni BI.

list019d75e4

list data connections

Shows all external databases or sources that are connected to Omni BI.

list019d75e4

list data models

Lists the core, reusable data models available in your environment.

list019d75e4

list resource folders

Browses and lists organizational folders that group related dashboards or resources.

run019d75e4

run omni query

Executes a custom query against your data models and returns the resulting record set directly to the chat.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

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Start building

Make Your AI Do More

Start with Omni BI Intelligence, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 4,700+ others, all in one place
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  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week

What you can do with this MCP connector

Omni BI Intelligence MCP Server hooks your AI agent right into Omni BI's back end. You get deep read access to all of your data models, metrics, and dashboard logic—all without having to open up the main user interface. This server lets your agent run ad-hoc queries and inspect every detail like a pro.

Navigation and Discovery:

  • You can map out your whole setup by running list_bi_workspaces, which returns all high-level project containers in your account, or listing connected sources using list_data_connections. You'll also see where things are organized with list_resource_folders and get a rundown of every dashboard ID and name currently hosted via list_dashboards.
  • When you need to know the full details on one specific view, calling get_dashboard_details retrieves all the metadata and component layouts for that BI dashboard.

Data Structure Inspection:

  • To understand what data you're working with, run list_data_models to see a list of core, reusable models in your environment. You can then get the full schema and metadata structure for any model using get_model_details.
  • For granular details on specific metrics, calling get_field_details fetches detailed information for a single data field; this includes its data type, description, and crucially, the underlying calculation logic.

Execution and Output:

  • Running queries is straightforward: use run_omni_query to execute custom, SQL-like queries directly against your specified data models and fields, sending the resulting record set straight back to your chat window.
  • After a successful query, you don't have to copy anything; calling export_query_results generates temporary download links that let you pull the results as CSV, JSON, or Excel files.

How Omni BI Intelligence MCP Works

  1. 1 You tell your AI client exactly what data you need—for example, 'Show me sales metrics for Q3' or 'What are the fields in the Orders model?'
  2. 2 The agent maps your request to the correct tool (e.g., list_data_models then get_field_details) and executes the call against Omni BI.
  3. 3 You get a structured response in chat—either the raw data set, the field definition metadata, or an export link you can click.

The bottom line is: it turns complex dashboard navigation into simple conversation with your agent.

Who Is Omni BI Intelligence MCP For?

This server is for data professionals who spend too much time clicking through UIs just to answer a single question. It's for the Data Analyst stuck in manual lookups, the Business Lead needing quick metric checks, or the Ops Team automating report preparation.

Data Analyst

Uses get_field_details to check model logic and runs ad-hoc queries (run_omni_query) when a dashboard doesn't show the precise calculation they need.

Business Lead

Monitors key metrics across different organizational workspaces using natural language, avoiding manual navigation through many dashboards.

Operations Engineer

Automates the retrieval of structured data exports for regulatory reporting or sends model metadata to other systems via export_query_results.

What Changes When You Connect

  • Stop clicking through tabs. Instead of manually navigating to a dashboard just to find one metric, ask your agent directly using list_dashboards or run_omni_query. It finds the data point instantly.
  • Understand the numbers without guessing. When a metric seems wrong, use get_field_details. This tool fetches the exact calculation logic for any field in a model—no more assumptions about how metrics are derived.
  • Automate reporting exports. Instead of copying data from a dashboard and pasting it into Excel, run your query using run_omni_query and then use export_query_results to get a clean, downloadable file link (CSV/JSON).
  • Map out your entire data structure instantly. Need to know where the 'Customer' model lives? Use list_data_models. Want to see what databases feed it? Run list_data_connections and map the dependencies.
  • Save time on resource management. Don't waste minutes searching for a folder or project. Use list_bi_workspaces and list_resource_folders to browse your entire BI setup by name.

Real-World Use Cases

01

Checking the source of a questionable metric

The Business Lead sees a revenue number on a dashboard that looks off. Instead of emailing the Data Analyst, they ask their agent: 'What is the field definition for Revenue?' The agent runs get_field_details and reports back the exact calculation logic (e.g., 'Revenue minus tax rate'). Problem solved in seconds.

02

Pulling data for a quick, ad-hoc report

The Operations Team needs to see the top 50 records from the 'Orders' model that were shipped last week. They ask their agent to run a query. The agent uses run_omni_query, gets the results, and then runs export_query_results to deliver an immediate CSV link for filing.

03

Understanding cross-system dependencies

The Data Analyst is building a new dashboard but isn't sure which data source is correct. They ask the agent to list all connected systems. The agent runs list_data_connections, allowing the analyst to confirm they are pulling from the correct, active database.

04

Comparing model structures

The Business Lead wants to compare two different data models (e.g., 'Sales' vs. 'Marketing'). They ask the agent to list both (list_data_models), then use get_model_details on each one side-by-side to verify that they are tracking similar fields.

The Tradeoffs

Assuming dashboard details are enough

A user sees a metric in the UI and assumes it's correct, but doesn't know how to verify the underlying calculation. They try to guess which tool to use.

Never rely on visual data alone. Always check the source logic by using get_field_details first. This confirms the calculation used for that specific metric.

Copy/pasting query results

The user runs a successful query, copies 50 rows of data into a spreadsheet, and then has to manually format it or clean up headers.

Don't copy. Immediately ask the agent to create an export link using export_query_results. This delivers perfectly formatted files (CSV/JSON) ready for use.

Getting lost in resource structure

The user knows they need a dashboard but can't remember if it’s under 'Sales' or 'Q1 Reports'. They spend 15 minutes clicking through the UI folders.

Use list_bi_workspaces and list_resource_folders first. This lets your agent list all containers, helping you pinpoint the exact location of the data you need.

When It Fits, When It Doesn't

You should use this server if your workflow requires reading, inspecting, or exporting data from Omni BI without opening a browser window. It's perfect for Data Analysts and Operations Engineers who need to verify metrics or pull specific datasets programmatically.

Don't use it if you are trying to build dashboards (that’s UI work) or if the data source is completely external and not connected through Omni BI. If your primary goal is simply listing available services, using list_data_connections helps map out what exists before you try running a query with run_omni_query. This server specializes in read access and metadata discovery; it doesn't modify data.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Omni BI. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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How we secure it →

Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

export_query_results get_dashboard_details get_field_details get_model_details list_bi_workspaces list_dashboards list_data_connections list_data_models list_resource_folders run_omni_query

Manual BI exploration takes way too long.

Today, if you need to verify a metric or run an ad-hoc report, you have to click through three different tabs: navigate the workspace, find the correct dashboard, filter by date range, and then—if that's not enough—you might have to copy dozens of data points into a separate spreadsheet. It’s slow, error-prone, and kills momentum.

With this MCP server, you skip all those clicks. You just tell your agent: 'What was the total revenue for Q3 in California?' The agent handles finding the right dashboard, running the query via `run_omni_query`, and delivering a clean answer—or better yet, an export link—in seconds.

Omni BI Intelligence MCP Server: Run queries and export data.

Previously, if you wanted to know *why* a metric was calculated the way it was, you were stuck. You’d have to hunt down documentation or interrupt an expert just to ask for the calculation logic behind 'Active User Count.'

Now, simply ask your agent: 'What is the field definition for Active User Count?' The server uses `get_field_details` and gives you the precise formula immediately. It's that direct insight into model logic that changes everything.

Common Questions About Omni BI Intelligence MCP

How do I list all available dashboards using list_dashboards? +

You simply ask your agent to run list_dashboards. The server returns a clean list of every dashboard ID and name in your Omni BI instance. This is the first step if you don't know what data exists.

Can I query data models using run_omni_query? +

Yes, run_omni_query executes custom queries against your defined data models. You provide the model and field names, and the agent fetches the latest record set directly for you to review.

What is the purpose of get_field_details? +

The get_field_details tool retrieves the detailed metadata for a specific field. It tells you not only what the field measures but also the exact calculation or logic used to generate that number.

How do I export data after running an Omni query? +

After run_omni_query succeeds, follow up by asking the agent to use export_query_results. This generates a temporary link that lets you download the results in CSV, JSON, or Excel format.

Does list_data_connections show all my data sources? +

Yes. Running list_data_connections provides a comprehensive view of every external database and source that Omni BI is currently linked to, helping you audit your connected systems.

What permissions do I need to run queries using `get_model_details`? +

You must provide a valid Bearer Token with read-only access to the Omni BI instance. This token needs permission to view the semantic layer, allowing your agent to fetch metadata for data models and fields.

What does `list_bi_workspaces` tell me about my organization's structure? +

This tool maps out your BI environment by listing all available workspaces. It helps you understand the project hierarchy, letting you navigate between different business units or teams within Omni.

When I use `get_model_details`, does it show me field calculation logic? +

Yes, when calling this function, the agent returns comprehensive metadata for the model. This includes the specific logic and definitions for individual fields, going beyond just the name.

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.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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