• SEARCH
  • LIST
  • NAVIGATE
  • HUMAN

How to find specific reports with your AI

Connect Metabase to your agent to turn natural language questions into direct access to your business intelligence.

Ask AI about this page

Short answer

How do I find specific reports with my AI?

Your agent uses Metabase tools to scan your collections and dashboards for specific names or metrics. It maps your request to the right dashboard or collection immediately. You get the exact location of the data you're looking for.

Where your data surfaces.

Direct access to your metrics.

The agent moves through your Metabase hierarchy to pinpoint information.

SEARCH

Direct report hits

The agent finds specific dashboards or questions by name. You get a direct link to the content you asked for.

LIST

Collection overview

The agent pulls lists of all available collections. This helps you see how your data is organized.

NAVIGATE

Dashboard discovery

The agent identifies which dashboards live within specific collections. It maps out the structure of your BI environment.

HUMAN

Manual verification

You review the found dashboards to ensure the metrics match your intent. The agent identifies the content, but you confirm the data is correct.

The workflow

What your AI does when the request arrives.

The agent acts as a navigator for your Metabase instance.

  1. Scanning content

    The agent looks for specific keywords or report names across your entire Metabase instance.

    search_content

  2. Mapping collections

    The agent pulls a list of all your existing collections to understand the organizational structure.

    list_collections

  3. Locating dashboards

    The agent identifies the specific dashboards available within a given collection.

    list_dashboards

  4. Filtering results

    The agent narrows down the search results to find the exact dashboard you mentioned.

    search_content

Try it

Copy these to start.

Use these prompts to begin interacting with your Metabase data.

Starting points

Swap out the bracketed text for your actual Metabase names.

Metabase Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_81usxhuffmH5qVmHtpmbFZWoVXrKKHjT3u2k9g8R/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Metabase capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "metabase-business-intelligence-analytics-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_81usxhuffmH5qVmHtpmbFZWoVXrKKHjT3u2k9g8R/mcp"
    }
  }
}
Copy into chat04

  • Find the 'Monthly Revenue' dashboard in Metabase.

  • List all the collections in my Metabase instance.

  • Show me all the dashboards inside the 'Marketing' collection.

  • Search for any reports related to 'user churn' in Metabase.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Metabase once, then ask.

One connection gives your agent access to your Metabase metadata. Your credentials stay encrypted and secure on our end.

Connect Metabase to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my Metabase dashboards?

    No. The agent can only find and list existing content. It cannot create, move, or delete dashboards or collections.

  • 02

    Can the AI run the actual queries inside a dashboard?

    No. The agent finds the dashboards and reports, but it does not execute the underlying SQL or data queries.

  • 03

    Does the AI see all my data?

    The agent sees the names and structures of your collections and dashboards to help you find them. It does not read the raw data rows within your tables.

  • 04

    Can I ask for reports by their ID?

    Yes. If you know the specific ID, the agent can use that to locate the exact item.

  • 05

    Will the agent find hidden collections?

    The agent can only find content that its connection has permission to list and search.

  • More questions about Metabase? The Connector page answers them. See everything the Metabase Connector can do

Connect Metabase to Claude, Cursor, ChatGPT & more