• LISTING
  • SEARCHING
  • INSPECTING
  • HUMAN

How to find dashboards and reports with your AI

Connect Omni BI Intelligence to your AI client to navigate your BI environment. Once connected, your agent can locate workspaces and pull specific dashboard layouts.

Ask AI about this page

Short answer

How can I find my Omni BI dashboards using AI?

Your agent uses the connector to list available workspaces and dashboards. You can then ask for specific details about a dashboard's layout to get the exact information you need. This gives you a direct way to map out your BI environment.

Where your data lives.

The outcomes of your search.

The AI moves through your Omni hierarchy to surface the specific reports you're looking for.

LISTING

Workspace discovery

The AI identifies all available BI workspaces. You get a clear view of your organizational structure without clicking through menus.

SEARCHING

Dashboard identification

Your agent finds specific dashboards within a workspace. It narrows down the list so you don't have to hunt for a specific report name.

INSPECTING

Layout retrieval

The AI pulls the specific configuration and layout of a dashboard. You get the structural details of the report immediately.

HUMAN

Manual review

You decide which dashboards are relevant to your current task. The AI finds them, but you make the final call on which data to act on.

The workflow

What your AI does when the request arrives.

The AI follows a logical path from broad workspace scanning to specific dashboard inspection.

  1. Scan workspaces

    The agent looks through your Omni environment to see which BI workspaces are available for you to access.

    list_bi_workspaces

  2. Locate dashboards

    Once a workspace is identified, the AI pulls a list of all dashboards contained within it.

    list_dashboards

  3. Extract layout info

    The agent looks deep into a specific dashboard to understand how its components and layouts are organized.

    get_dashboard_details

  4. Report findings

    The AI presents the names, locations, and structural details of the requested dashboards directly in your chat interface.

    list_dashboardsget_dashboard_details

Try it

Copy these to start.

Use these prompts to begin interacting with your Omni data.

Starting points

These are opening lines. Swap out the workspace or dashboard names with your actual Omni names.

Omni BI Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_0gznQu1XVWP1sAGGLhUvTXTBwtHKt2KwkuA0UKRm/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 — Omni BI capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "omni-bi-intelligence-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0gznQu1XVWP1sAGGLhUvTXTBwtHKt2KwkuA0UKRm/mcp"
    }
  }
}
Copy into chat04

  • List all my Omni BI workspaces.

  • Find the Sales Performance dashboard in the Marketing workspace.

  • Show me the layout details for the Q3 Revenue dashboard.

  • Which dashboards are available in the Finance workspace?

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

Start here

Connect Omni BI Intelligence once, then ask.

Just click the link to connect the MCP to your client. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Omni BI Intelligence to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new dashboards in Omni?

    No. The AI can only list existing workspaces, find dashboards, and read their details.

  • 02

    Can the AI edit the data inside a report?

    No. The AI only reads the dashboard metadata and layout information. It cannot change your underlying data or report settings.

  • 03

    Does the AI see my login password?

    No. Vinkius manages the connection securely so your credentials are never exposed to the AI or the platform.

  • 04

    Can I ask for specific dashboard layouts?

    Yes. The AI can pull the specific details of a dashboard layout for you.

  • 05

    Can the AI delete a workspace?

    No. There are no tools provided to delete or modify your Omni BI structure.

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

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