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Microsoft Power BI: ask questions of dashboards via DAX, push data into push datasets, and build dashboards from PBIX/PBIT templates.

What is Power BI?

Microsoft Power BI connector for asking questions of existing dashboards AND building new ones programmatically. Read side: list workspaces / dashboards / reports / datasets, run DAX queries against datasets to pull computed metrics directly, trigger and check dataset refreshes. Build side: create push datasets with custom schemas, push rows in batches, create dashboards, clone tiles, upload parameterized PBIX/PBIT templates and fill in their parameters per use. Tier-adaptive — works on Pro and Premium; Premium-only features (XMLA endpoint, full data modeling) auto-detect and degrade gracefully.

Available Tools

  • Workspace, dashboard, report & dataset listing
  • DAX query execution against datasets
  • Dataset refresh triggers + history
  • Push datasets — create + push rows + clear
  • Dashboards — create + clone tiles
  • PBIX / PBIT template upload + parameter filling

Requirements

  • Permission grant
    Accept Microsoft permissions to allow PatchOps to read AND write your Power BI workspaces, datasets, dashboards, and reports.
  • Power BI Pro or Premium
    Required to use the Power BI REST API at all. Pro is sufficient for everything in this connector. Premium unlocks XMLA-based richer data modeling in a follow-up phase.

Quick Setup Guide

Follow these steps to connect your AI agents to this connector

Connect your Microsoft account to PatchOps and grant the Power BI scopes.

Approve Workspace.ReadWrite.All, Dashboard.ReadWrite.All, Report.ReadWrite.All, Dataset.ReadWrite.All, and Content.Create on the Microsoft consent screen.

Power BI tools appear automatically. Try runDax({ datasetId, query: 'EVALUATE TOPN(10, …)' }) to ask a question, or createPushDataset() + pushRowsToTable() to start building.

Connect to Your AI Assistant

Choose your AI assistant below for specific setup instructions

Follow these steps to connect Power BI to Claude:

Step 1: Open Claude Settings

Launch Claude → Click the profile button (bottom left) → Navigate to Settings

Step 2: Access Connectors

Scroll down to the Connectors tab → Navigate to the bottom → Click “Add Custom Connector”

Step 3: Name Your Connector

Enter any name you'd like for this connector

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the Connector

Paste the URL in the “Remote MCP Server URL” text box → Click Add

Step 6: Start Using

Your connector is now ready to use in Claude

Follow these steps to connect Power BI to ChatGPT:

Step 1: Enable Developer Mode

Go to Settings → Connectors → Advanced → Enable Developer mode

Step 2: Create New Connector

Go back to Connectors page → Click “Create” (top right)

Step 3: Name Your Connector

Enter any name you'd like for this connector (descriptions are optional)

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the URL

Paste the URL in the “MCP Server URL” text box

Step 6: Set Authentication

Click the authentication dropdown → Select “No authentication” (PatchOps handles authentication internally)

Step 7: Create the Connector

Click “I understand and want to continue” checkbox → Press Create

Step 8: Using the Connector

Start a new chat → Click the + button (left of text box) → Open dropdown → Hover over three dots labeled “More” → Select your connector

Instructions for connecting Power BI to GitHub Copilot:

Coming Soon

Detailed setup instructions for GitHub Copilot will be added here.

For other MCP-compatible platforms:

Step 1: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 2: Add to Configuration

Add this configuration to your MCP settings file. Replace the URL with your specific connector URL from the /mcp page:

"Power BI-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}

Example Configuration

Here’s an example using PatchOps MCP:

"PatchOps-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}