Connect BSC Designer to your AI agent

Data & Analytics 10 actions available

BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance.

We set up the connection using your own BSC Designer account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in BSC Designer

Each one is a real action the agent can take on its own, the same things a person clicking around BSC Designer could do. Read-only by default; write actions are confirmed against your policy.

  • Balance Scorecard Weights Recalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight. Use only on an owner-approved scorecard because this documented mutation has not yet been live-verified.
  • Download Excel Report Generate and download a scorecard's Excel report, optionally evaluated at a specified date.
  • Get Document Get metadata and sharing settings for one scorecard document by numeric ID or alias.
  • Get Grouped Indicator Values Get one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
  • Get Indicator Value Get one indicator's value, baseline, target, minimum, and maximum for the requested as-of date under its update-interval and value-inheritance settings, including each metric's effective date. Future scheduled values ar…
  • Get Scorecard Item Get detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
  • List Documents List scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
  • List Scorecard Items List the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.
  • Set Indicator Values Set one or more indicators' value, baseline, target, minimum, or maximum in one batch request. BSC Designer maps the requested date to each indicator's configured update schedule; use the returned date and metric-specif…
  • Update Indicator Update an indicator's name, description, or leading/lagging business type without changing its measured values. The tool reads and preserves unspecified metadata, then verifies the update; avoid concurrent edits to the…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in BSC Designer, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

BSC Designer questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions BSC Designer's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put BSC Designer to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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