Connect Microsoft Power Bi to your AI agent

Data & Analytics 116 actions available

Microsoft Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.

We set up the connection using your own Microsoft Power Bi 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 Microsoft Power Bi

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

  • Add Dashboard to Workspace Creates a new empty dashboard in the specified workspace. Use this action when you need to create a new dashboard in a Power BI workspace. The API call can be called by a service principal profile. Requires the Workspac…
  • Get Reports From App Returns a list of reports from the specified app. Use this action when you need to retrieve all reports that belong to a specific Power BI app. This is useful for exploring app contents, finding specific reports within…
  • Assign Workspace to Capacity Assigns the specified workspace to the specified capacity. Use this action when you need to assign a Power BI workspace to a dedicated capacity or unassign My workspace from a capacity by providing an empty GUID (000000…
  • Cancel Dataset Refresh in Workspace Cancels the specified refresh operation for the specified dataset from the specified workspace. Use this action when you need to cancel an in-progress dataset refresh operation within a specific Power BI workspace. This…
  • Clone Report Clones the specified report from My workspace. If the dataset for a cloned report resides in two different workspaces or in My workspace, then a shared dataset is created. Use when you need to duplicate a report within…
  • Clone Report in Workspace Clones the specified report from the specified workspace. Use this action when you need to duplicate a Power BI report within the same workspace or to a different workspace. If the dataset for a cloned report resides in…
  • Create goal value check in Creates a new goal value check-in for a Power BI scorecard goal. Use this action when you need to record a new value check-in for a specific goal within a Power BI scorecard. This action allows you to update the current…
  • Create Workspace Creates a new workspace in Power BI. Use this action when you need to create a new Power BI workspace to organize reports, dashboards, datasets, and other Power BI content. This API call can be called by a service princ…
  • Create Push Dataset Creates a new dataset on My workspace in Power BI. Use this action when you need to create a new push dataset to store and manage data that can be pushed programmatically via the Power BI REST API. This API call only su…
  • Create Scorecard Creates a new scorecard in the specified Power BI workspace. Use this action when you need to create a new scorecard to track business objectives and key results in a specific Power BI workspace. Scorecards help organiz…
  • Create Temporary Upload Location Creates a temporary blob storage upload location for importing large Power BI .pbix files that are between 1 GB and 10 GB in size. Use this action when you need to upload a large Power BI .pbix file (between 1 GB and 10…
  • Create Temporary Upload Location Creates a temporary blob storage upload location for importing large Power BI .pbix files that are between 1 GB and 10 GB in size. Use this action when you need to upload a large Power BI .pbix file (between 1 GB and 10…
  • Delete Dashboard Deletes the specified dashboard from My workspace. Use this action when you need to permanently remove a dashboard from a user's Power BI workspace. This action is irreversible — once deleted, the dashboard and all its…
  • Delete Dataflow Deletes the specified dataflow from Power BI data prep storage, including its definition file and model. Use this action when you need to permanently remove a dataflow from a Power BI workspace. This action is irreversi…
  • Delete Dataset Deletes the specified dataset from My workspace. Use this action when you need to permanently remove a dataset from a user's Power BI workspace. This action is irreversible — once deleted, the dataset and all its associ…
  • Delete Dataset from Workspace Deletes the specified dataset from the specified workspace. Use this action when you need to permanently remove a dataset from a specific Power BI workspace. This action is irreversible — once deleted, the dataset and a…
  • Delete Goal Deletes a goal from a scorecard by goal ID. Use this action when you need to permanently remove a goal from a Power BI scorecard. This action is irreversible — once deleted, the goal and its associated data cannot be re…
  • Delete Goal Note by ID Deletes a goal value check-in note by its unique identifier. Use this action when you need to remove a specific check-in note from a goal value in Power BI goals. This action is irreversible — once deleted, the note can…
  • Delete Goal Status Rules Removes status rule definitions from a goal. Use this action when you need to remove all status rules from a specific goal within a Power BI scorecard. This action is irreversible — once deleted, the status rules and th…
  • Delete Pipeline User Removes user permissions from the specified deployment pipeline. Use this action when you need to revoke a user's access to a deployment pipeline. This action is irreversible — once removed, the user loses access to the…
  • Delete Report from Workspace Deletes the specified report from the specified workspace. Use this action when you need to permanently remove a report from a specific Power BI workspace. This action is irreversible — once deleted, the report and all…
  • Delete Rows from Dataset Table Deletes all rows from the specified table within the specified dataset from My workspace. Use this action when you need to clear all data from a specific table within a Power BI push dataset. This action is irreversible…
  • Delete Rows from Dataset Table in Workspace Deletes all rows from the specified table within the specified dataset from the specified workspace. Use this action when you need to clear all data from a specific table within a Power BI push dataset in a specific wor…
  • Delete Scorecard By ID Deletes a scorecard by its ID from the specified workspace. Use this action when you need to permanently remove a scorecard from a Power BI workspace. This action is irreversible — once deleted, the scorecard and all it…
  • Delete Workspace Deletes the specified workspace. Use this action when you need to permanently remove a Power BI workspace. This action is irreversible — once deleted, the workspace and all its content (reports, dashboards, datasets) ca…
  • Discover Gateways for Dataset Returns a list of gateways that the specified dataset from the specified workspace can be bound to. Use this action when you need to discover which on-premises data gateways are available to bind a dataset to for refres…
  • Execute DAX Queries Executes Data Analysis Expressions (DAX) queries against the provided dataset in My workspace. Use this action when you need to run DAX queries to retrieve or analyze data from a Power BI dataset. This endpoint supports…
  • Execute DAX Queries on Dataset Executes Data Analysis Expressions (DAX) queries against the specified Power BI dataset. Use this action when you need to run DAX queries to retrieve data, perform calculations, or analyze data directly from a Power BI…
  • Execute Subscription Executes the Subscription specified by the Id. Use this action when you need to manually trigger a Power BI email subscription to run immediately instead of waiting for its scheduled frequency. This is useful for testin…
  • Generate Dashboard Embed Token Generates an embed token to view or edit the specified dashboard from the specified workspace. Use this action when you need to generate an embed token to embed a Power BI dashboard in your application. The token allows…
  • Generate Embed Token for Power BI Generates an embed token for multiple reports, datasets, and target workspaces. Use this action when you need to generate an embed token to embed Power BI reports, dashboards, or visuals in your application. Reports and…
  • Generate Report Embed Token in Group Generates an embed token to view or edit the specified report from the specified workspace. Use this action when you need to generate an embed token to embed a Power BI report in your application. The token allows you t…
  • Generate Dataset Embed Token in Group Generates an embed token based on the specified dataset from the specified workspace. Use this action when you need to generate an embed token to embed Power BI reports or dashboards using a specific dataset from a work…
  • Get Available Feature By Name Returns the specified available feature for the user by name. Use this action when you need to check the availability and status of a specific Power BI feature, such as embedTrial. This API call doesn't require any scop…
  • Get Capacities Returns a list of Power BI capacities that the authenticated user has access to. Use this action to retrieve information about all available capacities in the organization, including their state, SKU, region, and access…
  • Get Dashboard from My Workspace Returns the specified dashboard from My workspace. Use when you need to retrieve details about a specific dashboard from the current user's personal workspace in Power BI. This is useful for getting dashboard metadata,…
  • Get Dashboards Returns a list of dashboards from the specified workspace. Use this action when you need to retrieve all dashboards within a Power BI workspace. This is useful for exploring workspace contents, finding specific dashboar…
  • Get Dataflows Returns a list of all dataflows from the specified workspace. Use this action when you need to retrieve all dataflows within a specific Power BI workspace. This is useful for inventory, monitoring, or managing dataflows…
  • Get Dataset Returns the specified dataset from My workspace. Use this action when you need to retrieve details about a specific Power BI dataset in your workspace, including its configuration, permissions, and relationships to othe…
  • Get Dataset in Workspace Returns the specified dataset from the specified workspace. Use this action when you need to retrieve details about a specific Power BI dataset in a workspace, including its configuration, permissions, and relationships…
  • Get DataSet Data Gets the query results for the specified DataSet. Use when you need to retrieve the actual data values from a Power BI DataSet, such as for exporting data, generating reports outside of Power BI, or performing data anal…
  • Get Datasets from My Workspace Returns a list of datasets from My workspace. Use when you need to retrieve all datasets available in the authenticated user's personal workspace, including their configuration and metadata. Required Scope: Dataset.Read…
  • Get DataSets from Power BI Gets an array of DataSet CatalogItems from Power BI. Use when you need to retrieve all available datasets from the Power BI service, including their metadata such as creation date, modified date, owner, and dataset-spec…
  • Get Dataset to Dataflows Links Returns a list of upstream dataflows for datasets from the specified workspace. Use this action when you need to retrieve the relationships between datasets and their upstream dataflows in a Power BI workspace for depen…
  • Get Dataset Users Returns a list of principals that have access to the specified dataset. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Power BI dataset. This…
  • Get Dataset Users In Group Returns a list of principals that have access to the specified dataset within a workspace. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Pow…
  • Get Datasources for Dataset Returns a list of data sources for the specified dataset from My workspace. Use when you need to retrieve all data source connections configured for a specific Power BI dataset, such as when auditing data sources, troub…
  • Get Datasources for Dataset in Workspace Returns a list of data sources for the specified dataset from the specified workspace. Use when you need to retrieve all data source connections configured for a specific Power BI dataset within a workspace, such as whe…
  • Get Gateway Returns the specified gateway. Use this action when you need to retrieve details about a specific Power BI gateway, including its status, type, and public key for encryption. Permissions: The user must have gateway admi…
  • Get Gateway Datasources in Group Returns a list of gateway data sources for the specified dataset from the specified workspace. Use this action when you need to retrieve all gateway data source connections configured for a specific Power BI dataset wit…
  • Get Gateways Returns a list of gateways for which the user is an admin. Use this action when you need to retrieve all Power BI gateways that you have administrative permissions for. This is useful for monitoring gateway status, mana…
  • Get Goals from Scorecard Returns a list of goals from a scorecard. Use this action when you need to retrieve all goals defined within a Power BI scorecard. This is useful for understanding the organizational objectives and key results (OKRs) tr…
  • Get Goals Refresh History Reads refresh history of a connected goal. Use this action when you need to retrieve the refresh history for a specific Power BI goal to monitor refresh performance, identify failed refreshes, or audit refresh operation…
  • Get Goals Status Rules Returns status rules of a goal. Use this action when you need to retrieve the status rules configuration for a specific Power BI goal within a scorecard. Status rules determine how goal status is calculated based on con…
  • Get Goal Value By ID Reads a goal value check-in by a UTC date timestamp. Use this action when you need to retrieve a specific goal value check-in from a Power BI scorecard. This is useful for tracking historical goal values, reviewing note…
  • Get Groups Returns a list of workspaces the user has access to. Use this action when you need to retrieve all Power BI workspaces (groups) that the authenticated user has access to. This is useful for listing available workspaces,…
  • Get Groups Capacity Assignment Status Gets the status of the assignment-to-capacity operation for the specified workspace. Use this action when you need to check the current status of a workspace assignment operation to a capacity. This is useful for monito…
  • Get Group Users Returns a list of users that have access to the specified workspace. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Power BI workspace. This…
  • Get Import Returns the specified import from My workspace. Use this action when you need to retrieve details about a specific import in your Power BI workspace, including its status, associated datasets, and reports. This is usefu…
  • Get Imports from My Workspace Returns a list of imports from My workspace. Use this action when you need to retrieve all imports in the authenticated user's personal workspace, including their status, associated datasets, and reports. This is useful…
  • Get Imports in Workspace Returns a list of imports from the specified workspace. Use this action when you need to retrieve all imports in a Power BI workspace to monitor import status, list imported datasets and reports, or check for failed imp…
  • Get Linked Report History Snapshot Gets requested HistorySnapshot item specified by HistoryId of the LinkedReport specified by Id. Use this action when you need to retrieve a specific history snapshot for a Power BI LinkedReport. History snapshots captur…
  • Get Report Page Returns the specified page within the specified report from the specified workspace. Use this action when you need to retrieve details about a specific page within a Power BI report. This is useful for exploring report…
  • Get Pages from Report Returns a list of pages within the specified report from the specified workspace. Use this action when you need to retrieve all pages in a Power BI report to understand the report structure, navigate between pages, or m…
  • Get Pages from Report in My Workspace Returns a list of pages within the specified report from My workspace. Use this action when you need to retrieve all pages in a Power BI report that belongs to your personal workspace. This is useful for understanding t…
  • Get Dataset Parameters Returns a list of parameters for the specified dataset from **My workspace**. Use this action when you need to retrieve all parameter definitions and their current values for a Power BI dataset, including whether each p…
  • Get Dataset Parameters in Workspace Returns a list of parameters for the specified dataset from the specified workspace. Use this action when you need to retrieve all parameter definitions and their current values for a Power BI dataset within a specific…
  • Get Query Scale Out Sync Status Returns the query scale-out sync status for the specified dataset from the specified workspace. Use this action when you need to check the synchronization status of read-only replicas for a dataset that supports query s…
  • Get Refreshable For Capacity Returns the specified refreshable for the specified capacity that the user has access to. Use this action when you need to retrieve details about a specific refreshable item (dataset) within a capacity, including refres…
  • Get refreshables for all capacities Returns a list of refreshables for all capacities that the user has access to. Use when you need to retrieve information about datasets and dataflows that have refresh schedules or refresh history across all Power BI ca…
  • Get Refresh Execution Details In Group Returns execution details of a refresh operation for the specified dataset from the specified workspace. Use this action when you need to retrieve detailed information about a dataset refresh operation within a workspac…
  • Get Refresh History for Dataset Returns the refresh history for the specified dataset from My workspace. Use when you need to retrieve the refresh history of a specific Power BI dataset to monitor refresh performance, identify failed refreshes, or aud…
  • Get Dataset Refresh Schedule Returns the refresh schedule for the specified dataset from My workspace. Use when you need to retrieve the current refresh schedule configuration for a dataset, including the days, times, and notification settings. Req…
  • Get Refresh Schedule In Group 2 Returns the refresh schedule for the specified dataset from the specified workspace. Use this action when you need to retrieve the current refresh schedule configuration for a dataset within a specific Power BI workspac…
  • Get Report from My Workspace Returns the specified report from My workspace. Use this action when you need to retrieve details about a specific Power BI report from your personal workspace, including its metadata, embed URL, ownership information,…
  • Get Report Page From My Workspace Returns the specified page within the specified report from My workspace. Use this action when you need to retrieve details about a specific page within a Power BI report in your personal workspace. This is useful for e…
  • Get Reports Gets an array of Report CatalogItems from Power BI. Use this action when you need to retrieve all reports available in the Power BI service. This is useful for browsing the report catalog, finding specific reports, or a…
  • Get Reports From My Workspace Returns a list of reports from My workspace. Use this action when you need to retrieve all reports from your personal Power BI workspace. This also returns shared reports and reports from shared apps. This is useful for…
  • Get Resources Gets an array of Resource catalog items. Use this action when you need to retrieve all Power BI resources from the catalog. This is useful for exploring available resources, finding specific resource IDs, or managing re…
  • Get Scorecard By ID Returns a scorecard with the specified ID. Use this action when you need to retrieve details about a specific Power BI scorecard within a workspace, including its goals, metrics, and configuration. This action supports…
  • Get Scorecards Returns a list of scorecards from a workspace. Use this action when you need to retrieve all scorecards within a Power BI workspace. This is useful for exploring workspace goals, finding specific scorecard IDs, or manag…
  • Get Tables in Dataset Returns a list of tables within the specified dataset from My workspace. Use this action when you need to retrieve the schema, columns, measures, and other structural metadata of tables within a Power BI dataset. This i…
  • Get Tables in Dataset within Workspace Returns a list of tables within the specified dataset from the specified workspace. Use when you need to retrieve the schema, columns, measures, and other structural metadata of tables within a Power BI dataset in a spe…
  • Get Tiles from My Workspace Dashboard Returns a list of tiles within the specified dashboard from My workspace. Use this action when you need to retrieve all tiles (visualizations) from a specific dashboard in My workspace. Supported tiles include datasets…
  • Get Tiles from Workspace Dashboard Returns a list of tiles within the specified dashboard from the specified workspace. Use this action when you need to retrieve all tiles (visualizations) from a specific dashboard within a Power BI workspace. Supported…
  • Get Workspace Returns a specified workspace (group). Use this action when you need to retrieve details about a specific Power BI workspace, including its name, capacity configuration, storage settings, and Log Analytics workspace int…
  • Trigger Query Scale Out Sync in Workspace Triggers a query scale-out sync of read-only replicas for the specified dataset from the specified workspace. Use this action when you need to manually synchronize read-only replicas for a dataset in a specific Power BI…
  • Move Power BI Scorecard Goals Moves goals within the scorecard. Changes their ranks and parents. Use when you need to reorganize the goal hierarchy in a Power BI scorecard, such as reordering goals within the same parent, moving a goal to a differen…
  • Patch Goal Note Updates a goal value check-in note by ID. Use this action when you need to update the content of an existing goal check-in note in Power BI goals. This action modifies the note body while preserving other note metadata…
  • Patch Goal Value By ID Updates a goal value check-in by a UTC date timestamp. Use this action when you need to update the value, status, target, or other properties of a specific goal value check-in within a Power BI scorecard. This allows yo…
  • Patch Scorecard By ID Updates a scorecard by its ID. Use this action when you need to modify properties of an existing Power BI scorecard, such as updating its name, description, permissions, or associated settings. This action requires the…
  • Create Push Dataset in Workspace Creates a new push dataset in the specified Power BI workspace. Use this action when you need to create a new push dataset in a specific workspace to store and manage data that can be pushed programmatically via the Pow…
  • Grant Dataset User Permissions Grants the specified user's permissions to the specified dataset. Use this action when you need to assign access rights to a Power BI dataset for a specific user, group, or app. This is useful for managing dataset permi…
  • Grant Dataset User Permissions In Group Grants the specified user's permissions to the specified dataset in a workspace. Use this action when you need to assign access rights to a Power BI dataset for a specific user, group, or app within a workspace context.…
  • Post Goal Adds a new goal to a Power BI scorecard. Use this action when you need to create a new goal within an existing scorecard to track objectives, KPIs, or other metrics. Goals can be organized in a parent-child hierarchy an…
  • Post Goal Note Adds a new note to a goal value check-in for a Power BI scorecard goal. Use this action when you need to add a note or comment to a specific goal value check-in within a Power BI scorecard. This allows you to provide ad…
  • Add Rows to Dataset Table in Workspace Adds new data rows to the specified table within the specified dataset from the specified workspace. Use this action when you need to push new data rows into a Power BI push dataset table. This action is idempotent — pu…
  • Post Goal Status Rules Creates or updates status rules of a goal in Power BI. Use this action when you need to define custom status rules that automatically set a goal's status based on conditions such as current value, threshold comparisons,…
  • Update Table Schema Updates the metadata and schema for the specified table within the specified dataset from My workspace. Use this action when you need to modify the schema or metadata of an existing table in a Power BI push dataset. Thi…
  • Update Table Schema in Workspace Updates the metadata and schema for the specified table within the specified dataset from the specified workspace. Use this action when you need to modify the schema or metadata of an existing table in a Power BI push d…
  • Rebind Report to Dataset Rebinds the specified report from the specified workspace to the specified dataset. Use this action when you need to change which dataset a Power BI report uses. This is useful for migrating reports to different dataset…
  • Trigger Dataset Refresh in Workspace Triggers a refresh for the specified dataset from the specified workspace. Use this action when you need to manually trigger a dataset refresh in a Power BI workspace. An enhanced refresh is triggered only if a request…
  • Generate Report Embed Token for Create in Group Generates an embed token to allow report creation in the specified workspace based on the specified dataset. Use this action when you need to generate an embed token to create a new Power BI report within a specific wor…
  • Set Linked Report Cache Options Replaces the CacheOption's content for a given LinkedReport using the provided definition. Use this action when you need to configure or update the cache settings for a Power BI linked report. This includes setting the…
  • Take Over Dataset Transfers ownership over the specified dataset to the current authorized user. Use this action when you need to take over ownership of a dataset in a Power BI workspace. This is useful when the original owner has left t…
  • Take Over Paginated Report Ownership Transfers ownership of the data sources for the specified paginated report (RDL) to the current authorized user. Use this action when you need to take ownership of a paginated report's data sources in a Power BI workspa…
  • Trigger Query Scale Out Sync Triggers a query scale-out sync of read-only replicas for the specified dataset from My workspace. Use this action when you need to manually synchronize read-only replicas for a dataset that supports query scale-out. Th…
  • Update Dataset Updates the properties for the specified dataset from My workspace. Use this action when you need to modify dataset settings such as query scale-out configuration or storage mode. The user must be the dataset owner to p…
  • Update Dataset In Workspace Updates the properties for the specified dataset from the specified workspace. Use this action when you need to modify dataset settings in a workspace, such as configuring query scale-out settings or changing the storag…
  • Update Paginated Report Data Sources Updates the data sources of the specified paginated report (RDL) from the specified workspace. Use this action when you need to update the connection details (server, database) for one or more data sources in a Power BI…
  • Patch Goal By ID Updates a goal by its ID within a Power BI scorecard. Use this action when you need to modify properties of an existing goal in a Power BI scorecard, such as updating its name, description, dates, permissions, or associ…
  • Update Dataset Parameters in Workspace Updates the parameters values for the specified dataset from the specified workspace. Use this action when you need to change one or more parameter values in a Power BI dataset that resides in a specific workspace. This…
  • Update Refresh Schedule Updates the refresh schedule for the specified dataset from My workspace. Use this action when you need to configure or modify the automatic refresh schedule for a Power BI dataset, such as enabling/disabling scheduled…
  • Update Refresh Schedule In Group Updates the refresh schedule for the specified dataset from the specified workspace. Use this action when you need to configure or modify the automatic refresh schedule for a Power BI dataset within a workspace, such as…
  • Update Report Content Updates the content of the specified report from **My workspace** with the content of a specified source report. Use this action when you need to replace the content of a report in My workspace with content from another…
  • Update Workspace Updates the properties for the specified workspace. Use this action when you need to modify workspace settings such as renaming the workspace or changing the default dataset storage format. This action can be called by…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Microsoft Power Bi account. We never see your password, and you can revoke access from Microsoft Power Bi at any time.

  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

Microsoft Power Bi questions, answered.

You sign in with your own Microsoft Power Bi account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Microsoft Power Bi at any time.
The actions Microsoft Power Bi'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 Microsoft Power Bi 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 integrations

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