Connect your AI agent
OpenBI Studio has an endpoint for AI agents. Connect the Claude app, Claude Code, Cursor or ChatGPT’s desktop app in one click, and your agent works on the project you have open: it reads the model, writes measures and builds report pages while you watch.
To connect your agent to your company’s OpenBI Server instead, where it reads the published reports as you, see Connect your AI agent to OpenBI Server.
Before you start
- OpenBI Studio is installed (see Install OpenBI Studio), with a project open. The agent works on the project open in the studio.
- Your agent’s app is installed and has run once for your account on this computer: that is how the studio finds its settings.
Open Connect an agent
Click Agent in the studio’s title bar. It says how the endpoint is doing: Agent: ready to connect, Agent connected, or Agent off. The Connect an agent window opens.
Connect in one click
Each app has its button. Once connected, the button reads Connect again.
| Your agent | Click | Then |
|---|---|---|
| The Claude app | Connect the Claude app | Quit the Claude app and open it again. OpenBI Studio is among its connectors. |
| Claude Code | Connect Claude Code | Start Claude Code again (or type /mcp in it): OpenBI Studio is there in every project of your account. When the studio can’t find Claude Code the button is off: copy the command shown under it and run it once in a terminal. |
| Cursor | Connect Cursor | Cursor’s Settings › MCP lists openbi-studio. |
| ChatGPT’s desktop app, Codex | Connect ChatGPT | Both read the same settings: one click connects them both. |
A button only adds OpenBI Studio to the app’s settings: its other servers and settings stay as they are, and a backup of the file is kept beside it. No key or port goes into the app’s settings: the app starts OpenBI Studio’s own connector, which finds the studio open on this computer by itself. An app connected the old way, with the endpoint’s address and key, is changed to the connector as the studio starts (from 0.3.75), with a backup of its settings kept beside them.
Ask a first question
In your agent’s chat, ask about the model you have open:
What is in the model I have open in OpenBI Studio? List its tables and the measures it has, with what each one means.The agent starts by asking the studio what is open, then reads the model’s tables and measures. Each thing it does shows in the studio’s Activity panel as it happens. Then ask for something to look at:
Make a report page with the main measure by month, check it, and show it to me.The page appears in the studio. When you want to keep the agent’s work as a version, say so: “save a version”.
Where next
- How agents work with OpenBI: what the agent can do, and what you see of it.
- Connect your agent: every client, VS Code and others included, the key, and the Mac.
- How the agent works: numbers, changes, versions and approvals.
- Privacy: what your agent’s provider sees.