a

Knowi MCP Server: Build Dashboards from Claude in One Instruction

Share on facebook
Share on linkedin
Share on twitter
Share on email

Introduction

Every major BI platform now has an MCP server. Power BI, Tableau, Looker, Qlik, ThoughtSpot, Domo. Having MCP is table stakes.

The question is what happens after the connection is made.

Most BI platforms expose their existing API operations through MCP. Create a dashboard. Add a widget. Set the chart type. Position it on the grid. Repeat. To build a 3-widget dashboard, your AI tool makes 7 to 10 sequential calls, guessing chart types from a list, guessing layout coordinates, guessing query syntax it has never seen.

Knowi took a different approach.

Table of Contents

Agent-First, Not CRUD-First

Knowi’s MCP server exposes 12 tools instead of 45. The primary tool is knowi_do, which accepts a single natural language instruction and delegates to an internal orchestrator that chains 20+ specialized AI agents.

The agents know the data schema. They know which chart type works for which field combination. They know the query syntax. They handle layout automatically.

Traditional BI MCP (10 calls, AI tool orchestrates):

1. Search for the right dataset

2. Create an empty dashboard

3. Create widget 1 (AI guesses: bar chart?)

4. Create widget 2 (AI guesses: line chart?)

5. Create widget 3 (AI guesses: data table?)

6. Position widget 1 (AI guesses: col 0, row 0?)

7. Position widget 2 (AI guesses: col 6, row 0?)

8. Position widget 3 (AI guesses: col 0, row 4?)

9. Apply theme

10. Take screenshot to check

Knowi MCP (1 call, Knowi orchestrates):

1. knowi_do: “Create a sales dashboard by region

   with a revenue trend and top customers table”

   → Orchestrator detects 4 intents

   → SearchAssets finds the Sales dataset

   → CreateDashboard creates the container

   → CreateWidget runs 3 times:

     – Analyzes schema: region (string), revenue (numeric), date (date)

     – Picks BAR for region x revenue (categorical comparison)

     – Picks LINE for revenue x date (time series)

     – Picks DATA_GRID for detail view

     – Generates Cloud9QL with correct field names

     – Auto-positions widgets on grid

   → DashboardSettings applies layout

   → Returns: dashboard URL, widget details, summary

One call. The orchestrator handled everything internally. Claude does not need to know about chart types, grid coordinates, or query syntax.

The 12 MCP Tools

Knowi’s MCP surface is intentionally small. Fewer tools means better AI performance and fewer hallucinated API calls.

3 Intelligent Tools (Agent-Powered)

ToolWhat It Does
knowi_doThe primary tool. Takes any natural language instruction. Creates dashboards, adds widgets, changes settings, sets filters, shares content, creates alerts, schedules reports. The orchestrator chains whatever agents are needed.
knowi_askAsk a data question in English. Auto-discovers the right dataset, translates to a query, executes, returns data rows and a plain-text summary.
knowi_searchSearch across all assets (dashboards, widgets, datasets, queries, datasources) by name or description.

9 Deterministic Tools (No AI, Instant, Free)

ToolWhat It Does
knowi_listList dashboards, datasources, datasets, queries, alerts, reports, users, or groups.
knowi_get_dataRead data from a dataset with an optional filter.
knowi_get_detailsGet full details of a specific dashboard, widget, or datasource.
knowi_push_dataPush JSON data to create or update a dataset.
knowi_deleteDelete an asset by type and ID.
knowi_runTrigger an existing query or report to execute now.
knowi_export_pdfExport a dashboard as PDF.
knowi_get_embed_urlGenerate a secure embed URL with SSO and content filters.
knowi_screenshotRender a dashboard or widget as PNG for visual verification.

The intelligent tools cost agent calls (LLM processing). The deterministic tools are unlimited and instant.

Setup: 2 Minutes

Claude Desktop

Add to your Claude Desktop config:

{

  "mcpServers": {

    "knowi": {

      "command": "java",

      "args": ["-jar", "/path/to/knowi-mcp-cli.jar"],

      "env": {

        "KNOWI_URL": "https://www.knowi.com",

        "KNOWI_CLIENT_ID": "<your-client-id>",

        "KNOWI_CLIENT_SECRET": "<your-client-secret>"

      }

    }

  }

}

Restart Claude Desktop. Knowi tools appear in the tool picker.

Claude Code

Add to .claude/settings.json in your project:


{

  "mcpServers": {

    "knowi": {

      "command": "java",

      "args": ["-jar", "/path/to/knowi-mcp-cli.jar"],

      "env": {

        "KNOWI_URL": "https://www.knowi.com",

        "KNOWI_CLIENT_ID": "<your-client-id>",

        "KNOWI_CLIENT_SECRET": "<your-client-secret>"

      }

    }

  }

}

Any MCP-Compatible Tool

The MCP server also exposes a REST API at /api/2.0/mcp/tools/call for tools that support HTTP-based MCP or for custom integrations.

What You Can Do

Ask your data questions

You: “What were our top customers by revenue last month?”

Claude calls knowi_ask and returns:

“Here are your top 10 customers by revenue for February 2026:

 1. Acme Corp — $234,500

 2. GlobalTech — $189,200

 3. …”

Build dashboards from conversation

You: “Create a dashboard for Q4 sales analysis

      with revenue by region, monthly trend,

      and a top sales reps table.”

Claude calls knowi_do. Knowi’s orchestrator:

– Finds the Sales dataset

– Creates the dashboard

– Adds 3 widgets (BAR, LINE, DATA_GRID)

– Auto-positions and applies theme

Returns: dashboard URL + widget summary.

Push data and visualize it

You: “I have some KeyCloak auth event data.

      Push it to Knowi and build me a security dashboard.”

Claude generates realistic auth data, calls knowi_push_data,

then calls knowi_do to create the dashboard.

Claude then calls knowi_screenshot to check how it looks,

and calls knowi_do again to fix layout issues it spots.

Generate embed code for your app

You: “Give me the embed code for that dashboard,

      filtered to tenant ABC.”

Claude calls knowi_get_embed_url with SSO user

and content filters. Returns the embed snippet.

55+ Data Sources, Native Connectors

Knowi connects natively to SQL databases (PostgreSQL, MySQL, Snowflake, BigQuery, Redshift, ClickHouse), NoSQL databases (MongoDB, Elasticsearch, Cassandra, InfluxDB, DynamoDB), REST APIs, S3, Google Sheets, CSV, Excel, and documents.

Native means the agents query each source in its own language. MongoDB gets Mongo queries. Elasticsearch gets Elasticsearch queries. No JDBC flattening, no intermediate warehouse. Cross-source joins happen without moving the data.

Who This Is For

Developers using Claude or any MCP client: Install the MCP server, connect your database, start querying from your AI tool. Free tier available.

SaaS companies with embedded analytics: Embed Knowi’s agentic widget in your app. Your customers ask questions, Knowi returns answers and charts, filtered to their data. White-labeled.

Teams in Slack/Teams: The Knowi bot handles full orchestrator access. /knowi create a sales dashboard by region in Slack triggers the same agent chain as the MCP server.

Enterprise data teams: 20+ agents, private AI, on-premise deployment, SOC 2 Type II, HIPAA-compliant. The same agent system works across all deployment modes.

Get Started

Knowi Enterprise: MCP server included in Enterprise and On-Premise plans. Request a Demo.

Frequently Asked Questions

What is the Knowi MCP server?

Knowi’s MCP (Model Context Protocol) server lets AI tools like Claude Desktop, Claude Code, and any MCP-compatible application interact with the Knowi analytics platform. It exposes 12 tools: 3 intelligent tools powered by Knowi’s agent orchestrator (20+ agents), and 9 deterministic tools for direct data operations.

How is Knowi’s MCP server different from other BI MCP servers?

Most BI platforms expose CRUD endpoints through MCP, requiring 7 to 10 sequential API calls to build a single dashboard. Knowi’s MCP server is agent-first: one natural language instruction triggers an internal orchestrator that chains specialized agents to handle the entire workflow. The agents know the data schema, pick optimal chart types, generate correct queries, and handle layout automatically.

What AI tools work with Knowi’s MCP server?

Any tool that supports the Model Context Protocol, including Claude Desktop, Claude Code, and other MCP-compatible AI assistants. Knowi also exposes a REST API at /api/2.0/mcp/tools/call for tools that use HTTP-based integrations, including custom bots and scripts in any programming language.

What data sources can I query through MCP?

All 55+ data sources that Knowi supports natively: SQL databases (PostgreSQL, MySQL, Snowflake, BigQuery, Redshift, ClickHouse), NoSQL databases (MongoDB, Elasticsearch, Cassandra, InfluxDB), REST APIs, S3, cloud platforms, CSV, Excel, and documents. The agents query each source in its native language without JDBC flattening.

Is my data secure when using the MCP server?

Yes. The MCP server authenticates via client ID and client secret, generating a scoped Bearer token. All data operations go through Knowi’s existing security layer with role-based access control and row-level security. On-premise customers run the MCP server entirely within their own infrastructure. Knowi’s Private AI option ensures no data is sent to external LLM providers.

How much does it cost?

MCP server access is included with Knowi. Deterministic tools (listing, reading data, exporting) are always free and do not consume credits.

Sanskriti Garg

Sanskriti Garg

Sanskriti Garg is the Marketing Manager at Knowi, where she leads all marketing initiatives for the company. She oversees positioning, messaging, go-to-market strategy, and campaigns that help Knowi reach businesses looking to unify, analyze, and act on their data with powerful AI analytics. Sanskriti brings over 10+ years of marketing experience, with a strong consumer-focused mindset and storytelling skills. Her expertise spans marketing, demand generation, AI, and analytics, and she’s passionate about making advanced analytics accessible and impactful for organizations of all sizes.

Want to See Knowi in Action?

Connect your databases, run cross-source joins, and ask questions in plain English. No warehouse required.

See Knowi in action
Connect your databases, query across sources, and run AI on-premises. No warehouse required.
Book a Demo