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Enhanced Power BI DAX Server

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A comprehensive MCP server for Power BI DAX query execution, validation, optimization, and intelligent assistance with tools for schema analysis, template gener

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A comprehensive MCP server for Power BI DAX query execution, validation, optimization, and intelligent assistance with tools for schema analysis, template generation, and health monitoring.

README

🚀 A comprehensive Model Context Protocol (MCP) server for Power BI DAX query execution, validation, optimization, and intelligent assistance.

🌟 Features

Core Capabilities

  • DAX Query Execution: Execute DAX queries against Power BI datasets with enhanced error handling
  • Syntax Validation: Comprehensive DAX syntax checking and validation
  • Performance Optimization: Advanced query optimization and performance analysis
  • Template Engine: Pre-built DAX templates for common calculations and patterns
  • Schema Analysis: Detailed dataset schema introspection and analysis
  • Intelligent Prompts: AI-powered assistance for DAX development
  • Error Recovery: Robust error handling with automatic recovery strategies
  • Comprehensive Logging: Performance monitoring and telemetry collection

Enhanced Tools (7 Total)

  1. powerbi_run_dax - Execute DAX queries with validation and optimization
  2. powerbi_validate_dax - Validate DAX syntax and best practices
  3. powerbi_generate_template - Generate DAX from predefined templates
  4. powerbi_get_schema - Retrieve dataset schema information
  5. powerbi_list_datasets - List available datasets with details
  6. powerbi_health - System health check and connectivity test
  7. powerbi_list_templates - Browse available DAX templates

Resources (2 Categories)

  • powerbi://docs/{type} - Access documentation and examples
  • powerbi://templates/{category} - Access categorized DAX templates

Intelligent Prompts (3 Types)

  • analyze_dax - Analyze DAX queries for insights and improvements
  • generate_dax_solution - Generate DAX solutions from requirements
  • explain_dax_concept - Explain DAX concepts with examples

📋 Prerequisites

  • Node.js 18.0.0 or higher
  • Access to Power BI Premium workspace
  • Azure AD authentication credentials

🛠️ Installation & Setup

1. Environment Configuration

Create a .env file with the following variables:

# Required: Power BI XMLA Endpoint
POWERBI_XMLA_ENDPOINT=powerbi://api.powerbi.com/v1.0/myorg/YourWorkspace

# Azure Authentication (choose one method)

# Method 1: Service Principal (Recommended for production)
AZURE_TENANT_ID=your-tenant-id
AZURE_CLIENT_ID=your-client-id
AZURE_CLIENT_SECRET=your-client-secret

# Method 2: User Authentication (for development)
# Use 'az login' before running the server

2. Build and Start

# Install dependencies
npm install

# Build the project
npm run build

# Start the enhanced server
npm run start:enhanced

# Or for development with hot reload
npm run dev:enhanced

🔧 Usage Examples

Basic DAX Execution

// Execute a simple DAX query
{
  "tool": "powerbi_run_dax",
  "parameters": {
    "query": "EVALUATE VALUES(DimProduct[ProductName])",
    "validate": true
  }
}

DAX Validation

// Validate DAX syntax before execution
{
  "tool": "powerbi_validate_dax", 
  "parameters": {
    "query": "CALCULATE(SUM(Sales[Amount]), FILTER(DimDate, DimDate[Year] = 2024))"
  }
}

Template Generation

// Generate Year-to-Date calculation
{
  "tool": "powerbi_generate_template",
  "parameters": {
    "templateType": "year_to_date",
    "tableName": "Sales", 
    "measureName": "YTD Sales"
  }
}

Schema Analysis

// Get dataset schema information
{
  "tool": "powerbi_get_schema",
  "parameters": {
    "datasetId": "your-dataset-id"
  }
}

System Health Check

// Check server health and connectivity
{
  "tool": "powerbi_health",
  "parameters": {
    "testConnectivity": true
  }
}

🎯 Advanced Features

DAX Templates

The server includes pre-built templates for common calculations:

  • Year to Date (YTD): year_to_date
  • Previous Year: previous_year
  • Year over Year Growth: year_over_year_growth
  • Moving Average: moving_average
  • ABC Analysis: abc_analysis
  • Time Intelligence: time_intelligence

Intelligent Prompts

Use AI-powered assistance for DAX development:

// Analyze a DAX query
{
  "prompt": "analyze_dax",
  "parameters": {
    "query": "CALCULATE(SUM(Sales[Amount]), Sales[Year] = 2024)"
  }
}

// Generate DAX from business requirements
{
  "prompt": "generate_dax_solution",
  "parameters": {
    "requirements": "Calculate total sales for the current year compared to last year"
  }
}

// Explain DAX concepts
{
  "prompt": "explain_dax_concept",
  "parameters": {
    "concept": "CALCULATE function"
  }
}

Resource Access

Access documentation and examples:

// Get DAX function documentation
GET powerbi://docs/functions

// Get template examples
GET powerbi://templates/time_intelligence

🏗️ Architecture

Core Components

  1. Enhanced Server (server-enhanced.ts) - Main MCP server with all features
  2. DAX Validator (validators.ts) - Syntax validation and optimization
  3. Template Engine (templates.ts) - DAX template generation
  4. PowerBI Service (enhanced-powerbi.ts) - Power BI API interactions
  5. Logging System (logging.ts) - Comprehensive logging and telemetry
  6. Resource Manager (resources.ts) - Dynamic resource management
  7. Prompt System (prompts.ts) - Intelligent DAX assistance
  8. Error Handling (error-handling.ts) - Robust error recovery

Error Handling

The server includes comprehensive error handling with:

  • Pattern Matching: Automatic error categorization
  • Recovery Strategies: Automatic retry and fallback mechanisms
  • User-Friendly Messages: Clear error explanations and suggestions
  • Correlation IDs: Error tracking and debugging support

Performance Monitoring

Built-in performance monitoring includes:

  • Query execution times
  • Error tracking and categorization
  • Usage statistics and telemetry
  • Health metrics and system status

🔍 Troubleshooting

Common Issues

  1. Authentication Errors

    # Check Azure credentials
    az account show
    
    # Re-authenticate if needed
    az login
    
  2. XMLA Endpoint Issues

    # Verify workspace access
    # Ensure Premium capacity
    # Check XMLA endpoint format
    
  3. Build Errors

    # Clean and rebuild
    npm run typecheck
    npm run build
    

Health Check

Use the health check tool to diagnose issues:

{
  "tool": "powerbi_health",
  "parameters": {
    "testConnectivity": true
  }
}

📊 Monitoring & Logging

The server provides comprehensive logging:

  • Info Level: Normal operations and metrics
  • Warn Level: Validation warnings and performance issues
  • Error Level: Errors with correlation IDs and recovery attempts
  • Debug Level: Detailed execution traces

Log format includes:

  • Timestamp
  • Log level
  • Operation context
  • Performance metrics
  • Correlation IDs for error tracking

🔐 Security Considerations

  • Credential Management: Store credentials securely using environment variables
  • Access Control: Ensure proper Power BI workspace permissions
  • Network Security: Use HTTPS for all Power BI API communications
  • Audit Logging: All operations are logged for security auditing

🚀 Development

Project Structure

src/
├── server.ts              # Original basic server
├── server-enhanced.ts     # Enhanced server with all features
├── powerbi.ts            # Basic Power BI operations
├── enhanced-powerbi.ts   # Advanced Power BI service
├── validators.ts         # DAX validation engine
├── templates.ts          # DAX template engine
├── logging.ts           # Logging and telemetry
├── resources.ts         # Resource management
├── prompts.ts           # Intelligent prompt system
├── error-handling.ts    # Error handling and recovery
├── types.ts             # TypeScript type definitions
└── cli.ts               # Command-line interface

Development Commands

# Development with hot reload
npm run dev:enhanced

# Type checking
npm run typecheck

# Build for production
npm run build

# CLI commands
npm run health
npm run list
npm run validate
npm run template

📈 Performance

The enhanced server includes optimizations for:

  • Query Caching: Intelligent caching of dataset schemas and metadata
  • Connection Pooling: Efficient Power BI API connection management
  • Async Operations: Non-blocking query execution
  • Memory Management: Efficient resource usage and cleanup

🤝 Contributing

We welcome contributions! Please:

  1. Fork the repository
  2. Create a feature branch
  3. Make your changes
  4. Add tests if applicable
  5. Submit a pull request

Code Style

  • Follow TypeScript best practices
  • Use meaningful variable and function names
  • Add comprehensive comments for complex logic
  • Maintain consistent formatting

📄 License

MIT License - see LICENSE file for details.

🆘 Support

For support and questions:

  1. Check the troubleshooting section above
  2. Review the logs for error details
  3. Use the health check tool for diagnostics
  4. Open an issue with detailed error information

🗺️ Roadmap

Future enhancements planned:

  • Advanced Analytics: Statistical analysis of DAX queries
  • Query Optimization: ML-powered query optimization suggestions
  • Visual Query Builder: Graphical DAX query construction
  • Real-time Monitoring: Live performance dashboards
  • Integration Extensions: Support for additional BI tools

Enhanced Power BI DAX MCP Server v1.0.0 - Transforming DAX development with intelligent assistance and comprehensive tooling! 🎉

from github.com/vjsr007/pbi-dax-mcp-server

Installing Enhanced Power BI DAX Server

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/vjsr007/pbi-dax-mcp-server

FAQ

Is Enhanced Power BI DAX Server MCP free?

Yes, Enhanced Power BI DAX Server MCP is free — one-click install via Unyly at no cost.

Does Enhanced Power BI DAX Server need an API key?

No, Enhanced Power BI DAX Server runs without API keys or environment variables.

Is Enhanced Power BI DAX Server hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Enhanced Power BI DAX Server in Claude Desktop, Claude Code or Cursor?

Open Enhanced Power BI DAX Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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