Knowi

Connect Claude Code, Claude Desktop, Cursor, or any MCP-compatible AI client to Knowi. Query your data, create dashboards, manage reports, and more — in natural language, directly from your AI assistant.

The MCP server is built into the Knowi application. No separate installation required.

Quick Start

1. Generate an MCP Token

1. Log into Knowi
2. Go to Settings → AI Settings
3. Under MCP Token, choose an expiry and click Generate Token
4. Copy the token — it is shown only once

2. Connect to Claude Code

claude mcp add knowi https://your-instance.knowi.com/api/2.0/mcp \
  --transport http \
  --header "Authorization: Bearer YOUR_MCP_TOKEN"

For knowi.com accounts:

claude mcp add knowi https://www.knowi.com/api/2.0/mcp \
  --transport http \
  --header "Authorization: Bearer YOUR_MCP_TOKEN"

3. Connect to Claude Desktop

Edit your config file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "knowi": {
      "type": "streamable-http",
      "url": "https://your-instance.knowi.com/api/2.0/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_MCP_TOKEN"
      }
    }
  }
}

Restart Claude Desktop after saving.

4. Verify

"What Knowi tools are available?"

You should see tools including knowi_do, knowi_ask, knowi_search, knowi_list_dashboards, and others.

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Available Tools

AI-Powered Tools

Natural language tools that use Knowi's AI orchestrator to interpret instructions and chain operations.

Tool	Description
knowi_do	Execute any Knowi operation via natural language
knowi_ask	Ask a data question — finds the dataset, generates a query, returns results
knowi_search	Search across all dashboards, widgets, datasets, and reports

Deterministic Tools

Direct, fast operations with predictable behavior.

Tool	Description
knowi_list_dashboards	List all accessible dashboards
knowi_get_data	Retrieve data rows from a widget or dataset
knowi_push_data	Push data rows to a dataset (creates it if it doesn't exist)
knowi_get_details	Get full metadata for any asset
knowi_find_widget	Find widgets by name
knowi_create_datasource	Create a new datasource connection
knowi_create_query	Create and run a query against a datasource
knowi_create_widget	Create a new chart or visualization
knowi_update_widget	Update an existing widget
knowi_create_report	Create a scheduled report
knowi_create_alert	Create a data alert
knowi_list_alerts	List configured alerts
knowi_test_alert	Test an alert
knowi_update_alert	Update an alert
knowi_run	Trigger execution of a query or report
knowi_export_pdf	Export a dashboard or widget as PDF
knowi_export_csv	Export data as CSV
knowi_get_embed_url	Generate an embeddable share URL
knowi_get_insights	Get AI-generated insights for a widget
knowi_layout_dashboard	Arrange widgets on a dashboard
knowi_import_file	Import a file (CSV, Excel) as a dataset
knowi_ingest_document	Ingest a document for AI Q&A
knowi_ask_document	Ask questions against ingested documents
knowi_extract_document_data	Extract structured data from a document
knowi_list_documents	List ingested documents
knowi_delete_document	Delete an ingested document
knowi_delete	Delete an asset (requires explicit confirmation)

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Usage Examples

"Show me my Knowi dashboards"

"Ask Knowi: what were our top customers by revenue last month?"

"Create a sales dashboard with revenue trends and top products"

"Search Knowi for dashboards related to customer analytics"

"Get the data from the Monthly Revenue widget"

"Export the Executive Summary dashboard to PDF"

"Push these sales records to a Knowi dataset called 'Daily Sales'"

"Set up a daily email report for the executive dashboard"

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Token Management

Rotate a token:

1. Go to Settings → AI Settings → MCP Token
2. Click Revoke Token
3. Generate a new one and update your config:

claude mcp remove knowi
claude mcp add knowi https://your-instance.knowi.com/api/2.0/mcp \
  --transport http \
  --header "Authorization: Bearer YOUR_NEW_TOKEN"

One token per user. Generating a new token automatically revokes the previous one.

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API Reference

The MCP server exposes both Streamable HTTP (for MCP clients) and REST endpoints (for direct programmatic use).

Health Check

curl https://your-instance.knowi.com/api/2.0/mcp/health

{
  "status": "healthy",
  "toolCount": 28,
  "tools": ["knowi_do", "knowi_ask", "knowi_search", "..."],
  "activeSessions": 0
}

List Tools

curl -H "Authorization: Bearer YOUR_TOKEN" \
  https://your-instance.knowi.com/api/2.0/mcp/tools

Call a Tool (REST)

curl -X POST https://your-instance.knowi.com/api/2.0/mcp/tools/call \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "knowi_list_dashboards",
    "arguments": {}
  }'

Streamable HTTP (JSON-RPC)

All MCP client operations use POST /api/2.0/mcp with standard JSON-RPC:

# Initialize
curl -X POST https://your-instance.knowi.com/api/2.0/mcp \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{}}'

The response includes an Mcp-Session-Id header to use on subsequent requests.

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Security

• Scoped credentials: MCP tokens only access MCP endpoints — they cannot be used against the broader Management API.
• Authorization on every request: Every tool verifies the authenticated user has access to the requested resource before executing.
• Prompt injection protection: AI-powered tools scan instructions for known injection patterns and reject them before reaching the AI model.
• Destructive operation safeguard: knowi_do blocks delete/drop/purge instructions. Deletions require the explicit knowi_delete tool with a required confirm: true parameter.
• Data truncation: knowi_get_data and knowi_ask return at most 100 rows by default.
• Session security: Streamable HTTP sessions are bound to the authenticated user. Session IDs alone do not grant access.

Data Flow

When Claude calls a Knowi MCP tool, the tool response (data rows, metadata, insights) is returned to Claude and processed on Anthropic's infrastructure. This is inherent to MCP — the client must receive results to act on them.

For maximum data isolation, use Knowi's in-product AI agents instead of MCP.

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Troubleshooting

Tools not appearing in Claude:

• Restart Claude Code / Claude Desktop completely
• Verify the server is reachable: curl https://your-instance.knowi.com/api/2.0/mcp/health
• Verify the token is valid: curl -H "Authorization: Bearer TOKEN" https://your-instance.knowi.com/api/2.0/mcp/tools

"Failed to connect" in claude mcp list:

• Confirm you used --transport http (required for Streamable HTTP)
• Remove and re-add the server if the transport was set incorrectly

401 errors:

• Token may be expired or revoked. Generate a new token from Settings → AI Settings and update your config.

Tool calls return access denied:

• The user whose token you configured does not have permission for the requested resource.
• For production use, create a dedicated Knowi user with the minimum required permissions.

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Requirements

• Knowi account with AI Agents enabled (Settings → AI Settings)
• Claude Code CLI, Claude Desktop, or any MCP-compatible client

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Documentation

• MCP Server Reference — full API reference, all tool schemas, security model
• Claude Code Setup Guide — step-by-step setup instructions
• Knowi Documentation — full product docs

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Support

• Docs: knowi.com/docs
• Support: support.knowi.com
• Issues with this repo: Open a GitHub issue