Tools Overview

The OpenBI MCP Server exposes 53 tools organized around a session-based workflow.

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Session pattern

All tools (except create_session and list_sites) require a session_id. The typical flow is:

create_session → (work with tools) → [session persists until server restart]

1. create_session allocates a private working session and binds it to a site.
2. You populate the session by either:
   • Creating assets from scratch (create_asset, then adding pages, visuals, tables…).
   • Importing an existing asset from disk (load_openbi_asset).
   • Downloading from a live BI platform (download_asset).
3. You modify the session data using the CRUD tools.
4. You publish back to the BI platform with upload_asset.

Sessions do not persist across server restarts.

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All tools

#	Tool	Group	R/O	Description
1	create_session	Session	—	Create a new session bound to a site
2	list_sites	Discovery	✅	List all registered sites
3	list_bi_platforms	Discovery	✅	List available BI platforms
4	list_bi_platform_visual_types	Discovery	✅	Visual type catalog for a platform
5	list_bi_platform_asset_types	Discovery	✅	Asset types available for a platform
6	get_bi_platform_asset_type_instructions	Discovery	✅	Authoring instructions for one asset type
7	query_site_assets	Discovery	✅	Browse remote assets on a BI site
8	get_folders	Discovery	✅	List folders on a site
9	create_folder	Discovery	—	Create a new folder on a site
10	create_asset	Assets	—	Create an empty asset in the session
11	list_assets	Assets	✅	List assets in the session
12	update_asset	Assets	—	Update asset name / description
13	list_asset_dependencies	Assets	✅	List inter-asset dependencies
14	load_openbi_asset	Assets	—	Import an OpenBI JSON file into the session
15	add_metadata	Assets	—	Add/update AssetInfo additional metadata
16	download_asset	Download/Upload	—	Download + convert a remote asset into the session
17	upload_asset	Download/Upload	—	Convert + upload a session asset to the BI site
18	get_pages	Pages	✅	List all pages in the session asset
19	get_page	Pages	✅	Get a single page with visuals and filters
20	create_page	Pages	—	Create a new page
21	update_page	Pages	—	Update page properties
22	delete_page	Pages	—	Delete a page and all its visuals
23	get_visuals	Visuals	✅	List top-level visuals on a page
24	get_visual	Visuals	✅	Get a visual with projections and filters
25	create_visual	Visuals	—	Create a new visual on a page
26	update_visual	Visuals	—	Update visual properties
27	delete_visual	Visuals	—	Delete a visual and its children
28	get_visual_projections	Visuals	✅	List projections for a visual
29	get_visual_projection	Visuals	✅	Get a single projection
30	create_visual_projection	Visuals	—	Create a data field binding on a visual
31	update_visual_projection	Visuals	—	Update a projection
32	delete_visual_projection	Visuals	—	Delete a projection
33	get_tables	Data Model	✅	List all tables in the session asset
34	get_table	Data Model	✅	Get a table with its columns
35	create_table	Data Model	—	Create a new table
36	update_table	Data Model	—	Update table properties
37	delete_table	Data Model	—	Delete a table and all its columns
38	get_columns	Data Model	✅	List columns in a table
39	get_column	Data Model	✅	Get a single column
40	create_column	Data Model	—	Create a column or measure
41	update_column	Data Model	—	Update a column
42	delete_column	Data Model	—	Delete a column
43	get_relationships	Data Model	✅	List all relationships
44	get_relationship	Data Model	✅	Get a single relationship
45	create_relationship	Data Model	—	Create a relationship between columns
46	delete_relationship	Data Model	—	Delete a relationship
47	get_filters	Filters	✅	List filters for a page or visual
48	get_filter	Filters	✅	Get a single filter
49	create_filter	Filters	—	Create a filter on a page or visual
50	delete_filter	Filters	—	Delete a filter
51	get_data_source_connections	Filters	✅	List data source connections for an asset
52	get_data_source_connection	Filters	✅	Get a single data source connection
53	create_data_source_connection	Filters	—	Create a data source connection

R/O = read-only (does not modify session state).

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Typical authoring workflow (new asset)

1. list_sites                           → pick id_site
2. list_bi_platforms                    → pick platform_id
3. list_bi_platform_asset_types         → pick asset_type_id
4. get_bi_platform_asset_type_instructions  → read authoring rules
5. create_session (id_site)             → get session_id
6. create_asset (session_id, ...)       → get asset_id
7. [create tables / columns / relationships]
8. [create pages / visuals / projections / filters]
9. upload_asset (session_id, asset_id, folder_id)

Typical download-and-inspect workflow

1. create_session (id_site)
2. query_site_assets (session_id, id_site)  → find asset_id + asset_type
3. download_asset (session_id, id_site, asset_id, asset_type)
4. list_assets / get_tables / get_pages / ...