ChatGPT + AgenticBI MCP Setup

Connect ChatGPT to AgenticBI's MCP server. Once connected, you can query data, manage dashboards, export reports, and more - directly from ChatGPT conversations.

Prerequisites

  • ChatGPT Pro, Plus, Business, Enterprise, or Education plan
  • AgenticBI account with AI Agents enabled

Option A: OAuth Browser Auth (Recommended)

The easiest way to connect - no token copy/paste needed.

  1. In ChatGPT, click + in the message input area and select Connectors (or navigate to Settings > Connected apps).
  2. Click Add custom connector.
  3. Set the connector name to AgenticBI.
  4. Set the server URL to: https://app.agenticbi.com/api/2.0/mcp
  5. For authentication, select OAuth 2.0 (not Bearer Token).
  6. Click Save.
  7. When you first use the connector, ChatGPT will open your browser to sign in to AgenticBI and authorize access.

Instance URL: https://app.agenticbi.com

Option B: Manual Token

If OAuth doesn't work in your environment:

  1. Log into AgenticBI. Navigate to Settings > AI Settings.
  2. Under MCP Token, select a token expiry and click Generate Token. Copy the token.
  3. In ChatGPT, click + > Connectors > Add custom connector.
  4. Set the connector name to AgenticBI.
  5. Set the server URL to: https://app.agenticbi.com/api/2.0/mcp
  6. For authentication, select Bearer Token and paste your MCP token.
  7. Click Save.

Verify

  1. Start a new ChatGPT conversation.
  2. Click + and enable the AgenticBI connector for this conversation.
  3. Ask: "What AgenticBI tools are available?"

You should see the full list of AgenticBI tools.

Usage

With the AgenticBI connector enabled in a conversation, interact with AgenticBI using natural language:

"Show me my AgenticBI dashboards"
"Ask AgenticBI: what were our top customers by revenue last month?"
"Create a report in AgenticBI that runs every Monday"

ChatGPT will show you what tool it wants to call and ask for approval before executing data-modifying operations.

Important Notes

  • You must enable the AgenticBI connector in each new conversation where you want to use it.
  • ChatGPT MCP connector support requires a paid plan.
  • The connector inherits the permissions of the AgenticBI user whose token you configured.

Troubleshooting

Connector not appearing

  1. Verify your ChatGPT plan supports connectors (Pro, Plus, Business, Enterprise, or Education).
  2. Try removing and re-adding the connector.

"Authentication failed"

  1. Your MCP token may have expired. Generate a new one from Settings > AI Settings > MCP Token.
  2. Edit the connector and update the bearer token.

Tool calls returning errors

  1. Verify the user has access to the requested resources in AgenticBI.
  2. Check that AI Agents is enabled for the account (Settings > AI Settings > AI Agents Access).

For full tool documentation, see MCP Server.