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Windows-first DAX and MCP toolkit for Power BI semantic models

Project description

dax-query-mcp

PyPI

MCP server for running DAX queries against Power BI semantic models.

Check out making use of skills and extensions for getting better results since the MCP can't do it all

Features

  • Connection-centric MCP server — discover models, query with DAX, inspect schemas
  • Curated context — teach the LLM your model via markdown docs (no admin privileges needed)
  • Fuzzy search — search columns and measures across tables by name or description
  • Export anywhere — CSV, clipboard, Power Query M code, Streamlit apps, standalone Python projects
  • Query builder — save .dax + .dax.queryBuilder artifacts, open directly in DAX Studio
  • Workstation session — save, list, and batch-export queries during an exploration session

Prerequisites

  1. uv — Python package manager. Install with:

    winget install astral-sh.uv
    
  2. For MSOLAP connections: Windows + MSOLAP provider — the default transport uses COM/ADODB. Download from Microsoft — grab the "AMO + ADOMD.NET" or "MSOLAP (OLE DB)" installer. If you already have Power BI Desktop, Excel with Power Pivot, or SSMS installed, you likely have it.

    To check: open PowerShell and run:

    (New-Object System.Data.OleDb.OleDbEnumerator).GetElements() | Where-Object { $_.SOURCES_NAME -like "*MSOLAP*" }
    

    If that returns a row, you're good.

  3. For Power BI REST connections: Azure CLI or access token — REST uses the Power BI executeQueries API and does not require Windows or MSOLAP.

    az login --allow-no-subscriptions
    

    On Windows, the standard Azure CLI install path is auto-detected if az is not on PATH. For custom installs, set AZURE_CLI_PATH to the full az.cmd path.

Quick start

1. Install

From PyPI (recommended):

uvx --from dax-query-mcp dax-query-server

From source (for development or latest changes):

git clone https://github.com/wes-stone/dax-query-mcp.git
cd dax-query-mcp
uv sync

2. Add a connection bundle

Each model is represented by a small connection bundle in Connections/. The YAML file provides access to the model; the companion context files are the layer that makes Copilot useful because they explain the model in business terms.

Create Connections/my_model.yaml for the connection string and runtime settings. When transport is omitted, it defaults to msolap, so existing connection files keep working unchanged:

connection_string: |
  Provider=MSOLAP.8;
  Data Source=powerbi://api.powerbi.com/v1.0/myorg/MyWorkspace?readonly;
  Initial Catalog=MySemanticModel

description: "My semantic model"
command_timeout_seconds: 1800

For a REST-backed connection, use transport: powerbi_rest and the Power BI dataset ID instead of an MSOLAP connection string:

transport: powerbi_rest
dataset_id: "00000000-0000-0000-0000-000000000000"
description: "My semantic model via Power BI REST"
auth_mode: azure_cli
command_timeout_seconds: 1800
max_rows: 50000

REST execution always uses the dataset-only executeQueries endpoint: https://api.powerbi.com/v1.0/myorg/datasets/{dataset_id}/executeQueries. Do not put /groups/{workspace_id} in api_base_url; workspace-scoped REST paths can fail for Build-only access even when the dataset-only endpoint works.

Then add context files with the same connection name:

File Purpose
Connections/my_model.yaml Required runtime config: MSOLAP connection string or REST dataset ID, plus description, timeouts, and row limits.
Connections/my_model_overview.md Optional compact overview used first by get_connection_context; include the most important tables, measures, filters, and example queries.
Connections/my_model.md Optional full model context; include detailed table notes, business definitions, caveats, relationships, and query patterns.
Connections/my_model.data_dictionary.yaml Optional structured dictionary used by get_data_dictionary, get_schema, search_columns, and search_measures; include tables, columns, measures, filters, descriptions, and sample values.

Recommended setup flow:

  1. Create the .yaml connection file.
  2. Add a short _overview.md so Copilot can quickly understand the model before writing DAX.
  3. Add the fuller .md context for detailed business logic, naming conventions, and examples.
  4. Add or generate the .data_dictionary.yaml so tools can search fields and measures structurally.

You can create the dictionary manually or, for MSOLAP connections, scaffold one from the live model with the generate_data_dictionary MCP tool, then fill in business descriptions and sample values.

3. Wire up MCP

Add to .copilot/mcp.json (or your MCP client config):

Using PyPI (via uvx):

{
  "mcpServers": {
    "dax-query-server": {
      "command": "uvx",
      "args": ["--from", "dax-query-mcp", "dax-query-server"],
      "env": {
        "DAX_QUERY_MCP_CONNECTIONS_DIR": "C:\\absolute\\path\\to\\Connections"
      }
    }
  }
}

Using a local clone:

{
  "mcpServers": {
    "dax-query-server": {
      "command": "uv",
      "args": ["run", "--directory", "C:\\path\\to\\dax-query-mcp", "dax-query-server"],
      "env": {
        "DAX_QUERY_MCP_CONNECTIONS_DIR": "C:\\absolute\\path\\to\\Connections"
      }
    }
  }
}

Tip: DAX_QUERY_MCP_CONNECTIONS_DIR lets you share one Connections/ folder across workspaces.

4. Run your first query

Ask Copilot (or any MCP client):

"List connections, then run a DAX query against my model."

The server returns plain markdown — results render as tables directly in chat.

Demo without Power BI: Mock Contoso

The repo includes a safe, deterministic mock_contoso connection for README screenshots, demos, tests, and local development. It uses MOCK://contoso, so it does not require Azure login, Power BI permissions, MSOLAP server access, or private dataset IDs.

Use it to show the full MCP workflow:

Step Prompt to capture Feature shown
1 List my DAX connections. Connection discovery with connection_type
2 Get the connection context for mock_contoso. Overview/context layer
3 Search measures for sales in mock_contoso. Structured data dictionary search
4 Search columns for category in mock_contoso. Column search across model metadata
5 Run the Contoso sales summary query. DAX execution and markdown result table
6 Inspect the mock_contoso connection. Live schema inspection via safe MDSCHEMA rowsets
7 Export the Contoso sales summary to CSV. Export workflow

Mock Contoso context layer

The demo connection is a complete connection bundle. This is the feature worth showing in screenshots: the model is not just a connection string, it includes LLM-readable context and structured metadata.

Connections/
  mock_contoso.yaml
  mock_contoso_overview.md
  mock_contoso.md
  mock_contoso.data_dictionary.yaml
File Used by What it teaches the agent
mock_contoso.yaml list_connections, query execution Connection name, connection type, runtime settings
mock_contoso_overview.md get_connection_context(..., detail="overview") Fast summary: tables, measures, demo queries, screenshot prompts
mock_contoso.md get_connection_context(..., detail="full") Deeper guidance and the end-to-end demo walkthrough
mock_contoso.data_dictionary.yaml get_data_dictionary, get_schema, search_columns, search_measures Searchable tables, columns, measures, filters, descriptions, and sample values

Connection YAML:

connection_string: "MOCK://contoso"
description: "Mock Contoso Sales cube for testing and development"
connection_timeout_seconds: 30
command_timeout_seconds: 300

Overview excerpt:

## Tables

| Table | Purpose | Useful columns |
| --- | --- | --- |
| `Sales` | Transaction fact table | `SalesKey`, `ProductKey`, `DateKey`, `Quantity`, `Amount` |
| `Products` | Product dimension | `ProductKey`, `ProductName`, `Category`, `Price` |
| `Calendar` | Date dimension for 2025 | `DateKey`, `Date`, `Month`, `MonthNum`, `Year`, `Weekday` |

Data dictionary excerpt:

measures:
  - name: Total Sales
    expression: SUM(Sales[Amount])
    description: Sum of all sales amounts
    format_string: "$#,##0.00"
filters:
  - name: Category Filter
    column: Products[Category]
    description: Filter by product category
    suggested_values: ["Bikes", "Accessories"]

Good screenshot query:

EVALUATE
SUMMARIZE(
    Sales,
    "Total Sales", [Total Sales],
    "Total Quantity", [Total Quantity]
)

Expected result shape:

Total_Sales Total_Quantity
178390.0 290

Connection YAML

transport: "msolap" # optional — "msolap" (default) or "powerbi_rest"
connection_string: "..." # required for MSOLAP connections
dataset_id: "..." # required for powerbi_rest connections
description: "..." # human-readable label
auth_mode: "azure_cli" # REST auth: "azure_cli" (default) or "env"
access_token_env: "POWERBI_ACCESS_TOKEN" # env var used when auth_mode="env"
api_base_url: "https://api.powerbi.com/v1.0/myorg" # optional REST override
impersonated_user_name: "..." # optional REST impersonation UPN
command_timeout_seconds: 1800 # DAX query timeout
connection_timeout_seconds: 300 # connection open timeout
max_rows: null # row cap (null = unlimited)
suggested_skill: "..." # optional — hint an MCP client toward a specific skill
suggested_skill_reason: "..." # optional — why that skill is relevant

Connection context layer

The context layer is what turns a raw semantic model connection into an LLM-friendly workspace. Keep the filenames aligned to the connection name:

Connections/
  my_model.yaml
  my_model_overview.md
  my_model.md
  my_model.data_dictionary.yaml

get_connection_context reads the overview first when it exists, falling back to the full markdown context. Use the overview for the shortest useful description: key tables, trusted measures, common filters, grain, date handling, and a few known-good DAX examples.

Use the full .md file for deeper guidance: business definitions, metric caveats, relationship notes, security/filtering assumptions, common query patterns, and examples of what not to do.

Use the data dictionary YAML when you want structured metadata that tools can search and return precisely:

version: "1.0"
tables:
  - name: Sales
    description: Fact table with booked transactions
    columns:
      - name: Amount
        data_type: decimal
        description: Transaction amount in USD
        sample_values: ["100.00", "250.50"]
measures:
  - name: Total Sales
    expression: SUM(Sales[Amount])
    description: Sum of booked sales amount
    format_string: "$#,##0.00"
filters:
  - name: Fiscal Year
    column: Calendar[FiscalYear]
    description: Filter by fiscal year
    suggested_values: ["FY25", "FY26"]

For powerbi_rest connections, the context layer is especially important: Power BI executeQueries supports DAX query execution, but not DMV/MDSCHEMA metadata queries. inspect_connection and live dictionary generation are available for MSOLAP connections; REST connections should rely on the overview, full markdown context, and .data_dictionary.yaml. If a model only works through REST with Build access, document trusted tables/measures and known-good queries in the context layer so agents do not try workspace-scoped metadata paths.

MCP tools

Tool Purpose
Discovery
list_connections Discover available connections as a markdown table (output_format="json" for machine-readable output)
get_connection_context Curated markdown context (tables, columns, measures)
search_connection_context Search context docs for specific terms
inspect_connection Live schema via safe MDSCHEMA rowsets
Querying
run_connection_query Run DAX against a named connection
run_ad_hoc_query Run DAX against a raw connection string
Search
search_columns Fuzzy-search columns across tables
search_measures Fuzzy-search measures by name or expression
Export
export_to_csv Export results to a timestamped CSV
copy_to_clipboard Copy results to clipboard (TSV or markdown)
scaffold_power_query Generate Power Query M code for Excel
scaffold_streamlit_app Generate a Streamlit visualization app
scaffold_dax_workspace Scaffold a standalone Python project
quick_chart Render a bar/line/pie chart as PNG
Query builder
save_query_builder Save .dax + .dax.queryBuilder artifacts
get_query_builder Load a saved query builder definition
get_query_builder_schema Get the expected JSON payload shape
Workstation
save_to_workstation Save a query to the session workstation
list_workstation List saved workstation queries
export_workstation Batch-export workstation as scaffold or .dax files

Admin queries are blocked. INFO.*() and $SYSTEM.DISCOVER_* require server admin rights. Use get_connection_context or inspect_connection for metadata.

Python scaffolds

scaffold_dax_workspace exports one query as a standalone Python project. export_workstation(format="scaffold") exports every query saved in the session workstation as one multi-query project.

Generated projects include transport-aware connection config:

Connection type Generated behavior
msolap Uses the embedded Power BI / SSAS connection string through ADODB
powerbi_rest Uses Power BI REST executeQueries with Azure CLI or env-token auth
mock (MOCK://contoso) Runs the deterministic demo data path without Power BI or ADODB

The generated scripts use a CONNECTION or CONNECTIONS dict instead of a connection-string-only placeholder, so follow-through exports keep dataset ID, auth mode, timeout, and mock/REST metadata aligned with the named connection. Do not commit generated workspaces that contain private dataset IDs, workspace names, connection strings, or tokens.

CLI usage

# List configured queries
dax-query --list --config-dir queries

# Run a query
dax-query --query my_query --preview --config-dir queries

# Inspect a connection schema
dax-query --inspect-connection my_model --connections-dir Connections

# Save a query builder artifact
dax-query-builder --save-query-builder-from builder.json --config-dir queries

Saved .dax files open directly in DAX Studio. See docs/ for detailed CLI documentation.

Copilot guard hook

A pre-commit hook reviews staged changes for private content (real workspace URIs, local paths, non-sample connection files).

Connection files are ignored by default, and the guard blocks likely real Power BI workspace URIs or dataset IDs. Keep real REST dataset IDs in local, untracked connection files; use all-zero sample IDs in docs and tests.

# Install
powershell -ExecutionPolicy Bypass -File .\scripts\install-git-hooks.ps1

# Runs automatically on commit:
dax-query-guard --mode staged

Add repo-specific patterns via .copilot-guard.local.json:

{
  "blocked_content_patterns": [
    {
      "pattern": "PrivateWorkspace|InternalDataset",
      "reason": "Internal identifiers"
    }
  ]
}

Fails closed by default. Set COPILOT_GUARD_FAIL_OPEN=1 to allow commits when Copilot CLI is unavailable.

Requirements

  • Windows + MSOLAP for the default msolap transport (COM/ADODB)
  • Azure CLI or access token for the optional powerbi_rest transport
  • Python 3.12+ (handled automatically by uvx)
  • uv (winget install astral-sh.uv)

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