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The Microsoft Power BI toolkit connects a Power BI account to EKB using OAuth and lets agents and workflows list workspaces, reports, dashboards, and datasets, retrieve dataset schemas, execute DAX queries, and trigger dataset refreshes. The toolkit runs with the connected user’s Power BI permissions and does not elevate access beyond what that account can see.

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Prerequisites

  • A Microsoft account with access to Power BI workspaces, reports, and semantic models you intend to use.
  • At least Viewer access to a Power BI workspace.
  • An EKB project where you can configure an agent or workflow.
  • Your organization’s Microsoft Entra administrator may need to approve the app’s requested Power BI delegated permissions before the OAuth connection can complete.
The toolkit runs with the connected user’s Power BI permissions. It does not grant access beyond what that account can see in Power BI. Never include tokens, client secrets, or credential values in workflow inputs, prompts, screenshots, tickets, or documentation.

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Setup

1

Open an agent or workflow in EKB

Create or open an agent or workflow in EKB, then add the Microsoft Power BI toolkit.
2

Connect with Microsoft

When prompted, select Connect with Microsoft Power BI and sign in with the Microsoft account that has access to the Power BI workspaces, reports, and semantic models you need.
3

Accept permissions

Review and accept the requested permissions. If your organization requires administrator approval, ask your Microsoft Entra administrator to approve the app’s delegated Power BI permissions before proceeding.
4

Confirm the connection

Run List Workspaces to confirm the connection is working and to obtain workspace IDs for use in subsequent actions.

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Available tools

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Discovery

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Data Exploration

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Refresh Management

Start with List Workspaces → List Datasets (using a workspace ID) → Get Dataset Schema → Execute DAX Query. This sequence makes the available model and its table and column names visible before you write a query.

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Use cases

  • Return the top revenue regions from a Power BI semantic model using a DAX query, then include the results in a Slack notification or report summary.
  • Trigger a dataset refresh after an upstream data-load workflow completes, then use Get Refresh History to confirm success before publishing a report link.
  • Let an agent list workspaces and reports, then surface a report URL to a stakeholder on request.
  • Check the latest refresh status of a scheduled dataset before a downstream workflow depends on fresh data.

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Troubleshooting