GuanMCP User Guide

Product Overview

GuanMCP is a service that connects enterprise AI assistants with Guandata BI query capabilities.

After integration, employees can use natural language in Feishu Aily, Guandata DecideX, or enterprise-built AI assistants to query BI data, view metric definitions, read dashboard and card information, or start ChatBI-style Q&A.

Example:

An employee asks in Feishu Aily: "What was sales amount in East China yesterday?"

The AI assistant calls Guandata BI query capabilities through GuanMCP. Guandata BI returns results according to that employee's own permissions, and the AI assistant displays the answer.

Employees do not need to know dataset IDs, card IDs, or SQL. The AI assistant chooses and calls GuanMCP tools based on the question, and GuanMCP performs the BI query.

Who Should Read This Article

Role	Focus
Business analyst / user	Scope, Typical Business Questions, and FAQ, to understand what can be asked and whether results are trustworthy.
BI administrator	Permissions and Security Boundaries and Preparation, to confirm which BI resources can be queried by AI assistants.
IT / platform administrator	Common Integration Entry Points, then GuanMCP Deployment Guide.
AI platform owner	Product Capabilities and Difference from the GuanCLI Tool Suite, to decide how to integrate enterprise AI assistants.

Scope

Typical Business Questions

Business Question	What GuanMCP Lets the AI Assistant Do
"What does this metric mean?"	Search metrics and view definitions, owners, available dimensions, and update time.
"What was sales amount yesterday?"	Call ChatBI or metric query capabilities and return data visible to the current user.
"What data is used by the Sales Operations Dashboard?"	Search pages and cards, and read card configuration, dataset sources, and page structure.
"Why did this number drop?"	Call metric attribution or ChatBI-style capabilities and analyze causes based on query results.
"What fields does this dataset have?"	View dataset fields, types, dimensions, measures, and calculated fields.
"I cannot find a report."	Search pages, cards, datasets, ETL, and other BI resources.

Suitable Scenarios

• The enterprise already has an AI assistant and wants employees to ask BI data questions in the original entry.
• Business users are not familiar with BI operations but need metrics, dashboards, and insights.
• The enterprise wants unified permissions, so data visible in AI assistants is still controlled by BI.
• Guandata BI read-only query, metric query, and ChatBI-style capabilities need to be integrated into an enterprise AI platform.

Unsuitable Scenarios

• AI needs to create, modify, or publish BI resources. See GuanVis User Guide or GuanCLI User Guide.
• AI needs to modify ETL. See GuanETL User Guide.
• You only want to try BI query capabilities on a personal computer and do not have an enterprise AI assistant. Start with GuanCLI User Guide.
• You want AI to bypass BI permissions and view all data. GuanMCP returns results according to the real current user's permissions and is not an authorization bypass.

Business Query Example

A business user asks:

Help me understand why sales amount in East China decreased this week compared with last week.

The AI assistant may use GuanMCP to:

1. Search for metrics or ChatBI topics related to sales amount.
2. Confirm the current user has permission to view the metric or topic.
3. Query sales amount for East China this week and last week.
4. Break down changes by city, store, channel, or product category.
5. Summarize the most significant factors and provide traceable data sources.

The user sees a business explanation; GuanMCP handles the Guandata BI calls behind the scenes.

Customer Value

Ask Questions from the Original Entry

Employees continue asking questions in Feishu Aily, DecideX, or enterprise-built assistants. They do not need to switch to BI to find pages, cards, or datasets. The AI assistant translates natural-language questions into BI tool calls.

Reuse Trusted BI Assets

GuanMCP uses datasets, metrics, metric trees, dashboards, cards, and ChatBI topics already governed in Guandata BI. Existing metric definitions, permission boundaries, and analysis experience can be reused by AI assistants.

Keep Permissions Consistent

When different employees ask the same question, GuanMCP returns results according to their BI permissions. Data a user cannot view in BI should not be visible through the AI assistant.

Product Capabilities

Difference from the GuanCLI Tool Suite

Item	GuanMCP	GuanCLI Tool Suite
Audience	Enterprise AI assistants and business users	Local Agents, data analysts, implementation and developers
Entry point	Feishu Aily, DecideX, self-built AI assistants	Command line or local Agent
Main capability	Let AI assistants safely query BI data and metrics	Query, analyze, create, or modify BI resources
Typical scenario	Employees ask data questions in AI assistants	Agents troubleshoot datasets, cards, or ETL locally
Permission method	Identify the real user on each request and let BI determine permissions	Usually use the current logged-in or locally configured user

In short, GuanMCP connects BI query capabilities to enterprise AI assistants; the GuanCLI tool suite lets local Agents directly use BI capabilities.

Supported BI Capabilities

Area	What Users Can Ask
BI capability detection	Current BI version, run mode, and available capabilities.
Global search	Search cards, dashboards, datasets, ETL, and other BI resources.
Datasets	View field structure, field types, dimensions, measures, and calculated fields.
Pages and cards	View cards in a page, card datasets, and chart configuration.
Card data	Read saved card data results in read-only mode.
Lightweight SQL query	Execute read-only queries against datasets.
Metric Platform	Search metrics, view definitions, and query metric data.
Metric tree attribution	View metric trees and run single-dimension or all-dimension breakdowns.
ChatBI	List topics, ask questions, and view Q&A results.

GuanMCP focuses on read-only queries by default. It does not create, edit, save, or publish BI resources.

Integration Notes

Permissions and Security Boundaries

GuanMCP does not bypass Guandata BI permissions.

• The AI assistant seeing GuanMCP tools does not mean the user can see all BI data.
• Each query must identify the current real user.
• Guandata BI returns data according to that user's BI permissions.
• In production, do not use one fixed account to query on behalf of all employees.
• Data visible in the AI assistant should be consistent with data the user can view in Guandata BI.

Note

The same question may return different results for different users.

Start with a Small Pilot

Before opening to all users, choose one department or business topic for a pilot:

1. Select 3 to 5 high-frequency questions, such as sales amount query, store ranking, metric definition, and anomaly analysis.
2. Select corresponding metrics, pages, cards, ChatBI topics, and datasets.
3. Prepare test accounts with different permissions, such as administrator, department owner, and regular employee.
4. Ask the questions one by one in the AI assistant and verify that answers trace back to correct BI resources.
5. Compare results across users with different permissions and confirm there is no unauthorized access.
6. Record questions the AI assistant misunderstands and supplement metric descriptions, page descriptions, or business knowledge.

Preparation

Before integration, confirm:

• Which AI assistant will be used, such as Feishu Aily, DecideX, or an enterprise-built assistant.
• What employees will mainly ask, such as metrics, dashboards, dataset fields, or insights.
• Which BI resources should be available for AI assistant queries.
• What low-permission and high-permission users should see.
• Whether a department or topic should be selected for a pilot first.
• Who is responsible for integration and O&M.

After integration, use test accounts with different permissions to verify that returned results match BI permission expectations.

Common Integration Entry Points

Document or Entry	Audience	Description
Feishu Aily Integration	Aily administrators	Configure a custom MCP in Feishu Aily so employees can query Guandata BI data in natural language.
GuanMCP Deployment Guide	O&M and platform administrators	Deploy GuanMCP, configure entry authentication, user identity passing, environment variables, and HTTP validation.
Guandata DecideX	Guandata AI assistant scenarios	Employees call Guandata BI query and metric query capabilities in DecideX.
Enterprise-built AI assistant	Unified enterprise AI entry	Enterprises connect GuanMCP to self-built assistants so employees can access BI query capabilities from one entry.

FAQ

The AI assistant can see tools but cannot query data

Tool visibility does not equal resource permission. Confirm whether the user can directly view the corresponding page, card, dataset, or metric in Guandata BI. If BI access also fails, ask a BI administrator to grant permissions.

SQL query fails

• Confirm the current BI version supports Advanced SQL.
• Confirm dataset display names match table names used in SQL.
• If business users cannot determine the cause, ask an administrator to check query restrictions and error messages.

Different users see different results

GuanMCP returns data according to current user permissions in Guandata BI. Different data permissions, organization scopes, or row/column permissions may produce different results.

Feishu Aily cannot query normally

Confirm that Aily custom MCP configuration is complete and that current-user identity can be passed to Guandata BI. See Feishu Aily Integration Guide.