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Overview

Phinite’s Power BI predefined tool lets workspace assistants call Power BI APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Power BI datasets, reports, dashboards, workspaces (groups), dataflows, and gateways via the Power BI REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • Access Token access_token (required)

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Setup steps

  1. Azure App registration with Power BI Service permissions, admin consent, enable service principals in Power BI Admin → generate access token.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Power BI
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose PowerBITool (or search for Power BI)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 60 subtools for Power BI:
  • Get Datasets: Returns a list of all datasets from My workspace.
  • Get Datasets In Group: Returns a list of all datasets from the specified workspace.
  • Get Dataset: Returns a specific dataset from My workspace by dataset_id.
  • Get Dataset In Group: Returns a specific dataset from the specified workspace.
  • Delete Dataset: Deletes the specified dataset from My workspace. Irreversible.
  • Delete Dataset In Group: Deletes the specified dataset from the specified workspace. Irreversible.
  • Refresh Dataset: Triggers a refresh for the specified dataset from My workspace. Basic refresh uses notify_option; enhanced fields trigger an async refresh.
  • Refresh Dataset In Group: Triggers a refresh for the specified dataset from the specified workspace. Basic refresh uses notify_option; enhanced fields trigger an async refresh.
  • Get Refresh History: Returns the refresh history for the specified dataset from My workspace.
  • Get Refresh History In Group: Returns the refresh history for the specified dataset from the specified workspace.
  • Get Dataset Datasources: Returns a list of data sources for the specified dataset from My workspace.
  • Get Dataset Datasources In Group: Returns a list of data sources for the specified dataset from the specified workspace.
  • Execute Queries: Executes a DAX query against the specified dataset in My workspace.
  • Execute Queries In Group: Executes a DAX query against the specified dataset in the specified workspace.
  • Get Refresh Schedule In Group: Returns the refresh schedule for the specified dataset from the specified workspace.
  • Update Refresh Schedule In Group: Updates the refresh schedule for the specified dataset in the specified workspace.
  • Update Parameters In Group: Updates parameter values for the specified dataset in the specified workspace.
  • Get Reports: Returns a list of all reports from My workspace.
  • Get Reports In Group: Returns a list of all reports from the specified workspace.
  • Get Report: Returns a specific report from My workspace by report_id.
  • Get Report In Group: Returns a specific report from the specified workspace.
  • Delete Report: Deletes the specified report from My workspace. Irreversible.
  • Delete Report In Group: Deletes the specified report from the specified workspace. Irreversible.
  • Clone Report: Clones the specified report from My workspace. Requires report_id and name.
  • Clone Report In Group: Clones the specified report from the specified workspace.
  • Get Report Pages: Returns a list of pages within the specified report from My workspace.
  • Get Report Pages In Group: Returns a list of pages within the specified report from the specified workspace.
  • Export Report To File In Group: Triggers an async export of the specified report to a file format. Returns an export job ID to poll with get_export_status_in_group.
  • Get Export Status In Group: Returns the current status of a report export job in the specified workspace.
  • Get Dashboards: Returns a list of all dashboards from My workspace.
  • Get Dashboards In Group: Returns a list of all dashboards from the specified workspace.
  • Get Dashboard: Returns a specific dashboard from My workspace by dashboard_id.
  • Get Dashboard In Group: Returns a specific dashboard from the specified workspace.
  • Add Dashboard: Creates a new empty dashboard in My workspace.
  • Add Dashboard In Group: Creates a new empty dashboard in the specified workspace.
  • Delete Dashboard: Deletes the specified dashboard from My workspace. Irreversible.
  • Delete Dashboard In Group: Deletes the specified dashboard from the specified workspace. Irreversible.
  • Get Dashboard Tiles: Returns a list of tiles within the specified dashboard from My workspace.
  • Get Dashboard Tiles In Group: Returns a list of tiles within the specified dashboard from the specified workspace.
  • Get Groups: Returns a list of workspaces the current user has access to.
  • Get Group: Returns a specific workspace by group_id.
  • Create Group: Creates a new workspace.
  • Delete Group: Deletes the specified workspace. Irreversible.
  • Update Group: Updates properties of the specified workspace.
  • Get Group Users: Returns a list of users that have access to the specified workspace.
  • Add Group User: Grants a user the specified access right to the workspace.
  • Delete User In Group: Removes the specified user’s permissions from the workspace.
  • Update Group User: Updates the access right of a user in the specified workspace.
  • Get Dataflows: Returns a list of all dataflows from the specified workspace.
  • Get Dataflow: Returns the definition of the specified dataflow from the specified workspace.
  • Delete Dataflow: Deletes the specified dataflow and its definition from the workspace. Irreversible.
  • Refresh Dataflow: Triggers a refresh for the specified dataflow in the specified workspace.
  • Update Dataflow: Updates properties and settings of the specified dataflow.
  • Get Dataflow Datasources: Returns a list of data sources for the specified dataflow.
  • Get Dataflow Transactions: Returns a list of refresh transactions for the specified dataflow.
  • Get Gateways: Returns a list of gateways for which the current user is an admin.
  • Get Gateway: Returns the specified gateway by gateway_id.
  • Get Gateway Datasources: Returns a list of data sources from the specified gateway.
  • Get Gateway Datasource: Returns the specified data source from the specified gateway.
  • Get Gateway Datasource Status: Checks the connectivity status of the specified data source on the specified gateway.

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Documentation & resources

  • Official documentation: https://learn.microsoft.com/en-us/rest/api/power-bi/
  • Phinite documentation: Power Bi

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials