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ID74 - PBI Conversational Agent

Chat with your Power BI data to get answers you need instantly without manually stumbling through multiple reports. We build and deploy Power BI reports for our clients, but most of the people who should be using them don't. Sales reps, ops managers, service leads... they don't have Pro licenses, they don't know how to navigate the dashboards, and they're not going to learn. So the data just sits there. ID74 fixes that by exposing the dealer's Power BI datasets through an MCP server, so people can ask questions from any MCP-capable client they already use (Microsoft 365 Copilot in Teams, Claude Desktop, VS Code, Cursor) and get answers straight from the Power BI dataset they already have installed. No dashboards to open, no Pro license needed, no training. The AI doesn't make up numbers. It picks from pre-built DAX templates that we wrote first and only uses AI DAX queries when the question can not be answered from pre-built templates. Then, it injects the right date range and identity filters and returns exactly what the report would show. For RLS reports, each user only sees their own data. For everything else, access uses the same permission model our SSRS reports already use: e-automate Modules (GL Reports, Service Reports, Service Contract Reports, and so on). Each catalog is mapped to the SecuredObjects it requires, and ID74 calls the same rights check that gates SSRS today, so a user who can't pull a report in SSRS can't pull it through ID74 either. It's a thin layer on top of infrastructure that already exists.

Prerequisite: ID588. ID74 sits on top of ID588, our shared MCP platform that provides the per-tenant SQL bridge into e-automate (including the rights check that powers the security model above). Dealers subscribe to ID588 once, then ID74 (and any future capabilities, ID-next, ID-next-after-that) plug in on top of it. If you're not on ID588 yet, that's the first step.

Why not Microsoft's built-in Copilot? Power BI Copilot requires a Fabric capacity, which starts at $292/month (F2) and realistically lands at $1,168/month (F8) or higher for any real usage. Below the F64 tier ($9,344/month), every user still needs a Power BI Pro license on top of that. For a dealership with 20 people who just want to ask questions about their data, that's $1,368 to $9,344/month before anyone types a single question. ID74 plugs into whatever MCP-capable client the dealer already uses (M365 Copilot in Teams, Claude Desktop, VS Code, Cursor) and doesn't require Fabric at all.

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