pbi-cli/README.pypi.md
MinaSaad1 62680dd060 feat: v3.10.3 - opt-in Claude integration, dual-license DLL attribution, new pbi-cli entry point
## Claude Code integration now fully opt-in (Fix 3)
- `pbi connect` no longer writes to ~/.claude/ automatically
- New `pbi-cli` entry point: `pbi-cli skills install/uninstall/list`
- `pbi-cli skills install` shows exact paths before writing and requires y/N confirmation
- `pbi connect` prints a one-line tip if skills are not yet installed
- `pbi skills` subgroup removed from the `pbi` entry point

## DLL licensing compliance (Fix 1)
- pyproject.toml updated to PEP 639 SPDX dual expression:
  MIT AND LicenseRef-Microsoft-AS-Client-Libraries
- license-files declaration: LICENSE, THIRD_PARTY_LICENSES.md, NOTICE
- THIRD_PARTY_LICENSES.md: full verbatim MS Analysis Services Client Libraries EULA
- NOTICE: short-form attribution for wheel redistribution
- src/pbi_cli/dlls/README.md: in-directory sentinel for the MS DLLs
- setuptools requirement bumped to >=77.0 for PEP 639 support

## SECURITY.md rewrite (Fix 2)
- Supported versions table updated to 3.10.x
- Architecture section: no MCP server, no subprocess, direct pythonnet interop
- Global Configuration Modifications section updated to reflect opt-in model
- Bundled Binaries section references THIRD_PARTY_LICENSES.md

## Documentation
- README.md, README.pypi.md: corrected 3-step setup flow
- CHANGELOG.md: [3.10.3] entry
- CONTRIBUTING.md: pbi skills -> pbi-cli skills
- All 7 semantic model SKILL.md files: prerequisites updated to 3-step flow
- New SVG/PNG marketing and documentation assets
2026-04-05 20:37:05 +02:00

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Markdown

<img src="https://raw.githubusercontent.com/MinaSaad1/pbi-cli/master/assets/header.svg" alt="pbi-cli" width="800"/>
**Give Claude Code the Power BI skills it needs.**
Install once, then just ask Claude to work with your semantic models *and* reports.
<a href="https://pypi.org/project/pbi-cli-tool/"><img src="https://img.shields.io/pypi/pyversions/pbi-cli-tool?style=flat-square&color=3776ab&label=Python" alt="Python"></a>
<a href="https://github.com/MinaSaad1/pbi-cli/actions"><img src="https://img.shields.io/github/actions/workflow/status/MinaSaad1/pbi-cli/ci.yml?branch=master&style=flat-square&label=CI" alt="CI"></a>
<a href="https://github.com/MinaSaad1/pbi-cli/blob/master/LICENSE"><img src="https://img.shields.io/github/license/MinaSaad1/pbi-cli?style=flat-square&color=06d6a0" alt="License"></a>
[Get Started](#get-started) &bull; [Skills](#skills) &bull; [All Commands](#all-commands) &bull; [REPL Mode](#repl-mode) &bull; [Contributing](#contributing)
---
## What is this?
pbi-cli gives **Claude Code** (and other AI agents) the ability to manage Power BI semantic models **and reports**. It ships with 12 skills that Claude discovers automatically. You ask in plain English, Claude uses the right `pbi` commands.
```
You Claude Code pbi-cli Power BI
"Add a YTD measure ---> Uses Power BI ---> CLI commands ---> Desktop
to the Sales table" skills (12)
```
**Two layers, one CLI:**
- **Semantic Model** -- Direct .NET interop to Power BI Desktop (measures, tables, DAX, security)
- **Report Layer** -- Reads/writes PBIR JSON files directly (visuals, pages, themes, filters)
---
## Get Started
**Fastest way:** Just give Claude the repo URL and let it handle everything:
```
Install and set up pbi-cli from https://github.com/MinaSaad1/pbi-cli.git
```
**Or install manually (two commands):**
```bash
pipx install pbi-cli-tool # 1. Install (handles PATH automatically)
pbi-cli skills install # 2. Register Claude Code skills (one-time setup)
pbi connect # 3. Connect to Power BI Desktop
```
Open Power BI Desktop with a `.pbix` file, run the three commands above, and start asking Claude.
> **Requires:** Windows with Python 3.10+ and Power BI Desktop running.
<details>
<summary><b>Using pip instead of pipx?</b></summary>
```bash
pip install pbi-cli-tool
```
On Windows, `pip install` often places the `pbi` command in a directory that isn't on your PATH.
**Fix: Add the Scripts directory to PATH**
Find the directory:
```bash
python -c "import site; print(site.getusersitepackages().replace('site-packages','Scripts'))"
```
Add the printed path to your system PATH, then restart your terminal. We recommend `pipx` to avoid this entirely.
</details>
---
## Skills
After running `pbi-cli skills install`, Claude Code discovers **12 Power BI skills**. Each skill teaches Claude a different area. You don't need to memorize commands.
### Semantic Model (require `pbi connect`)
| Skill | What you say | What Claude does |
|-------|-------------|-----------------|
| **DAX** | *"Top 10 products by revenue?"* | Writes and executes DAX queries |
| **Modeling** | *"Create a star schema"* | Creates tables, relationships, measures |
| **Deployment** | *"Save a snapshot"* | Exports/imports TMDL, diffs snapshots |
| **Security** | *"Set up RLS"* | Creates roles, filters, perspectives |
| **Docs** | *"Document this model"* | Generates data dictionaries |
| **Partitions** | *"Show the M query"* | Manages partitions, expressions |
| **Diagnostics** | *"Why is this slow?"* | Traces queries, benchmarks |
### Report Layer (no connection needed)
| Skill | What you say | What Claude does |
|-------|-------------|-----------------|
| **Report** | *"Create a new report"* | Scaffolds PBIR reports, validates, previews |
| **Visuals** | *"Add a bar chart"* | Adds, binds, bulk-manages 32 visual types |
| **Pages** | *"Add a new page"* | Manages pages, bookmarks, drillthrough |
| **Themes** | *"Apply brand colours"* | Themes, conditional formatting |
| **Filters** | *"Show top 10 only"* | TopN, date, categorical filters |
---
## All Commands
27 command groups covering both the semantic model and the report layer.
| Category | Commands |
|----------|----------|
| **Queries** | `dax execute`, `dax validate`, `dax clear-cache` |
| **Model** | `table`, `column`, `measure`, `relationship`, `hierarchy`, `calc-group` |
| **Deploy** | `database export-tmdl/import-tmdl/export-tmsl/diff-tmdl`, `transaction` |
| **Security** | `security-role`, `perspective` |
| **Connect** | `connect`, `disconnect`, `connections list/last` |
| **Data** | `partition`, `expression`, `calendar`, `advanced culture` |
| **Diagnostics** | `trace start/stop/fetch/export`, `model stats` |
| **Report** | `report create/info/validate/preview/reload`, `report add-page/delete-page/get-page` |
| **Visuals** | `visual add/get/list/update/delete/bind`, `visual bulk-bind/bulk-update/bulk-delete` |
| **Filters** | `filters list/add-categorical/add-topn/add-relative-date/remove/clear` |
| **Formatting** | `format get/clear/background-gradient/background-conditional/background-measure` |
| **Bookmarks** | `bookmarks list/get/add/delete/set-visibility` |
| **Tools** | `setup`, `repl`, `skills install/list/uninstall` |
Use `--json` for machine-readable output:
```bash
pbi --json measure list
pbi --json visual list --page overview
```
---
## 32 Supported Visual Types
**Charts:** bar, line, column, area, ribbon, waterfall, stacked bar, clustered bar, clustered column, scatter, funnel, combo, donut/pie, treemap
**Cards/KPIs:** card, cardVisual (modern), cardNew, multi-row card, KPI, gauge
**Tables:** table, matrix &bull; **Slicers:** slicer, text, list, advanced &bull; **Maps:** Azure Map
**Decorative:** action button, image, shape, textbox, page navigator
---
## REPL Mode
For interactive work, the REPL keeps a persistent connection:
```
$ pbi repl
pbi> connect --data-source localhost:54321
Connected: localhost-54321
pbi(localhost-54321)> measure list
pbi(localhost-54321)> dax execute "EVALUATE TOPN(5, Sales)"
pbi(localhost-54321)> exit
```
Tab completion, command history, and a dynamic prompt.
---
## Development
```bash
git clone https://github.com/MinaSaad1/pbi-cli.git
cd pbi-cli
pip install -e ".[dev]"
```
```bash
ruff check src/ tests/ # Lint
mypy src/ # Type check
pytest -m "not e2e" # Run tests (488 tests)
```
---
## Bundled third-party software
`pbi-cli-tool` ships with Microsoft Analysis Services client library
assemblies (`Microsoft.AnalysisServices.*.dll`) inside the PyPI wheel
under `src/pbi_cli/dlls/`. These binaries are **not** covered by
pbi-cli's MIT license. They are redistributed unmodified under the
Microsoft Software License Terms for Microsoft Analysis Management
Objects (AMO) and Microsoft Analysis Services - ADOMD.NET. Full terms
are in [THIRD_PARTY_LICENSES.md](https://github.com/MinaSaad1/pbi-cli/blob/master/THIRD_PARTY_LICENSES.md)
and the companion [NOTICE](https://github.com/MinaSaad1/pbi-cli/blob/master/NOTICE)
file. By installing `pbi-cli-tool` you agree to those terms in addition
to the MIT License that applies to the rest of the package.
---
## Contributing
Contributions are welcome! Please open an issue first to discuss what you'd like to change.
1. Fork the repository
2. Create a feature branch
3. Make your changes with tests
4. Open a pull request
---
<p align="center">
<a href="https://github.com/MinaSaad1/pbi-cli"><img src="https://img.shields.io/badge/GitHub-pbi--cli-1a1a2e?style=flat-square&logo=github" alt="GitHub"></a>
<a href="https://pypi.org/project/pbi-cli-tool/"><img src="https://img.shields.io/badge/PyPI-pbi--cli--tool-f2c811?style=flat-square&logo=pypi&logoColor=white" alt="PyPI"></a>
</p>
<p align="center">
<sub>MIT License — bundled Microsoft DLLs are licensed separately, see <a href="https://github.com/MinaSaad1/pbi-cli/blob/master/THIRD_PARTY_LICENSES.md">THIRD_PARTY_LICENSES.md</a></sub>
</p>