pbi-squire

PBI Squire Plugin

Claude Code plugin for Power BI project analysis, modification, and deployment.

Quick Install

Option A: Direct Install (Recommended)

Run these commands inside Claude Code:

/plugin marketplace add https://github.com/cn-dataworks/pbi-squire-plugin
/plugin install pbi-squire

That's it! The plugin is now available in all your projects.

Option B: Git Clone (For Contributors)

If you plan to contribute or need offline access:

# 1. Clone the repository
git clone https://github.com/cn-dataworks/pbi-squire-plugin.git "$HOME\.claude\plugins\custom\pbi-squire"

# 2. Run installer
cd "$HOME\.claude\plugins\custom\pbi-squire"
.\install-plugin.ps1

First-Time Setup (Automatic)

No bootstrap required! When you first invoke the skill, PBI Squire automatically:

1. Detects Power BI projects in your folder
2. Asks about data sensitivity settings
3. Creates configuration files inline
4. Continues with your request

You: "Help me fix this YoY measure"

PBI Squire: "Let me configure PBI Squire for this location...
             Found 1 Power BI project: SalesReport.pbip
             Does this project contain sensitive data? [Y/N]"

You: "N"

PBI Squire: "✅ Configured! Now let me help with that YoY measure..."

Bootstrap (Optional)

Bootstrap is optional for Analyst Edition but recommended for Developer Edition:

Edition	Bootstrap Required?	What It Does
Analyst	No (auto-configures)	Creates config files only
Developer	Recommended	Installs Python tools for faster performance

# Optional: Run bootstrap for explicit control or Developer Edition Python tools
cd "C:\path\to\your\powerbi-project"
& "$HOME\.claude\plugins\custom\pbi-squire\tools\bootstrap.ps1"

See INSTALL.md for detailed instructions and team setup.

MCP (Recommended for Writing)

Install Power BI Modeling MCP if you plan to create or edit DAX/M code:

Mode	Reading	Writing
File-Only (no MCP)	✅ Works	⚠️ No compile validation
Desktop Mode (MCP)	✅ Works	✅ Validates before writing

Install via VS Code (Recommended):

1. Open VS Code → Extensions (Ctrl+Shift+X)
2. Search "Power BI Modeling MCP" → Install (by Analysis Services)
3. Re-run installer:

   cd "$HOME\.claude\plugins\custom\pbi-squire"
   .\install-plugin.ps1
   

How It Works

One Install, All Projects

The plugin installs once to a central location on your computer:

C:\Users\YourName\.claude\plugins\custom\pbi-squire\

After installation, it's automatically available in every project you open with Claude Code.

First-time setup is automatic: When you first use the skill in a new project, it auto-configures itself inline. No separate bootstrap step required for Analyst Edition.

Per-Project Control

Disable in a specific project - Create .claude/settings.json in that project:

{
  "plugins": {
    "pbi-squire": {
      "enabled": false
    }
  }
}

Enable only in specific projects - Skip the global install, then add to each project's .claude/settings.json:

{
  "plugins": {
    "pbi-squire": {
      "path": "C:\\Users\\YourName\\.claude\\plugins\\custom\\pbi-squire"
    }
  }
}

Note: The plugin's skills only activate when they detect Power BI files (.pbip, .SemanticModel/). In non-Power BI projects, the skills won't trigger even if the plugin is installed globally.

Auto-Approve Permissions

Bootstrap creates .claude/settings.json with permissions so common tools run without prompts:

{
  "permissions": {
    "allow": [
      "Read",
      "Glob",
      "Grep",
      "Edit",
      "Write",
      "Bash(python *)",
      "Bash(git *)"
    ]
  }
}

Customize by editing .claude/settings.json. See INSTALL.md for details.

Skill

This plugin provides one comprehensive skill:

pbi-squire - Complete Power BI development assistant

Capability	Description
Diagnose & Fix	EVALUATE workflow - fix calculation issues
Create Artifacts	CREATE_ARTIFACT workflow - new measures, columns, tables
Transform Data	DATA_PREP workflow - M code / Power Query
Document	SUMMARIZE workflow - business-friendly dashboard docs
Deploy	IMPLEMENT workflow - apply changes with validation
Merge Projects	MERGE workflow - compare and combine projects

The skill automatically routes your requests to the appropriate workflow. Just describe what you need.

Key Workflows