Tools

AI-Agent Skills for Power BI Tasks

5 agent skills that handle jobs people use Power BI for — for Claude Code, Codex, and Cursor.

This repository provides a curated collection of AI-agent skills designed to automate tasks typically performed within Power BI environments. These skill files are compatible with development tools like Claude Code, Codex, and Cursor, allowing your agents to handle data processing, financial modeling, and reporting directly within your coding workspace. If you are a data analyst, financial modeler, or operations professional, these tools help you bypass manual setup by automating pipeline coverage analysis, GTM efficiency calculations, and statistical dashboard generation. You will find specialized skills for building backtested trading strategies, performing risk metric analysis, and translating complex data sets into business insights. This is not Power BI; rather, it is a library of modular instructions and logic tailored to help your existing AI agents execute the specific analytical workflows you manage every day. Use these to standardize your outputs and accelerate your reporting cycles.

Top Power BI skills

How to choose a Power BI skill

When selecting a skill, prioritize alignment with your specific data output requirements. Check the maintenance status of the individual skill file to ensure it remains compatible with your current agent version. Consider the scope: some skills focus on narrow tasks like spreadsheet-to-presentation workflows, while others, like the Analytics Reporter, provide broader statistical analysis. Examine the provided documentation for clear examples of the expected input format and the final deliverables generated. Opt for skills that match your team’s preferred methodology, whether that is revenue-focused operations or technical quantitative analysis.

Frequently asked

Do these skills integrate directly with my .pbix files?
No. These AI-agent skills are designed to perform data analysis, financial modeling, and reporting tasks in code-based environments. They operate on raw data or structured inputs provided to your agent, rather than manipulating native Power BI project files directly. Ensure your data is exported into a compatible format before executing these skills.
Are these skills suitable for production-grade financial reporting?
Yes, provided you validate the logic within the skill files against your specific data constraints. Skills like the quant-analyst and revenue-operations modules contain specific logic for MAPE calculations and risk metrics. Always review the code within the skill file to verify that the mathematical formulas and output logic meet your organizational requirements for accuracy.

Skills for other tools

Search skills

Search the agent skills registry