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Welcome to agentic Power BI.

Work alongside your agent in the report you have open. The canvas updates. Your unsaved work stays.

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Works with MCP clients

  • Claude Code
  • Codex
  • Cursor
  • OpenCode
  • GitHub Copilot
  • Antigravity

One connection.
The whole report.

Live editing

Changes land on the canvas as your agent works. Your own edits stay untouched.

Your design system

Styled components from the first visual. Customize it, and every new visual follows.

Modeling

Your agent writes the DAX measure, then builds the visual that uses it.

Live

Build live.
Stay in control.

Hand and agent edits, in the same open report. Your agent picks up where you left off, saved or not.

Agent
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Group into cards

Group visuals into a card with a title, border and padding. Move it as one. No stacking shapes by hand.

Bookmarks and drill-through

Ask for a toggle or a detail page. Your agent saves bookmarks, builds the detail page and wires up the buttons.

Sync slicers across pages

One selection filters the whole report. No ticking boxes in the sync slicers pane.

Design system

Styled from the start.
Always yours to change.

Every report starts on Ploten’s design system, or on a style you saved for a client.

Default

Your styles

Ready-made components

Blocks, styled slicers, buttons, and more. Ask for what you need. Your agent adds it in your style.

Colors by name

Built on the Radix color scale. Say blue-9 or gray-4, and you get that exact shade. No hex codes.

One style per client

Set each client’s colors, fonts and spacing once. Their next report starts in their style.

Modeling

Your agent speaks DAX.
Ready the moment you ask.

Model context

No pasting table names or relationships into a chat. Your agent reads your open Power BI model.

Field parameters

Switch metrics without the setup. Your agent creates the parameter table, adds the slicer and connects it to your chart.

Time intelligence

Your agent sets up the calendar and measures for YTD and year-over-year. No copying formulas or fixing field names.

Two engines.
Always in sync.

Microsoft’s Power BI Authoring MCP edits the model, with modeling skills to steer it. Ploten’s report engine edits the visuals and formatting. Every new measure or column is in the model before a visual uses it.

Impact list

See what depends on a measure before you change it. Ploten lists the visuals and measures that use it.

Same-total check

Same total on every row? Ploten checks whether your relationships are filtering the data.

DAX validation

No pasting DAX into Power BI just to find an error. Ploten checks each formula before applying it.

Comparison

How Ploten compares.

Copilot in Power BI

Copilot and file-based agents, checked against Microsoft Learn on October 13, 2026: Use Copilot in Power BI Desktop and Edit PBIP files outside Power BI Desktop.

File-based agents (PBIR)Ploten
Unsaved workEdits the open report (preservation not verified)Save your edits before the agent edits the filesReads your unsaved canvas changes
Seeing a changeIn the open reportAfter Desktop reloads the edited filesOn the canvas as your agent edits
Formatting by promptNot supportedThemes, formatting and bulk editsLive layout and formatting
Styling new visualsTheme defaultsThemes, templates and saved instructionsYour design system as you build
Your agentMicrosoft’s CopilotAny compatible agentAny compatible agent
Paid Fabric capacityF2+ or P1+Not for local editingNot for local editing
File type.pbix or PBIPPBIR files in a projectPBIP projects

Privacy

Runs on your machine.
Nothing is sent to us.

Local by design

Ploten connects your agent to Power BI Desktop on your machine. Your report never passes through our servers.

No telemetry from Ploten

Ploten sends us no usage data, field names or report contents. Your agent can send data values and screenshots to its AI provider.

FAQ

Common questions.

What do I need to get started?

Power BI Desktop with your report saved as a Power BI project (PBIP), and an AI agent such as Claude Code, Cursor or Codex. On a Mac, you’d need to run Power BI Desktop in a Windows VM, such as Parallels.

Does Ploten include the AI agent?

No. Ploten connects your own agent to Power BI Desktop. You pay for the agent separately, through your own account.

Will it work with my existing report?

For now, Ploten works with Power BI projects (PBIP). If your report is a .pbix file, save it as a project in Power BI Desktop first. Ploten then connects to the report you have open.

Can I still edit the report myself?

Yes, and you don’t need to save first. Your agent edits the report you have open, so it builds on your unsaved changes instead of reloading over them.

Does my data leave my machine?

Your agent sends what it reads to its AI provider, including data values and screenshots, and that provider’s terms apply. Ploten runs on your machine and never sends your report to us.

Do I need Microsoft’s modeling engine?

Only for model changes, such as measures and relationships. You can skip it, and your agent still edits pages, visuals and formatting. It’s Microsoft’s software, under Microsoft’s own terms.

Join the agentic Power BI era.

Get early access and a founding‑member price.

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