Answer weekly KPI questions from Metabase with an AI client

Business data & reporting · checked 2026-10-18

An admin turns on Metabase's built-in MCP server. Claude answers a fixed list of KPI questions within your Metabase permissions, and a person checks each number against the saved dashboard before sharing.

Independent review. IonBin has no partnership with any tool on this page and was not paid for this page. Our evaluation is our own, based on public documentation and our research. Product names are trademarks of their owners and are used for identification only. How disclosure works.

Goal

Answer recurring metric questions quickly without granting extra data access.

Connects through: MCP

Steps

  1. You

    Ask a Metabase admin to enable the MCP server and agree a fixed list of KPI questions

    Human stepConfirmed

  2. Metabase

    Answers queries through the MCP server at /api/metabase-mcp, limited to your Metabase permissions

    MCPConfirmedSource ↗

  3. Claude

    Writes a short answer for each question, naming the table or saved question it used

    AI platformConfirmed

  4. You

    Check each figure against the matching saved dashboard before sharing

    Human stepConfirmed

Confirmed means the vendor documents it (linked). It doesn't mean IonBin has tested it. AI-platform and human steps need no source.

Human approval

Numbers are shared only after you check them against Metabase.

Watch out for

An AI-written query can use the wrong table or filter and still return a number that looks right. Prefer existing saved questions, keep each metric's definition written down, and check numbers before they leave the team.

Starter prompt

Using the Metabase MCP server, answer these questions for last week compared with the week before: [your list]. Where a saved question or dashboard already covers a question, use it. For each answer, give the number, the comparison and the saved question or table you used. If you're not sure a query matches the definition, say so instead of guessing.

Written for this workflow. Paste it into your AI platform and adjust it to your situation.

Tools in this workflow

ToolRoleOfficial site
MetabaseMCP metabase.com ↗
ClaudeAI platform claude.ai ↗

Which AI platforms can run it

PlatformStatusWhy
Claude (incl. Claude Code) To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it
OpenAI Codex To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it
Google Antigravity To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it
ChatGPT To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it
Gemini To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it
Perplexity To verify Metabase: MCP pairing needs route-specific evidence; a named plugin or CLI does not establish it

Readiness considers the connection evidence and unresolved steps. Confirmed: documented access and the proposed steps meet the recorded requirements. MCP and API pairings require an explicit reviewed platform note; a named plugin or CLI alone does not confirm MCP. Inferred: an explicit page note describes a plausible pairing that still needs testing. To verify: a connection or step is unresolved. An API and code execution alone do not establish compatible network access, credentials or permissions. None of this is IonBin testing.

What we checked (2026-10-18)

  • Metabase MCP server. Metabase’s docs describe an MCP server built into the product at /api/metabase-mcp on your instance. An admin has to turn it on, and each person’s access stays within their own Metabase permissions.
  • Plans. The pricing page lists Open Source as free to self-host, Starter at $100 a month ($90 billed yearly) with 5 users included, and Pro at $575 a month. Check whether your edition and version include the MCP server before you plan around it.

Set it up

  1. Ask your Metabase admin to enable the MCP server, and connect Claude with your own Metabase account.
  2. Write down the KPI questions and the saved question that defines each metric.
  3. Each week, run the prompt above with that list.
  4. Open the matching dashboard and compare. Fix any definition that drifted before you share the summary.

This is a proposed sequence based on documented tools, not a tested account integration.

Sources

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