All-in-one AI plugin for business intelligence analysts
Business Intelligence Analysts: The All-in-One AI Plugin
One download gives your own AI 17 BI skills, 26 prompts, 5 apps and 12 Grok Bot agents, so reports, dashboards and KPIs move faster.

- 17skills
- 26prompts
- 12AI agents
- 12connections (MCP)
- 5apps
- 12Grok bots
What's inside
Your week fills up with the same scramble. A director wants the churn number by noon, two teams quote different revenue figures, and the dashboard you shipped last month no longer matches the source table. You spend more time hunting definitions and rebuilding queries than answering the actual question.
17 skills for BI work
Analysis, KPI tracking, forecasting, dashboard design, executive reports, finance trends, measure building in DAX and Tableau, and slow query diagnosis. Each skill knows when your AI should use it.
26 ready-made prompts
Eight topics cover SQL basics, data cleaning, metric definitions, dashboard building, trend analysis, stakeholder reports, documentation and automation. Paste a prompt, fill the blanks, get a structured answer.
5 apps you can build
Evidence-backed workspaces for finance reporting, marketing questions, search and dashboards, notebook analysis, and general data reporting. Each keeps every reported figure linked to its source.
12 Grok Bot agents
A ready team including a data analyst, dashboard designer, SQL expert, Power BI visualization expert, data storyteller, research analyst and competitive intelligence analyst. Assign work like you would to a colleague.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Install once and keep using the assistant you already have open.
Daily news, ideas, updates
Members get a live connection to Complete AI Training: the daily AI news for BI analysts, one new idea each day with the prompt to run it, and automatic skill updates.
A day with your plugin
This plugin drops into the AI you already use. It adds tested BI instructions, prompt templates and app blueprints, so your AI can clean data, define metrics, write the query, build the dashboard view and draft the summary. You stay in one window, and every number traces back to its source.
- Morning
You open your AI and ask the KPI forecasting skill to refresh the weekly metrics file. It cleans the export, flags two missing store days, and shows the trend line before your 9:30 stand-up.
- Late morning
A product lead asks why activation dipped. You run the trend analysis prompt on last quarter's cohort data and get three likely drivers, each with the query behind it.
- Afternoon
You build the operations KPI dashboard with the dashboard design skill, then use the measure builder skill to fix a total that ignored the region filter.
- End of day
You ask the executive dashboard app to turn the day's figures into a one-page summary with the three numbers leadership tracks and a short note on what changed.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
- You see two tabs at the top, Create and Configure: click Configure.
- Name it Business Intelligence Analyst Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your business intelligence analyst assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Business Intelligence Analyst Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Business Intelligence Analyst Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Business Intelligence Analyst Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for business intelligence analysts.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as a business intelligence analyst.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your business intelligence analyst assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Once it's installed, type this
- "What can you help me with as a business intelligence analyst?"Your AI introduces the plugin and suggests where to start.
- "Run the Board Pack Reconciliation Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
- "Which apps can you connect to?"Your AI lists the 12 connections for business intelligence analysts and walks you through adding the ones you use, one app at a time.
- "Find a prompt for …"Picks one of the 26 ready-made prompts and asks for your details.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for business intelligence analysts 17
- business intelligence insights assistantTurns raw business data into forecasts, dashboards and recommendations, for example a quarterly revenue outlook with drivers ranked.
- data analystRuns statistical analysis, cohorts, A/B tests and SQL pulls, for example comparing signup conversion across two pricing pages.
- kpi analysis and forecasting assistantCleans raw KPI data and computes benchmarks and forecasts, for example flagging a support backlog trend and predicting next month.
- kpi performance analystAnalyzes business development KPIs and sets goals, for example defining pipeline velocity and tracking it against last year.
- performance metrics analystTurns operations metrics into findings and action plans, for example cutting average order cycle time by two days.
- operational kpi dashboard designerDesigns and maintains operational KPI dashboards, for example a live fulfillment dashboard with uptime, cost and quality measures.
Show all 14 skills
- executive dashboard generatorBuilds an executive Markdown dashboard from CSV or database data, for example a one-page board summary with trends and priorities.
- finance trend insight studioTurns market and finance data into pricing, risk and sentiment insight, for example a margin analysis by product segment.
- advanced analytics dashboardKeeps a metric register with source, formula, period, target and owner, for example a CSV of 40 finance KPIs.
- bi measure builderWrites and debugs DAX, Tableau and LookML measures, for example fixing a year-to-date total that ignores the date filter.
- sql optimization patternsDiagnoses slow SQL with query plans and indexing checks, for example cutting a nightly report query from 12 minutes to 40 seconds.
- agency finance financial analystBuilds financial models, forecasts and scenarios, for example a three-case budget plan for the next fiscal year.
- trend intelligence analystMaps industry trends, competitor sentiment and technology impact, for example comparing rival sentiment across review sites.
- mktg marketing kpi dashboard plannerPlans marketing KPI dashboards and metric ownership, for example deciding which campaign metrics the demand team reports weekly.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 26
- SQL Query Basics3 prompts, like Turn Plain English Into SQL
- Data Cleaning And Quality3 prompts, like Draft Data Quality Checks
- Metric Definitions And KPIs3 prompts, like Define Business KPIs Clearly
- Dashboard Building Support3 prompts, like Draft Dashboard Layout Ideas
- Trend Analysis And Insights3 prompts, like Summarize Trends From Query Results
- Reports And Stakeholder Communication3 prompts, like Executive Summary Report for Stakeholders
- Documentation And Admin5 prompts, like Write Data Dictionary Entries
Show all 8 topics
- Advanced Analysis And Automation3 prompts
Apps you can build with AI 5
- Evidence-backed data analysis and reporting workspaceCuts time from finance question to reviewed report while keeping every figure traceable to its source. Demo included.
- Evidence-backed data question and reporting workspaceAnswers marketing data questions fast while keeping shared definitions and source links intact. Demo included.
- Evidence-backed search and dashboard workspaceReduces tool switching and manual query work while keeping each reported dashboard number traceable. Demo included.
- Evidence-backed notebook analysis and reporting workspaceSpeeds up notebook analysis and review by keeping every generated result linked to its source. Demo included.
- Evidence-backed data analysis and reporting workspaceTurns raw data into a shared, source-linked report without losing traceability. Demo included.
AI agents 12
In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Board Pack Reconciliation Agent". Each one also has a guided set-up with sample data on its page.
- Board Pack Reconciliation AgentEvery figure in the board pack is consistent, traceable and uses the approved definition.
- Finance Metric Definition AgentComparisons only between metrics that really mean the same thing.
- Executive Dashboard Anomaly Check AgentOnly real changes in the numbers reach the leadership meeting.
- Ad Hoc Data Request Scoping AgentA clear request, a first result that ties to known totals, and an analyst-approved answer
- Forecast Backtest and Refresh AgentForecasts that improve over time because every method is tested on the same history
- Address Standardization AgentA clean address file where each address is verified or flagged, with duplicates found
- Post-Release Outcome Review AgentKnow whether a release met its goal, with trustworthy data
- Labor Market Indicator Dashboard AgentKeep a labor dashboard accurate through revisions and definition changes.
- Grant Evaluation Data Collection AgentGet complete, consistent data from every site into the analysis file.
- Digital Initiative Benefits Tracking AgentA monthly portfolio view of benefits delivered against business cases
- Data Quality Issue Triage AgentEvery data quality report reproduced, sized and routed to the right owner
- Security Metrics Board Report AgentA consistent, traceable quarterly security report in plain language
Connections (MCP servers) 12
A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.
- Power BI Analyst MCP serverAsk your AI to explore Power BI data, run DAX queries, and summarise results for you.
- Power BI MCP serverAsk your AI to check, refresh, and troubleshoot your Power BI datasets in plain words.
- BigQuery MCP serverLets your AI look at your BigQuery tables and run SQL queries for you.
- Metabase MCP serverAsk your AI to explore Metabase dashboards, run safe SQL queries, and explain your data in plain words.
- Qlik Cloud MCP serverLets your AI look through your Qlik Cloud apps, sheets and charts and pull the numbers out for you.
- Snowflake MCP serverLet your AI ask questions of your Snowflake data and get real answers back in the chat.
- Apache Superset MCP serverLets your AI manage Superset dashboards, charts, datasets, users and permissions for you.
- Seshat BI MCP serverLets your AI read the readiness state of your BI pipeline and tell you what is blocked and what comes next.
- Databricks MCP serverLet your AI run SQL queries, list jobs, and check job status in your Databricks workspace.
- Databricks Genie MCP serverAsk your Databricks data questions in plain English and get answers with SQL and tables back.
- Snowflake MCP server (deprecated)Ask your AI to query Snowflake data and manage objects in plain English, within your permissions.
- Microsoft SQL Server MCP serverAsk your AI questions about your SQL Server database and get answers, tables, and reports back.
Your Grok Bot team 12
- Data AnalystAnalyzes numerical data to find trends, compare metrics, and produce statistical insights.
- Kpi Dashboard DesignDesign KPI dashboards that drive business decisions with proven patterns.
- Dashboard DesignBuild scannable analytics dashboards with modular cards, KPI hierarchy, and muted backgrounds.
- Sql ProOptimize SQL queries, design schemas, and tune performance for cloud-native and hybrid databases.
- Postgres Readonly QueriesRun safe read-only SQL against PostgreSQL with multi-connection support and write protection.
- Sql Optimization PatternsSystematically optimize slow SQL queries with indexing and plan analysis.
- Sql SentinelAudits SQL for cost and performance anti-patterns, scores warehouse health 0-100, and outputs a prioritized cost-reduction plan. Works with BigQuery,
- Power Bi Visualization ExpertGuides Power BI report design and visualization using Microsoft best practices for effective, performant, and user-friendly dashboards.
- Data StorytellingTurn raw data into narratives that drive decisions and inspire action.
- Business AnalystAnalyzes business processes, gathers requirements, and identifies improvement opportunities for operational efficiency.
- Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
- Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for business intelligence analysts, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 700+ video courses and certificates
- Download up to 2 plugins a day
Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.
This plugin only
Standalone plugin
$49 once
- The plugin for business intelligence analysts, for all eight AIs
- All 17 skills, 26 prompts, 12 AI agents and 5 apps
- The connections guide
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin, and how do I install it without technical knowledge?
A plugin is a set of instructions, prompts and templates that your AI reads. You download one file and add it to your AI's plugin or custom instructions area. The setup guide walks you through each click, and no coding is needed.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Pick the one your team already uses. The same skills, prompts and apps work across all eight, so you are not locked in.
What is the difference between the member download and the $49 one-time plugin?
Members get the plugin plus the daily AI news, a new idea every day with its prompt, and automatic updates when skills improve. The $49 one-time version is the plugin on its own, with no daily news, ideas or updates.
Is my data safe?
The plugin is instructions and files only. It does not store your data or send it anywhere on its own. Your chats and files stay with your AI provider, under the same privacy and security rules you already follow.
How many downloads do I get?
You can download two plugins a day. If you need a second copy for a teammate or a different AI tool, come back the next day or share the workspace through your own account.
Learn to use AI as a business intelligence analyst
The plugin does the work; the learning path shows you how to get the most out of it, step by step.