What you need to run Exagomatica.

What do I need in Claude Desktop?

Claude Desktop for Windows, signed in, on any plan: Exagomatica works on every Claude plan. It installs as a local connector inside Claude Desktop, and local connectors are not plan gated. The only published limit, one remote custom connector on the Free plan, applies to remote connectors and not to Exagomatica. Your plan tier affects how much you can chat with Claude each day, never whether Exagomatica can be added.

Official docs: Anthropic: Install Claude Desktop · Anthropic: Local connectors on Claude Desktop

Which Claude plan should I choose?

Every plan works, including Free. The difference between plans is how much you can use Claude, not whether Exagomatica runs. Teams that lean on Claude through the working day usually choose Pro or Max, and the Team and Enterprise plans add centralized billing and admin controls. Pick by expected daily usage, not by Exagomatica compatibility.

Official docs: Anthropic: Claude plans and pricing

How do I check that Exagomatica is connected?

The installer registers Exagomatica in Claude Desktop for you. To verify, open Claude Desktop and select the plus button at the bottom of the chat box, then Connectors: Exagomatica appears there with its capabilities. If something looks off, connection status and logs live under Settings, then Developer.

Official docs: Anthropic: Local connectors on Claude Desktop

What kind of Power BI access do I need?

Access to a semantic model in the Power BI Service. Plain Power BI Pro on shared capacity works; Premium, Premium Per User and Fabric workspaces work too. No XMLA endpoint is required: Exagomatica queries the model through the Power BI Service’s standard executeQueries API. Your account needs Build permission on the model, which workspace Contributor or higher includes automatically and which a Viewer can be granted on one model. There are two levels of access, described in the next answer, and we recommend starting with the lighter one.

Official docs: Microsoft: Roles in Power BI workspaces · Microsoft: Power BI license types

What is the difference between the two levels of access?

With the Viewer role plus Build permission on the model, you can ask questions, and row-level security applies exactly as it does everywhere else in Power BI. At this level Exagomatica can also list the model’s tables, columns and measures, with their descriptions, number formats and how the tables link together, but not how each measure is calculated; this is the recommended starting point. Reading the formula behind each measure, and the data-preparation pipelines that feed the model, needs workspace Contributor or higher, because that is the level Microsoft requires for it. Contributor changes your Power BI account, not only Exagomatica: row-level security no longer applies to you, and you can edit or delete content in that workspace. Ask for it deliberately, together with your IT team.

Official docs: Microsoft: Row-level security and workspace roles

Can Exagomatica change anything in my Power BI?

No, whatever your role. Exagomatica has no write operation: the only calls it makes to Power BI are queries and definition reads, every query is checked against a read-only rule before it is sent, and an automated check in our build fails if a write operation is ever added to the code. The Power BI query API it uses accepts only DAX queries, which return data and cannot modify anything. Your role decides what Power BI lets you see and do; what Exagomatica does is the same at every role.

Official docs: Microsoft: The executeQueries REST API

How do I check my workspace role?

A quick self-check: open the workspace in the Power BI Service. If you can create or edit content there, you are Contributor or higher. The full role list lives in the workspace’s Manage access panel, which Microsoft documents for workspace admins, and some organizations also show it to Members, so many business users will not see it. When in doubt, ask your workspace admin which role you hold. Request Build permission on the specific model if you only need questions answered, which is the recommended starting point, or Contributor if you want the full lineage picture and your organization accepts what that role changes.

Official docs: Microsoft: Give users access to workspaces

What if queries fail even though I have access?

Two things to check with your Power BI admin. First, that your account has Build permission on the model: workspace Contributor or higher includes it, and a Viewer needs it granted on the model. Second, that the tenant setting named Dataset Execute Queries REST API, under Integration settings in the admin portal, is enabled: administrators can switch off the query API for the whole organization. One more case: a Viewer who belongs to none of the row-level-security roles of a model that uses them gets no rows back at all; ask to be added to a role.

Official docs: Microsoft: The executeQueries REST API

Is Azure DevOps required?

No. Azure DevOps is entirely optional: a Power BI-only install works end to end without it. Connect it only if you want change tracking, which adds who changed what and when from your git history on top of the lineage Exagomatica already reads from Power BI itself.

What do I need from IT to connect change tracking?

Three things: the Basic access level in Azure DevOps (the free Stakeholder level cannot read code in private projects), membership in the project that hosts the repository (the standard Readers group is enough), and access to the organization. If you already have a Visual Studio subscription or a GitHub Enterprise license, you already count as Basic. You can connect with your Microsoft sign-in, so a personal access token is only needed if your organization prefers tokens.

Official docs: Microsoft: Azure DevOps access levels · Microsoft: Git repository permissions

How do I create the personal access token?

Only needed if you use a token instead of your Microsoft sign-in, which stays the recommended route. Sign in at dev.azure.com, open User settings at the top right, choose Personal access tokens, then New Token. Give it a name, pick your organization, set an expiration, and under Scopes select Code (Read). Select Create and copy the token immediately: it is shown only once. Then paste it into Exagomatica during setup.

Official docs: Microsoft: Use personal access tokens

Can Exagomatica search my SharePoint documents?

Yes, through Anthropic’s official Microsoft 365 connector, not a connector built into Exagomatica. You enable it in Claude yourself: open Customize, then Connectors, find Microsoft 365 and select Connect. It works with your own Microsoft permissions, so Claude only sees documents you can already open, and it needs no configuration inside Exagomatica. The connector is available on every Claude plan.

Official docs: Anthropic: The Microsoft 365 connector

What does IT need to set up for SharePoint search?

Two one-time items on the Microsoft side. First, a Microsoft Entra Global Administrator grants a one-time consent for the connector; every organization needs this once before anyone can connect. Second, your account must belong to your company’s Microsoft work tenant: personal Microsoft accounts cannot connect. On Claude Team and Enterprise plans, the Claude admin also adds the connector for the organization before members can use it.

Official docs: Anthropic: The Microsoft 365 connector · Microsoft: Grant tenant-wide admin consent

How should we organize the documents?

The connector searches SharePoint across your whole tenant with your permissions, so folder placement never limits what Claude can search. Even so, collecting the documentation behind your reports in one well-named folder, with subfolders as needed, keeps related material together and gives your team a single place to keep it current. You can set this up yourself or ask your IT team or the SharePoint site owner.