Use the Sigma MCP Server

The Sigma MCP server allows you to use natural language to interact programmatically with your Sigma organization using Model Context Protocol (MCP) tools. AI assistants like Claude, Codex, Cortex Code and Cursor can use these tools to search, describe, and query data in Sigma. You can use the Sigma MCP server to locate data sources in your organization, explore and describe their contents, and analyze your data without leaving the AI assistant's interface. For example, you can ask your AI assistant to find Sigma documents related to a specific topic, and then query the data in those documents to uncover insights.

User requirements

• You must be assigned a Sigma account type with the permissions to perform the same operation in the Sigma UI:

  • Depending on the type of data source you want to use, you need the View connections, View data models, and/or View workbooks permissions enabled on your account type.
  • To search, explore, or query a specific document, you must be granted at least Can view access to the document.
  • To search, explore, or query a specific connection, you must be granted at least Can use access to the connection.

• You must have an AI provider enabled for your organization. See Configure AI features for your organization.

Prerequisites

You need your Sigma MCP URL to configure the Sigma MCP server with an AI assistant.

To find your Sigma MCP URL:

1. In Sigma, select the user icon (usually composed of your initials), then select Profile.
2. Select MCP.
3. Under the Sigma MCP section, copy the MCP URL.

Set up the Sigma MCP server in an AI assistant

You can connect to the Sigma MCP server from any AI assistant that supports connection to custom remote MCP servers via HTTP and OAuth. Configuration steps for the Sigma MCP server vary depending on the AI assistant you're configuring it with. Provide the following information when configuring the Sigma MCP server with an AI assistant:

For configuration steps and requirements to connect an MCP server to other AI assistants, consult the documentation for that AI assistant. Setup instructions for some AI assistants are provided below:

• Claude
• Codex
• Cortex Code
• Cursor

Set up the Sigma MCP server in Claude

Individual users can configure the Sigma MCP server in Claude by following these steps:

1. In Claude, navigate to Customize > Connectors.
2. Select , then select Add custom connector.
3. Fill out the required fields:
   1. Enter a name for your connector.
   2. Enter the Sigma MCP server URL.
4. Click Add.
5. Select the new connector, then select Connect.
6. When prompted, log in to your Sigma organization to authenticate.

If you are an Owner/Primary Owner in Claude, you can add the Sigma MCP Server as a custom connector for your organization. See the Claude documentation on Add a custom connector for more information.

Set up the Sigma MCP server in Codex

You can use the codex mcp add command to add the Sigma MCP server to Codex from the command line. For example:

codex mcp add sigma --url <Sigma MCP URL>

After configuring the MCP server successfully, you're prompted to authenticate to your Sigma organization and authorize Codex.

For more information, see the OpenAI documentation on Connect Codex to an MCP server.

Set up the Sigma MCP server in Cortex Code

You can use the cortex mcp add command to add the Sigma MCP server to Cortex Code from the command line. For example:

cortex mcp add sigma <Sigma MCP URL> --transport http

After configuring the MCP server successfully, you're prompted to authenticate to your Sigma organization and authorize Cortex Code.

For more information, see the Cortex Code documentation on Adding a server.

Set up the Sigma MCP server in Cursor

You can configure custom MCP servers in Cursor by editing your mcp.json file. In your Cursor MCP settings, add a new custom MCP server using the following template:

{
  "mcpServers": {
    "sigma": {
      "url": "<Sigma MCP URL>",
      }
    }
  }

After editing the mcp.json file, navigate back to your settings and connect the MCP server. You're prompted to authenticate to your Sigma organization and authorize Cursor.

For more information about configuring custom MCP servers in Cursor, see the Cursor documentation on Installing MCP servers.

Authentication

The Sigma MCP server authenticates to Sigma using OAuth. Permissions are inherited from your existing Sigma account. No additional configuration is required besides logging into your Sigma account when prompted. The method you use to log in to your Sigma organization does not affect authentication when connecting to your AI assistant, as MCP authentication is automatically handled by Sigma if you have an account.

Features

The Sigma MCP server supports several features for interacting with Sigma using natural language, including:

• Searching for data in your organization
• Exploring data sources and their contents
• Analyzing your data

Searching for data

Search your entire Sigma organization for documents and data sources, including data models, warehouse tables, and elements from workbooks and data models. Search by criteria like document name, type, owner, and connection. Browse and list collections of documents, helping you to quickly locate documents across large organizations.

Example prompts include:

• "Does the DECEMBER_SALES table exist in the Sample Data connection in Sigma?"
• "Find all reports created in Sigma by Dana Lee."
• "Are there any workbooks or data models in Sigma on revenue for FY24 Q3?"

Exploring data sources and documents

Explore data sources and documents in Sigma by asking questions about column names, definitions, and descriptions. Check structure, data types, and column attributes to confirm the source meets your analytics needs.

Example prompts include:

• "What columns are available in the CUSTOMER_CALLS table in Sigma?"
• "What geographical data is available in the APAC Stores data model in Sigma?"
• "What is the primary key of the EMPLOYEES table of the HR data model in Sigma?"

Analyzing your data

Ask about data in your connections, data models, or workbooks, without needing to write SQL. Ask follow-up questions to further refine your analysis.

Example prompts include:

• "Use Sigma to find the top 10 sales representatives with the most deals closed in FY25."
• "Use Sigma to summarize customer calls with CorporationX over the last 30 days."
• "Use Sigma to find customer accounts with unresolved support tickets and a renewal date in the next 30 days."

Usage examples

Example 1: Find relevant documents

You can use the Sigma MCP server to find documents relevant to your analysis. For example, with the following prompt:

Does Sigma have any data on regional sales performance?

The following occurs:

1. The AI tool searches across your Sigma organization for workbooks, data models, and tables that are related to regional sales performance. The AI tool returns the names of relevant documents.
2. You can ask additional questions to learn more about specific data sources, or to analyze the data.

Example 2: Explore data sources

You can use the Sigma MCP server to explore data sources in Sigma. For example, with the following prompt:

What columns are in the `F_SALES` table in Sigma?

The following occurs:

1. The AI tool searches across your Sigma organization for the F_SALES table.
2. The AI tool returns the column names and data types of all the columns in the table.
3. You can ask additional questions to learn more about specific columns, or to query the data.

Example 3: Answer data questions

You can use the Sigma MCP server to answer specific data questions in Sigma. For example, with the following prompt:

Find the top 10 stores by total sales in 2024 using Sigma.

The following occurs:

1. The AI tool searches across your Sigma organization for relevant documents and elements and locates a relevant data source.
2. The AI tool describes the data source and locates relevant sales and store location columns.
3. The AI tool queries the data to find stores that meet the listed criteria and returns the results.

Troubleshooting and notes

This section provides details about limitations and some known configuration errors. If you encounter an issue that is not included below, contact Support.

Query limitations

Avoid using queries that include custom window frames, ordered window aggregates, and dynamic intervals. These queries are not currently supported.

URL issues

If you are not using the correct MCP URL in your configuration, you might encounter the following error:

Couldn't reach the MCP server. You can check the server URL and verify if the server is running.

To resolve this, ensure you are using the correct Sigma MCP URL. The URL can be found in Profile > MCP > Sigma MCP. Use the exact MCP URL listed when configuring the MCP server.

Privacy policy

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Support

Contact Sigma support for additional assistance.