reportforge CLAUDE.md

A set of Claude Code instructions for ReportForge PBI, a local application that turns CSV data into Power BI report files. Power BI is Microsoft's tool for building interactive data dashboards, and CSV is a plain-text table format.

In plain words
What is it for?
Use it to generate Power BI .pbit templates from local or pasted CSV data, identify useful measures and dimensions, and save reports in the project's output folder.
Why use it?
It defines the supported local workflow and explains how to profile CSV data, build report components, and save generated files without depending on a remote deployment.

Instructions file

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add instructions/twilize5/reportforge/claude-md
Clone the repo
git clone --depth 1 https://github.com/twilize5/reportforge
Per session 551 This file is loaded in full into every session.
When invoked 551 The same file — it is already loaded in full.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00551 $0.00551
Opus 5 $0.00275 $0.00275
Sonnet 5 $0.00110 $0.00110
Haiku 4.5 $0.00055 $0.00055

Measured 2d ago against content hash 2d451dbaa59f, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

reportforge CLAUDE.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

CLAUDE.md · 71 lines

How it starts

The opening of the file, as written. The whole thing — 71 lines — stays where its author put it; the contents beside it link to each section on GitHub.

ReportForge PBI

ReportForge PBI is a local-first Claude Desktop MCP app for generating Power BI .pbit reports.

Supported Setup

Railway deployment is not the current target. The intended workflow is:

  • Clone or download this repo locally.
  • Run setup_local.ps1.
  • Configure Claude Desktop to launch run_mcp_stdio.ps1.
  • Use Claude Desktop MCP tools to read local CSV files and save reports locally.

Capabilities

  • Generate Power BI dashboards from local CSV files.
  • Generate from pasted CSV text or base64 CSV.
  • Profile CSVs for measures, dimensions, temporal columns, geographic columns, KPI candidates, and domain hints.
  • Build semantic model JSON, Power Query M, Power BI layout JSON, theme JSON, and compiled .pbit files.
  • Export local .pbit files into generated_reports/.
  • Shorten generated filenames to avoid Windows/Power BI path errors.
  • Apply template-based dashboard layouts:
    • KPI rail
    • KPI grid
    • central chart slots
    • right-side filter panel
    • light canvas
    • white cards
    • subtle borders
    • capped visual counts to avoid clutter
  • Strip problematic generated sort metadata that caused Power BI Desktop 2026 renderer failures.
  • Do not emit hasDefaultSort, OrderBy, Sort, or sortDefinitions in generated visual configs.

Anthropic API Usage

No Anthropic key is required for deterministic CSV-to-dashboard tools:

  • create_dashboard
  • create_from_csv_file_path
  • create_from_csv_text
  • create_from_csv
  • export_pbit_file
  • get_report_state

An Anthropic key is required for server-side LLM features:

  • create_report
  • add_visual
  • edit_styling
  • apply_image_theme
  • add_filter

In Claude Desktop local mode, put ANTHROPIC_API_KEY in the MCP server env block or set it as a normal Windows environment variable.

Important Files

  • LOCAL_SETUP.md - complete local install and Claude Desktop config.
  • setup_local.ps1 - creates venv and installs Python requirements.
  • run_mcp_stdio.ps1 - Claude Desktop stdio entrypoint.
  • run_api.ps1 - optional local FastAPI entrypoint.
  • mcp_server.py - MCP tool definitions.
  • auto_intent.py - deterministic CSV dashboard generation.
  • file_writer.py - Power BI project and PBIT writer.
  • prompts/ - prompt files for Anthropic-powered features.

Read the full file on GitHub · 71 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 71 lines · 551 tokens per session scan A 2d451dbaa59f

Subscribe to this mod's changes

reportforge CLAUDE.md is an instructions file published in the GitHub repository twilize5/reportforge (0 stars, last pushed 2mo ago), licensed MIT. It adds 551 tokens to every session, about $0.0028 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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