business intelligence · your AI agent for your data
i360 is the app with Claude Code living inside: an agent with 143 tools that analyzes your data, explains where a change came from, spots what broke from the norm and delivers it as a dashboard, PowerPoint or Excel — then looks at its own work and fixes it.
No Claude subscription? No problem: the PeopleWorks plan brings the intelligence.
Claude thinks. i360 builds.
private by design
We don't hand your database to the AI: the agent works on your PC. Claude understands your question, decides which tools to use and in what order, and coordinates their execution. Queries, calculations, the dashboard, the Excel workbook and the PowerPoint deck are built by i360 on your machine, against your database.
With your own subscription, that conversation goes straight from your PC to Claude: PeopleWorks never sees it. Private Mode is on by default; if you want Claude to see samples and the screenshot to fine-tune the design, turn it off with one click (and back on whenever you like).
i360 connects to the database you already have — or to the XML cube your ERP produces — and the assistant learns its structure on its own: roles, aggregations, even your business rules.
your data, with meaning
Describe what each column means, how to interpret it and how it should be calculated. i360 helps you prepare a data dictionary —descriptions, roles, aggregations and formats— so the AI can better understand the information and work with your business context.
Example using the Distribuidora Caribe demo columns. The dictionary preserves the original column names.
| Column | Meaning | How to use it |
|---|---|---|
Ventas | Sale amount after the discount. | Measure · sum · RD$ format |
Sucursal | Branch where the sale takes place. | Dimension for grouping and comparison |
Fecha | Date of the sale. | Time axis for trends |
Schema analysis suggests roles, aggregations and visualizations. You complete or correct the descriptions and teach business rules; the assistant uses this context when querying and building.
Schema profiles let you save and distribute that dictionary for XML files with the same column structure. You can also generate dashboard documentation to explain its sources, metrics and filters.
The person validates the meaning. A clear description helps prevent the AI from confusing a measure, date or category.
No API keys to paste, no folder setup, no permission prompts. i360 prepares the whole Claude environment by itself.
Install Claude Code with your subscription — the one you already use every day. Don't have one? The PeopleWorks plan brings the intelligence and you just paste a token.
The ribbon button (Ctrl+Shift+K) opens the Dashboard Expert panel, already connected to your data and to the editor's 143 tools.
“Build me an executive sales dashboard.” It analyzes, builds, reviews its own work and tells you when it's ready to save. You always have the final word.
under the hood, no smoke
When you hit “Claude”, the editor prepares everything itself: the tool bridge, the Expert's profile and — on the PeopleWorks plan — the platform connection. You never touch a file. This is the only one you could touch, and it's this short:
{ "Backend": "subscription" // your everyday Claude}
{ "Backend": "relay", // platform-billed "RelayUrl": "https://relay.peopleworksservices.com"}
With your own subscription you don't even need this file:
i360 detects your claude, prepares the workspace, pre-authorizes its 143
tools and denies the dangerous ones. You open it and ask.
On the PeopleWorks plan, the platform URL in the file and your token configured in i360. The intelligence travels through our gateway — with context caching so every question costs less — and your database and files stay on your machine.
like Excel formulas
In Excel you type =SUM(B2:B90) and you have to know which formula to use. Not here: you ask “where did this rise come from?” and the agent picks from its 143 tools: the ones that read your data, calculate, build the dashboard and assemble the Excel workbook and the PowerPoint deck. 140 are shared with PeopleWorks Copilot and 3 are exclusive to MCP.
SQL Server, PostgreSQL, MySQL/MariaDB and SQLite. Choose a saved connection, test access, and explore tables, columns and relations before writing SQL.
My connections · Connect a database · Test the connection · Explore the tables · How the tables relate
The person enters the password in a secure window; it is stored encrypted with DPAPI. It never passes through chat. The dashboard stores only the connection NAME.
Write and validate SQL with the engine without executing it. Review a preview together and inspect the estimated plan for optimization. Then profile 2,000 real rows and build the dashboard in one step, first saving a restorable version.
Write a query · Preview · Optimize a query · Query to dashboard
A read-only guard in the program and a read-only or rolled-back transaction. The database is only read; saving a query or a design does not modify its records.
A canvas where every question to your data is a node with its real answer: branch, drill down, cross two measures and write down the conclusion. Claude investigates in plain sight with its tools, and whatever is worth keeping goes to the dashboard with its filters. A pinboard keeps your ideas and Claude's notes for the next visit.
Open the analysis board · Ask the data · Cross two measures · Write down a conclusion · Interactive card · Forecast · Pin it · Send to the dashboard · Watch for you · Watch now
Data privacy: Claude works with totals, shares and trends, never with rows; the board and its pinboard are saved on your PC.
“Sales by branch from my SQL database”
143 Claude · 140 CopilotThe trace has finished. Select a dot to see what it does and what to ask your Claude.
list_connectionsChooses a saved connection. The password never enters chat.explore_schemaReads tables, columns and samples to understand the data.map_relationsChecks how sales and branches join; confirms inferred relations.write_queryWrites and validates the SELECT with the engine without executing it.preview_queryShows real rows with limits and a read-only or rolled-back transaction.dashboard_from_queryAnalyzes 2,000 real rows and builds the board after saving a restorable version.get_dashboard_screenshotThe eyes: inspects the result and notices an unclear title.set_item_titleCorrects the title to “Sales by branch”.save_dashboard_versionSaves a design version in the history.READ retrieves information. WRITE changes the editor, configuration or a file; it never means permission to write to the SQL database. MCP-only tools are marked.
Type a tool name while the selector is focused to find it. Selecting filters the list even without JavaScript. Open any row to read its card.
143 tools available
No tools found. Try another search.
calculate_averageREADComputes averages, median, deviation, percentiles and distribution, optionally grouped.
Ask your Claude:«Calculate average order value by branch.»
Shared catalog · Copilot and Claude
get_data_summaryREADSummarizes item counts, visualization types and active master filters.
Ask your Claude:«Summarize this board's structure.»
Shared catalog · Copilot and Claude
list_columnsREADLists available columns, descriptions, types, roles and aggregations.
Ask your Claude:«Show me the columns and their roles.»
Shared catalog · Copilot and Claude
compare_itemsREADCompares two items' bindings, visual settings, layout and interaction.
Ask your Claude:«Compare these two charts.»
Shared catalog · Copilot and Claude
open_data_explorerWRITEOpens a navigable data graph with roles, granularity, statistics, charts and automatic insights.
Ask your Claude:«Open the explorer for this data.»
Shared catalog · Copilot and Claude
get_dataset_profileREADReads the full dataset profile: roles, distributions, monthly series, nulls, concentration and outlier insights.
Ask your Claude:«Give me a tour of the dataset.»
Shared catalog · Copilot and Claude
get_hints_infoREADExplains the available database hints and how to configure them.
Ask your Claude:«Explain my data hints.»
Shared catalog · Copilot and Claude
export_profiles_bundleWRITEExports schema profiles as a JSON bundle for other installations.
Ask your Claude:«Export the profiles for my customers.»
Shared catalog · Copilot and Claude
filter_by_rangeREADReturns records in a numeric or date range and subset statistics.
Ask your Claude:«Show me last quarter's sales.»
Shared catalog · Copilot and Claude
alerts_seenWRITEMarks an alert (or all of them) as seen, only when the person says so: the bell goes down and the iWorker card on the pinboard stops saying “something new”.
Ask your Claude:«I've seen them: mark them as seen.»
Shared catalog · Copilot and Claude
find_outliersREADDetects outliers with the IQR method and returns the affected rows.
Ask your Claude:«Find unusual sales.»
Shared catalog · Copilot and Claude
get_item_configurationREADReads an individual item's detailed configuration.
Ask your Claude:«How is this KPI configured?»
Shared catalog · Copilot and Claude
get_dashboard_contextREADReads the current dashboard structure, items, data sources and available database hints.
Ask your Claude:«What is in this dashboard?»
Shared catalog · Copilot and Claude
get_data_sampleREADReads real sample rows, extremes and per-column statistics.
Ask your Claude:«Show me real samples from this data.»
Shared catalog · Copilot and Claude
refresh_data_sourceWRITEReloads the dashboard's data sources into the editor; does not modify the database.
Ask your Claude:«Refresh the board's data.»
Shared catalog · Copilot and Claude
create_schema_profileWRITECreates a reusable schema profile matched by column fingerprint for similarly structured XML datasets.
Ask your Claude:«Create a reusable profile for this XML.»
Shared catalog · Copilot and Claude
list_schema_profilesREADLists schema profiles with fingerprints, columns, usage and dates.
Ask your Claude:«Show me the schema profiles.»
Shared catalog · Copilot and Claude
filter_by_valueREADSearches text values with partial, case-insensitive matching and summarizes the subset.
Ask your Claude:«Find records for the North branch.»
Shared catalog · Copilot and Claude
get_summary_statsREADComputes minima, maxima, means, sums, distinct values, nulls and text frequencies.
Ask your Claude:«Summarize statistics for every column.»
Shared catalog · Copilot and Claude
suggest_visualizationREADRecommends a visualization for a column using its semantic hints.
Ask your Claude:«Which chart suits Sales?»
Shared catalog · Copilot and Claude
list_available_toolsREADLists the shared Copilot tool catalog and usage examples.
Ask your Claude:«Which tools does Copilot have?»
Shared catalog · Copilot and Claude
get_dashboard_screenshotREADCaptures the dashboard as the person sees it so Claude can inspect its work. MCP only.
Ask your Claude:«Look at the dashboard and check titles and contrast.»
Claude exclusive · MCP
find_top_nREADFinds highest or lowest N records with subset statistics and share of total.
Ask your Claude:«Who are the top customers?»
Shared catalog · Copilot and Claude
calculate_totalREADCalculates a column sum, optionally grouped, with each group's share.
Ask your Claude:«Calculate sales by region.»
Shared catalog · Copilot and Claude
calculate_trendsREADAnalyzes time trends, changes and periods of growth or decline.
Ask your Claude:«How do sales change month by month?»
Shared catalog · Copilot and Claude
auto_enhance_schemaWRITEAnalyzes data and updates semantic hints for roles, aggregations, formats and visualizations.
Ask your Claude:«Detect measures, dimensions and dates in my data.»
Shared catalog · Copilot and Claude
get_visible_metricsREADLists visible measures and their aggregation settings.
Ask your Claude:«Which metrics are visible?»
Shared catalog · Copilot and Claude
check_complianceREADFinds records that violate a threshold, with counts and deviation statistics.
Ask your Claude:«Which sales fell below target?»
Shared catalog · Copilot and Claude
get_enhanced_suggestionsREADSuggests charts, KPIs and filters using previously enhanced schema hints.
Ask your Claude:«What should we build with this data?»
Shared catalog · Copilot and Claude
alerts_listREADThe alerts center: what i360 had to tell the person even if they weren't looking —what's new from the iWorker, a rule that couldn't be judged, today's report, Claude's notes— with its dashboard, when, and how many unseen the bell shows.
Ask your Claude:«What did I miss?»
Shared catalog · Copilot and Claude
add_filter_itemWRITEAdds an interactive ComboBox or ListBox filter.
Ask your Claude:«Add a region filter.»
Shared catalog · Copilot and Claude
add_textboxWRITEAdds a text box for annotations or titles.
Ask your Claude:«Add a note about the Christmas season.»
Shared catalog · Copilot and Claude
add_series_to_chartWRITEAdds a measure series with a specified aggregation to an existing chart.
Ask your Claude:«Add margin as the second series.»
Shared catalog · Copilot and Claude
add_imageWRITEAdds an image from a local file or URL to the dashboard.
Ask your Claude:«Add the company logo.»
Shared catalog · Copilot and Claude
add_dashboard_itemWRITEAdds a chart, card, grid, pie, gauge or pivot item.
Ask your Claude:«Add a sales card.»
Shared catalog · Copilot and Claude
apply_dashboard_templateWRITEReplaces the current dashboard items with the selected built-in template.
Ask your Claude:«Apply the Executive template to the board.»
Shared catalog · Copilot and Claude
apply_themeWRITEApplies a predefined Corporate, Modern, Classic, Dark or Light dashboard theme.
Ask your Claude:«Apply the Corporate theme.»
Shared catalog · Copilot and Claude
arrange_items_in_gridWRITEArranges dashboard items automatically in an optimized grid.
Ask your Claude:«Arrange the board in a grid.»
Shared catalog · Copilot and Claude
set_dashboard_titleWRITEChanges the main dashboard title and its visibility.
Ask your Claude:«Title the board Executive sales.»
Shared catalog · Copilot and Claude
generate_dashboardWRITEAnalyzes the current data and creates a complete dashboard with KPIs, trends, categories, filters and detail.
Ask your Claude:«Create an executive sales dashboard.»
Shared catalog · Copilot and Claude
list_dashboard_templatesREADLists built-in Executive, Sales, Financial, Inventory, Operational, Comparison and Trend templates.
Ask your Claude:«Which built-in templates are available?»
Shared catalog · Copilot and Claude
add_calculated_fieldWRITEAdds a calculated field to a dashboard data source.
Ask your Claude:«Create a percentage margin field.»
Shared catalog · Copilot and Claude
set_chart_typeWRITEChanges an existing chart's series type, such as bar, line or area.
Ask your Claude:«Change the trend to a line chart.»
Shared catalog · Copilot and Claude
set_chart_paletteWRITEChanges the color palette. In DevExpress the palette belongs to the whole dashboard: it recolors every chart, pie and map; Ctrl+Z undoes it.
Ask your Claude:«Switch to the high-contrast palette.»
Shared catalog · Copilot and Claude
enable_master_filterWRITEEnables or disables an item's ability to filter other items.
Ask your Claude:«Make a branch click filter the whole board.»
Shared catalog · Copilot and Claude
set_conditional_formattingWRITEApplies value-based conditional formatting to grids and pivots.
Ask your Claude:«Highlight sales below target.»
Shared catalog · Copilot and Claude
configure_grid_columnsWRITEConfigures the visible columns and widths of a grid.
Ask your Claude:«Show date, branch and sales in the detail grid.»
Shared catalog · Copilot and Claude
add_drill_downWRITEConfigures hierarchical navigation for charts and pies.
Ask your Claude:«Allow navigation from region to branch.»
Shared catalog · Copilot and Claude
clone_itemWRITEDuplicates an item with all its settings.
Ask your Claude:«Duplicate this KPI for margin.»
Shared catalog · Copilot and Claude
add_argument_to_chartWRITEAdds a dimension argument to an existing chart.
Ask your Claude:«Group that chart by region.»
Shared catalog · Copilot and Claude
set_item_titleWRITEChanges an item's title and can show or hide it.
Ask your Claude:«Change the title to Sales by branch.»
Shared catalog · Copilot and Claude
load_dashboard_templateWRITELoads a saved template, optionally merging with the current design.
Ask your Claude:«Load my sales template.»
Shared catalog · Copilot and Claude
set_item_positionWRITEMoves an item within the dashboard layout.
Ask your Claude:«Place the trend below the KPIs.»
Shared catalog · Copilot and Claude
list_available_templatesREADLists previously saved dashboard templates.
Ask your Claude:«Which saved templates do I have?»
Shared catalog · Copilot and Claude
configure_tab_containerWRITECreates a tab container to organize dashboard items.
Ask your Claude:«Organize the board into Summary and Detail tabs.»
Shared catalog · Copilot and Claude
configure_range_filterWRITEConfigures a numeric or time range slider filter.
Ask your Claude:«Add a sales period range selector.»
Shared catalog · Copilot and Claude
remove_itemWRITERemoves an item by name from the current design.
Ask your Claude:«Remove the duplicate chart.»
Shared catalog · Copilot and Claude
set_item_sizeWRITEChanges an item's span in the layout.
Ask your Claude:«Give the branch chart more width.»
Shared catalog · Copilot and Claude
save_dashboard_templateWRITESaves the current dashboard as a reusable template.
Ask your Claude:«Save this design as a sales template.»
Shared catalog · Copilot and Claude
configure_chartWRITEBinds measures and dimensions to a chart with appropriate aggregations.
Ask your Claude:«Configure sales by branch as bars.»
Shared catalog · Copilot and Claude
configure_gaugeWRITEConfigures a gauge with a value, scale and optional target.
Ask your Claude:«Create a progress gauge for the target.»
Shared catalog · Copilot and Claude
configure_cardWRITEConfigures a KPI card with its value, optional target and delta.
Ask your Claude:«Configure the sales KPI with its target.»
Shared catalog · Copilot and Claude
configure_pie_chartWRITEConfigures pie values, categories and aggregation.
Ask your Claude:«Make the sales by category pie chart.»
Shared catalog · Copilot and Claude
set_item_visibilityWRITEShows or hides an item without removing it.
Ask your Claude:«Hide the detail grid for now.»
Shared catalog · Copilot and Claude
dashboard_wizardWRITEGuides dashboard creation through template, metrics, dimensions, filters, theme, preview and generation.
Ask your Claude:«Guide me through building the board.»
Shared catalog · Copilot and Claude
suggest_optimal_layoutREADRecommends a layout with KPIs above charts and details.
Ask your Claude:«Suggest a better arrangement for the items.»
Shared catalog · Copilot and Claude
configure_topnWRITELimits an item to the highest or lowest N values.
Ask your Claude:«Show the ten best-selling products.»
Shared catalog · Copilot and Claude
apply_dashboard_xmlWRITEValidates edited XML with DevExpress, preserves live data sources and stores an undo backup before applying.
Ask your Claude:«Apply this XML design and preserve my data.»
Shared catalog · Copilot and Claude
list_dashboard_versionsREADLists historical design versions, dates, origins, labels and summaries.
Ask your Claude:«Which dashboard versions do I have?»
Shared catalog · Copilot and Claude
restore_dashboard_versionWRITEValidates and restores a version in the editor, first saving the current state and reconnecting live data.
Ask your Claude:«Return to yesterday's version.»
Shared catalog · Copilot and Claude
get_dashboard_xmlREADReads the current dashboard XML with protected data sources omitted.
Ask your Claude:«Show me the design XML.»
Shared catalog · Copilot and Claude
save_dashboard_versionWRITESaves a labeled, restorable design version in the history.
Ask your Claude:«Save a version before changing the design.»
Shared catalog · Copilot and Claude
get_dashboard_xml_guideREADReads the production XML guide, common errors and safe editing procedure.
Ask your Claude:«Read the guide before editing XML.»
Shared catalog · Copilot and Claude
undo_dashboard_xmlWRITERestores the design before the last XML edit; repeating the call redoes it.
Ask your Claude:«Undo the last XML edit.»
Shared catalog · Copilot and Claude
compare_dashboard_versionsREADCompares titles, added, removed or changed items and layout across versions.
Ask your Claude:«What changed since the previous version?»
Shared catalog · Copilot and Claude
rag_add_documentWRITEIndexes business documents or folders in the local SQLite retrieval library and updates changed files.
Ask your Claude:«Index the sales policy manual.»
Shared catalog · Copilot and Claude
seed_knowledge_examplesWRITELoads sample currency, sales threshold, seasonal and regional knowledge.
Ask your Claude:«Load the sample business rules.»
Shared catalog · Copilot and Claude
export_knowledgeWRITEExports the complete knowledge base as JSON for sharing or backup.
Ask your Claude:«Export my rules for another installation.»
Shared catalog · Copilot and Claude
search_knowledgeREADFinds relevant business rules by keywords, tags or related columns.
Ask your Claude:«Find the minimum sales rule.»
Shared catalog · Copilot and Claude
delete_knowledgeWRITERemoves a knowledge-base entry by ID.
Ask your Claude:«Remove the rule that no longer applies.»
Shared catalog · Copilot and Claude
add_knowledgeWRITESaves a business rule in the knowledge base for subsequent conversations.
Ask your Claude:«Remember that amounts are displayed in RD$.»
Shared catalog · Copilot and Claude
rag_remove_documentWRITERemoves a document from the retrieval index without deleting the original file.
Ask your Claude:«Remove the old manual from the library.»
Shared catalog · Copilot and Claude
list_knowledgeREADLists business knowledge entries, categories, priorities and usage.
Ask your Claude:«Which business rules have you saved?»
Shared catalog · Copilot and Claude
search_devexpress_docsREADSearches the official DevExpress Dashboard WinForms documentation (needs the DevExpress documentation MCP server configured; it says so if it is not).
Ask your Claude:«Find how to configure a treemap in DevExpress.»
Shared catalog · Copilot and Claude
rag_searchREADRetrieves ranked business-document passages locally; answers should cite the source document.
Ask your Claude:«What does the manual say about discounts? Cite the source.»
Shared catalog · Copilot and Claude
rag_list_documentsREADLists indexed documents with fragment counts and dates.
Ask your Claude:«Which documents are in the library?»
Shared catalog · Copilot and Claude
generate_powerpointWRITECreates and opens an editable PowerPoint with live data, charts, numeric findings and recommendations.
Ask your Claude:«Prepare the sales meeting presentation.»
Shared catalog · Copilot and Claude
generate_excelWRITECreates and opens an Excel workbook with live data, KPIs, summaries, native charts and a pivot table.
Ask your Claude:«Send the data to Excel for analysis.»
Shared catalog · Copilot and Claude
generate_documentationWRITEWrites dashboard documentation covering items, data sources, filters and metrics to Documents.
Ask your Claude:«Document this dashboard.»
Shared catalog · Copilot and Claude
export_item_to_imageWRITEExports a dashboard item as a PNG, JPG or BMP image.
Ask your Claude:«Export the branch chart as PNG.»
Shared catalog · Copilot and Claude
export_dashboard_dataWRITEExports the complete real dashboard dataset for analysis or presentations. MCP only.
Ask your Claude:«Export the complete data for a presentation.»
Claude exclusive · MCP
export_dashboardWRITEExports the current dashboard to Excel in the requested format.
Ask your Claude:«Export the board to Excel.»
Shared catalog · Copilot and Claude
show_presentationWRITEShows a generated presentation in the i360 viewer or browser. MCP only.
Ask your Claude:«Show the presentation in the i360 viewer.»
Claude exclusive · MCP
analyze_dashboard_performanceREADScores static dashboard complexity and suggests improvements.
Ask your Claude:«Assess this board's complexity.»
Shared catalog · Copilot and Claude
stop_performance_traceWRITEStops a timing session and reports actual operations, queries and rows.
Ask your Claude:«I finished the action; show me the timings.»
Shared catalog · Copilot and Claude
start_performance_traceWRITEStarts an editor timing session for one action the user will perform.
Ask your Claude:«Measure how long applying this filter takes.»
Shared catalog · Copilot and Claude
validate_dashboardREADChecks data bindings, orphan filters, references and configurations and reports problems.
Ask your Claude:«Validate the board before delivery.»
Shared catalog · Copilot and Claude
diagnose_dashboard_performanceREADReloads real DevExpress data while measuring query, row, aggregation and filter timings.
Ask your Claude:«Why is this dashboard slow?»
Shared catalog · Copilot and Claude
connect_datasourceWRITEConfigures a connection. The person enters any password in a secure window; it is encrypted with DPAPI and never passes through chat.
Ask your Claude:«Connect my sales database; I will enter the password in the secure window.»
Shared catalog · Copilot and Claude
explore_schemaREADReads tables, views, columns, primary and foreign keys, approximate row counts and small real samples.
Ask your Claude:«Explore the sales and branch tables.»
Shared catalog · Copilot and Claude
map_relationsREADMaps declared and inferred relations, marking inferences for confirmation, and produces a Mermaid diagram.
Ask your Claude:«Show how sales, customers and branches relate.»
Shared catalog · Copilot and Claude
list_connectionsREADLists saved SQL Server, PostgreSQL, MySQL/MariaDB and SQLite connections and last tests; never returns passwords.
Ask your Claude:«Which connections have I saved?»
Shared catalog · Copilot and Claude
create_sample_databaseWRITECreates a realistic sample database for the person's type of business (related tables, thousands of rows, seasonality, fictional names) and leaves it connected, read-only in SQL Studio, so they can try i360 without touching their own data.
Ask your Claude:«Create sample data for an airport.»
Shared catalog · Copilot and Claude
test_connectionREADOpens a saved connection, measures latency, reports the server version and warns about database write privileges.
Ask your Claude:«Test the sales connection and its permissions.»
Shared catalog · Copilot and Claude
optimize_queryREADInspects the engine's estimated plan without running the query and identifies specific rewrite opportunities.
Ask your Claude:«Review the estimated plan and improve this query.»
Shared catalog · Copilot and Claude
preview_queryREADRuns only SELECT/WITH under the program's read-only guard and a read-only or rolled-back transaction, with bounded time and rows.
Ask your Claude:«Show me a preview of that query.»
Shared catalog · Copilot and Claude
dashboard_from_queryWRITECreates a dashboard in one step after profiling 2,000 real rows, first saving a restorable version. The design stores only the connection name.
Ask your Claude:«Turn this query into a sales dashboard.»
Shared catalog · Copilot and Claude
generate_dashboard_from_queryWRITECompatibility alias of dashboard_from_query, using the current or only saved SQL Studio connection; prefer dashboard_from_query.
Ask your Claude:«Build the board from my SELECT using the current connection.»
Shared catalog · Copilot and Claude
write_queryWRITEBuilds an engine-specific SQL kit or validates SQL by real compilation without executing it; saves a named query. The database stays read-only.
Ask your Claude:«Write and validate a sales by branch SELECT without running it.»
Shared catalog · Copilot and Claude
mail_setWRITEChanges the alerts email's level, which kinds go (today's report, Claude's notes), to whom and whether it's on, when the person asks; the account and the password stay in the person's window.
Ask your Claude:«Send me the full alerts, with the figures.»
Shared catalog · Copilot and Claude
board_yoyWRITEPuts a time node against the previous year, for any measure by any date: the last 12 months as columns, the same month a year earlier dotted, and the month-by-month table.
Ask your Claude:«Is this seasonal or real growth?»
Shared catalog · Copilot and Claude
board_targetWRITEPuts a node against another measure that is its target, for any data (sales vs quota, output vs plan): attainment, how much is short or over, how many reach it and who is furthest; by month, the latest months and the year to date.
Ask your Claude:«How are we doing against target by branch?»
Shared catalog · Copilot and Claude
mail_openWRITEOpens the window where the person enters their email account and password —the assistant never sees them—, picks the level and sends a test.
Ask your Claude:«I want the alerts to reach my email.»
Shared catalog · Copilot and Claude
board_askWRITEAsks the data one question: creates a measure-by-dimension node with optional filters and a real chart, branching from an earlier finding.
Ask your Claude:«Now sales by product, only in Barahona.»
Shared catalog · Copilot and Claude
board_historyREADLists the board's saved versions with date, author, label and node count.
Ask your Claude:«Which board versions do we have?»
Shared catalog · Copilot and Claude
board_bridgeWRITEShows where a rise or a fall came from, as a waterfall: the latest complete months against the previous ones or the same months last year, and how much each category contributed.
Ask your Claude:«Where did this rise come from?»
Shared catalog · Copilot and Claude
board_combineWRITECrosses two nodes into one with both measures and returns how they relate, such as margin as a share of sales.
Ask your Claude:«Cross sales with margin by branch.»
Shared catalog · Copilot and Claude
board_forecastWRITEProjects the next months of a date node with a probable range, using only complete months, and flags months outside the normal range.
Ask your Claude:«Forecast the next three months.»
Shared catalog · Copilot and Claude
board_aggregationWRITEChanges how a node's measure is summarized (sum, average, count, minimum or maximum) and recalculates it in place: figures, reading, year over year and forecast.
Ask your Claude:«Show me the average ticket by branch, not the sum.»
Shared catalog · Copilot and Claude
mail_statusREADThe alerts email: whether i360 emails the alerts through the person's own account, to whom (masked), at which level —discreet: no names or figures; or full—, the last send and what's queued. Never the password.
Ask your Claude:«Are the alerts reaching my email?»
Shared catalog · Copilot and Claude
board_cardWRITEBuilds an interactive card on the canvas: KPIs, a table, comparison bars, a what-if slider that recalculates impacts live and follow-up buttons.
Ask your Claude:«Make me a card with the scenario of raising prices 5%.»
Shared catalog · Copilot and Claude
board_unpinWRITEMarks a pin as done or removes one of Claude's own; the person's ideas are only removed by the person.
Ask your Claude:«We checked Barahona, mark it done.»
Shared catalog · Copilot and Claude
board_chartWRITEChanges a node's chart type to tell its story better: pie, doughnut, Pareto, waterfall, combo or scatter.
Ask your Claude:«Show it as a Pareto to see the 80/20.»
Shared catalog · Copilot and Claude
board_oddWRITEScans every member of a category month by month against what was expected of it (its own pace and last year's season): what happened only this time, what held it back and what it could be.
Ask your Claude:«What's odd across the branches?»
Shared catalog · Copilot and Claude
open_analysis_boardWRITEOpens the analysis board: a canvas beside the editor where every node is a question to the dashboard's data, answered with a real chart and a reading.
Ask your Claude:«Open the analysis board: I want to find out why sales dropped.»
Shared catalog · Copilot and Claude
watch_setWRITEPauses, snoozes or deletes a rule; Claude only deletes its own, and turning one on is always the person's click.
Ask your Claude:«Pause the target alert until January.»
Shared catalog · Copilot and Claude
board_pinWRITEPins a note on the board's pinboard: a message for the next visit, a to-do or a node with its reading; text only, never rows or images, and restoring a version leaves it alone.
Ask your Claude:«Leave me a note for when November closes.»
Shared catalog · Copilot and Claude
board_readREADReads the board: available measures and dimensions, and every node with its filters, totals, leaders and automatic reading. Aggregates only, never rows.
Ask your Claude:«What is on the board so far?»
Shared catalog · Copilot and Claude
board_pinsREADReads the whole pinboard: Claude's notes, the person's ideas and to-dos, and pinned nodes, with dates.
Ask your Claude:«What's on the pinboard?»
Shared catalog · Copilot and Claude
board_removeWRITERemoves a node or note and its links from the canvas; the dashboard and the data are untouched.
Ask your Claude:«Remove that dead-end path.»
Shared catalog · Copilot and Claude
board_restoreWRITEGoes back to a saved version, saving the current one first, and recalculates it with today's data.
Ask your Claude:«Go back to last week's board.»
Shared catalog · Copilot and Claude
board_saveWRITESaves a version of the board; when reopened it recalculates with that day's data and each node says what changed.
Ask your Claude:«Save this version as “March close”.»
Shared catalog · Copilot and Claude
board_promoteWRITETurns a node into a dashboard item that says the same thing, filters included; a whole branch becomes a new dashboard tab after a version is saved.
Ask your Claude:«Send this branch to the dashboard as a new tab.»
Shared catalog · Copilot and Claude
board_focusREADBrings a node into view so the person sees what is being discussed.
Ask your Claude:«Show me the Santiago node.»
Shared catalog · Copilot and Claude
mail_testWRITESends a test email (no data) through the saved account and says whether it went out, or why not in plain words.
Ask your Claude:«Send me a test email.»
Shared catalog · Copilot and Claude
board_exportWRITETurns the board into a PowerPoint deck with native, editable charts, the conclusions and speaker notes.
Ask your Claude:«Make me a deck of this analysis.»
Shared catalog · Copilot and Claude
watch_createWRITETurns an “alert me if…” into a watch rule (odd ones out, against a target or a change) and tests it on the last 12 months with the same engine: how often it would have spoken, and when. It stays a proposal: turning it on is the person's click.
Ask your Claude:«Alert me if any branch goes off its normal.»
Shared catalog · Copilot and Claude
watch_runREADWatches now: rereads the data and checks the rules that are on for this dashboard, without waiting for the clock; says which are clear, which have something new and which couldn't be judged.
Ask your Claude:«Check what the iWorker watches now.»
Shared catalog · Copilot and Claude
watch_autostartWRITEWatch with i360 closed: the iWorker starts with Windows in the tray and watches the ERP's XML and SQL even if nobody opens i360 (what lives inside the design waits for its dashboard); only when the person asks, and never promising more: with the PC off, nobody watches.
Ask your Claude:«Keep watching even with i360 closed.»
Shared catalog · Copilot and Claude
watch_logREADThe iWorker's log: what was created, what alerted, what couldn't be judged and when, with each rule's recipe to rebuild a case on the board.
Ask your Claude:«What has the iWorker seen this week?»
Shared catalog · Copilot and Claude
watch_listREADLists the iWorker's rules for this dashboard: state, the person's sentence, the rule in words, its test and its last round.
Ask your Claude:«What is the iWorker watching?»
Shared catalog · Copilot and Claude
watch_statusREADWho is watching now: what holds the iWorker's clock (this window, another one, or the tray with i360 closed), since when and its last tick, how many rules are on —and which wait for their dashboard to be open—, when the data is read and whether it watches with i360 closed.
Ask your Claude:«Who is watching right now?»
Shared catalog · Copilot and Claude
board_noteWRITEWrites a signed conclusion next to the node that supports it.
Ask your Claude:«Write down what you found.»
Shared catalog · Copilot and Claude
Source: catalogo-tools.json · program export (Tools/CatalogDump). SQL connections and queries only read the database.
Analysis board · what you see is the app
Every node is a question to your data with the chart that fits it; each one leads to the next —where?, against what?, what moved it?— and Claude notes what it found right beside it, with the numbers that back it up. This board was built with Claude's tools, over MCP, on the demo data: it isn't a mock-up.
iWorker · keeps an eye on your month-end close
Tell Claude in your own words what you want to look after. Before turning the rule on, see how many times it would have given you a heads-up over your last 12 months. You turn it on; i360 checks your month-end close on your PC and only lets you know when there's something new.
Like in your business
Every month, once the books are closed, someone on your team goes branch by branch and product by product looking for what came in below the usual. With the iWorker, that becomes a note: “keep an eye on how we close each month; if a branch closes below the usual, let me know.” It doesn't decide anything: it looks at the close and lets you know.
Before it goes on the pinboard, you go through the last twelve months' closes together: “it would have given you a heads-up twice, and here they are.” You decide whether to pin it. And your accountant and your manager stop going through every close one by one, and get that time back to understand and decide.
You decide what to look after; your team decides what to do; the iWorker keeps an eye on it.
What it really is
The three things it knows how to look after
A branch, a product or a customer that lands outside what's expected for its season and outside what the rest are doing. In the demo: “La Vega, March 2026: 1.86M when 4.46M was expected (−58%)”.
The month, the quarter or the year against the target you choose; never guessed from a column name. In the demo: “July, 98% of target (52.25M of 53.37M)”.
It compares products, branches or customers with last year or with the previous period. You can leave out the ones that are a small share of the total, so the little ones don't set it off.
The figures are an example with fictional data from Distribuidora Caribe, the demo company.
See it
The Windows notification
Today's report, when you open i360 or from the icon by the clock
The email, at the discreet level
Where intuition fails
“It'll give me a heads-up on the 20th if I'm behind.”
No. At the shop the register is balanced every night; the iWorker checks month-end closes. It tells you how the month closed once the month is complete and your ERP has exported the data (the PeopleWorks ERP does it on its own), not how the current month is going.
“It keeps an eye on things even if the PC is off or asleep.”
No. Your PC is its workplace: with i360 closed it keeps an eye on things next to the clock, but with the PC off or asleep nobody checks the close. If the ERP exported data in the meantime, when the PC starts the iWorker sees the changed file and checks it; with SQL, on its daily read.
“The test already counts as a heads-up.”
No. The test is there to help you decide whether to turn it on; what it showed is marked as seen. After that, it lets you know if a check finds a new case that meets the rule; if there's none, there's no heads-up, and today's report tells you it's on track.
“It'll explain on its own why it happened.”
It tells you what's new. The why is yours to ask Claude whenever you like, as often as you need: it rebuilds the case on the Analysis board with its numbers.
The idea in one sentence
You ask once and you turn it on; i360 checks every month-end close on your PC and lets you know what's new, and today's report also tells you what's on track.
Data privacy. Each month-end check runs on your PC, with no artificial intelligence. Claude helps you prepare the rule and, when you ask, investigate a case; with Private Mode, on by default, it receives totals and shares, never rows. The email goes out through your own account and, by default, discreetly: the rule, the month and how many cases; emails never include rows.
The pilot with your data
We're opening the first iWorker pilots, with your data. PeopleWorks is with you the first week: we install i360, connect your data and your email, go over with you what can be tested with the history you have, and leave the first rules turned on with you. It comes with i360 Full, alongside the Analysis board.
What you need to have ready
On the first call we go over what data you need to have ready, what the support includes and what the pilot costs. If the test finds nothing in your history, we tell you exactly that.
the difference you can see
Claude is multimodal, and in i360 it has eyes: a tool hands it the screenshot of the dashboard exactly as you see it. It notices the overlapping title, the low-contrast palette, the cramped chart — and fixes them before telling you “done”. That's what separates a generator from a designer.
new · your data, on stage
Ask for “an executive presentation of these sales”: the Expert exports your real, complete data, builds a stunning page — cover, giant KPIs, charts with your numbers, actionable conclusions — and shows it in the built-in i360 viewer or your browser. No PowerPoint needed, no internet, ready to share.
made with i360 · 60,877-row demo dataset
The “Distribuidora Caribe” dashboard the Expert builds in the demo: four tabs with KPIs, the trend with its Christmas peak, the branch map by region and the online channel's rise. Click any capture for full size.
the million-dollar question
A chatbot draws you a chart; the i360 agent analyzes your data, explains what happened and leaves you a system your company uses every day.
| What matters | A chatbot on its own | i360 + your Claude |
|---|---|---|
| Your data | You upload your file to the chat. | It stays on your PC and in your database. |
| The result | An image or a loose file. | A live DevExpress dashboard: filters, drill-down and refresh from your database. |
| The numbers | Calculated over the file you uploaded. | Calculated by your database and the DevExpress engine, over all your data. |
| The volume | Whatever the uploaded file can hold. | Millions of rows, queried straight from your database. |
| What you deliver | Copy and paste. | Real PowerPoint and Excel files (with a pivot table) and a viewer for your team. |
| Memory | You start from scratch every time. | Versions, templates, business rules and your documents. |
| Expertise | General knowledge. | 143 tools specialized in dashboards: XML surgery, performance, read-only SQL. |
| What about Claude Dashboards? | Anthropic's beta builds quick dashboards inside Claude, on cloud warehouses (Snowflake, BigQuery, Redshift, Databricks, ClickHouse). Great for exploring. | i360 is for when exploring becomes a system: your SQL Server or your ERP database, on your network; a DevExpress dashboard that stays in your systems; real PowerPoint and Excel; and Private Mode. |
And if you already pay for Claude, i360 turns it into your BI analyst: the same subscription, now connected to your data and to 143 tools.
pricing
Bring your Claude subscription and pay only for i360. No Claude yet? The monthly plan includes PeopleWorks intelligence.
US$150per year, per computer
For analyzing your data and building dashboards by conversation.
US$250per year, per computer
All of i360: the 143 tools.
US$49per month, per computer
For teams without Claude yet: PeopleWorks provides the intelligence.
With Full (US$250 a year) plus your own Claude you get everything in the monthly plan —which adds up to US$588 a year— and you can use Claude for the rest of your work. The difference covers a good part of your subscription.
I want i360 WhatsApp (829) 751-6861Prices in US dollars. Per-computer license: activated with your PC's serial number. The Claude subscription is purchased directly from Anthropic and is not included in Standard or Full. i360 comes in English and Spanish, and Private Mode is included in every plan.
Built on the same non-negotiables as the PeopleWorks ERP.
The editor never calls the model on its own and never stores AI keys. The assistant sees your data only through audited tools.
Claude touches the dashboard only through the tool catalog — never your disk, your system or your database directly.
The Expert builds and lets you know; the Save button is always yours to press. Nothing changes in your designs without your decision.
The bridge between Claude and the editor is a local channel of your Windows session — nothing listens on the network.
No. You talk to it like you'd talk to an analyst: “add a card with total sales”, “which customers dropped this month?”, “apply the corporate theme”. The tools do the rest.
The conversation is text — and yes, you can dictate: the Claude panel is a real Windows terminal, so system dictation (Win + H) types straight into it. You speak, it builds.
Nothing breaks: with the monthly plan (US$49 per computer) the PeopleWorks platform provides the intelligence and you work exactly the same. And without AI, i360 is still a complete dashboard editor.
Yes. In Tools → AI Prompts you edit the Copilot's and the Expert's instructions like in Word — headings, bold, bullets, zero code — and “Restore original” always brings back the factory text. Your rules (“amounts here are in RD$”, “the fiscal year closes in September”) become a permanent part of the assistant.
SQL Server, MySQL/MariaDB, PostgreSQL, SQLite and OleDb/Access, plus the PeopleWorks ERP XML cube and direct SQL queries. Datasource Studio and SQL Studio are available today: the assistant sets up the connection and writes SQL with you.
Yes. You teach it rules once — “sales under RD$ 10,000 is underperforming”, “the format is RD$” — and they stay in its knowledge base for every conversation that follows.
i360 is a Windows desktop application: the editor, your data and your designs live on your machine. Only the conversation with the model goes out —your question and the results the tools return to it— — through your subscription or the PeopleWorks platform, your choice.
While the PC is off or asleep, no: it lives on your Windows PC, not in the cloud. With i360 closed, yes: if you turn on “Watch with i360 closed” under Tools, it starts with Windows next to the clock and keeps an eye on things as long as the PC is running. If the ERP exported data while the PC was off or asleep, when it starts the iWorker sees the changed file and checks it; with SQL, it reads once a day, off-peak. With Excel or other sources, it only checks while that dashboard is open in i360.
At the close: it checks completed months when your ERP exports the closed month's data. With the PeopleWorks ERP, the XML is left by the ERP itself, through a scheduled task: nobody has to do anything. If you use SQL, on its daily read. It won't tell you on the 20th that you're behind; it tells you how the month closed. If a check finds a new case that meets the rule, you get a heads-up only once; if not, there's no heads-up, and today's report tells you what's on track.
i360 sends it from your own account (Gmail with an app password, or any email with SMTP); PeopleWorks never sees it. By default it goes at the discreet level: the rule, the month and how many cases, no names, no figures. You can choose the full level; the rows of your data never go. If the email fails twice in a row, the bell lets you know.
Each month-end check doesn't use artificial intelligence: nothing goes out there. Claude takes part when you ask it to prepare the rule and when you ask it to investigate a case: it receives your request and, with Private Mode on by default, totals and shares, never rows. That conversation leaves your PC through your own Claude subscription, straight to Claude, and PeopleWorks never sees it; or through the PeopleWorks platform if you use the monthly plan, your choice.