BSC Designer for AI agents
Agents read BSC Designer at once. Changes and sends are held for a person's approval by default.
About BSC Designer
BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance.
What an agent can do in BSC Designer
Every BSC Designer action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in BSC Designer without asking first. 7 actions.
- Download Excel ReportGenerate and download a scorecard's Excel report, optionally evaluated at a specified date.
- Get DocumentGet metadata and sharing settings for one scorecard document by numeric ID or alias.
- Get Grouped Indicator ValuesGet one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
- Get Indicator ValueGet one indicator's value, baseline, target, minimum, and maximum for the requested as-of date under its update-interval and value-inheritance settings, including each metric's effective date. Future
- Get Scorecard ItemGet detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
- List DocumentsList scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
- List Scorecard ItemsList the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Balance Scorecard WeightsRecalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight. Use only on an owner-approved scorecard because this documented mutation has not yet
- Set Indicator ValuesSet one or more indicators' value, baseline, target, minimum, or maximum in one batch request. BSC Designer maps the requested date to each indicator's configured update schedule; use the returned dat
- Update IndicatorUpdate an indicator's name, description, or leading/lagging business type without changing its measured values. The tool reads and preserves unspecified metadata, then verifies the update; avoid concu
Changes wait in Needs you
Changes and sends in BSC Designer are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
BSC Designer questions
Can an agent change data in BSC Designer on its own?
Not by default. Changes and sends in BSC Designer are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in BSC Designer?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does BSC Designer connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.