postgresql-bi-agent

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Business intelligence analysis agent for PostgreSQL that discovers database metadata, generates SQL queries for revenue/customer/product metrics, and produces comprehensive analytical reports

digoal By digoal schedule Updated 2/4/2026
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name: postgresql-bi-agent description: Business intelligence analysis agent for PostgreSQL that discovers database metadata, generates SQL queries for revenue/customer/product metrics, and produces comprehensive analytical reports license: MIT compatibility: opencode

PostgreSQL Business Intelligence Agent

This skill guides the agent in conducting comprehensive business intelligence analysis on a PostgreSQL database. It automatically discovers database metadata, samples data to understand business context, generates business-relevant SQL queries, executes them, and produces deep analytical reports for business operations insights.

Purpose

The primary goal of this skill is to transform raw database data into actionable business intelligence. It serves as an automated data analyst that:

  • Discovers database structure and metadata automatically
  • Understands business context through data sampling
  • Generates relevant SQL queries for business metrics
  • Executes queries efficiently and safely
  • Analyzes results to provide strategic insights
  • Reports findings with actionable recommendations

Business Intelligence Framework

The agent uses a multi-dimensional framework covering:

1. Business Scale Metrics

  • Transaction volumes and values
  • Customer base and distribution
  • Product/service inventory and categorization

2. Growth Trends

  • Year-over-year and month-over-month comparisons
  • Daily/Monthly active user trends
  • Revenue and order trends

3. User Behavior Analysis

  • User engagement and activity levels
  • Retention rates and cohort analysis
  • Conversion funnel metrics

4. Financial Insights

  • Revenue trends and patterns
  • Average order value (AOV)
  • Payment success rates and refund metrics

5. Inventory & Product Analysis

  • Inventory turnover rates
  • Product performance rankings
  • Stock-out and overstock indicators

6. Operational Efficiency

  • Order processing times
  • Customer satisfaction indicators
  • System performance metrics

Workflow

When activated, this skill executes a comprehensive analysis pipeline:

  1. Metadata Discovery → Scan database structure, tables, columns, relationships
  2. Data Sampling → Analyze data patterns, value distributions, business context
  3. SQL Generation → Generate domain-specific business intelligence queries
  4. Query Execution → Run all queries with proper error handling
  5. Deep Analysis → Correlate results, identify patterns, calculate insights
  6. Report Generation → Produce comprehensive business report

Available Skills

Each skill represents a callable analysis module that returns structured JSON output.

1. Metadata Discovery

Skill: discover_database_metadata

  • Description: Scans and collects comprehensive database metadata including schemas, tables, columns, data types, constraints, indexes, and relationships.
  • Usage: python3 business_intelligence_agent.py --skill discover_database_metadata
  • Expected Output:
    {
  "skill": "discover_database_metadata",
  "status": "success",
  "data": {
    "database_name": "ecommerce_db",
    "schemas": ["public", "analytics", "audit"],
    "total_tables": 45,
    "total_columns": 380,
    "tables": [
      {
        "schema_name": "public",
        "table_name": "orders",
        "row_count": 1500000,
        "columns": [
          {"name": "order_id", "type": "bigint", "is_pk": true},
          {"name": "user_id", "type": "bigint", "is_fk": true},
          {"name": "order_amount", "type": "decimal(12,2)", "is_nullable": false},
          {"name": "created_at", "type": "timestamp", "is_nullable": false}
        ],
        "indexes": ["idx_orders_user_id", "idx_orders_created_at"]
      }
    ],
    "relationships": [
      {"from": "orders.user_id", "to": "users.user_id", "type": "FK"}
    ]
  }
}

Skill: identify_business_tables

  • Description: Identifies tables likely related to core business operations based on naming conventions, column patterns, and data characteristics.
  • Usage: python3 business_intelligence_agent.py --skill identify_business_tables
  • Expected Output:
    {
  "skill": "identify_business_tables",
  "status": "success",
  "data": {
    "core_tables": [
      {"name": "orders", "category": "transactions", "confidence": 0.95},
      {"name": "users", "category": "customers", "confidence": 0.92},
      {"name": "products", "category": "inventory", "confidence": 0.88}
    ],
    "transaction_tables": ["orders", "payments", "refunds"],
    "customer_tables": ["users", "customers", "accounts"],
    "product_tables": ["products", "inventory", "categories"]
  }
}

Skill: analyze_table_relationships

  • Description: Maps foreign key relationships and infers implicit relationships to build a complete database relationship graph.
  • Usage: python3 business_intelligence_agent.py --skill analyze_table_relationships
  • Expected Output:
    {
  "skill": "analyze_table_relationships",
  "status": "success",
  "data": {
    "explicit_relationships": 25,
    "inferred_relationships": 12,
    "relationship_graph": {
      "nodes": ["orders", "users", "products", "categories", "payments"],
      "edges": [
        {"from": "orders", "to": "users", "type": "M:1"},
        {"from": "orders", "to": "payments", "type": "1:1"},
        {"from": "order_items", "to": "orders", "type": "M:1"},
        {"from": "order_items", "to": "products", "type": "M:1"}
      ]
    }
  }
}

2. Data Sampling & Pattern Analysis

Skill: sample_table_data

  • Description: Samples data from identified business tables to understand data distribution, value ranges, and business context.
  • Usage: python3 business_intelligence_agent.py --skill sample_table_data --tables orders,users,products
  • Expected Output:
    {
  "skill": "sample_table_data",
  "status": "success",
  "data": {
    "sampled_tables": {
      "orders": {
        "sample_size": 100,
        "date_range": {"min": "2024-01-01", "max": "2024-01-15"},
        "value_ranges": {"order_amount": {"min": 10.00, "max": 15000.00, "avg": 250.50}},
        "categorical_distributions": {"payment_method": {"credit_card": 45, "debit_card": 30, "digital_wallet": 25}}
      },
      "users": {
        "sample_size": 100,
        "date_joined_range": {"min": "2023-06-01", "max": "2024-01-15"},
        "user_distribution": {"new_users_last_30_days": 15000}
      }
    }
  }
}

Skill: detect_data_patterns

  • Description: Analyzes temporal patterns, value distributions, and data quality indicators across business tables.
  • Usage: python3 business_intelligence_agent.py --skill detect_data_patterns
  • Expected Output:
    {
  "skill": "detect_data_patterns",
  "status": "success",
  "data": {
    "temporal_patterns": {
      "orders": {"peak_hours": "12:00-14:00, 19:00-21:00", "peak_days": "Friday, Saturday"},
      "users": {"registration_spike": "Weekends", "activity_peak": "Evening 19:00-23:00"}
    },
    "value_distributions": {
      "order_amount": {"skewness": 2.5, "outliers": 150, "percentile_95": 1200.00}
    },
    "data_quality": {
      "null_rates": {"orders.shipping_address": 0.15, "orders.coupon_code": 0.85},
      "duplicate_rates": {"orders.order_id": 0.0, "users.email": 0.001}
    }
  }
}

Skill: infer_business_context

  • Description: Uses metadata and data patterns to infer the business domain, model type (B2B/B2C/SaaS), and key business entities.
  • Usage: python3 business_intelligence_agent.py --skill infer_business_context
  • Expected Output:
    {
  "skill": "infer_business_context",
  "status": "success",
  "data": {
    "business_domain": "E-commerce Retail",
    "business_model": "B2C",
    "primary_entities": ["Orders", "Products", "Customers"],
    "secondary_entities": ["Payments", "Shipping", "Returns"],
    "key_metrics": ["GMV", "AOV", "Conversion Rate", "Customer LTV"],
    "time_granularities": ["daily", "weekly", "monthly", "quarterly"]
  }
}

3. Business Intelligence SQL Generation

Skill: generate_revenue_queries

  • Description: Generates SQL queries for revenue analysis including revenue trends, breakdown by category/time/payment method, and financial KPIs.
  • Usage: python3 business_intelligence_agent.py --skill generate_revenue_queries
  • Expected Output:
    {
  "skill": "generate_revenue_queries",
  "status": "success",
  "queries": [
    {
      "name": "daily_revenue_trend",
      "sql": "SELECT DATE(created_at) as date, SUM(order_amount) as revenue, COUNT(*) as orders FROM orders WHERE created_at >= CURRENT_DATE - INTERVAL '30 days' GROUP BY DATE(created_at) ORDER BY date",
      "metrics": ["daily_revenue", "order_count", "avg_order_value"]
    },
    {
      "name": "revenue_by_category",
      "sql": "SELECT c.category_name, SUM(oi.quantity * oi.unit_price) as revenue, COUNT(DISTINCT o.order_id) as orders FROM order_items oi JOIN products p ON oi.product_id = p.id JOIN categories c ON p.category_id = c.id JOIN orders o ON oi.order_id = o.id WHERE o.created_at >= CURRENT_DATE - INTERVAL '30 days' GROUP BY c.category_name ORDER BY revenue DESC",
      "metrics": ["category_revenue", "category_orders", "category_aov"]
    },
    {
      "name": "monthly_revenue_comparison",
      "sql": "SELECT DATE_TRUNC('month', created_at) as month, SUM(order_amount) as revenue FROM orders WHERE created_at >= CURRENT_DATE - INTERVAL '12 months' GROUP BY DATE_TRUNC('month', created_at) ORDER BY month",
      "metrics": ["monthly_revenue", "mom_growth", "yoy_growth"]
    }
  ]
}

Skill: generate_customer_analytics_queries

  • Description: Generates SQL for customer analytics including acquisition, retention, segmentation, LTV, and behavioral analysis.
  • Usage: python3 business_intelligence_agent.py --skill generate_customer_analytics_queries
  • Expected Output:
    {
  "skill": "generate_customer_analytics_queries",
  "status": "success",
  "queries": [
    {
      "name": "customer_acquisition_trend",
      "sql": "SELECT DATE_TRUNC('week', created_at) as week, COUNT(*) as new_customers FROM users WHERE created_at >= CURRENT_DATE - INTERVAL '12 weeks' GROUP BY DATE_TRUNC('week', created_at) ORDER BY week",
      "metrics": ["weekly_new_users", "user_growth_rate"]
    },
    {
      "name": "customer_retention_cohort",
      "sql": "WITH cohorts AS (SELECT user_id, DATE_TRUNC('month', first_purchase) as cohort_month, COUNT(DISTINCT DATE_TRUNC('month', order_date)) as active_months FROM orders o JOIN users u ON o.user_id = u.id GROUP BY user_id, DATE_TRUNC('month', first_purchase)) SELECT cohort_month, AVG(active_months) as avg_active_months FROM cohorts GROUP BY cohort_month ORDER BY cohort_month",
      "metrics": ["cohort_retention", "customer_lifespan"]
    },
    {
      "name": "customer_segmentation",
      "sql": "SELECT CASE WHEN total_spent < 100 THEN 'Low Value' WHEN total_spent < 500 THEN 'Medium Value' ELSE 'High Value' END as segment, COUNT(*) as customer_count, AVG(order_count) as avg_orders FROM (SELECT user_id, SUM(order_amount) as total_spent, COUNT(*) as order_count FROM orders GROUP BY user_id) t GROUP BY segment",
      "metrics": ["segment_distribution", "segment_aov", "customer_value"]
    }
  ]
}

Skill: generate_product_analytics_queries

  • Description: Generates SQL for product analysis including sales rankings, inventory turnover, category performance, and product recommendations.
  • Usage: python3 business_intelligence_agent.py --skill generate_product_analytics_queries
  • Expected Output:
    {
  "skill": "generate_product_analytics_queries",
  "status": "success",
  "queries": [
    {
      "name": "product_sales_ranking",
      "sql": "SELECT p.id, p.name, SUM(oi.quantity) as total_units_sold, SUM(oi.quantity * oi.unit_price) as total_revenue, COUNT(DISTINCT o.id) as order_count FROM products p JOIN order_items oi ON p.id = oi.product_id JOIN orders o ON oi.order_id = o.id WHERE o.created_at >= CURRENT_DATE - INTERVAL '30 days' GROUP BY p.id, p.name ORDER BY total_revenue DESC LIMIT 20",
      "metrics": ["product_revenue", "units_sold", "product_popularity"]
    },
    {
      "name": "category_performance",
      "sql": "SELECT c.name as category, COUNT(DISTINCT p.id) as product_count, SUM(oi.quantity) as total_units, SUM(oi.quantity * oi.unit_price) as revenue, AVG(oi.quantity * oi.unit_price) as avg_order_value FROM categories c JOIN products p ON c.id = p.category_id JOIN order_items oi ON p.id = oi.product_id GROUP BY c.name ORDER BY revenue DESC",
      "metrics": ["category_revenue", "category_growth", "category_margin"]
    },
    {
      "name": "inventory_turnover",
      "sql": "SELECT p.id, p.name, p.stock_quantity, COALESCE(SUM(oi.quantity), 0) as sales_last_30d, CASE WHEN p.stock_quantity > 0 THEN ROUND((COALESCE(SUM(oi.quantity), 0)::decimal / p.stock_quantity) * 30, 2) ELSE 0 END as daily_turnover_rate FROM products p LEFT JOIN order_items oi ON p.id = oi.product_id LEFT JOIN orders o ON oi.order_id = o.id AND o.created_at >= CURRENT_DATE - INTERVAL '30 days' GROUP BY p.id, p.name, p.stock_quantity ORDER BY daily_turnover_rate DESC",
      "metrics": ["turnover_rate", "stock_velocity", "reorder_point"]
    }
  ]
}

Skill: generate_operational_analytics_queries

  • Description: Generates SQL for operational metrics including order processing time, fulfillment rates, return rates, and customer satisfaction.
  • Usage: python3 business_intelligence_agent.py --skill generate_operational_analytics_queries
  • Expected Output:
    {
  "skill": "generate_operational_analytics_queries",
  "status": "success",
  "queries": [
    {
      "name": "order_fulfillment_time",
      "sql": "SELECT DATE(o.created_at) as date, AVG(EXTRACT(EPOCH FROM (o.shipped_at - o.created_at)) / 3600) as avg_fulfillment_hours, COUNT(*) as total_orders FROM orders o WHERE o.created_at >= CURRENT_DATE - INTERVAL '30 days' AND o.shipped_at IS NOT NULL GROUP BY DATE(o.created_at) ORDER BY date",
      "metrics": ["avg_fulfillment_time", "orders_fulfilled", "fulfillment_efficiency"]
    },
    {
      "name": "return_rate_analysis",
      "sql": "SELECT DATE_TRUNC('week', o.created_at) as week, COUNT(*) as total_orders, COUNT(CASE WHEN o.status = 'returned' THEN 1 END) as returned_orders, ROUND((COUNT(CASE WHEN o.status = 'returned' THEN 1 END)::decimal / NULLIF(COUNT(*), 0)) * 100, 2) as return_rate FROM orders o WHERE o.created_at >= CURRENT_DATE - INTERVAL '12 weeks' GROUP BY DATE_TRUNC('week', o.created_at) ORDER BY week",
      "metrics": ["weekly_return_rate", "return_trend", "return_causes"]
    },
    {
      "name": "payment_success_rate",
      "sql": "SELECT DATE(created_at) as date, COUNT(*) as total_transactions, COUNT(CASE WHEN status = 'completed' THEN 1 END) as successful_payments, ROUND((COUNT(CASE WHEN status = 'completed' THEN 1 END)::decimal / NULLIF(COUNT(*), 0)) * 100, 2) as success_rate FROM payments WHERE created_at >= CURRENT_DATE - INTERVAL '30 days' GROUP BY DATE(created_at) ORDER BY date",
      "metrics": ["payment_success_rate", "payment_failures", "payment_method_performance"]
    }
  ]
}

Skill: generate_marketing_analytics_queries

  • Description: Generates SQL for marketing analytics including campaign performance, channel attribution, conversion funnels, and ROI analysis.
  • Usage: python3 business_intelligence_agent.py --skill generate_marketing_analytics_queries
  • Expected Output:
    {
  "skill": "generate_marketing_analytics_queries",
  "status": "success",
  "queries": [
    {
      "name": "channel_attribution",
      "sql": "SELECT utm_source, COUNT(DISTINCT user_id) as users, COUNT(DISTINCT CASE WHEN has_purchase THEN user_id END) as converters, ROUND((COUNT(DISTINCT CASE WHEN has_purchase THEN user_id END)::decimal / NULLIF(COUNT(DISTINCT user_id), 0)) * 100, 2) as conversion_rate FROM (SELECT user_id, source as utm_source, MAX(CASE WHEN order_id IS NOT NULL THEN true ELSE false END) as has_purchase FROM users u LEFT JOIN orders o ON u.id = o.user_id GROUP BY user_id, source) t GROUP BY utm_source ORDER BY converters DESC",
      "metrics": ["channel_users", "channel_conversion", "channel_value"]
    },
    {
      "name": "conversion_funnel",
      "sql": "WITH funnel AS (SELECT 'page_view' as stage, COUNT(DISTINCT session_id) as count FROM events WHERE event_type = 'page_view' UNION ALL SELECT 'product_view' as stage, COUNT(DISTINCT session_id) as count FROM events WHERE event_type = 'product_view' UNION ALL SELECT 'add_to_cart' as stage, COUNT(DISTINCT session_id) as count FROM events WHERE event_type = 'add_to_cart' UNION ALL SELECT 'checkout' as stage, COUNT(DISTINCT session_id) as count FROM events WHERE event_type = 'checkout_start' UNION ALL SELECT 'purchase' as stage, COUNT(DISTINCT session_id) as count FROM events WHERE event_type = 'purchase') SELECT stage, count, LAG(count) OVER (ORDER BY stage) as previous_stage, ROUND((count::decimal / NULLIF(LAG(count) OVER (ORDER BY stage), 0)) * 100, 2) as conversion_pct FROM funnel",
      "metrics": ["funnel_conversion", "drop_off_rates", "stage_progression"]
    },
    {
      "name": "campaign_roi",
      "sql": "SELECT campaign_name, SUM(spend) as total_spend, COUNT(DISTINCT o.order_id) as attributed_orders, SUM(o.order_amount) as attributed_revenue, ROUND((SUM(o.order_amount) - SUM(spend))::decimal / NULLIF(SUM(spend), 0) * 100, 2) as roi_percent FROM campaigns c LEFT JOIN orders o ON c.id = o.campaign_id WHERE c.start_date >= CURRENT_DATE - INTERVAL '30 days' GROUP BY campaign_name ORDER BY roi_percent DESC",
      "metrics": ["campaign_spend", "campaign_revenue", "campaign_roi"]
    }
  ]
}

4. Query Execution & Analysis

Skill: execute_bi_queries

  • Description: Executes all generated business intelligence queries and collects results with proper error handling and performance monitoring.
  • Usage: python3 business_intelligence_agent.py --skill execute_bi_queries
  • Expected Output:
    {
  "skill": "execute_bi_queries",
  "status": "success",
  "execution_summary": {
    "total_queries": 25,
    "successful": 24,
    "failed": 1,
    "total_execution_time_seconds": 45.2,
    "avg_query_time_seconds": 1.88
  },
  "results": {
    "daily_revenue_trend": [{"date": "2024-01-15", "revenue": 45000.00, "orders": 180}],
    "revenue_by_category": [{"category_name": "Electronics", "revenue": 125000.00, "orders": 450}],
    "customer_segmentation": [{"segment": "High Value", "customer_count": 1500, "avg_orders": 12.5}]
  },
  "errors": [
    {"query": "complex_aggregation", "error": "timeout", "retry_count": 0}
  ]
}

Skill: calculate_business_metrics

  • Description: Performs calculations on query results to derive key business metrics including KPIs, ratios, trends, and benchmarks.
  • Usage: python3 business_intelligence_agent.py --skill calculate_business_metrics
  • Expected Output:
    {
  "skill": "calculate_business_metrics",
  "status": "success",
  "kpis": {
    "total_revenue_30d": 1350000.00,
    "total_orders_30d": 5400,
    "average_order_value": 250.00,
    "revenue_growth_mom": 0.15,
    "revenue_growth_yoy": 0.35,
    "customer_acquisition_cost": 45.00,
    "customer_lifetime_value": 850.00,
    "gross_margin": 0.42
  },
  "ratios": {
    "repeat_purchase_rate": 0.32,
    "cart_abandonment_rate": 0.68,
    "checkout_conversion_rate": 0.045,
    "return_rate": 0.08
  },
  "trends": {
    "revenue_trend": "increasing",
    "user_growth_trend": "stable",
    "aov_trend": "increasing"
  }
}

Skill: detect_anomalies

  • Description: Analyzes time series data to detect anomalies, outliers, and unexpected patterns in business metrics.
  • Usage: python3 business_intelligence_agent.py --skill detect_anomalies
  • Expected Output:
    {
  "skill": "detect_anomalies",
  "status": "success",
  "anomalies": [
    {
      "metric": "daily_revenue",
      "date": "2024-01-12",
      "actual_value": 85000.00,
      "expected_value": 45000.00,
      "deviation": 0.89,
      "type": "spike",
      "possible_causes": ["Holiday sale", "Marketing campaign", "Technical issue"]
    },
    {
      "metric": "conversion_rate",
      "date": "2024-01-14",
      "actual_value": 0.025,
      "expected_value": 0.045,
      "deviation": -0.44,
      "type": "drop",
      "possible_causes": ["Website issues", "Payment gateway problems", "Competitor activity"]
    }
  ],
  "patterns": {
    "weekly_seasonality": "Revenue peaks on weekends",
    "hourly_pattern": "Traffic peaks at 14:00 and 20:00",
    "monthly_pattern": "Higher sales in last week of month"
  }
}

Skill: generate_insights

  • Description: Uses AI-powered analysis to generate natural language insights from business data, identifying opportunities and risks.
  • Usage: python3 business_intelligence_agent.py --skill generate_insights
  • Expected Output:
    {
  "skill": "generate_insights",
  "status": "success",
  "insights": [
    {
      "type": "opportunity",
      "title": "High-Value Customer Segment Shows Strong Growth",
      "description": "The high-value customer segment has grown by 25% this month with 40% higher retention rates than other segments.",
      "impact": "high",
      "recommendation": "Consider personalized marketing campaigns and exclusive offers for high-value customers to further increase engagement and loyalty."
    },
    {
      "type": "risk",
      "title": "Mobile Conversion Rate Significantly Lower Than Desktop",
      "description": "Mobile conversion rate is 2.1% compared to desktop at 4.8%, representing a significant revenue opportunity.",
      "impact": "high",
      "recommendation": "Conduct UX audit for mobile checkout flow, optimize page load times, and consider mobile-specific promotions."
    },
    {
      "type": "trend",
      "title": "Electronics Category Outperforming Overall Market",
      "description": "Electronics category grew 45% YoY compared to overall growth of 35%, driven by premium product launches.",
      "impact": "medium",
      "recommendation": "Increase inventory for top-performing electronics products and expand product range in this category."
    }
  ]
}

5. Report Generation

Skill: generate_business_report

  • Description: Generates a comprehensive business intelligence report combining all analysis results into a structured, actionable document.
  • Usage: python3 business_intelligence_agent.py --skill generate_business_report
  • Expected Output:
    # Business Intelligence Report
**Generated:** 2024-01-15

## Executive Summary
- Total Revenue: $1.35M (↑ 15% MoM)
- Total Orders: 5,400 (↑ 12% MoM)
- Average Order Value: $250.00 (↑ 3% MoM)
- Active Customers: 12,500

## Key Findings
### Revenue Analysis
- Electronics category leads with $125K weekly revenue
- Weekend sales 35% higher than weekday average
- Top 20% of customers contribute 60% of revenue

### Customer Insights
- High-value segment: 1,500 customers, 12.5 avg orders
- Customer retention improved to 68%
- Acquisition cost decreased by 8%

### Operational Metrics
- Average fulfillment time: 24 hours
- Return rate: 8% (within industry benchmark)
- Payment success rate: 97.5%

## Recommendations
1. Expand high-value customer program
2. Optimize mobile checkout experience
3. Increase electronics inventory
4. Implement weekend-specific promotions

## Risks & Alerts
- ⚠️ Conversion rate dropped on Jan 14th
- ⚠️ Return rate increasing in clothing category


## Environment Setup

### Requirements

- `psql` command-line tool (PostgreSQL client, version 10+)
- Python 3.8+ with required packages:
  - `psycopg2-binary` or `pg8000` for PostgreSQL connection
  - `pandas` for data analysis
  - `numpy` for numerical calculations
  - `jinja2` for report templating
- Read-only database user with access to information_schema

### Installation

```bash
pip install psycopg2-binary pandas numpy jinja2

Configuration

Configure database connection in assets/db_config.env:

export PGHOST="127.0.0.1"
export PGPORT="5432"
export PGUSER="readonly_user"
export PGPASSWORD="your_password"
export PGDATABASE="your_business_db"

Required Permissions

-- For metadata discovery
GRANT SELECT ON information_schema.tables TO readonly_user;
GRANT SELECT ON information_schema.columns TO readonly_user;
GRANT SELECT ON information_schema.table_constraints TO readonly_user;
GRANT SELECT ON information_schema.referential_constraints TO readonly_user;
GRANT SELECT ON pg_tables TO readonly_user;
GRANT SELECT ON pg_indexes TO readonly_user;

-- For business data analysis (use read-only replica if available)
GRANT SELECT ON your_business_tables TO readonly_user;

Usage

Quick Start

cd postgresql-bi-agent/scripts

# Configure database connection
vi ../assets/db_config.env

# Run full business intelligence analysis
python3 business_intelligence_agent.py --full-analysis

# Run specific analysis modules
python3 business_intelligence_agent.py --skill discover_database_metadata
python3 business_intelligence_agent.py --skill generate_revenue_queries
python3 business_intelligence_agent.py --skill execute_bi_queries
python3 business_intelligence_agent.py --skill generate_business_report

Command Line Options

python3 business_intelligence_agent.py [OPTIONS]

Options:
  --skill SKILL_NAME       Run a specific skill (discover_metadata, generate_queries, 
                           execute_queries, analyze_results, generate_report)
  --full-analysis          Run the complete analysis pipeline
  --tables TABLE1,TABLE2   Specify tables to analyze (comma-separated)
  --output OUTPUT_FILE     Output file path for report
  --format FORMAT          Report format: markdown, json, html
  --config CONFIG_FILE     Path to configuration file
  --sample-size N          Number of rows to sample (default: 1000)
  --date-range DAYS        Analysis date range in days (default: 30)
  --help                   Show help message

Examples

# Full analysis for all tables
python3 business_intelligence_agent.py --full-analysis

# Analyze specific tables
python3 business_intelligence_agent.py --tables orders,users,products --full-analysis

# Generate report in JSON format
python3 business_intelligence_agent.py --skill generate_report --format json

# Quick revenue analysis for last 90 days
python3 business_intelligence_agent.py --skill generate_revenue_queries --date-range 90

# Focus on customer analytics
python3 business_intelligence_agent.py --skill generate_customer_analytics_queries

Report Structure

Executive Summary

  • Overall business health score
  • Key KPIs at a glance
  • Critical alerts and opportunities

Revenue Analysis

  • Revenue trends (daily/weekly/monthly)
  • Revenue by category/product/channel
  • AOV and revenue per customer

Customer Analytics

  • Customer acquisition and retention
  • Customer segmentation and LTV
  • Behavioral patterns and preferences

Product/Inventory Analysis

  • Best/worst performing products
  • Inventory turnover and stock levels
  • Category performance

Operational Metrics

  • Order fulfillment efficiency
  • Return and refund rates
  • Payment success rates

Marketing & Channels

  • Channel attribution and ROI
  • Conversion funnel analysis
  • Campaign performance

Recommendations

  • Strategic initiatives
  • Quick wins
  • Risk mitigation

Appendices

  • Detailed data tables
  • Methodology notes
  • Data quality assessment

Skill Index

Metadata Discovery

Skill Description
discover_database_metadata Comprehensive database structure scan
identify_business_tables Business-relevant table identification
analyze_table_relationships Foreign key and relationship mapping

Data Sampling & Pattern Analysis

Skill Description
sample_table_data Data sampling for business context
detect_data_patterns Temporal and value pattern detection
infer_business_context Business domain inference

Query Generation

Skill Description
generate_revenue_queries Revenue and financial metrics SQL
generate_customer_analytics_queries Customer lifecycle and behavior SQL
generate_product_analytics_queries Product performance and inventory SQL
generate_operational_analytics_queries Operational efficiency SQL
generate_marketing_analytics_queries Marketing attribution and ROI SQL

Analysis & Reporting

Skill Description
execute_bi_queries Execute and collect query results
calculate_business_metrics Derive KPIs and business metrics
detect_anomalies Identify anomalies and outliers
generate_insights AI-powered insight generation
generate_business_report Comprehensive report generation

Advanced Features

Custom Metric Definition

Users can define custom metrics by providing SQL snippets or configuration files.

Scheduled Execution

The agent can be scheduled via cron or task schedulers for regular reporting:

# Daily report at 6 AM
0 6 * * * cd /path/to/scripts && python3 business_intelligence_agent.py --full-analysis --output /reports/daily_$(date +\%Y\%m\%d).md

# Weekly report on Mondays
0 7 * * 1 cd /path/to/scripts && python3 business_intelligence_agent.py --full-analysis --date-range 7 --output /reports/weekly_$(date +\%Y\%m\%d).md

# Monthly report on 1st
0 8 1 * * cd /path/to/scripts && python3 business_intelligence_agent.py --full-analysis --date-range 30 --output /reports/monthly_$(date +\%Y\%m).md

Integration with BI Tools

  • Export results to CSV/JSON for Tableau, Power BI, Looker
  • API endpoint mode for real-time dashboards
  • Webhook notifications for alerts

Multi-Database Support

  • Analyze multiple databases in a single report
  • Cross-database relationship analysis
  • Consolidated executive dashboards

Best Practices

  1. Use Read-Only Replicas: Always run queries against read replicas to avoid impacting production
  2. Schedule During Off-Peak: Run full analyses during low-traffic periods
  3. Sample Large Tables: Use sampling for initial discovery, full queries for final reports
  4. Monitor Query Performance: Set appropriate timeouts for complex queries
  5. Data Quality Checks: Validate data completeness before generating insights
  6. Incremental Processing: Process recent data incrementally for faster daily reports

Troubleshooting

Common Issues

  1. Permission Denied

    • Ensure user has SELECT access to information_schema and target tables
    • Check pg_hba.conf for connection permissions

  2. Query Timeout

    • Increase timeout in configuration
    • Add indexes for frequently queried columns
    • Use sampling for large tables

  3. Memory Errors

    • Reduce sample size
    • Process data in chunks
    • Use database-side aggregations

Performance Optimization

  • Create indexes on commonly filtered/sorted columns
  • Use materialized views for complex aggregations
  • Partition large tables by date
  • Enable query result caching

Base directory for this skill: file:///Users/digoal/.config/opencode/skills/postgresql-bi-agent Relative paths in this skill (e.g., scripts/, assets/) are relative to this base directory.

Install via CLI
npx skills add https://github.com/digoal/postgres_skill --skill postgresql-bi-agent
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