BSC Designer
BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance.
Verdict
Common use cases
- Pull quarterly KPI actuals for board decks
- Compare indicator performance against baseline targets
- Generate Excel reports without leaving chat
- Audit which goals lack recent updates
- Surface at-risk initiatives during sprint planning
Integration
- Vendor
- BSC Designer
- Category
- other
- Auth
- API_KEY
- Tools
- 10
- Composio slug
bsc_designer
Tools
- Balance Scorecard Weights
Recalculate 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 been live-verified.
- Download Excel Report
Generate and download a scorecard's Excel report, optionally evaluated at a specified date.
- Get Document
Get metadata and sharing settings for one scorecard document by numeric ID or alias.
- Get Grouped Indicator Values
Get one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
- Get Indicator Value
Get 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 scheduled values are not returned before
- Get Scorecard Item
Get detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
- List Documents
List scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
- List Scorecard Items
List the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.
- Set Indicator Values
Set 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 date and metric-specific effective dates fo
- Update Indicator
Update 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 concurrent edits to the same indicator.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP integrations panel. 2. Click 'Add Integration' and select BSC Designer from the catalog. 3. Log in to your BSC Designer account, navigate to Settings > API, and generate a new API key with read access to scorecards. 4. Paste the API key into Switchy's connection form and click 'Connect'. 5. Switchy will verify the key by listing your accessible documents; you'll see a green checkmark when authentication succeeds. 6. Open any Project, type '@BSC Designer list my scorecards' in the chat, and confirm you see document IDs and aliases returned. 7. To test deeper, ask '@BSC Designer get indicator value for [indicator ID] as of today' using an ID from one of your scorecards. 8. Grant the MCP access only to scorecards your team needs; revoke the API key in BSC Designer if you disconnect the integration.
What teammates see: by default, memories from BSC Designer are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List All Scorecards
@BSC Designer list all scorecard documents I can access, including their numeric IDs and aliases.
Get Indicator Snapshot
@BSC Designer get the current value, baseline, target, minimum, and maximum for indicator ID 12345 as of today.
Monthly Trend Analysis
@BSC Designer show me monthly grouped values for indicator ID 67890 from January 1, 2024 to December 31, 2024.
Export Scorecard Report
@BSC Designer download the Excel report for scorecard alias 'Q4-2024-OKRs' evaluated as of today.
Audit Stale Metrics
@BSC Designer list all indicators in scorecard ID 9876, filtering for those with values so I can check update recency.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@BSC Designer list all indicators in our Q1 strategy scorecard that have values, then show me which ones are off-target this month.
The Q1 strategy scorecard contains 18 indicators with recorded values. Of those, 5 are currently off-target as of this month: Customer Retention Rate (actual: 82%, target: 90%), Average Response Time (actual: 4.2 hours, target: 2 hours), Employee Training Hours (actual: 6 hours, target: 12 hours), Net Promoter Score (actual: 42, target: 55), and Cost per Acquisition (actual: $340, target: $250). The remaining 13 indicators are meeting or exceeding their targets.
This example combines list-and-filter logic with the MCP's value-retrieval tools. The response reflects how BSC Designer returns indicator metadata alongside current vs. target comparisons. Requires read access to the specified scorecard; the MCP cannot infer which scorecard you mean without an ID or alias from a prior list-documents call.
@BSC Designer recalculate the balanced weights for all indicators in our annual scorecard and show me what changed.
Balanced weights recalculated for 22 indicators across 4 perspectives. Changes: 'Revenue Growth' weight adjusted from 15% to 18%, 'Customer Satisfaction' from 12% to 14%, 'Process Efficiency' from 10% to 8%, 'Employee Engagement' from 8% to 6%. Thirteen other indicators saw minor shifts under 2 percentage points. All new weights now sum to 100% within each perspective, and the scorecard's overall balance constraint is satisfied.
This write operation permanently updates indicator weights in BSC Designer's database. Only use on scorecards you own or have explicit permission to modify—there is no undo. The MCP returns every old→new weight pair, making it easy to audit the rebalancing logic, but you must confirm the changes align with your strategic priorities before running this tool.
@BSC Designer pull monthly values for 'Customer Churn Rate' over the last six months, then draft a brief trend summary highlighting any concerning patterns.
Monthly Customer Churn Rate values (last six months): January 3.2%, February 3.5%, March 4.1%, April 4.8%, May 5.3%, June 5.7%. The indicator shows a steady upward trend, increasing 78% from January to June. This acceleration is concerning: churn crossed the 5% warning threshold in May and continues rising. If the pattern holds, Q3 could see churn above 6%, materially impacting revenue retention. Recommend investigating the April-May inflection point for operational or market changes that may have triggered the spike.
This synthesis example pairs the MCP's grouped-values tool with AI reasoning to surface insights from raw time-series data. The MCP returns numeric values and dates; the AI interprets trends and flags risks. Useful for executive summaries or board prep, but verify the date range and grouping interval match your reporting calendar—BSC Designer's grouping logic respects the scorecard's configured update intervals.
Use-case deep-dives
When BSC Designer beats spreadsheets for goal tracking
A 6-person leadership team runs quarterly check-ins on company OKRs. They've been copy-pasting Excel tabs into Slack, but no one trusts the numbers because baselines drift and someone always forgets to update their metric. BSC Designer wins here if you already model goals as scorecards with indicators—List Scorecard Items pulls every metric in one call, Get Indicator Value returns baseline-target-actual with effective dates baked in, and Download Excel Report gives the CFO her pivot table without manual export. The trade-off: this MCP assumes you've committed to scorecard methodology. If your team just wants a lightweight tracker, the 10-tool surface and API-key setup are overkill. Buy this integration when your goals live in BSC Designer and you need Switchy to surface progress without opening another tab.
Automate board-deck KPI pulls with grouped values
A 3-person ops team preps the monthly board deck, and half the work is pulling KPIs from BSC Designer, grouping them by month, and pasting charts into slides. Get Grouped Indicator Values solves this—it returns one indicator's history bucketed by day, week, month, quarter, or year over any date range, so you can script the entire deck refresh in Switchy. The threshold: this works when your board cares about 5-15 indicators that already exist as scorecard items. If you're tracking 50+ ad-hoc metrics or your board wants custom cohort cuts, the MCP's grouping is too rigid and you'll end up exporting raw data anyway. Use this when your KPIs are stable, your scorecard is the source of truth, and you want to kill the monthly copy-paste ritual.
Recalculate scorecard weights when priorities shift
A 12-person product org runs a mid-year strategy review and decides to reweight their balanced scorecard—customer metrics go from 25% to 40%, internal process drops to 15%. Balance Scorecard Weights recalculates every indicator's weight in one mutation and returns the old-new diff, so the VP can see exactly what changed before committing. The catch: this tool is a documented mutation, meaning it writes back to BSC Designer, and the docs warn it's owner-approved only. If your team is still iterating on the scorecard structure or multiple people are editing weights, this MCP can overwrite work. Use it when the scorecard is stable, one person owns the rebalance, and you need Switchy to script the math instead of clicking through the BSC Designer UI.
Frequently asked
What does the BSC Designer MCP do in Switchy?
It pulls balanced scorecard data — goals, KPIs, initiatives, risks — from BSC Designer into your AI workspace. You can query indicator values over time, download Excel reports, and recalculate weights without leaving Switchy. Useful if your team tracks strategic metrics in BSC Designer and wants AI to summarise progress or spot trends.
Do I need an admin account to connect BSC Designer?
You need an API key from BSC Designer, which typically requires account-owner or admin permissions to generate. The MCP can only access scorecards that the connected user owns or that have been explicitly shared with them. If you're not the owner, ask whoever manages your BSC Designer account to share the relevant scorecards first.
Can the MCP edit indicator values or create new KPIs?
No. It reads scorecard structure and historical values, and can recalculate indicator weights on an existing scorecard. It cannot write new data points, create indicators, or modify goals. If you need to log actuals or add KPIs, do that in BSC Designer directly — then the MCP will see the updates on the next query.
Why use this instead of exporting reports from BSC Designer?
The MCP lets AI query live data on demand — "show me Q4 sales KPIs" or "which initiatives are behind schedule" — without manual exports. You still get Excel downloads when you need them, but for quick checks or trend analysis across multiple scorecards, the MCP is faster than logging into BSC Designer and clicking through menus.
Who on the team should connect the BSC Designer MCP?
Whoever owns or has shared access to the scorecards you want to query. If your strategy lead manages BSC Designer, they should connect it. The MCP respects BSC Designer's sharing model, so other Switchy members won't see scorecards they don't already have permission to view in BSC Designer itself.