/audit-tenant-settings

name: audit-tenant-settings
description: Automatically invoke this skill whenever the user asks about Fabric tenant settings or Power BI tenant settings or auditing tenant settings. You can use this skill if the user mentions "Fabric administration".

Audit Tenant Settings

Audit Fabric / Power BI tenant settings against a curated baseline, surface drift, enumerate delegated overrides at capacity / domain / workspace scope, investigate the Entra security groups those settings reference, and turn findings into a grounded discussion about what to do next. Always invoke the `fabric-cli` skill alongside this skill; it provides the `fab` CLI guidance, admin API references, and the `microsoft-learn` MCP server that this skill depends on.

Prerequisites

This plugin is an add-on to the `fabric-cli` plugin. It requires:

• **fabric-cli plugin** installed and enabled; provides `fab` CLI guidance, the `microsoft-learn` MCP server, and admin API reference docs.
• **fab CLI** (`ms-fabric-cli`) authenticated with a Fabric / Power BI admin account.
• **az CLI** authenticated with Graph permissions (`Group.Read.All`, `User.Read.All`, `Directory.Read.All`, `RoleManagement.Read.Directory`) when investigating security groups.

Settings

Per-project configuration via `.claude/fabric-admin.local.md`:

---
enabled: true
tenant_label: "Contoso"
snapshot_path: "~/.cache/fabric-admin-audit/last-snapshot.json"
drift_threshold_high: 5
drift_threshold_medium: 15
notification_level: "info"
schedule: "weekly"
---

# Fabric Admin Configuration

Additional context or tenant-specific notes.

| Field | Type | Default | Purpose | |---|---|---|---| | `enabled` | bool | `true` | Toggle the plugin on/off | | `tenant_label` | string | none | Label for PDF masthead and audit reports | | `snapshot_path` | string | `~/.cache/fabric-admin-audit/last-snapshot.json` | Where to store/read the last-run snapshot JSON | | `drift_threshold_high` | int | `5` | Alert when high-risk drift count exceeds this | | `drift_threshold_medium` | int | `15` | Alert when total drift count exceeds this | | `notification_level` | string | `info` | Verbosity: `quiet`, `info`, `verbose` | | `schedule` | string | `weekly` | Preferred audit cadence: `daily`, `weekly`, `monthly`, `ad-hoc` |

When to use this skill

Invoke for any tenant-, delegation-, or SG-scoped governance question that needs an interpreted answer rather than a raw API call. Typical asks:

• "Run a tenant governance audit"
• "Has anything drifted since last month?"
• "What does PublishToWeb do and should we have it on?"
• "Which settings are scoped to the PowerBI_ServicePrincipals group and who is in it?"
• "Show me every capacity / domain / workspace override"
• "Is this setting safe to enable for my scenario?"

Critical rules

• **Never guess.** Tenant-setting behavior, SG membership, and override effects must come from the curated metadata, the live API, or Microsoft Learn. When sources are silent or contradict each other, say so plainly.
• **Gather requirements.** Use your `AskUserQuestion` skill to regularly interview the user about their tenant, user behavior, and adoption. Use the `fabric-cli` skill and `fab` to understand an inventory of what's in the tenant, how it's structured, and the activity log / events to understand user adoption and activity. Flag key patterns, anomalies, and high-risk operations or scenarios (like publish-to-web, exports, and sharing with external users, full-org, or C-level employees)
• **Do not fabricate portal titles, descriptions, recommendations, risk levels, SG membership, or ACL shapes.** If the metadata or API lacks the fact, fetch it.
• **No absolute compliance claims** (HIPAA, SOC 2, GDPR, etc.). Limit conclusions to observed drift against the curated baseline and the raw API findings.
• **Recommendations are general, not prescriptive or universal.** The curated `recommended` field reflects subjective and community defaults, not the user's scenario. Always present the nuance and let the user decide.
• **Be pragmatic and critical; avoid alarmist language.** Consider the practicality of the user's scenario and engage with them in decision-making and planning so that they can understand the functional consequences of their current tenant setting configuration:
• What does this mean for governance: what users can do, access, and create?
• How does this affect key processes like creation, sharing, and distribution?
• How does it affect capacity usage in Fabric and resource constraints?
• How does it create friction that could inhibit effective analytics?
• Would enabling or disabling result in blocking users or creating new dependencies?

Authoritative sources (in order)

1. **Curated metadata**: `references/tenant-settings-metadata.yaml`. Holds `human_name`, `description`, `preview`, `source_url`, `recommended`, `risk`, and `recommendation_nuance` for every known setting. Check this first for any tenant-settings question. 2. **Live APIs** via `fab api` and `az`:

• Tenant-wide state: `fab api "admin/tenantsettings"`
• Delegated overrides: `fab api "admin/capacities/delegatedTenantSettingOverrides"`, `admin/domains/...`, `admin/workspaces/...`
• Entra groups and role assignments: `az ad group`, `az rest --method get --uri https://graph.microsoft.com/v1.0/...`

3. **Microsoft Learn** via the `microsoft-learn` MCP server (`microsoft_docs_search`, `microsoft_docs_fetch`, `microsoft_code_sample_search`) or the `pbi-search` CLI as an alternative. Use when metadata is stale, the setting is brand new, or the user asks a feature question the baseline cannot answer.

Workflow

Follow these steps in order. Skip a step only with a clear reason; never silently drop one.

1. Verify prerequisites

• `fab --version` is current; run `uv tool upgrade ms-fabric-cli` if stale.
• `fab auth status` confirms a live session; ask the user to run `fab auth login` if not.
• Admin access sanity check: `