Analytics

customerdashboard.io

Provides information about the CustomerDashboard analytics platform, including data connectors, widget types, subscription plans, and per-customer filtering.

1 endpoint42 known toolsFirst detected September 4, 2026Last detected September 4, 2026

ENDPOINT 1

https://app.customerdashboard.io/mcp

No auth detected

MCP server metadata

Name: customerdashboard
Version: 0.1.0

Capabilities

tools.listChanged

Server instructions

CustomerDashboard.io builds dashboards over databases you already have. Its defining feature is multi-customer dashboards: you build one dashboard, and each of your customers signs in and sees only their own rows. It is equally usable for ordinary internal dashboards and for dashboards left running on an office screen. The hierarchy is workspace > dashboard > view (a tab) > widget (a chart, table or KPI). Each widget owns one query against one data source. Dashboards are either "internal" or "customer", and that choice cannot be changed after creation. Guidance: - Start with get_account to learn which workspace you are in. - If get_account reports no workspace, the person has an account but has not finished setting it up. Ask them to sign in at https://app.customerdashboard.io/login and create their workspace, which takes one step, then continue here. Nothing can be created until they have one, so do not retry. - Before writing any query for a customer dashboard, call explain_customer_filtering. Every such query must filter on :customer_id or all customers see the same rows. - Call get_data_source_schema before writing queries, and run_query_preview before creating a widget, so you reference columns that actually exist. - Deleting anything is a two-step confirmation and needs the user's explicit agreement. - Never invent a customerId. It must match a real identifier in the user's own data.

Known tools 42

get_platform_overview

Explain what CustomerDashboard.

Inferred read-only

list_supported_data_connectors

List every data source type CustomerDashboard can connect to, the settings each one needs, whether widgets can query it, and whether its schema can be introspected.

Inferred read-only

list_widget_types

List every visualization a widget can use, with the visualizationConfig keys each type requires and accepts.

Inferred read-only

list_plans_and_limits

List CustomerDashboard's subscription plans, their monthly price and the resource limits each one allows.

Inferred read-only

explain_customer_filtering

Explain exactly how to write widget queries so each customer only sees their own rows on a multi-customer dashboard.

Potential side effects

get_started

Explain how to sign up for the free trial and connect this MCP server to a CustomerDashboard account, plus the order of steps for building a first multi-customer dashboard.

Inferred read-only

get_account

Get the signed-in CustomerDashboard account: name, email, workspace, current plan, what the plan allows and how much of it is already used.

Potential side effects

list_data_sources

List every data source connected to your workspace.

Inferred read-only

get_data_source

Get one data source by id, including its non-secret connection settings.

Inferred read-only

test_data_source_connection

Check whether a set of connection settings actually works, before saving them.

Inferred read-only

add_data_source

Connect a new database or spreadsheet to your workspace.

Inferred read-only

update_data_source

Rename a data source or replace its connection settings.

Inferred read-only

get_data_source_schema

List the tables and columns available in a connected data source, so you can write correct widget queries.

Potential side effects

run_query_preview

Run a query against a connected data source and return the first few rows, so you can confirm it works before putting it on a widget.

Inferred read-only

list_dashboards

List every dashboard in your workspace, with its type, publishing state and share URL if published.

Inferred read-only

get_dashboard

Get one dashboard in full: its settings, theme, publishing state, every view, and every widget on each view including the widget queries.

Inferred read-only

create_dashboard

Create a dashboard.

Potential side effects

update_dashboard

Rename a dashboard, set how long each view is shown when the dashboard auto-rotates on a screen, or set the test customer used to preview a customer dashboard.

Inferred read-only

list_views

List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.

Inferred read-only

create_view

Add a view (tab) to a dashboard.

Inferred read-only

update_view

Rename a view.

Inferred read-only

reorder_views

Set the tab order of a dashboard's views.

Inferred read-only

list_widgets

List the widgets on a view, including each widget's query and visualization configuration.

Inferred read-only

create_widget

Add a chart, table or KPI to a view.

Inferred read-only

update_widget

Change a widget's title, query, visualization type, configuration, data source or position.

Inferred read-only

set_widget_layout

Reposition several widgets on a view at once, on the 12-column grid.

Inferred read-only

list_customers

List the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.

Inferred read-only

add_customer

Add one of your customers to a multi-customer dashboard.

Inferred read-only

update_customer

Rename a customer or correct the customerId their data is filtered by.

Inferred read-only

add_customer_user

Create a login for one of your customers so they can sign in to the published dashboard and see their own data.

Potential side effects

validate_customer_filtering

Audit a multi-customer dashboard and report any widget whose query would show the same rows to every customer.

Inferred read-only

set_dashboard_theme

Set the colour theme of a dashboard: page and surface backgrounds, text colours, brand colours and the chart series palette.

Inferred read-only

set_dashboard_formatting

Set the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard.

Inferred read-only

publish_dashboard

Publish a dashboard and return its share URL.

Potential side effects

unpublish_dashboard

Make a dashboard private again.

Inferred read-only

get_dashboard_share_url

Get the public URL of a published dashboard, and who can open it.

Inferred read-only

delete_dashboard

Permanently delete a dashboard and everything on it.

Potential side effects

delete_view

Permanently delete a view and every widget on it.

Potential side effects

delete_widget

Permanently delete a widget.

Potential side effects

delete_data_source

Permanently delete a data source connection.

Potential side effects

delete_customer

Permanently remove a customer from a multi-customer dashboard, along with all of their logins.

Potential side effects

delete_customer_user

Permanently remove one login from a customer.

Potential side effects

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.customerdashboard]
url = "https://app.customerdashboard.io/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "customerdashboard": {
      "type": "http",
      "url": "https://app.customerdashboard.io/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: customerdashboard
Remote MCP URL: https://app.customerdashboard.io/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "customerdashboard": {
      "url": "https://app.customerdashboard.io/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "customerdashboard": {
      "type": "http",
      "url": "https://app.customerdashboard.io/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "customerdashboard",
  "transport": "streamable-http",
  "url": "https://app.customerdashboard.io/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

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Checking the associated registrable domain. The BuiltWith key remains server-side.

Indexed

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