MCP server

CustomerDashboard Official

io.customerdashboard/customerdashboard

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Build dashboards on your own data, including multi-customer views with per-customer login.

Website

At a glance

Type

MCP server

Publisher

customerdashboard.io (verified by the MCP Registry)

Status

Working at last check

Tools

42

Token cost

About 8,700 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http customerdashboard https://app.customerdashboard.io/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

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

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

agy mcp add customerdashboard https://app.customerdashboard.io/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"customerdashboard","server_url":"https://app.customerdashboard.io/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"customerdashboard","server_url":"https://app.customerdashboard.io/mcp"}

Tools

• add_customer ~270 tokens
  Add one of your customers to a multi-customer dashboard. The customerId must exactly match the value that identifies them in your own database, because it is what gets bound to :customer_id in every widget query. Adding a customer does not give anyone access; use add_customer_user for that. Subject
• add_customer_user ~280 tokens
  Create a login for one of your customers so they can sign in to the published dashboard and see their own data. If you do not supply a password a strong one is generated and returned once. Subject to your plan's users-per-customer limit.
• add_data_source ~304 tokens
  Connect a new database or spreadsheet to your workspace. Test the settings with test_data_source_connection first: this tool saves them whether or not they work. Subject to your plan's data source limit.
• create_dashboard ~223 tokens
  Create a dashboard. Use type 'customer' for a multi-customer dashboard where each of your customers signs in and sees only their own rows, or 'internal' for a normal dashboard you view yourself or publish as one shared view. A 'Default' view is created automatically. Subject to your plan's dashboard
• create_view ~133 tokens
  Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.
• create_widget ~586 tokens
  Add a chart, table or KPI to a view. Call list_widget_types for the visualizationConfig each type needs, and run_query_preview first to confirm the query returns the columns you are about to reference. On a multi-customer dashboard the query must filter on :customer_id. Subject to your plan's widget
• delete_customer Deletes data · ~259 tokens
  Permanently remove a customer from a multi-customer dashboard, along with all of their logins. They lose access immediately. Calling this without confirm returns a preview. This cannot be undone.
• delete_customer_user Deletes data · ~278 tokens
  Permanently remove one login from a customer. They can no longer sign in. Calling this without confirm returns a preview. The customer itself and their data access rule remain.
• delete_dashboard Deletes data · ~229 tokens
  Permanently delete a dashboard and everything on it. Calling this without confirm returns a preview of what would be removed; deleting for real needs confirm plus the dashboard's exact name. This cannot be undone.
• delete_data_source Deletes data · ~229 tokens
  Permanently delete a data source connection. This is refused while any widget still uses it. Calling this without confirm returns a preview. Your actual database is untouched; only the connection is removed.
• delete_view Deletes data · ~222 tokens
  Permanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.
• delete_widget Deletes data · ~214 tokens
  Permanently delete a widget. Calling this without confirm returns a preview. This cannot be undone.
• explain_customer_filtering ~103 tokens
  Explain exactly how to write widget queries so each customer only sees their own rows on a multi-customer dashboard. Call this before writing any query for a `customer` type dashboard. No sign-in required.
• get_account ~105 tokens
  Get the signed-in CustomerDashboard account: name, email, workspace, current plan, what the plan allows and how much of it is already used. Call this first in an authenticated session to learn the workspace you are working in.
• get_dashboard ~162 tokens
  Get one dashboard in full: its settings, theme, publishing state, every view, and every widget on each view including the widget queries. This is the fastest way to understand an existing dashboard before changing it.
• get_dashboard_share_url ~109 tokens
  Get the public URL of a published dashboard, and who can open it. Returns nothing to share if the dashboard is still private.
• get_data_source ~102 tokens
  Get one data source by id, including its non-secret connection settings. Credentials are never included.
• get_data_source_schema ~160 tokens
  List the tables and columns available in a connected data source, so you can write correct widget queries. Supported for PostgreSQL, MySQL, SQL Server, Oracle, Aurora, Redshift and Google Sheets.
• get_platform_overview ~108 tokens
  Explain what CustomerDashboard.io is, how multi-customer dashboards work, and how workspaces, dashboards, views, widgets and customers fit together. Call this first when you are unfamiliar with the product. No sign-in required.
• get_started ~96 tokens
  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. No sign-in required.
• list_customers ~136 tokens
  List the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.
• list_dashboards ~70 tokens
  List every dashboard in your workspace, with its type, publishing state and share URL if published.
• list_data_sources ~69 tokens
  List every data source connected to your workspace. Connection credentials are never included.
• list_plans_and_limits ~96 tokens
  List CustomerDashboard's subscription plans, their monthly price and the resource limits each one allows. Useful for explaining why a create operation was blocked. No sign-in required.
• list_supported_data_connectors ~99 tokens
  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. No sign-in required.
• list_views ~96 tokens
  List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.
• list_widget_types ~101 tokens
  List every visualization a widget can use, with the visualizationConfig keys each type requires and accepts. Call this before creating widgets so the configuration is correct first time. No sign-in required.
• list_widgets ~91 tokens
  List the widgets on a view, including each widget's query and visualization configuration.
• publish_dashboard Sends messages · ~312 tokens
  Publish a dashboard and return its share URL. A customer dashboard is always login-gated, so its customers sign in with the logins you created. An internal dashboard can be published as 'public' (anyone with the link) or 'protected' (one shared username and password).
• reorder_views ~160 tokens
  Set the tab order of a dashboard's views. Pass every view id in the order you want them shown. This is also the order they rotate in on a wall display.
• run_query_preview ~338 tokens
  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. Results are capped at 100 rows. If the query contains :customer_id you must also say which customer to preview as, using customerId or dashboardId.
• set_dashboard_formatting ~353 tokens
  Set the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard. Individual widgets can still override these.
• set_dashboard_theme ~452 tokens
  Set the colour theme of a dashboard: page and surface backgrounds, text colours, brand colours and the chart series palette. All colours are hex values. Pass every field, since the theme is stored as one object.
• set_widget_layout ~292 tokens
  Reposition several widgets on a view at once, on the 12-column grid. Use this to lay out a whole view rather than moving widgets one at a time.
• test_data_source_connection ~286 tokens
  Check whether a set of connection settings actually works, before saving them. Pass an existing dataSourceId to retest a saved connection, or a type and config to test new settings.
• unpublish_dashboard ~119 tokens
  Make a dashboard private again. The existing share link stops working immediately, and any shared username and password are cleared. Widgets and data are untouched.
• update_customer ~225 tokens
  Rename a customer or correct the customerId their data is filtered by. Changing customerId immediately changes which rows they see, so confirm the new value with the user first.
• update_dashboard ~292 tokens
  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. Use set_dashboard_theme for colours and publish_dashboard for sharing.
• update_data_source ~222 tokens
  Rename a data source or replace its connection settings. The config you pass replaces the stored one entirely, so include every setting, not just the changed ones.
• update_view ~134 tokens
  Rename a view. Use reorder_views to change the tab order.
• update_widget ~456 tokens
  Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.
• validate_customer_filtering ~129 tokens
  Audit a multi-customer dashboard and report any widget whose query would show the same rows to every customer. Run this before publishing a customer dashboard, and any time its queries change.

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