CustomerDashboard

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.

Takes no parameters.

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.

Takes no parameters.

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.

Takes no parameters.

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.

Takes no parameters.

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.

Takes no parameters.

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.

Takes no parameters.

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.

Takes no parameters.

List every data source connected to your workspace. Connection credentials are never included.

Takes no parameters.

Get one data source by id, including its non-secret connection settings. Credentials are never included.

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.

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.

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.

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.

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.

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

Takes no parameters.

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.

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 limit.

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.

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

Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.

Rename a view. Use reorder_views to change the tab order.

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.

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

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 limit.

Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.

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.

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

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 to your plan's customer limit.

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.

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.

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.

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 the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard. Individual widgets can still override these.

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).

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.

Get the public URL of a published dashboard, and who can open it. Returns nothing to share if the dashboard is still private.

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.

Permanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.

Permanently delete a widget. Calling this without confirm returns a preview. This cannot be undone.

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.

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.

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.