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MCP live MCP 2025-11-25 streamable-http

CustomerDashboard

io.customerdashboard/customerdashboard

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

Watch this dependency Share evidence report
Uptime
100.0%
5 direct probes · 30d
Response
247ms
last probe
Tools
42
callable
Resources
0
readable
Prompts
0
available
Primary URL
https://app.customerdashboard.io/mcp
Score: 100/100
Handshake verified by our own probe.
pass Answers the MCP handshake 50/50
The handshake and the list calls succeeded on the primary URL.
pass Lists tools, resources or prompts 30/30
42 tools, 0 resources, 0 prompts returned.
pass 3 or more catalogue items 10/10
42 items in total; 3 or more earns these points.
pass Describes itself 10/10
90 characters; more than 30 earns these points.

Tools · 42

get_platform_overview

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 pr…

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. No sign-in required.

list_widget_types

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 re…

list_plans_and_limits

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.

explain_customer_filtering

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 requ…

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. No sign-in required.

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. Call this first in an authenticated session to learn the wor…

list_data_sources

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

get_data_source

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

test_data_source_connection

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.

add_data_source

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 lim…

update_data_source

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.

get_data_source_schema

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_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. Results are capped at 100 rows. If the query contains :customer_id…

list_dashboards

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

get_dashboard

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 be…

create_dashboard

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 pub…

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. Use set_dashboard_theme for colours and …

list_views

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

create_view

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

update_view

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

reorder_views

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_widgets

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

create_widget

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…

update_widget

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

set_widget_layout

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_customers

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

add_customer

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 w…

update_customer

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.

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. If you do not supply a password a strong one is generated and returned once. Subject to …

validate_customer_filtering

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_dashboard_theme

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 …

set_dashboard_formatting

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

publish_dashboard

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' (anyo…

unpublish_dashboard

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_dashboard_share_url

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

delete_dashboard

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 cann…

delete_view

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

delete_widget

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

delete_data_source

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 r…

delete_customer

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

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.

How to use

Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://app.customerdashboard.io/mcp

Cursor or Cline: add to your MCP config:

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