Connect-MCP

CustomerDashboard

io.customerdashboard/customerdashboard · v0.1.0

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

MCPremoteno credentialsCRM & sales

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 42 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 99/100

What it does: 42 tools · 18 read, 24 write (incl. delete/pay) · CRM & sales

Test call list_supported_data_connectors: worked (852 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +9
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

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

Tools

42 tools listed at last check
  • 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 product. No sign-in required.
  • 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 required.
  • 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 required.
  • 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 workspace you are working in.
  • 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 limit.
  • 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 you must also say which customer to preview as, using customerId or dashboardId.
  • 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 before changing it.
  • 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 publish as one shared view. A 'Default' view is created automatically. Subject to your plan's dashboard
  • 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 publish_dashboard for sharing.
  • 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. On a multi-customer dashboard the query must filter on :customer_id. Subject to your plan's widget
  • 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 widget query. Adding a customer does not give anyone access; use add_customer_user for that. Subject
  • 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 your plan's users-per-customer limit.
  • 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 one object.
  • 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' (anyone with the link) or 'protected' (one shared username and password).
  • 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 cannot be undone.
  • 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 removed.
  • 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.

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