io.customerdashboard/customerdashboard

Tools

• 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 to your plan's customer limit.

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• 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.

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• 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.

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• 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 limit.

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• create_view

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

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• 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 limit.

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• 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.

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• 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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• 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.

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• 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.

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• delete_view

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

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• delete_widget

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

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• 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.

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• 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.

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• 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.

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• 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.

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• get_data_source

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

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• 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.

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• 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.

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• 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.

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• 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.

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• list_dashboards

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

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• list_data_sources

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

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• 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.

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• 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.

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• list_views

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

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• 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.

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• list_widgets

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

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• 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).

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• update_view

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

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• update_widget

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

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• 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.

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