CustomerDashboard

io.customerdashboard/customerdashboardVersion 0.1.0

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

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Responds66 msNov 14, 2026, 14:33 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 14:33 UTC
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Registry data as of: Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP

https://app.customerdashboard.io/mcpResponds66 msNov 14, 2026, 14:33 UTC

No sign-in

Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: customerdashboard
Remote MCP server URL: https://app.customerdashboard.io/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"customerdashboard","type":"http","url":"https://app.customerdashboard.io/mcp"}'

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Tools

42 tools

Tools of CustomerDashboard
	Description		Read-only	Idempotent	Open world
`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.	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.	No	No	No	No
`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.	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.	No	No	No	No
`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.	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.	No	No	No	No
`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.	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.	No	No	No	No
`create_view`Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.	Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.	No	No	No	No
`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.	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.	No	No	No	No
`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.	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.	Yes	No	No	No
`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.	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.	Yes	No	No	No
`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.	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.	Yes	No	No	No
`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.	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.	Yes	No	No	No
`delete_view`Permanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.	Permanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.	Yes	No	No	No
`delete_widget`Permanently delete a widget. 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.	Yes	No	No	No
`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.	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.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`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.	Get the public URL of a published dashboard, and who can open it. Returns nothing to share if the dashboard is still private.	No	Yes	Yes	No
`get_data_source`Get one data source by id, including its non-secret connection settings. Credentials are never included.	Get one data source by id, including its non-secret connection settings. Credentials are never included.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	Yes
`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.	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.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`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.	List the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.	No	Yes	Yes	No
`list_dashboards`List every dashboard in your workspace, with its type, publishing state and share URL if published.	List every dashboard in your workspace, with its type, publishing state and share URL if published.	No	Yes	Yes	No
`list_data_sources`List every data source connected to your workspace. Connection credentials are never included.	List every data source connected to your workspace. Connection credentials are never included.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`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 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.	No	Yes	Yes	No
`list_views`List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.	List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.	No	Yes	Yes	No
`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 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.	No	Yes	Yes	No
`list_widgets`List the widgets on a view, including each widget's query and visualization configuration.	List the widgets on a view, including each widget's query and visualization configuration.	No	Yes	Yes	No
`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).	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).	No	No	Yes	No
`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.	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.	No	No	Yes	No
`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.	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.	No	Yes	No	Yes
`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.	Set the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard. Individual widgets can still override these.	No	No	Yes	No
`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 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.	No	No	Yes	No
`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.	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.	No	No	Yes	No
`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.	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.	No	No	Yes	Yes
`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.	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.	No	No	Yes	No
`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.	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.	No	No	Yes	No
`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.	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.	No	No	Yes	No
`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.	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.	No	No	Yes	No
`update_view`Rename a view. Use reorder_views to change the tab order.	Rename a view. Use reorder_views to change the tab order.	No	No	Yes	No
`update_widget`Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.	Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.	No	No	Yes	No
`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.	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.	No	Yes	Yes	No

Details

Registry status: Active
Published: Sep 3, 2026
Updated: Sep 3, 2026
Website: https://customerdashboard.io/⁠ (opens in a new tab)
Repository: Not given
Categories (suggested): Data and analyticsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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