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CustomerDashboard

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

Connector by customerdashboard.ioOfficial · Domain verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/customerdashboard-io-customerdashboard

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://app.customerdashboard.io/mcp Remote (HTTP)

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About

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

Reviews

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No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
18 read · 18 write · 6 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 42

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 18 · Look things up without changing anything.

  • explain_customer_filtering
  • get_account
  • get_dashboard
  • get_dashboard_share_url
  • get_data_source
  • get_data_source_schema
  • get_platform_overview
  • get_started
  • list_customers
  • list_dashboards
  • list_data_sources
  • list_plans_and_limits
Show 6 more tools
  • list_supported_data_connectors
  • list_views
  • list_widget_types
  • list_widgets
  • run_query_preview
  • validate_customer_filtering

Write 18 · Create, change, send or run things.

  • add_customer
  • add_customer_user
  • add_data_source
  • create_dashboard
  • create_view
  • create_widget
  • publish_dashboard
  • reorder_views
  • set_dashboard_formatting
  • set_dashboard_theme
  • set_widget_layout
  • test_data_source_connection
Show 6 more tools
  • unpublish_dashboard
  • update_customer
  • update_dashboard
  • update_data_source
  • update_view
  • update_widget

Delete 6 · Delete, drop, revoke or wipe things.

  • delete_customer
  • delete_customer_user
  • delete_dashboard
  • delete_data_source
  • delete_view
  • delete_widget

Network hosts it talks to 1

  • app.customerdashboard.io · found in remote endpoint, install command

Tools (42)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • add_customerAdd a 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_customer_userAdd a customer login

    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.

  • add_data_sourceAdd a 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.

  • create_dashboardCreate a 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_viewCreate a view

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

  • create_widgetCreate a 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.

  • delete_customerDelete a customercan change or delete data

    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_userDelete a customer logincan change or delete data

    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.

  • delete_dashboardDelete a dashboardcan change or delete data

    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_data_sourceDelete a data sourcecan change or delete data

    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_viewDelete a viewcan change or delete data

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

  • delete_widgetDelete a widgetcan change or delete data

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

  • explain_customer_filteringExplain per-customer data filteringread-only

    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_accountGet accountread-only

    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_dashboardGet dashboardread-only

    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.

Show 27 more tools
  • get_dashboard_share_urlGet share URLread-only

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

  • get_data_sourceGet data sourceread-only

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

  • get_data_source_schemaGet data source schemaread-only

    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.

  • get_platform_overviewAbout CustomerDashboardread-only

    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.

  • get_startedHow to get startedread-only

    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.

  • list_customersList customersread-only

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

  • list_dashboardsList dashboardsread-only

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

  • list_data_sourcesList data sourcesread-only

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

  • list_plans_and_limitsList plans and limitsread-only

    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_supported_data_connectorsList supported data connectorsread-only

    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_viewsList viewsread-only

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

  • list_widget_typesList widget typesread-only

    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_widgetsList widgetsread-only

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

  • publish_dashboardPublish a 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).

  • reorder_viewsReorder 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.

  • run_query_previewPreview a queryread-only

    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.

  • set_dashboard_formattingSet number and date formatting

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

  • set_dashboard_themeSet dashboard colours

    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_widget_layoutArrange widgets

    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.

  • test_data_source_connectionTest a 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.

  • unpublish_dashboardUnpublish a 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.

  • update_customerUpdate a 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.

  • update_dashboardUpdate a 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.

  • update_data_sourceUpdate a 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.

  • update_viewRename a view

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

  • update_widgetUpdate a widget

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

  • validate_customer_filteringCheck per-customer data isolationread-only

    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.

Signals

Last release
Sep 3, 2026 (1 month ago)

Details

Registry name
io.customerdashboard/customerdashboard
Version
0.1.0
Auth
Auth not stated
License
License unknown
Website
customerdashboard.io
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registry
Cite this page

CustomerDashboard MCP server. Agent Mart. https://agentmart.dev/connectors/customerdashboard-io-customerdashboard (last updated 2026-10-24)